Annual Forecast Dinner

This annual gala attracts over 300+ Connecticut Area investment industry professionals to share an evening of good cheer and great discussion centered on important issues in the world of financial services. Guests enjoy cocktails, a delicious meal, vast networking opportunities, and prominent speakers at the centrally located Connecticut Convention Center.

Don’t miss the region’s premier event for investment management professionals. 

2024 | Global Market Outlook

Join us on February 29, 2024 CFA Society Hartford  at the Annual Forecast Dinner for a Global Economic Forecast by keynote speaker David Bianco, CFA
Keynote Speaker

David Biaco

David Bianco, CFA

Chief Investment Officer

DWS Investments

SPONSORSHIP Opportunities

All benefits are dependent on the Sponsor providing the required materials and information prior to deadlines.

Sponsorship Opportunities provide firm exposure at the Annual Forecast Event and on the Society website, as well as networking opportunities to engage our members and guests throughout the year at periodic luncheons and conferences hosted by the Society.

Sponsorships start at $600.00.

2024 Annual Forecast Sponsorship Package

Current Sponsors

Past Forecast Events


Global Market Outlook


Risk & Opportunities

  • Keynote speaker Russ Kosterich, Managing Director, BlackRock
  • View Photos


Capital Markets Observations and Expectations


Through the Global Looking Glass: Markets in 2020


The Real News About the US Economy


Investing in 2018 and Beyond: A Guide to the Markets

  • Keynote Speaker Dr. David Kelly, CFA, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
  • View Photos


A New Path: The Growth & Reflation Trade

  • The Future of Hartford, Luke Bronin, Mayor of Hartford
  • Opening Remarks, Paul Smith, CFA, President & CEO, CFA Institute
  • Keynote Speaker, Douglas Coté, CFA, Chief Market Strategist, VOYA, Investment Management
  • View Photos


Forecast by Robert Doll

  • Keynote Speaker Robert C. Doll, CFA, Chief Equity Strategist, Senior, Portfolio Manager, Nuveen Asset Management
  • View Photos


World Macro Outlook

  • Keynote Speaker, Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company



  • Keynote Speaker, Dan Roberts, PhD, Chief Investment Officer of MacKay Shields


The Outlook for 2013:  Living in the Age of Financial Repression

  • Keynote Speaker, Mark W. Yusko - CEO & Chief Investment Officer, Morgan Creek Capital