We have many upcoming events designed to appeal to our various member segments. Be sure to read highlights from our highly engaging Market Dinner with Dr. Madeleine K. Albright, and click on the link below to view pictures from our amazing evening.

Thanks for taking a few minutes to stay informed about what's happening with your professional society, and if you have news to share, let us know at info@cfaboston.org.  
Enjoy!         
Upcoming Programs
Meet Up: A Multi-Player Game-Theoretic Approach to Modeling the Global Capital Markets
- Tuesday, February 13, 12:00 - 1:30 pm
- Thursday, February 15, 2018, 5:30 - 7:30 pm
Geopolitical Risk Training for Investors and CFA Charterholder -- Presented by Eurasia Group
- Thursday February 22, 8:30 - 11:30 am
Meet Up: Demographic Destiny

- Wednesday, February 28, 12:00 - 1:30 pm
- Thursday, March 1, 8:00 - 10:00 am

- Tuesday, March 6, 12:00 - 4:45 pm
- Tuesday, March 6, 5:30 - 7:00 pm

- Thursday, March 8, 5:30 - 8:00 pm
- Wednesday, March 14, 12:00 - 1:30 pm
CFA Practice Exam Spring 2018
- Saturday, May 19, 8:30 am - 4:30 pm 
 

2018 Annual Market Dinner Recap
CFA Society Boston Chair Jeff Augustine and Madeleine Albright
 
On Tuesday, February 6, 2018, nearly 800 investment professionals filled Sheraton Boston's Ballroom for CFA Society Boston's 32nd Annual Market Dinner. Taking center stage, CFA Society Boston Chair Jeffrey B. Augustine, CFA, CFP®, and Dr. Madeleine K. Albright, 64th Secretary of State of the United States, captivated the audience during a 55-minute conversation. 

Attendees were heard describing the  one-on-one as fascinating, delightful, and enthralling. Augustine, who is very familiar with Albright's life and career, conversed effortlessly as she revealed intriguing anecdotes ranging from her life as a young girl in the former Czechoslovakia, to her years as a Wellesley College student, to her tenure as Secretary of State of the United States, to her current role as chair of Albright Stonebridge Group, a global strategy Firm, and chair of Albright Capital Management LLC, an investment advisory firm focused on emerging markets. 


Meet Author Mihir A. Desai, PhD
Thursday, February 15, 5:30 - 7:30 pm 
 
The Wisdom of Finance:
Discovering Humanity in the World of Risk and Return

In his provocative new book, Mihir Desai, Professor of Finance at Harvard Business School, sets out his thesis: there is actually a deep connection between finance and morality. At its root, these two worlds are both animated by the same question: How do we pursue and create value?  Learn more about this fascinating book discussion.

  
Register    
  

Member Focus
This month's Member Focus features CFA Boston member Richard O. Michaud, PhD . Michaud is President and CEO of New Frontier Advisors, LLC, and is running a five-week CFA Society Boston series entitled,  Finance's Wrong Turn: A Revisionist View of Modern Finance in Practice. An in-depth article about the course is featured  below.  
 
Learn more about Michaud's career path, his current responsibilities, and his CFA Boston membership experiences. 
                                                      
                
  

Dick Michaud to Lead Five-Session Course
Prologue
By:  Richard O Michaud, PhD,  New Frontier Adisors, LLC

Markowitz (1952) represents the birth of modern finance.  Prior to Markowitz, finance theory was largely security valuation.  Notable examples include Graham and Dodd (1934) and Williams (1938).  There was little attention to the portfolio as an entity or portfolio risk management as the focus of financial theory.  
 
The Markowitz mean-variance (MV) efficient frontier was invented as a model of institutional investment manager behavior.  Harry Markowitz was a Ph.D. student in the economics department at the University of Chicago in the early 1950s.  He was searching for a thesis on the stock market.  He studied institutional mutual fund companies and noticed ... read more ...

Women's Initiative Networking Reception
Thursday, March 8, 5:30 - 8:30 pm
Central Wharf Company
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting, and Women Investing for a Sustainable Economy for a spring joint-networking event! 

 Light appetizers included.
  

CFA Society Boston's Financial Literacy Initiative
Launches New Resource Page for General Investing Public
CFA Boston's Financial Literacy Initiative seeks to apply the unbiased financial knowledge of our volunteer base to local audiences to combat the negative effects on society that occur from low financial literacy levels. Our volunteers are passionate about the opportunity to use their knowledge for good. The follow-on effects on local CFA branding and volunteer engagement are significant.  

Since the initiative's inception in 2013, its impact has increased substantially year-over-year. Current statistics include:
  • Number of active alliances: 15 
  • Number of annual meetings: 70 
  • Number of expected participants: 1,000 
  • Number of CFA Boston volunteers engaged in the program: 105
To date, most of our impact has been achieved by going out into the community. Recently, a task force led by Robert F. Kania, CFA, tackled the challenge of compiling Financial Literacy resources to increase inbound traffic to our website. This new landing page offers online resources to those who are looking to understand personal finances, but may not have access to our outside presentations. We'd like to acknowledge the end-product by thanking Rob, as well as volunteers Suzanne Norman, Stephanie Torski, CFA, and Johnny Yong, CFA. A special thanks also goes to Financial Literacy Initiative Co-Chairs Alice Avanian, CFA, and Will Krause, CFA. Please take a moment to review the Financial Literacy Resources page and consider directing clients to this valuable content. 

Member Volunteer Opportunities
Programs and Advisory Council
Accepting Applications

The Programs and Education Advisory Council is a standing body that identifies relevant content, current trends, topics and learning opportunities within the industry for the benefit of members, candidates and local investment professionals. These delivery mechanisms include, but are not limited to, conferences, webinars, programs, courses, and events. The Advisory Council members serve as liaisons for the various affinity groups/communities and report directly to the Board of Directors.


CFA Society Boston's CFA Practice Exam
Saturday, May 19, 2018, Boston
Registration now open!

Are you a CFA ® candidate preparing for the June exam? What about a friend, colleague, or staff member? 

Our qualified team of question-writers ensures that our exams focus on the most recent Body of Knowledge® and test formats. The CFA Boston Practice Exam has proven to be a valuable study tool for candidates preparing for the exam.

It helps to take this mock exam in a live setting with others under time constraints. Sit for this exam, identify your areas of weakness, and walk into the actual exam with confidence! 


#GC18 - Generations Conference 2018
An Independent Forum for Family Offices
Monday, March 5, 2018, Switzerland

Featured Speaker:
Pamale Yang, CFA, CPA
Former CFA Society Boston Board Chair

Rüschlikon, Switzerland
March 5, 2018

The inaugural Generations Conference 2018 is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices and Family Foundations in Switzerland. The conference offers a one day program to a select number of professionals working for Family Offices to connect with like-minded thought leaders and peers in the industry and discuss challenges, leading practices and trends in Family Office management, wealth preservation, investing and much more.


CFA Institute Conference: Wealth Management 2018
Wednesday - Thursday, March 28-29, 2018, Los Angeles, CA

The 2018 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.