CFA Society Hartford

09/08/2026

Education Panel Luncheon | October 22 | 12-1:30PM | Max Downtown-Hartford | RSVP: https://buff.ly/ODeDypc | 💫 Sponsored by: Artisan Partners

Rethinking Credit Allocations: Building More Resilient Portfolios in Public Markets | 🎙️ Speakers: John Ebeling: https://buff.ly/VbLv7Jn | Michael Fontaine: https://buff.ly/HG9OIpC

As market regimes shift and correlations that once anchored fixed income diversification grow less predictable, allocators face a harder question: is a portfolio built for the last cycle equipped for this one? Heightened geopolitical uncertainty and volatility have exposed a gap in how many investors think about public credit, often anchored to spread levels while overlooking a broader opportunity set that hasn't been "priced to perfection."

Join the Artisan Credit and EMsights teams for a candid discussion on idiosyncratic strategies across primarily U.S. public below investment grade credit and global debt, designed to deliver low correlation and compelling risk-adjusted returns relative to broad market indices.

09/07/2026

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

Women in Wealth Management: An Education Luncheon Panel - Moderator, Raymond Bovich, CFA, 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

09/06/2026

🤝 Private Wealth Round Table & Social | Thu, Sep 17 | 5:30-7:30 PM | New Park Brewing – Barrel Room (W. Hartford) | RSVP: https://buff.ly/gMshrad

Join for an evening built for real conversation, not another panel discussion.

We're pairing a substantive, small-group round table with a genuine social hour, giving both the depth and the connection room to breathe. The first half puts attendees seated directly with private wealth advisors (no stage, no panel) for a moderated discussion on the issues shaping client relationships right now: navigating client anxiety amid market volatility, estate planning ahead of shifting tax policy, and working with next-gen and inheriting clients.

💬 Have a question you want addressed? Add it when you register, and we'll work it into the discussion.

Then the evening shifts gears. Fresh drinks and apps come out for an open social built around a Client Persona mixer: each attendee gets a name tag paired with a quirky fictional client (think "Just inherited $2M and terrified of it" or "Retiring in 6 months, wants to buy a vineyard"). Circulate, meet other advisors, and find the "client" you'd most want to work with, or trade notes on how you'd handle them.

Join CFA Society Hartford for an evening built for real conversation, not another panel discussion

09/05/2026

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

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

09/04/2026

☕️ 💼 Networking Event | Sit Down with an Executive! | Women in Investments Hartford | Fri, Sept 25th | 10AM-12PM | Location: TBA (Bolton, CT) | FREE to Attend, RSVP Required: https://buff.ly/f4uSF2L

Skip the sterile conference rooms. This isn't your typical networking event.

Join us for an exclusive sit-down conversation at the private home of a prominent investment executive right here in Bolton, CT. This is your chance for a genuinely candid discussion about what it really takes to lead in the investment industry.

What to expect:

• An intimate, relaxed setting where real conversations happen
• Complimentary coffee, tea, and light bites
• Unfiltered insights into career trajectory, leadership lessons, and industry perspectives
• Meaningful connection with fellow professionals who get it

Space is highly limited, and that's intentional. We are keeping this small to ensure genuine dialogue, not another panel where questions get asked from the back of the room!

The exact address will be shared with registrants the week of the event.

Skip the sterile conference rooms. This isn't your typical networking event. Join us for an exclus

09/02/2026

✨ BIG EVENT ANNOUNCEMENT ✨ A Global Leader is Heading to CT!

We are thrilled to reveal the keynote speaker for our biggest event of the year, the 2027 Annual Forecast Dinner in Hartford, CT.

Joining us is finance power player Sébastien Page, CFA, Head of Global Multi-Asset and Chief Investment Officer at . Managing hundreds of billions in assets and author of Beyond Diversification, Sébastien is one of the industry's leading voices on market strategy and asset allocation. | LinkedIn: https://buff.ly/w0Y6SFO

Don't miss the opportunity to hear his exclusive insights as we look ahead to the financial landscape of 2027!

08/29/2026

🚨 NEW DATE 🚨

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

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