Upcoming Events

Emerging Markets: Navigating Change, Finding Opportunity

Join us for a forward-looking webinar exploring today's most compelling themes in Emerging Markets (EM). City of London Investment Management will share their outlook on where they see opportunities across EM-from market-specific catalysts to broader forces reshaping the landscape.   The panel will examine:     Opportunities across regions and sectors     Al's impact on EM profitability, competitiveness, and capital flows     USD dynamics and implications for EM assets     China's evolving role in global markets and portfolios     The Middle East's shifting geopolitical and economic backdrop     What looks attractive today and how structural shifts are redefining the EM opportunity set   Our panelists from City of London Investment Management:      Oliver Marschner - Head of Emerging Markets Equity      Justin Kuriya - Head of Economic and Market Strategy      Michael Edmonds, CFA  - CIO and Head of International/Global Equity With more than 30 years of navigating value dislocations and market transitions, the team will share practical insights on how EM has changed-and where disciplined investors may find compelling entry points now. For Institutional/Professional Clients Only. These views reflect general market commentary only and are not recommendations or investment advice.

Suburban Special Event: Optimizing Alts, Innovative Tax Strategies and Demystifying Private Credit

The 2026 Private Wealth & Alternatives Conference, co-hosted by CFA Society Philadelphia and CAIA Pennsylvania Chapter, will bring together leading investors, wealth managers, allocators, and alternative investment specialists to explore the rapidly evolving role of alternative investments in private wealth portfolios. As wealth management platforms increasingly incorporate innovative strategies into client portfolios, the conference will provide practitioners with a practical framework for understanding how private investments fit alongside traditional asset classes and other alternative investments.   Centered on the theme “Optimizing Alts, Innovative Tax Strategies and Demystifying Private Credit,” the program will feature expert panels and practitioner-led sessions addressing portfolio construction, manager selection, and the structural considerations unique to private credit investing. Speakers will also explore emerging opportunities for tax-efficient portfolio design and discuss how advisors can communicate the risks, liquidity characteristics, and return drivers of private credit to high-net-worth clients. By combining the investment expertise of the CFA community with the alternative-investment specialization of the CAIA network, the conference aims to equip private wealth professionals with the insights and tools needed to thoughtfully integrate private credit and other alternative strategies into modern client portfolios.   Agenda:   Opening Remarks: “The World Rewired: From Signals to Shifts and the Next Decade for Capital Markets” Tax Strategies Panel Private Credit Panel Networking Reception   The Union League Liberty Hill is a premier private club and conference destination set on more than 300 scenic acres in Montgomery County, just outside Philadelphia. The property is exceptionally convenient for regional travel, located only minutes from the intersection of I-76 (Schuylkill Expressway), I-476 (Blue Route), and the Pennsylvania Turnpike (I-276) , making it easily accessible from Philadelphia, the Main Line, King of Prussia, New Jersey, and beyond.   Registration is free of charge. Please register only if you are an investment professional in the private wealth space. Register here

Central PA Luncheon: AI-Driven Convergence of Digital Infrastructure and Real Assets

This presentation will explore the structural transformation occurring in global data center infrastructure as artificial intelligence, cloud computing, and digital connectivity accelerate demand for computing capacity. The session will begin with an overview of AI’s rapid growth and its relationship to data centers, including the role of hyperscalers and why large cloud providers remain heavily dependent on specialized data center infrastructure. It will then examine key industry questions such as whether the market could approach “peak” data center development, the rising demand for power, and how AI workloads are reshaping infrastructure requirements. The discussion will also address emerging trends including edge computing, the importance of latency in distributed networks, and the evolution of data center operating models. The presentation will conclude with a review of key investment themes and how a multi-strategy approach can provide diversified exposure to opportunities across the data center ecosystem.  Our presenter:     Xiao Tsai is a Director of GI Partners. He currently serves on the board of Light Edge. Prior to joining GI Partners, Mr. Tsai was a Vice President at Morgan Stanley Infrastructure Partners in New York, where he led the group’s communications infrastructure investments across the Americas and served on the board of Altan Redes. Earlier in his career, he was an analyst at AMI Group in Chicago. Xiao began his career as an engineer at GE Aviation and Motorola Mobility. Xiao holds BS in Computer Engineering and an MS in Electrical Engineering, both from the University of Illinois.  GI Partners is a U.S.-based private alternatives investment firm founded in 2001 and headquartered in San Francisco that invests on behalf of leading global institutional investors across private equity, real estate, and data infrastructure strategies. The firm has raised more than $49 billion in capital and focuses on middle-market companies and mission-critical assets that underpin the digital economy, including data centers, communications networks, and technology-enabled infrastructure.   Registration Fee: $15.00 Register here

Sponsored Webinar: State Street ETF Spotlight: Prepare, Don’t Predict

Recent geopolitical developments (e.g., Iran, South America) and questions of Federal Reserve independence underscore a broader pattern of ongoing global tensions, contributing to a market environment of heightened complexity and uncertainty. The realities of geopolitical competition and persistent friction points have the potential to trigger risk-off moves in financial markets, exposing traditional portfolios to downside risks. In this context, investors may benefit from a multi-asset strategy that enhances portfolio resilience by expanding beyond a conventional mix of equities and nominal bonds.      Our presenter is Christopher Ward, Portfolio Manager for the SPDR® Bridgewater All Weather ETF (ALLW). Chris joined Bridgewater in 2009 and is currently a Portfolio Manager for the SPDR Bridgewater All Weather ETF. More broadly, Chris is a senior investor on Bridgewater’s Balanced Assets team where he is focused on the design, evolution, and oversight of Bridgewater’s All Weather Strategy (and other related multi-asset portfolio solutions). Chris had previously spent years leading a variety of product development efforts at Bridgewater, working closely with partners at leading financial institutions to make Bridgewater strategies more accessible to global wealth investors. Chris holds a B.A. in Engineering Modified with Economics from Dartmouth College.

Annual Golf Outing

CFAP and Women in Investing Network (WIN) Philadelphia invite you to experience an afternoon of golf and socializing at White Manor, a beautiful private club in Chester County. You have the choice of participating in a nine-hole team scramble format with a 3 p.m. shotgun start. Or you can join a golf clinic to learn some foundational golf skills. You can choose your option when you register.      After golf, we will head to the White Manor clubhouse for appetizers, drinks, dinner and dessert. Price includes golf, 19th hole reception and dinner. There are several sponsorships available for this event. Learn more here . Registration: Individual: $95.00 Foursome: $380.00 Register here