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We may be nearing the end of the 2016-2017 membership year, but we still have an array of engagement opportunities for CFA Boston members. Whether you need our CFA Practice Exam, want to advance your FinTech skills, feel you should learn more about China, or need to network with members at our Meet Ups, we have programs lined up for you. We also have our Annual Ice Cream Giveaway taking place to celebrate our commitment to Putting Investors First, and in early June, one of our biggest social events of the year - our Annual Meeting.
Thank you for checking out CFA Boston's latest news. We appreciate your membership.
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Thursday, May 4, 4:30 - 6:30 pm
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Wednesday, May 10, 8:00 am - 4:30 pm
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Saturday, May 13, 8:30 am - 4:30 pm
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Tuesday, May 16, 12:00 - 1:30 pm
Members-Only Meet-Up:
Fundamentals of Efficient Factor Investing |
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Tuesday, May 16, 5:30 - 7:30 pm
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Wednesday, May 31, 7:30 - 11:30 am
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Monday, June 5, 5:00 - 7:30 pm
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Industry Related Events
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 FinTech Conference on May 10
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Programs and Education Advisory Council
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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. Key
Responsibilities
- Identify relevant content, current trends, topics and learning opportunities within the industry
- Provide insight into areas of the profession where additional training, continuing education and/or research is required
- Confirm program alignment with the society's Strategic Plan
- Employ policies and procedures for the efficient and effective functioning of the Advisory Council
- Offer guidance to the Member Communities.
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This is a reminder to Put Investors First, educate others about the importance of investor rights, and stress how CFA charterholders contribute to a better future of finance.
- Visit 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.
- Learn about the Future of Finance at our upcoming FinTech Conference on May 10
- 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.
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You should have recently received your renewal notice from CFA Institute and we'd like to encourage you to renew your membership. Here are a few highlights of recent activities:
- Networking with our Young Leaders, new Member Communities, and Women in Investment Network
- Career Development opportunities such as Salary Negotiation and Member Job Board
- Programs and Education Advisory Council has been formed to identify relevant content, current trends, topics and learning opportunities within the industry
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| Member Focus |
This month's Member Focus features CFA Boston member Matt Meikleham, CFA. Matt is a Portfolio Manager at BNY Mellon.
Learn more about Matt's career path, his current responsibilities, and his CFA Boston membership experiences.
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| Member Highlight |
Ariel Babcock, CFA, recently accepted a director role at FCLT Global. Ariel, an active CFA Society Boston volunteer, is an equity investment professional with over a decade of experience in the finance industry.
Based on an
interview on FCLT Global's website,
FCLT Global's mission to combat this short-termism resonated with Ariel because of that first-hand experience. She joined the organization primarily to help craft a "new normal" investment regime that is rooted in long-term sustainable investment decision making principles. Her first project looks closely at the issuance of public company earnings guidance, particularly quarterly guidance, in an effort to develop evidence-based solutions that can help shift the investor-corporate dialogue toward long term metrics. She hopes that shiftingt the conversation longer term will shift investment time horizons accordingly. Join us in congratulating Ariel.
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CFA Society Boston's Membership Committee thought you might like to know what Finance and Business books your colleagues find valuable. Do you have any reading recommendations that would help others improve their skills or advance their careers?
Once we have a list of recommended books, we'll post a reading list on our website. We'll also supply a link for you to add more titles in the future.
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70th CFA Institute Annual Conference
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Sharpen Your Investment Edge
Philadelphia, PA,
May 21-24
The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It's imperative that investment professionals remain current in this changing and complex climate to best serve their clients' interests. To stay informed, make sure you attend the 70th CFA Institute Annual Conference.
Speakers Include: John C. Bogle, Carla Harris, Robert Shiller, Jeremy Siegel, Richard Thaler
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