Annual Forecast Dinner
Join us on February 23, 2023
Global Market Outlook
Join us for a 2023 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will provide commentary on the latest trends and events impacting global markets, and attendees will walk away with actionable insights to guide investment allocation.

The event will be a hybrid event - In-person and available live stream.

Networking from 5:00-6:00 PM
Dinner served at 6:30 PM
Dinner is a filet and chicken meal. Vegan meals available upon request.
Introductions & Keynote speaker 6:45-8:00 PM

Information will be provided in a confirmation email when you register - please check your spam folder if you do not receive.  
Connecticut Convention Center
100 Columbus Blvd, Hartford, CT 06103
Date & Time
February 23, 2023, 5:00 PM - 9:00 PM
Event Tickets
$150 for non-members
$120 for members

Live Stream
No cost to attend virtually, however registration is required.
The 2023 Keynote speaker will be Jeffrey Kleintop, CFA, Managing Director, Chief Global
Investment Strategist, Charles Schwab & Co., Inc.

Welcome and introductions by James Newman.
James Newman, CFA
Jim has 23 years of investment and financial planning experience and is both a CFA® Charterholder and CFP® Practitioner. He has worked as an equity analyst for a long/short hedge fund, Frontline Capital Management, a wealth manager at national financial planning firm, Sagemark Consulting (Lincoln Financial Advisors), a portfolio manager at Spruce Hill Capital Management, and founded his own RIA firm, Peak Point Capital Management, LLC. Jim merged Peak Point with Gottfried & Somberg Wealth Management, LLC in December 2018.  Jim has been a volunteer with CFA Society Hartford since 2014 and has served on the Executive Board since 2017.
Jeffrey Kleintop, CFA
managing director, Chief global investment strategists, charles schwab & co., inc.
Jeffrey Kleintop, CFA®, is Managing Director and the Chief Global Investment Strategist at Charles Schwab. He is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides actionable insights through social media posts (@
JeffreyKleintop), written commentary on, videos, conference calls, webcasts, and in-person events.

Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Yahoo! Finance, and CNN. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured keynote speaker at industry events. Kleintop is the author of the investing book Market Evolution: How to Profit in Today’s Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. Kleintop received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. He is a Chartered Financial Analyst (CFA®).
2023 Forecast Dinner Sponsors
5:00 PM
Networking | Social Hour | Exhibitors
Join the attendees of the CFA Society Hartford Forecast Dinner for an hour of networking, appetizers and open bar.
6:00 - 6:30 PM
Dining Room Opens
Take your seats and spend time networking with your table.
6:30 PM
This year's dinner will include salad, main entrée and dessert.   No need to choose in advance, the meal will include both chicken and beef filet as well as a side and vegetable (GF).  Vegetarian meals available upon request.  Both red and white wine will be served at the table.
6:45 PM
Keynote Speaker
Welcome by James Newman, CFA, President, CFA Society Hartford.  Followed by Keynote Speaker,Jeffrey Kleintop, CFA
Managing Director, Chief Global, Investment Strategist, Charles Schwab & Co., Inc.. Live stream for those not attending in person will start at 6:40 PM.
Countdown to Forecast Dinner
 Join us on February 23 
Register now for in-person dinner and networking event or watch via live stream.

Individual Tickets
Members - $120 each
Non-Member $150 each
Free to Watch Live Stream

Tables & Sponsorships - Please email [email protected]

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