Upcoming Events

  • Wednesday

    Education Luncheon - Thematic Investing In an Everchanging Landscape

    Apr 19, 12:00 PM - 01:30 PM (ET)
    Education Luncheon at Max Downtown Scott Helfstein, Head of Thematic Solutions at Global X, will be our guest speaker and provide an update on thematic investing, or investing in tomorrow’s innovation and ground-breaking technologies. The post-COVID landscape has led to many disruptions and catalyzed new business models and service deliveries in an everchanging landscape. Hear Scott’s views on how investors should navigate the challenges and opportunities that lie ahead. Sponsored by: Globalx
    Hartford, CT, United States

  • Tuesday

    Education Luncheon - Market Intelligence

    May 9, 12:00 PM - 01:30 PM (ET)
    Join us on Tuesday, May 9th for a presentation entitled Market Intelligence with Matthew D. Miskin, CFA, John Hancock. Matt will present John Hancock Investment Management’s “Market Intelligence”. A natural by-product of our manager research is timely investment insight from across the industry. Leveraging the intellectual capital from our in-house asset management teams along with our network of unaffiliated asset managers allows us to uncover real-time opportunities and risks. We then combine that bottom-up input with top-down perspective from global macro research firms to deliver a focused collection of actionable investment ideas. “Market Intelligence” dives into our 12-18 month views on the economy, US equity, International equity, Fixed Income, and our top portfolio ideas. LEARN MORE AND REGISTER Includes lunch and 1.5 CE credits (for members) Sponsored by: John Hancock Investment Management
    Hartford, CT, United States

  • Wednesday

    Education Luncheon Panel - The Evolution of and Outlook for Small-Caps with Chuck Royce

    Jun 7, 12:00 PM - 01:00 PM (ET)
    Please join us for a panel discussion with experts on small-cap investing from Royce Investment Partners, featuring: Chuck Royce, Chairman of Royce Investment Partners Francis Gannon, Royce Co-CIO Moderated by Michael Kaufmann, CFA, Institutional Portfolio Specialist The discussion will include commentary on: 1. The evolution of the small-cap asset class from the perspective of legendary small-cap investor, Chuck Royce. 2. The current market environment and what it means for the outlook of the small-cap asset class. 3. What factors tend to be in place when small-caps outperform or underperform. 12:00 – 1:30 PM Panel 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. Candidates & Students Finance students and those enrolled for CFA exams attend for $20.00 Non-Members $40.00 1.5 CE Credit awarded for CFA members.
    Hartford, CT, United States

Cancellation Policy

In some cases, cancellations may be accepted up to 48 business hours prior to the function without charge. Should the event be cancelled due to inclement weather or unscheduled closing at venue, the registration fee will be applied to a rescheduled event within a six month period.  

Contact CFA Society Hartford to cancel