Upcoming Events

Education Luncheon - Market Update

Join us on Tuesday, April 29, 2025 Cyclical Outlook with David Braun, PIMCO.  At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Guest Speaker David Braun, PIMCO SPONSORED BY 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. REGISTER

Education Luncheon

Join us on Thursday, May 1, 2025 Speaker: Matt McLaughlin, International Portfolio Specialist, Diamond Hill For over a decade, U.S. equities have dominated global markets, a trend that accelerated after the COVID-19 pandemic. However, 2025 has brought a shift, with international equities leading the way. In this presentation, we’ll explore the key drivers behind U.S. equity outperformance, the historical cycles of international versus U.S. market leadership, and why the current environment may favor international markets. We’ll also discuss the benefits of diversifying beyond the U.S. and how an allocation to international equities can enhance a portfolio’s long-term potential. 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 REGISTER 1.5 CE Credit awarded for CFA Society Hartford members. SPONSORED BY DIAMOND HILL GUEST SPEAKER Matt McLaughlin International Portfolio Specialist Diamond Hill Matt serves as a portfolio specialist for Diamond Hill and joined the firm in 2023. Prior to joining Diamond Hill, Matt served in a number of roles, including vice president — research, for Harbor Capital Advisors from 2008 to 2016, portfolio specialist for William Blair Investment Management from 2016 to 2019, and senior vice president, regional investment consultant for Harbor Capital Advisors from 2019 to 2023. Matt has a Bachelor of Arts in finance and marketing from Loras College.