2017 Annual Forecast Dinner
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2017 Annual Forecast Dinner

When: Wednesday, January 25th
5 PM to 8 PM
Where: The Fairmont San Francisco Hotel
950 Mason Street
San Francisco, California 
United States
Contact: Tracy Canning

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CFA Society San Francisco will host its 12th Annual Forecast Dinner on January 25th, 2017 at the Fairmont Hotel. 

This annual gala attracts over 650 Bay Area investment industry professionals to share an evening of good cheer and great discussion centered on important issues in the world of financial services. Guests enjoy cocktails, a delicious meal, vast networking opportunities, and prominent speakers atop Nob Hill in San Francisco.

Our keynote presentations are:

  • Mellody Hobson: Active v. Passive- Win, Lose, Draw?
  • Dr. Ashby Monk: Keeping up with Investment Technology
  • Matt Miller: Rule by Tweet? Policy in the Trump Era & Implications for Investors

Please join us for this spectacular event! Registrations open on December 1st, 2016. If you would like to be one of our valued sponsors, please email Tracy Canning at: tracy@cfa-sf.org for more info.

Our Keynote Speakers

Mellody Hobson- President of Ariel Investments; Financial Literacy Advocate; Financial Journalist

Mellody Hobson is President of Ariel Investments and chairman of the board of trustees for Ariel Investment Trust. Mellody is a contributor and analyst on finance, the markets, and economic trends for CBS News, and serves as a director of The Estée Lauder Companies, Starbucks, The Chicago Public Education Fund, George Lucas Education Foundation, Lucas Museum of Narrative Art, and Sundance Institute. She is also a member of the American Academy of Arts and Sciences and serves on the executive committee of the Investment Company Institute’s board of governors. In 2015, Mellody was named one of Time Magazine's 100 most influential people in the world.

Dr. Ashby Monk- Executive & Research Director, Stanford Global Projects Center; Sr. Research Associate, University of Oxford; Sr. Advisor to Chief Investment Officer, University of California

Dr. Ashby Monk is the Research Director of the Stanford Global Projects Center, Senior Research Associate at the University of Oxford, and a Senior Advisor to the Chief Investment Officer of the University of California.He was named by aiCIO magazine as one of the most influential academics in the institutional investing world, has a research focus on pension and sovereign wealth funds, and is a founder of a FinTech start up in San Francisco.

Matt Miller- SVP/Political & Policy Analyst at Capital Group/American Funds, Prominent Political Author, Journalist, and Business Consultant; Former White House Advisor

Matt Miller is a prominent political author, business consultant, journalist and former White House advisor and fellow. Miller was a columnist for The Washington Post, the host of public radio’s week in review program, “Left, Right & Center,” and a senior fellow at the Center for American Progress.  He has written The Two Percent Solution: Fixing America's Problems In Ways Liberals And Conservatives Can Love (2003) and The Tyranny Of Dead Ideas: Revolutionary Thinking For A New Age of Prosperity (2009). Miller has been a columnist and contributor at Fortune, Time, and The New Republic.























For Full Biographies on our Keynote Speakers, CLICK HERE



Member: $199

Non-Member: $250


This Event is Sponsored By:

Forecast Dinner Sponsorship is still available. Email Tracy Canning at: tracy@cfa-sf.org for more information.