Networking & Alternative Investment Discussion
Join us on October 15, 2026, Capital Grille
Alternative Investment Discussion
Developments & Opportunities in Alternative Investments and Private Markets
Introduction | Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Globalx
Moderator | Raymond Bovich, CFA, Partner, Wealth Manager, Wooster Square Advisors, LLC
Speaker | Sonali Basak, Chief Investment Strategist at iCapital®
COST | Includes Appetizers, Drinks, Dinner (Salad, Entrée, Sides, and Dessert)
CFA Society Hartford & FPA CT Members | Guest | Candidates & Students
Current CFA Society Hartford & FPA CT members and their guest attend for $35.00.
Non-Members $55.00
SCHEDULE
5:30PM | Networking
6:30 PM | Dinner
6:45 PM | Alternative Investment Discussion
DINNER ENTRÉE (choose when registering)
Filet Mignon 10 oz
Seared Citrus Glazed Salmon with Marcona Almonds and Brown Butter
Dry Aged Bone-In Strip 18 oz
Roasted Chicken Breast with fingerling potatoes and Dijon Cream
Vegan/Dairy-Free/Vegetarian Option
ACCOMPANIMENTS FOR THE TABLE
Sam’s Mashed Potatoes & Grilled Asparagus with Lemon Mosto
DESSERT
Flourless Chocolate Espresso Cake
CE CREDITS
1 CE Credit awarded for CFA Society Hartford members
Developments & Opportunities in Alternative Investments and Private Markets
Introduction | Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Globalx
Moderator | Raymond Bovich, CFA, Partner, Wealth Manager, Wooster Square Advisors, LLC
Speaker | Sonali Basak, Chief Investment Strategist at iCapital®
COST | Includes Appetizers, Drinks, Dinner (Salad, Entrée, Sides, and Dessert)
CFA Society Hartford & FPA CT Members | Guest | Candidates & Students
Current CFA Society Hartford & FPA CT members and their guest attend for $35.00.
Non-Members $55.00
SCHEDULE
5:30PM | Networking
6:30 PM | Dinner
6:45 PM | Alternative Investment Discussion
DINNER ENTRÉE (choose when registering)
Filet Mignon 10 oz
Seared Citrus Glazed Salmon with Marcona Almonds and Brown Butter
Dry Aged Bone-In Strip 18 oz
Roasted Chicken Breast with fingerling potatoes and Dijon Cream
Vegan/Dairy-Free/Vegetarian Option
ACCOMPANIMENTS FOR THE TABLE
Sam’s Mashed Potatoes & Grilled Asparagus with Lemon Mosto
DESSERT
Flourless Chocolate Espresso Cake
CE CREDITS
1 CE Credit awarded for CFA Society Hartford members
Location
Capital Grille
44 Front Street Hartford, CT 06103
44 Front Street Hartford, CT 06103
Date & Time
October 15, 2026
5:30 PM - 8:00 PM
5:30 PM - 8:00 PM
Sponsored by
Franklin Templeton &
T. Rowe Price Investment Services, Inc.
Franklin Templeton &
T. Rowe Price Investment Services, Inc.
Speakers
An in-depth discussion about developments and opportunities in alternative investments and private markets.
Introduction by Benjamin M. Lavine, CFA, CAIA, RICP, CFA Society Hartford Board of Directors and Program Chair and VP, Senior Investment Strategist at Global X ETFs .
Introduction by Benjamin M. Lavine, CFA, CAIA, RICP, CFA Society Hartford Board of Directors and Program Chair and VP, Senior Investment Strategist at Global X ETFs .
Raymond H. 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.
Academics
A. Mathematics, Fordham University, 1983 | Chartered Financial Analyst, 1995
Volunteer Work
Board of Directors & Past President, CFA Society Hartford
Past Chair, Board of Directors, The Connection Inc 2019-2022
Founding President, CT WaveRunners 2019
Academics
A. Mathematics, Fordham University, 1983 | Chartered Financial Analyst, 1995
Volunteer Work
Board of Directors & Past President, CFA Society Hartford
Past Chair, Board of Directors, The Connection Inc 2019-2022
Founding President, CT WaveRunners 2019
Sonali Basak
Chief Investment Strategist
iCapital®
Chief Investment Strategist
iCapital®
Sonali Basak is the Chief Investment Strategist at iCapital®, a global fintech leader transforming access to alternative investments. In her role, Sonali leads the firm’s strategic thought leadership across public and private markets, delivering data-driven insights and actionable content to financial advisors, investors, and asset managers. She plays a pivotal role in shaping iCapital’s investment outlook and strengthening its position as a trusted voice in the global investment ecosystem.
Prior to joining iCapital, Sonali was Bloomberg Television’s lead global finance correspondent and anchor. She covered major financial institutions, hosted the flagship morning show Open Interest, and led Bloomberg’s premier annual conference Bloomberg Invest.
Her newsletter, Wall Street, By Basak., earned acclaim for its sharp commentary on market trends and industry shifts. She also created and hosted Bullish, a docuseries spotlighting influential voices in finance. Renowned for securing exclusive interviews with top Wall Street CEOs and breaking news on market-moving deals, Sonali has built a reputation as one of the most insightful voices in financial journalism. She holds a bachelor’s degree from Bucknell University, a Master of Science in Journalism from Northwestern University’s Medill School, and an MBA in Quantitative and Corporate Finance from NYU’s Stern School of Business. She is based in New York City.
Prior to joining iCapital, Sonali was Bloomberg Television’s lead global finance correspondent and anchor. She covered major financial institutions, hosted the flagship morning show Open Interest, and led Bloomberg’s premier annual conference Bloomberg Invest.
Her newsletter, Wall Street, By Basak., earned acclaim for its sharp commentary on market trends and industry shifts. She also created and hosted Bullish, a docuseries spotlighting influential voices in finance. Renowned for securing exclusive interviews with top Wall Street CEOs and breaking news on market-moving deals, Sonali has built a reputation as one of the most insightful voices in financial journalism. She holds a bachelor’s degree from Bucknell University, a Master of Science in Journalism from Northwestern University’s Medill School, and an MBA in Quantitative and Corporate Finance from NYU’s Stern School of Business. She is based in New York City.