It's that time of year again when we celebrate our Putting Investors First campaign. Learn about what we're doing this year and don't miss our annual Free Ice Cream Giveaway of Cookie Monstah Ice Cream Sandwiches on Friday May 12 (save the date).  

This issue also provides one member's insights into the benefits of CFA Boston Member Communities, a Member Focus on Caroline Gaffney, CFA, and information about two upcoming CFA Institute programs (one is a Free webinar and the other an annual conference). 

Thank you for checking out CFA Boston's latest news. We appreciate your membership.

1. Visit our Putting Investors First Page for our collection of Tactics, Tools & Tips, designed to help you have more informed dialogue with clients about investor rights and the importance of ethics. 
2. Learn about the Future of Finance at our upcoming FinTech Conference on May 10
3. Don't miss our annual Ice Cream Sandwich Giveaway with Cookie Monstah to celebrate Putting Investors First on May 12 at Dewey Square. Get your coupon here. 

Recently, we asked members to update their Member Profiles and join one or more Member Communities. We noticed that Jason Haviland completed a particularly robust member profile so we asked him about his motivations. 

After 21 successful years at Fidelity, Jason realized he wanted to work more directly with investors. He had developed investing tools to help front-line employees assist customers, but he wanted more client interaction. To do so, he earned his CFA charter and started J. Bradford Investment Management, a firm based on a service model that's highly accessible to investors. 

Now, as the principal of an environmentally and socially responsible investing firm, he has a greater need for developing networking channels. Upon receiving an email about CFA Boston Communities, he liked the concept of having access to enhanced profiles in an enclosed, known community. 

Jason belongs to communities associated with other designations, but feels that some are too broad and function more like directories. He also wants to avoid commercialism and sales. With CFA Boston Communities, he recognizes that the universe is comprised of qualified participants and sees potential for true collaboration. He views this resource as ... continue reading. 

April 11, 2017

11:00 am - 12:00 pm

Speaker: Antti Petajisto, PhD

CE Credit: 1 CE Credit

Register 
Free and open to everyone.

In the article "Inefficiencies in the Pricing of Exchange-Traded Funds," Antti Petajisto proposes a novel approach that controls for stale pricing of the underlying assets, which could be useful in detecting mispricing of ETFs and in creating active trading strategies that exploit these mispricings. 

Antti Petajisto, PhD, is a portfolio manager at LMR Partners, a multi-strategy hedge fund, where he focuses on researching and implementing quantitative trading strategies in global equity markets. Previously he was a researcher and portfolio manager in BlackRock's Scientific Active Equities group, where he developed new alpha signals and managed quantitative equity portfolios in emerging markets, and before that he worked on global tactical asset allocation within BlackRock's Multi-Asset Strategies group. Dr. Petajisto has also worked as a finance professor at the Yale School of Management and NYU Stern School of Business, where he taught MBA courses on investments, portfolio management, and behavioral finance. His academic research includes the development of the Active Share concept for quantifying active portfolio management, performance evaluation of money managers, pricing inefficiencies in exchange-traded funds, and the price impact of passive indexing strategies. He has a PhD in Finance from MIT Sloan School of Management and M.Sc. in Engineering Physics from the Helsinki University of Technology.  

Access to an archived recording of the webinar will be available. CFA Institute Members seeking CE credits should provide their CFA Institute ID number upon registration to facilitate the automatic entry of CE credit into your record at the close of the live webinar.  Questions?