NETWORKING MIXER
Networking, CFA Charterholder Panel, and AI Investment Themes in Focus with Guest Speaker Courtney Yakavonis, CFA
Private Wealth Roundtable & Social
Join us on Thursday, September 17, 2026 at New Park Brewing
Join CFA Society Hartford for an evening built for real conversation.
We're pairing a substantive, small-group roundtable 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.
Come for the insight. Stay for the conversation.
Round Table:
Wayne Blanchette
Raymond Bovich, CFA
Timothy Cashman, CFA
Ned Steiger, CFA
VIEW FULL SCHEDULE BELOW
Location: New Park Brewing – Barrel Room, West Hartford
Heavy appetizers & refreshments included
CE Credits
1 CE Credit awarded for CFA Society Hartford members.
We're pairing a substantive, small-group roundtable 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.
Come for the insight. Stay for the conversation.
Round Table:
Wayne Blanchette
Raymond Bovich, CFA
Timothy Cashman, CFA
Ned Steiger, CFA
VIEW FULL SCHEDULE BELOW
Location: New Park Brewing – Barrel Room, West Hartford
Heavy appetizers & refreshments included
CE Credits
1 CE Credit awarded for CFA Society Hartford members.
Location
New Park Brewing
485 New Park Ave
West Hartford, CT 06110
485 New Park Ave
West Hartford, CT 06110
Date & Time
Thursday, September 17, 2026
5:30 PM - 7:30 PM
5:30 PM - 7:30 PM
COSTS
Members & a Guest
Current CFA Society Hartford members and their guest attend for $10.00.
Students & Candidates
Finance students and those enrolled for CFA exams attend for $10.00
Non-Members
Non-Members $30.00
Current CFA Society Hartford members and their guest attend for $10.00.
Students & Candidates
Finance students and those enrolled for CFA exams attend for $10.00
Non-Members
Non-Members $30.00
SPONSOR
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Moderator
Raymond Bovich, CFA
Partner | Wealth Manager
Wooster Square Advisors, LLC
Partner | Wealth Manager
Wooster Square Advisors, LLC
Ray's career has extended over 40 years. He began in 1983 on Wall Street in the bond markets serving institutional clients. From 1998 through 2009, he worked in succession for two world class money managers in a variety of business development and management roles. He has served private wealth clients since 2010. His background allows him to craft robust investment strategies for business owners, professionals, the affluent and nonprofit organizations. Academically, Ray earned his degree in Mathematics from Fordham University in 1983 and became a Chartered Financial Analyst in 1995. Ray is also active in volunteer work throughout the community. He served as Past President of the CFA Society of Hartford from 2016 to 2017, and as Past Chair of the Board of Directors for The Connection, Inc. from 2019 to 2022. He is also the Founding President of CT WaveRunners, a 501(c)3 organization he established in 2019.
Speakers
Small-group roundtable guest speakers