CFA Society Hartford

10/26/2026

Leadership Lab with Eva Forde-Murray | (WHI) | Sponsors Conning & Wealthspire | Dates: 11/13 (12PM) or 11/19 (5PM) | 🎟️ RSVP: https://buff.ly/4z8tcvJ

An in-person designed to help you strengthen how you lead, communicate, navigate challenges, and think about what’s next. Attendees can expect practical tools, candid conversation, and coaching you can put to use right away.🚀

💫 Sponsored by: & Wealthspire Advisors

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10/26/2026

🆕 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...

10/25/2026

🏦 Help Build a Brighter Financial Future!

CFA Society Hartford members, we need you! Our Financial Literacy program has an ongoing need for volunteers to support programs and events throughout the year—helping children and teens, college students, and adults build stronger financial skills.

Your time and expertise can make a meaningful difference in our community.

Ready to get involved? 📧 To volunteer, contact Peter Hofmann: [email protected].

10/24/2026

🔷 All Programs | CFA Institute 🔷

Discover the CFA Program and professional certificates designed for both aspiring and current finance professionals. Achieve globally recognized qualifications.

🔎 Details: https://buff.ly/C3Pdlkq

Discover the CFA Program and professional certificates designed for both aspiring and current finance professionals. Achieve globally recognized qualifications.

10/23/2026

Performance measurement and reporting are facing a new set of questions.

How will AI change the work? What are firms learning from SEC examinations? How should we think about private market trends, incentive fees, and the latest GIPS standards updates?

Join us at the 30th Annual GIPS® Standards Conference, where leading practitioners, regulators, and industry experts will come together to explore the issues shaping the field today. | RSVP: https://buff.ly/Vf4t0nU

10/23/2026

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!

10/22/2026

🎓 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

10/22/2026

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!

10/21/2026

🚀 - Job Posting Alert

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

10/21/2026

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