19TH ANNUAL FORECAST DINNER
Thursday, January 12, 5 p.m. – 8 p.m.
Sheraton Philadelphia Downtown
Don’t miss the region’s premier event for investment management professionals. Hear from our panel of experts on their predictions for 2023.
The program includes a cocktail reception, a seated dinner, and a live panel discussion. We have an exciting panel looking forward to providing their thoughts on the financial markets and the economy for the year ahead. Our panelists for this year are:
Sara Devereux is a principal at the Vanguard Group, in Valley Forge, PA and global head of the Fixed Income Group, which manages over $2 trillion in assets. This group focuses on portfolio management, trading, and research for Vanguard’s internally managed fixed income funds, including actively managed bond and money market portfolios and bond index
portfolios. She is also the chair of the senior investment strategy team for Vanguard’s actively managed fixed income portfolios and a member of Vanguard’s Global Investment Committee.
Michelle Meyer As Chief Economist of the United States at Mastercard, Michelle leads development of economic, financial, policy and market thought leadership for customers, Mastercard and public policy. Prior to joining Mastercard, Michelle was the Head of U.S. Economics at Bank of America Global Research, where she was responsible for the firm’s U.S. economic forecasts. Michelle is a member of the Economics Club of New York and a frequent commentator on news media outlets, including CNBC and Bloomberg TV.
Katie Nixon, CFA is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business. Her responsibilities
include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 60+ Wealth Management offices. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee. Katie was selected as one of Private Asset Management’s ‘50 Most Influential Women in Private Wealth’ for 2016
Moderating the panel is Bob Pisani, who has been a CNBC reporter since 1990. He
has reported on Wall Street and the stock market from the floor of the New York Stock Exchange for nearly a decade. Pisani covered the real estate market for CNBC from
1990-1995, then moved on to cover corporate management issues before moving to the New York Stock Exchange in 1997. Bob is the author of a new book: Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange.
Registration Pricing: Member – $85 • Non-Member – $135 • Table of 10 – $1,300 REGISTER HERE
Note: WIN members offer: register at the CFAP member rate.
CFA Society Philadelphia (CFAP) was founded in 1943 to further the interchange of information and opinions among people in the investment community, foster a high standard of ethics and promote a clear public understanding of the functions of security analysis. CFAP is a Founding Society of CFA Institute and is the seventh largest Society in the U.S. with over 2,400 members.