November Issue 2015
Programs & Events
Wednesday, 11/18/15
Thursday, 11/19/15
Saturday, 11/21/15
Thursday, 3/3/16
November Issue Highlights
Young Leader
Events
Industry Analysis:
Fixed Income Series
CFA Events and
Member Discounts
Member Profile:
Soo Jin Jeong, CFA, Fidelity
Upcoming Sustainable Investing
Seminar
CFA Institute's CEO, Paul Smith, CFA, at BSAS Event 2016 Market Dinner with Ian Bremmer
PaulSmithNew CFA Institute CEO Paul Smith, CFA
Addressed BSAS Members at Ritz Carlton on Wednesday, October 29
ESG
The term Sustainable Investing is often used interchangeably with Mission-based Investing, Green Investing, Impact Investing, SRI Investing, ESG Investing, and Ethical Investing. No matter which term you use, interest in Sustainable Investing is growing quickly and mainstream professionals need to know how to navigate SI challenges.  
PE
Created by a qualified team of question writers, this proven study tool focuses on the most recent Body of Knowledge® and formats. P roperly formatted, and based on the  2015 Learning Outcome Statements®, the exam takes place on Saturday, November 21! Includes a nswer key with curriculum references, explanations and calculations.
Award2BSAS Wins CFA Institute's
Society Excellence Award

The Boston Security Analysts Society (BSAS) has been recognized by CFA Institute as the 2015 recipient of the Society Excellence Award for Most Outstanding Society in the 1,000 members or more category. The award recognizes the work and dedication shown by the society in its exceptional across-the-board performance in all areas such as strategic direction, technological operations, member engagement and support, brand awareness, and local thought leadership. 
Industry Analysis Training
Fixed Income Fundamentals IndAnalysis

On the heels of our highly successful, sold-out Industry Analysis series, we are pleased to announce our next series . Join five highly-experienced fixed income analysts in separate evening sessions. Learn how to cover investment grade, high yield, municipal, sovereign & bank loan markets. Review terminology, business drivers, and the market environment. Ideal for fund managers analysts, and aspiring fixed income analysts. 
Young Leaders Networking Events
Continue to Grow in PopularityYoungLeaders2
More than 60 BSAS members, including many new members, joined active BSAS members and Young Leaders at the recent "Welcome to Fall" networking event at The Warehouse in Boston. If you were unable to attend, consider coming to the next Happy Hour Event, scheduled to take place in early 2016. All members are welcome! Young Leaders host three to four networking social events per year. Watch upcoming BSAS.ORG and issues of BSAS News & Notes for details.
CFAInstitute

Authentic, Influential Leadership Unveiled:
The What Why & How of Executive Presence
Thursday, November 19, 12:00 - 1:00 p.m.

WEBINAR

Why do some people get noticed when they walk into a room? What is the source of their impact? Learn about the latest thinking on executive presence.  
Speakers:
- Annetee B. Czernik, PCC
- Jim Keene, CFA


69th CFA Insitute Annual Conference
Montreal
May 8 - 11, 2016

Investing in a changing world - join the debate in Montreal. Join featured speakers Sir Bob Geldof, Amy Myers Jaffe, Dr. Andrew W. Lo and Michael Pettis for discussions on China in the world economy, efficient portfolio solutions, the global energy markets and much more.

EARLY BIRD REGISTRATION UNTIL 12/31/15

For pricing and more information, speak with a CUSTOMER SERVICE REPRESENTATIVE>> 
KotzBSAS Event with Hans-Helmut Kotz

On December 1, BSAS will host an event featuring Hans-Helmut Kotz at the Hyatt Regency Boston from 12:15 - 2:00 p.m.

Kotz is a Senior Fellow at the Center for Financial Studies, Program Director of the SAFE Policy Center, and Resident Fellow at Harvard's Center for European Studies. 

REGISTRATION OPENS SOON
MemberProfileMember Profile

This month's Member Profile features Soo Jin Jeong, CFA, Senior Financial Markets Analyst, Fidelity Investments. 

Learn more about Soo's career path, her current position and responsibilities, and BSAS Membership experiences.  

MarketDinner