CFA Society Hartford

Education Luncheon | Extracting the Best from Natural Resources

Join us on Wednesday, April 8, 2026 |   Extracting the Best from Natural Resources Join us for an engaging and insightful luncheon presentation with Albert Chu, CFA, a seasoned portfolio manager specializing in natural resource strategies. With extensive experience across natural resources equities and commodity futures, including roles at Man Group, BNY Mellon, Citadel LLC, and SAC Capital, Albert brings a deep and practical understanding of how natural resource investments can enhance portfolio outcomes.   Why Attend In today’s dynamic macroeconomic environment, understanding the strategic role of natural resources within a diversified portfolio is more important than ever. This session will unpack key investment themes and provide actionable insights relevant for financial professionals and sophisticated investors alike.   Key Takeaways The Uniqueness of Natural Resources as an Asset Class   - Gain perspective on how natural resource exposures can serve as an effective inflation hedge, provide geopolitical diversification, display low correlation to traditional asset classes, and offer liquidity and alpha-generation potential. Commodity Equities vs. Commodity Futures   - Explore the comparative advantages of investing in natural resource equities versus futures, including considerations around liquidity, dividend yield, sector and stock selection, and performance drivers across market environments. Active vs. Passive Management   - Understand where opportunities lie between active and passive approaches within the natural resources space, and how active management can seek to capture dispersion and mispricing in sub-segments of the broader commodity complex. Current Positioning and Market Outlook   - Hear Albert’s current perspectives on major natural resource categories — including precious metals like gold and silver, and key energy sectors — and how they fit into broader portfolio strategy today. (gold, silver, energy) SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest -  Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW SPONSORED BY GUEST SPEAKER Albert Chu, CFA  Portfolio Manager, Natural Resources, Man Group SPEAKER BIO Albert Chu is a Portfolio Manager at Man Group (Man GLG), focusing on natural resource strategies. He joined Man Group in 2023 from BNY Mellon, where he was the lead portfolio manager covering natural resources. Prior to this, he held investment and portfolio management roles focused on natural resources equities and futures at various investment firms, including Citadel LLC and SAC Capital. Albert holds a BA from the University of Michigan and an MBA from Cornell University.

Education Luncheon | SASB CMBS Demystified: Growth, Structure, and Market Dynamics

Join CFA Society Hartford on Wednesday, April 22, 2026 for an engaging Education Luncheon, SASB CMBS Demystified: Growth, Structure, and Market Dynamics , featuring Jason Iannuzzi, Managing Director – Investment Analyst at Shrewsbury River Capital . This session offers a focused, in-depth examination of real estate debt markets with an emphasis on Single Asset Single Borrower (SASB) CMBS. Attendees will explore how the SASB market has evolved, how these structures differ from traditional conduit CMBS transactions, and why they continue to attract institutional capital. The discussion will cover market growth, structural features, credit considerations, investor perspectives, and the primary and secondary market dynamics shaping today’s SASB landscape. Why Attend? Deepen Your Market Knowledge – Gain a clear understanding of SASB CMBS structures and how they compare to traditional conduit transactions. Understand Market Evolution – Learn how the SASB sector has grown and adapted in response to shifting real estate and capital market conditions. Enhance Credit Insight – Explore key underwriting considerations, structural protections, and risk dynamics relevant to institutional investors. Stay Current on Market Dynamics – Review trends in issuance, pricing, liquidity, and secondary market performance. Earn CE Credit & Network – Fulfill continuing education requirements while connecting with fellow investment professionals. SCHEDULE : 12:00 – 1:30 PM COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest | Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW Guest Speaker Jason Iannuzzi Managing Director -  Investment Analyst Shrewsbury River Capital Before joining the team in 2025, Jason was Director of Asset Management at the real estate private equity firm Twenty Lake Holdings, where he managed several million square feet of distressed commercial real estate across the U.S., including office, industrial, and retail assets. Prior to Twenty Lake, he was a Research Analyst at Alden Global Capital, focusing on commercial real estate credit. Earlier in his career, Jason was a CMBS Trader and Analyst at Logan Circle Partners, managing several billion dollars in short‑duration strategies. Jason received an MBA from the University of Michigan’s Ross School of Business in 2006, an M.S. in Mechanical Engineering from Northwestern University in 1999, and a B.S. in Mechanical Engineering from Rutgers University in 1997. SPONSORED BY