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CFA Society of Philadelphia

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About this Organization:

The CFA Society of Philadelphia (CFAP; formerly Financial Analysts of Philadelphia, Inc.) was founded in 1943 to further the interchange of information and opinions among people in the investment community, to foster a high standard of ethics and to promote a clear public understanding of the functions of security analysis. We also encourage continuing education in financial analysis for practitioners. Our organization is a Charter Society of the CFA Institute and is the seventh largest Society in the U.S. with close to 2000 members.

Upcoming Events:

March22
Member to Member: Proposed Regulations in the Derivatives Industry Mar 22 10 5:00pm - 6:30pm in Philadelphia, PA Speaker Phil Gocke, Managing Director of the Options Industry Council Sponsored by the CFA Society of Philadelphia Topic Member to Member: Proposed Regulations in the Derivatives...
April1
Downtown Luncheon: Too Big to Save?: How to Fix the U.S. Financial System Apr 1 10 12:00pm - 1:30pm in Philadelphia, PA Speaker Robert Pozen Author & Chairman of MFS Investment Management Sponsored by the CFA Society of Philadelphia Topic Too Big to Save?: How to Fix the U.S. Financial...
April8
SAVE THE DATE - Endowment And Foundation Conference Apr 8 10 8:15am - 4:30pm in Philadelphia, PA Quality programming addressing such topics as: • What do prominent donors look for when funding grants? • What developments affecting non-profits will come out of D.C.? • What return and...
April13
Networking Happy Hour Apr 13 10 6:00pm - 8:00pm in Radnor, PA Come celebrate “Spring time” with members and colleagues from the CFA Society of Philadelphia for a suburban networking event. This is a free event and the Society is buying hors d'oeuvres....

Past Events:

March16
Wilmington Luncheon Social Media for Financial Professionals - Building & Protecting Your Personal Brand Mar 16 10 12:00pm - 1:30pm in Wilmington, DE Topic Social Media for Financial Professionals - Building & Protecting Your Personal Brand Program When it comes to social media, the question isn't "should you" or...
March12
Downtown Luncheon: Investment Decision Making: Building a World Class Process Mar 12 10 12:00pm - 1:30pm in Philadelphia, PA Presenter(s) Jim Ware, Founder, Focus Consulting Group & Author Program Join Jim Ware, leading financial industry consultant and author of several books including "High...
March3
Financial Interdependence in the World’s Post-Crisis Capital Markets Mar 3 10 7:30am - 2:30pm in Philadelphia, PA Join GIC as we continue our 2010 Global Conference Series in Philadelphia! In partnership with the CFA Society of Philadelphia, the Federal Reserve Bank of Philadelphia, and Philadelphia Council of...
February25
Market Perspectives from Howard Marks Feb 25 10 12:00pm - 1:30pm in Philadelphia, PA Howard Marks founded Oaktree Capital Management in 1995 following 10 years at TCW Group running distressed debt, high yield bonds and convertible securities. Oaktree specializes in less efficient...
February23
Wilmington Luncheon - What Do You Really Know about Your Clients? Feb 23 10 12:00pm - 1:30pm in Wilmington, DE Field work in the area of family-advisor alignment suggests that advisors actually know quite a bit less than they presume based on segmentation and profiling methods that are often intuitively sound...
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