Upcoming Events

January Education Luncheon - Hedge Funds and The Big Evolution In Replication Approaches

Join us for a presentation by Bob Elliott, Unlimited Funds on “Hedge Funds and The Big Evolution In Replication Approaches”.   The presentation will review the development of hedge fund replication approaches over the last 35 years, with an overview of the opportunities and considerations in the next generation approaches. In addition, Bob will share insights on current Hedge Fund positioning and what that could indicate for the 2025 Outlook. LEARN MORE & REGISTER SCHEDULE : 12:00 – 1:30 PM 30-40 minute presentation followed by Q&A. COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members   $40.00 1.5 CE Credit awarded for CFA Society Hartford members.

Annual Forecast Dinner 2025

Join us at the 2025 Forecast Dinner hosted by CFA Society Hartford, featuring esteemed speaker Gabriela D. Santos. This premier event will bring together Connecticut's leading investment professionals and key decision-makers for an evening of insight and networking. REGISTER NOW Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications. Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press. Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager. Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.