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Next Chapter Event(s):

Education - Thursday, June 22

Huntingdon Valley Country Club - 2295 Country Club Drive, Huntingdon Valley, PA
2023 Summer Economic Outlook with Maxine Cuffe, CFA Vice President and Director of Global Strategies at Haverford Trust Company

1 CPE Credit


This presentation will provide an update on the current state of the economy and investment markets, and will try to answer the question Haverford Trust is hearing most often – are we heading into a recession and how bad will it be? The answer is probably, but it’s not inevitable, and we believe any recession is likely to be mild. How to position your investment portfolio in today’s uncertain environment will also be discussed.

Ms. Maxine Cuffe joined Haverford in 2016. Maxine has worked in investment research for more than 20 years, across multiple asset classes and geographic regions. As Director of Global Strategies, she leads Haverford’s Global Strategy Committee, which is responsible for utilizing fundamental, quantitative, and qualitive research to inform strategic asset allocation decisions. She also conducts fundamental equity research, developing customized investment strategies and solutions for client portfolios. Maxine is a voting member of the firm’s Investment Selection Committee. Maxine graduated from the University of British Columbia with a Bachelor of Commerce degree and holds the Chartered Financial Analyst designation. She started her career in Hong Kong, as an equity research analyst focused on Emerging Markets, later moving to the UK, where she worked as an investment strategist.   Throughout her career, Maxine has been a trustee for a number of non-profit organizations.  Currently, she chairs the investment committee and sits on the Board of Directors for the Fund for Women & Girls, and is a board member with the World Affairs Council of Philadelphia.

5:00 - 5:45p - Cocktails & Networking
5:45 - 6:00p - Chapter Business Meeting
6:00 - 7:00p - Presentation & Discussion
7:00 - 8:30p - Dinner & Networking

Dinner Selections - Beef Tenderloin, Lemon Pepper Chicken, or Honey-Glazed Salmon

HFTP Members $70
Guests $80
Students $40

RSVP no later than Friday, June 16, 2023
Registration, Dinner Selection, and Payment via TicketLeap
or 
RSVP including Dinner Selection to Diane McHugh and mail your check to:
HFTP Greater Philadelphia
PO Box 22386
Philadelphia, PA 19110

 


2023 EDUCATION AND SOCIAL EVENT CALENDAR – SAVE THE DATES!!!

We are excited to share the following calendar of events and hope that you can attend for outstanding career development and networking opportunities!

Education – Making Sense of HR - Thursday, March 23
Whitemarsh Valley Country Club – Lafayette Hill, PA
Matt Roessler – Director of Member Engagement, MidAtlantic Employers’ Association
Jane Disher – HR Advisor, MidAtlantic Employers’ Association
 
Education – Overview of the FBI’s Complex Financial Crimes Program - Thursday, April 20
Overbrook Golf Club – Villanova, PA
Patrick Duffy – Supervisory Special Agent, FBI Philadelphia Squad WC3
 
Social Event – Thursday, May 18
 
Education – Thursday, June 22
Huntingdon Valley Country Club – Huntingdon Valley, PA
 
27th Annual “Swinging for Scholars” Golf Outing - Wednesday, August 16
French Creek Golf Club - Elverson, PA

 
Education – Thursday, September 21
 
Education – Thursday, October 26
 
Social Event – “Swinging for Scholars” Scholarship Award Dinner - Thursday, November 16
Aronimink Golf Club – Newtown Square, PA
 
Social Event – Holiday Dinner - Friday, December 8
General Warren – Malvern, PA


***One of our educational events will be the ever-popular industry roundtable! More information on each will be sent as we get closer to the event date.
 
We are trying to grow the Chapter! Please help by spreading the word on the benefits of an HFTP membership to your friends and colleagues!







 
Missed our last meeting?
 
Recognize Fraud & Reduce Risk: The FBI's Complex Crime Squad
Location: Overbrook Golf Club - 799 Godfrey Rd. Villanova, PA 19085

This presentation focused on the FBI’s Complex Financial Crimes Program, to include the different types of investigations they work, where they work, how to report crimes to the FBI, etc. and will also include a few recent examples of fraud related to COVID-19 pandemic relief programs.
 
PRESENTER
 
Patrick J. Duffy – Supervisory Special Agent, FBI Philadelphia Squad WC3

 
SSA Duffy specializes in corporate and securities fraud investigations, including those related to insider trading, market manipulations and Ponzi schemes. He is currently assigned to a Complex Financial Crimes squad in Philadelphia, with oversight over the Corporate and Securities/Commodities Fraud, Complex Financial Crimes, Money Laundering, Financial Institution Fraud, and Intellectual Property Rights programs. SSA Duffy is also FBI Philadelphia’s Program Coordinator for financial elder abuse and the primary point of contact for all COVID-19 related financial fraud schemes, to include advance fee schemes, work from home scams, and misrepresentations and misuse of CARES Act funding intended to assist individuals and small businesses through the pandemic.
 
Prior to joining the FBI, SSA Duffy worked within the audit practice of KPMG Philadelphia for six years, where he was employed as an associate and senior associate on both public and private client engagements. SSA Duffy received his Bachelor’s Degree in Accounting from LaSalle University in 2002.
 

 
‚ÄčHFTP Greater Philadelphia Chapter
P.O. Box 22386
Philadelphia, PA  19110


Host a Meeting?

We are always seeking new venues for our meetings and events. If you are interested in hosting an upcoming event, please contact us!

Cancellations

Cancellations and/or refunds will be granted up to 48 hours prior to an event date with the written notice to Jason Goldstein - Chapter President.