CFA Society Hartford

10/10/2026

Dinner & Social | Alternative Investment Panel Discussion | October 15 | 5:30-8:30PM | Capital Grille-Hartford | RSVP: https://buff.ly/PmdSSP1

💫 Sponsored by: T. Rowe Price & Franklin Templeton & Wooster Square Advisors LLC

RSVP: https://buff.ly/ma8VR25

📣 Intro: Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Globalx

🎙️ Moderator: Raymond Bovich, CFA, Partner, Wealth Manager, Wooster Square Advisors, LLC

🎤 Speaker: Sonali Basak-https://buff.ly/AqaxmjR, Chief Investment Strategist at iCapital®

Join us on October 15, 2026, Capital Grille - New Date Alternative Investment Discussion D

10/09/2026

🎓 The 2027 CFA Institute Research Challenge is here!

💫 Hosted locally by CFA Society Hartford, CFA Society Stamford, and CFA Society Providence.

University students are invited to put their financial analysis, valuation, and presentation skills to the test in this global equity research competition. Teams gain hands-on experience analyzing a publicly traded company, developing an equity research report, and presenting their investment recommendation to industry professionals.

📅 2027 Season Kick-Off: October 27
💻 Virtual via Zoom (4:30-6PM)
🔎 Featuring the official Target Company Reveal
➡️ RSVP: https://buff.ly/3f7Mi3i

🏫 Schools that have committed are: UMass Amherst | CCSU | Connecticut College | UCONN Stamford | UMass Amherst | Bryant University | Providence College | Roger Williams

10/09/2026

Want Your Brand Front & Center at New England's Biggest Financial Night of 2027? 🎤📈

The CFA Society Hartford 2027 Annual Forecast Dinner is coming this February—and we’re bringing powerhouse keynote speaker Sébastien Page of T. Rowe Price to the Hartford stage!

Every year, this premier gathering brings together hundreds of portfolio managers, wealth advisors, analysts, and C-suite decision-makers. Partnering as an event sponsor puts your company directly in front of the region's top financial influencers.

From headline stage presence at the Forecast Dinner to year-round brand alignment across our member programming, our packages offer exceptional ROI for firms looking to grow their footprint in CT.

⚡ Sponsorship slots are structured for maximum impact and fill up quickly.

Look through our Sponsorship Guide to find the tier that fits your firm's goals:
👉 https://buff.ly/xOTkarP

📩 Interested in custom packages or elite corporate tables? DM us or reach out to our sponsorship team today!

10/09/2026

Dinner & Social | Alternative Investment Panel Discussion | October 15 | 5:30-8:30PM | Capital Grille-Hartford | RSVP: https://buff.ly/PmdSSP1

💫 Sponsored by: T. Rowe Price & Franklin Templeton & Wooster Square Advisors LLC | 💼 Presented by CFA Hartford & FPA CT

RSVP: https://buff.ly/ma8VR25

📣 Intro: Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Globalx

🎙️ Moderator: Raymond Bovich, CFA, Partner, Wealth Manager, Wooster Square Advisors, LLC

🎤 Speaker: Sonali Basak-https://buff.ly/AqaxmjR, Chief Investment Strategist at iCapital®

Join us on October 15, 2026, Capital Grille - New Date Alternative Investment Discussion D

10/08/2026

Education Luncheon | Max Downtown | October 29 | 12-1:30PM | Is Europe Finally Attractive? The Case for European Credit Alongside US Credit

🎙️ Speaker: Thomas Duetoft - Partner, Senior Portfolio Manager & Head of Client Solutions | RSVP: https://buff.ly/qFRFy3G | 💫 Sponsored by:

Join us for an Education Luncheon that will examine the evolving European credit landscape, where opportunities may be emerging, and how European credit can complement US credit allocations in today’s market.

We look forward to hosting you!

10/08/2026

💼 - Job Posting Alert

CONNING
Position: Enterprise Data Management Analyst
Learn More | Apply: https://buff.ly/Hnaa7Ie

10/07/2026

🆕 🚀 - Job Posting Alert

SYMETRA
Position: Derivative Analyst & Trader - Hybrid (Farmington)
Learn More | Apply: https://buff.ly/vvnV3Ql

10/07/2026

Education Luncheon Panel | November 11 | 12-1:30PM | Max Downtown-Hartford | RSVP: https://buff.ly/nueDEnM | 💫 Sponsor: Global X ETFs

Women in Wealth Management: An Education Luncheon Panel - Moderator, Raymond Bovich, will guide the panel discussion, posing questions on career growth, industry trends, and lessons learned in wealth management, followed by an audience Q&A.

🎙️ Panelists:
Amy Miller, Wealthspire: https://buff.ly/GpKsKmL
Catherine Crosby, Merrill Lynch: https://buff.ly/sIFdG7S
Tricia Brady, AssetMark: https://buff.ly/hd794mU

10/06/2026

💼 Employers: Connect with Top Financial Talent!

Have an open position to fill? CFA Society Hartford’s Job Bank offers employers FREE job listings on our website and in our weekly e-newsletter—helping you reach qualified investment and financial professionals.

📣 Spotlight your career opportunities and connect with a highly qualified audience at no cost.

📧 Submit your job listing: [email protected]
🔗 Learn more: https://buff.ly/6ia2QOP

10/06/2026

🆕 Advisor Education Symposium (AES) & Annual Dinner | Tue, Nov 3 | Enterprise Corporate Park & Il Palio-Shelton | 2-8PM| 🎟️ RSVP: https://buff.ly/a85yEOz

Join FPACT & CFA Society Hartford for a MUST-SEE Advisor Panel and a virtual presentation by Meb Faber!

There is no single blueprint for building a successful advisory firm. Be part of a candid conversation with experienced wealth management leaders who have built thriving businesses through very different models and approaches.

🎤 Event - 3 Sessions: 2PM-5:15PM
🍸️ Drinks & Dinner (Il Palio featuring Open Bar): 5:15PM

Join FPACT & CFA Society Hartford for a MUST-SEE Advisor Panel & a virtual presentation by Meb Faber! The AES starts at 2 & ends at 5:15. Drinks & dinner at Il Palio begin at 5:15. Il Palio is among Fairfield County's premier Italian restaurants, a four-minute walk from the AES. We're offering an op...