Upcoming Events

Research Challenge Finals Event

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.   CFAP is the host of the local, Philadelphia-area competition. Twelve area schools submitted research reports on the Subject Company, Carpenter Technologies (NYSE: CRS). The reports are graded by a group of CFAP volunteers. The student teams with the top four scores advances to the local Finals Event at the Union League. The finalist teams will present their research to a panel of judges to determine the local winner. Our local winner will advance to the regional rounds of the competition. The global Finals event will take place in Hong Kong in May.   Register here

Webinar: Ethical Decision-Making for Investment Professionals

Co-Produced with CFA Institute and CFA Society Atlanta Ethical Decision Making for Investment Professionals is a highly interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective. The session provides an engaging exploration of ethical decision-making in the financial services industry, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework. The course emphasizes interaction and reflection, using case studies, group discussions, and real-world examples.    The presentation will help participants:      Recognize and interpret ethical dilemmas in professional settings     Analyze complex situations where rules may be unclear or competing interests exist     Apply a structured approach and practical tools to make sound, ethical decisions   Our presenters:      Jon Stokes is Director of Ethics & Professional Standards at CFA Institute. His responsibilities include developing, maintaining, and providing interpretation on the organization’s Code of Ethics and Standards of Professional Conduct, Asset Manager Code of Professional Conduct, and other ethics codes and standards. He has designed and created on-line ethics education programs for CFA Institute, including the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes has led numerous in-person and online ethics trainings for members, societies, and investment professionals and contributes to the ethics curriculum at all three levels of the CFA Program. He holds a JD degree.      Andrew Crain is Director of Ethics & Professional Standards at CFA Institute. Based in London, Andrew brings over 30 years of global experience across financial markets, compliance, and regulatory leadership, including roles at GoldenTree, PGIM, BlackRock, and major regulators. He leads the development and interpretation of CFA Institute’s ethics and professional standards across EMEA and APAC — ensuring integrity remains at the heart of the investment profession.   Registration is free of charge for CFAP members.   CFA Society Atlanta is taking registrations for this webinar. Use the code #PASSPORT at guest checkout.  

Suburban Happy Hour

Come join us for a night out in the suburbs! CFAP Happy Hours are a great way to unwind and catch up with colleagues. Our venue, The Great American Pub, is conveniently located in downtown Conshohocken, close to the PA Turnpike, The Schuylkill Expressway, and Route 476. Complimentary lite bites and refreshments will be served.   Avantis Investors is the proud sponsor of this event. Avantis Investors was created in 2019 to deliver value-added solutions at low fees. Today, thousands have placed trust in Avantis across a range of equity, fixed income, and real asset strategies. Click here to register

Downtown Special Event: De-globalization: Navigating a Historic Economic Regime Shift

Sponsored by Man Group and Co-Produced with The Bond Club of Philadelphia. Are we witnessing the end of four decades of neoliberal economic integration?  Man Group’s latest research which represents the findings from a bespoke project carried out for a large Canadian pension fund, suggests that deglobalization isn’t just another market cycle—it may represent a fundamental regime shift. Please join Dr Alex Preston, CFA (Head of Advisory at Man Group) on Thursday, March 19th to explore:     Economic Regime Change: Lessons from past transitions—from the Gold Standard to Bretton Woods to neoliberal globalization.     The Economics of Deglobalization: Forces behind protectionism, reshoring, and the rise of multipolar economic blocs.     Investment Implications: Insights into how structural shifts have shaped asset classes and market dynamics. This presentation also delivers new ways of using data and AI to establish the long-term impact of geopolitical shocks and regime shifts on portfolios, drawing on research from academics at Brown University and Oxford University.       Alex Preston, CFA, Head of Advisory, Man Group Alex Preston is Head of Advisory at Man Group, responsible for Advisory and for the firm’s client research collaboration with Oxford University, OMI Advisory. He was previously Head of Content at Millennium. Prior to that, he was Client Investment Strategist at Man Group, working for the firm from 2013 to 2020. Alex started his career in 2001 working for a credit hedge fund before moving to The Carlyle Group, where he was Head of Global Trading. He is a prize-winning author and journalist, writing regularly for The Economist, Financial Times and the Guardian. Alex graduated from the University of Oxford with an MA in English Literature, and holds a PhD from University College, London. He is a CFA charterholder. The presentation will be followed by a reception serving lite bites and refreshments. This is a members-only event. Click here to register Thanks to the sponsor of this event: