Annual Forecast Dinner 
Join us at the 2025 Forecast Dinner hosted by CFA Society Hartford, featuring esteemed speaker Gabriela D. Santos. This premier event will bring together Connecticut's leading investment professionals and key decision-makers for an evening of insight and networking.

Established in 1954, CFA Society Hartford represents a network of over 700 investment management professionals dedicated to promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community.
New CFA Charterholder Ceremony
On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charterholders of the Chartered Financial Analyst® designation. Becoming a CFA® charterholder represents a truly significant achievement in professional development and a commitment to lifelong learning.

Those who received their CFA designation in 2024 will be presented with the charter by Kathryn Pizzi, CFA®, ASA, Membership, CFA Society Hartford; Richard Razza, CFA President, CFA Society Hartford; and the Keynote Speaker, Gariela D. Santos, Managing Director, Chief Market, Strategist for the Americas, J.P. Morgan Asset Management
 
Networking from 5:00-6:00 PM
New CFA Charterholder Ceremony 6:30 PM-6:45 PM
Annual Forecast Dinner Introductions & Keynote speaker 6:45-8:00 PM
Location
Connecticut Convention Center
100 Columbus Blvd, Hartford, CT 06103
Date & Time
March 6, 2025
5:00 PM - 9:00 PM
TICKETS
Event Tickets
$120 for members
$150 for non-members
Full Table $1350
1/2 Table $675
Keynote Speaker
GABRIELA D. SANTOS
Managing Director, Chief Market Strategist for the Americas, J.P. Morgan Asset Management
Gabriela Santos
Chief Market Strategist, Americas
Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications.

Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press.

Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager.

Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.

Annual Forecast Dinner 2025 Sponsors
PLATINUM SPONSOR
SILVER
SILVER
SILVER
SILVER
SILVER

SILVER
SILVER

SILVER
BRONZE
BRONZE
BRONZE
BRONZE
NEW CFA CHARTERHOLDER TABLE
NEW CFA CHARTERHOLDER TABLE
NON-PROFIT ORGANIZATION
CT IFS

FORECAST CONTEST
Rossmore Private Capital
Schedule
5:00 PM
Networking | Social Hour | Exhibitors
Join the attendees of the CFA Society Hartford Forecast Dinner and the New CFA Charterholders for an hour of networking, appetizers and open bar.
6:00 - 6:30 PM
Dining Room Opens & Dinner Served
Take your seats and spend time networking with your table.  This year's dinner will include salad, main entrée and dessert.   The main entrée 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.
6:30 PM
New CFA Charterholder Ceremony
On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charter holders of the Chartered Financial Analyst® designation.  Those who received their CFA designation in 2024 will be presented with the charter by Kathryn Pizzi, CFA®, ASA, Membership, CFA Society Hartford; Richard Razza, CFA President, CFA Society Hartford; and the Keynote Speaker, Gariela D. Santos, Managing Director, Chief Market, Strategist for the Americas, J.P. Morgan Asset Management
6:45 PM
Keynote Speaker
Welcome by Richard Razza, CFA, President, CFA Society Hartford
Keynote Speaker Gabriela D. Santos, Chief Market Strategist, JP Asset Management
Countdown to Forecast Dinner
 Join us on March 6 
Register now for in-person dinner and networking event

Individual Tickets
Members $99 - $120 each
Non-Member $130 - $150 each

Sponsorships - Please email [email protected]

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