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CORRECTION: The job title of Forecast Dinner speaker Greg Davis was incorrectly listed. Greg is Chief Investment Officer for Vanguard. Our apologies for the error.
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Special Event: Annual Charter Awards Dinner
Thursday, November 7, 2019
5:00 PM - 8:00 PM
Racquet Club of Philadelphia
215 S. 16th Street
Philadelphia, PA
You are cordially invited to the CFA Society Philadelphia Annual Charter Awards Dinner!
At this year's Awards Dinner, we will honor those professionals who have completed all three levels of the rigorous CFA program.
New charter recipients will have the opportunity to receive a facsimile of their Charter at the ceremony. Charter Pending Candidates will also be recognized at the dinner. CFAP Members are invited to show their support!
This exciting program will be held at the prestigious Racquet Club of Philadelphia. The event begins with a cocktail reception followed by a formal dinner. The awarding of facsimile Charters and acknowledgement of Charter Pending Candidates immediately follows dinner.
This Awards Dinner is also intended for spouses, partners, parents, and colleagues who have provided much-needed support for the Candidates during their years of study.
You can register up to three guests on the registration site as you register.
The Dress Code for the program is business attire.
Registration Fee:
Charter Recipients and Charter Pending Candidates: Free of Charge
Guests: $75.00
CFAP Members: $75.00
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NEW! November Coffee Chat
Thursday, November 21
8:00 AM - 9:00 AM
WeWork
1900 Market Street, 8th Floor
Philadelphia, PA
Join the CFAP Women's Advisory Committee for breakfast on Thursday November 21 from 8:00 AM to 9:00
 AM to discuss "The Power of the Ask".
You will have the chance to foster relationships with other professional women (and men) and share best practices around the topic, inspiration and personal experiences. Attendance is not limited to CFAP members, so feel free to bring a friend.
Coffee chats are held during the third week of each month at alternating locations. Even months are in Wayne and odd months are in Center City.
Registration is free of charge.
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Downtown Special Event: The Purpose of a Corporation
Thursday November 21
12:00 PM - 1:30 PM
Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA
The CFAP Sustainable Investment Thought Leadership Group will host its second luncheon at the Racquet Club. The luncheon will focus on the recent release of the Business Roundtable's new statement on the Purpose of a Corporation.
In August 2019, one hundred and eighty-one of our nation's largest corporate CEOs signed the Business Roundtable statement and embraced the notion that a company has a broader responsibility to society and vowed to consider all stakeholders in making future business decisions. The Purpose of a Corporation statement essentially rejects the writings of the late economist Milton Friedman and his theory that seeking profits for shareholders would alone allow a company to prosper, keep people employed, and fuel the economy.
To understand how this unprecedented event will affect our financial system in the future, we have the great privilege of Mark Pinsky and Jay Coen Gilbert joining us at our luncheon to discuss all aspects of this important issue.
Mark Pinsky, a writer and strategist, led the $150 billion CDFI industry for more than twenty years and recently co-wrote an inspiring book, "Organized Money", about the creation of a new trillion-dollar financial system. Click here to view Mark's bio.
After Jay Coen Gilbert sold AND1, the basketball-apparel company he cofounded, he created B Lab in 2006. B Lab certifies companies for "B Corporation" status, which publicly holds them accountable to stakeholders beyond shareholders, like employees and the environment. There are now more than 2,600 B Corps around the world.
We are pleased to announce that Allison Clark will be the moderator for the discussion. Allison is Associate Director, Impact Investing for the $7 billion endowment fund of the MacArthur Foundation. Click here to view Allison's bio.
If you have an interest in the environmental and social aspects of sustainable investing, this event is a must to attend.
Registration:
CFAP Members: $25.00
Non-Members: $40.00
Students: $25.00
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Special Event: 11th Annual High Net Worth and Family Wealth Conference
Tuesday, December 3
8:00 AM - 4:00 PM
Convene Cira Center
2929 Arch Street
Philadelphia, PA
(Adjacent to 30th Street Station)
CFAP will host its yearly program focused on private wealth and high net worth investors. This day-long conference features panel discussions and expert speakers from leading wealth advisors, family office staff, trust and estate planners, asset managers and a host of experts in behavioral finance disciplines.
This year we'll examine the changing world of advice and ask what the wealth advisory business will look like in three to five years.
The conference will address many of the pressing issues facing wealth investors and managers, including:
- Challenges of establishing appropriate spending rates for individuals
- Developments in the VC/private equity marketplace
- CIO Panel
- Technology, regulation, and compliance: insourcing vs. outsourcing
- Legislative developments from Washington
We are pleased to announce that
Margaret Franklin, CFA will be the conference keynote speaker. Marg is the recently appointed CEO of CFA Institute,
the global  association of investment professionals that sets the standard for professional excellence and credentials. Prior to her role at CFA Institute, Marg was a trailblazer in the private wealth industry, having held leadership roles at BNY Mellon, State Street and Barclays.
The Conference Agenda and additional event information will be available soon.
There are a number of conference sponsorship opportunities available.
Click here to view the conference sponsor sheet.
The conference includes breakfast, lunch,and morning/ afternoon coffee breaks.
Registration:
CFAP Members: $110.00
Non-Members: $220.00
CFA's from outside Philadelphia are invited to register at the Member rate!
Thank you to the Sponsors of the 2018 High Net Worth and Family Wealth Conference:
SILVER:
NEW SILVER SPONSOR:
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NEW! Annual Holiday Party
Thursday, December 19
6:00 PM - 8:00 PM
Racquet Club of Philadelphia
215 S. 16th Street
Philadelphia, PA
Experience the holidays in Center City with CFA Society Philadelphia. Our ve
nue, The Racquet Club, is a Philadelphia landmark. Its soaring ceilings and club atmosphere make it a great place to relax and meet new colleagues. And it is sure to be decked out for the holiday season!
Refreshments, an assortment of appetizers, and desserts will be served.
Registration:
CFAP Members: Free of Charge
Non-Members: $25.00
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NEW! Special Event: 16th Annual Forecast Dinner
Thursday, January 16
5:00 PM - 8:00 PM
Philadelphia 201 Hotel
201 North 17th Street
Philadelphia, Pennsylvania
CFA Society Philadelphia will host its 16th Annual Forecast Dinner from 5:00 PM to 8:00 PM. Join us to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead.
The Forecast Dinner will be held at
Philadelphia 201 Hotel by Marriott. Philadelphia 201 Hotel is the new name for the former
Sheraton Philadelphia Downtown Hotel. The hotel is conveniently located at 17th and Race Streets in Center City. Philadelphia 201 Hotel boasts one of the largest ballrooms in the city, and has on-site self-parking and valet service available.
Bob Pisani, CNBC "On-Air Stocks" Editor, will moderate the panel. A CNBC reporter since 1990, Bob Pisani
has  reported on Wall Street and the stock market from the floor of the New York Stock Exchange for more than a decade.
Bob covered the real estate market for CNBC from 1990-1995, then moved on to cover corporate management issues before moving to the New York Stock Exchange in 1997.
We are pleased to have the following panelists for the dinner:
Lori Calvasina
Managing Director, Head of US Equity Strategy
RBC Capital Markets
Lori Calvasina joined RBC Capital Markets as Head of U.S. Equity Strategy in 2017 as a Managing Director. Ha
ving spent nearly two decades as an equity strategist at major investment banks, Lori is an expert on the US stock market, and regularly represents RBC in the financial media on Bloomberg and CNBC.
Prior to joining RBC, Lori was a senior equity strategist at Credit Suisse from 2010 to 2017, covering Small/Mid Cap Strategy from 2010-2014 and both Small/Mid Cap and US Equity Strategy from 2015-2017.
She spent the first ten years of her career at Citi in a variety of roles including lead Small/Mid Cap Strategist from 2007-2010. In both 2008 and 2009 Lori was ranked #2 in the Small Companies category in the Institutional Investor All America Research team poll.
Lori is a graduate of the University of Virginia and its selective Government & Foreign Affairs' Honors Program. In 2019, she was named to Crains New York's list of Notable Women in Finance. Lori currently resides in Brooklyn with her husband and son, and is originally from Alabama.
Gregory Davis, CFA
Chief Investment Officer
Vanguard
Gregory Davis, CFA, is Vanguard's chief investment officer. In this role, he oversees the assets managed by Vanguard Fixed Income, Equity Index, and Quantitative Equity Groups.
 The funds managed by these groups include active and index stock and bond funds, money market funds, and stable value funds.
Previously, Mr. Davis was principal and global head of Vanguard Fixed Income Group, responsible for its portfolio management, strategy, credit research, trading, and planning functions. He has also served as the company's Asia-Pacific chief investment officer and a director of Vanguard Investments Australia.
Mr. Davis is a member of the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury. Mr. Davis has more than 19 years of investment management experience. Before joining Vanguard in 1999, he worked at Merrill Lynch as an associate in global debt markets.
Mr. Davis earned a B.S. in insurance from The Pennsylvania State University and an M.B.A. in finance from The Wharton School of the University of Pennsylvania. He is a CFA® charterholder and a member of CFA Society Philadelphia.
Dr. David Kelly, CFA
Managing Director, Chief Global Strategist
J.P. Morgan Asset Management
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience,
 David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.
David's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund's operating committee.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA charterholder. He also has a Ph.Dand M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.
In addition to single seat purchases, You can purchase a table for the dinner on-line! Simply follow the registration link below to reserve your table. Don't have your guest list ready? No problem. You can submit your list before the event. Send to
info@cfaphil.org.
The CFAP Forecast Dinner is a great opportunity for companies to participate in the event.
Click here for a sponsor sheet containing sponsor levels and benefits.
Registration Fee:
CFAP Members: $75.00
Non-Members: $125.00
Table of Ten Seats: $1,000.00
Registration for the Forecast Dinner is managed by Talley Management Group (TMG). TMG is the association management company that supports CFAP. Please direct questions regarding registration for this event to Renee at
info@cfaphil.org.
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Our Mission:
To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.
Our Vision:
We aspire to a Society that:
- Serves our members and other financial professionals who seek education, knowledge, professional development, connection and inspiration;
- Sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.
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