On June 5 our new slate of officers was elected at CFA Society Boston's Annual Meeting. Congratulations to incoming Chair Jeffrey B. Augustine, CFA, all newly elected officers, and new Board directors. See a complete list below.

Thank you for checking out CFA Boston's latest news. We appreciate your membership.
 
Newly Elected CFA Society Boston Board Officers and Directors
2017 - 2018
- Jeffrey B. Augustine, CFA, Chair
   Investor

- Lisa L. Chioffi, CFA, Director (3-Years)
   Reynders McVeigh Capital Management
- Erinn R. King, CFA, Vice Chair
  Payden & Rygel
- Stephen R. Petersen, CFA, Director (3-Years)
  Seaward Management Corporation
- Leah M. Hirshfield, CFA, Secretary
  Wells Fargo
- Heather M. Young, CFA, Director (3-Years)
  Loomis, Sayles & Company, L.P.
- Susan E. Farris, CFA, Treasurer
  Atlantic Trust Private Wealth Management
- Hugh L. Crowther, Director (1-Year)
  Crowther Investment
- Robert J. Fernandez, CFA, Chair of Education
  and Programs, Breckinridge Capital Advisors
- Christine, L. Todd, CFA, Director (1-Year)
  Standish Mellon Asset Management

Upcoming Meet-Up
Investing - The Last Liberal Art Presentation
Featuring Robert Hagstrom
Senior Portfolio Manager, EquityCompass
Wednesday, June 21, 12:00 - 1:30 pm
Putnam Investments

Free Members-Only Event
(Registration Required)
Robert Hagstrom, author of Investing: The Last Liberal Art, offers a unique picture of the investment world within the larger world. Join us as Mr. Hagstrom aligns and explains how investment management works in the context of a number of seemingly unrelated disciplines including Biology, Economics, Mathematics, Philosophy, Physics, Psychology, and Literature. Learn how this approach --or latticework mode -- is the next logical step in helping investors understand how markets work and how to become a better investor. Also, how it allows individuals to take additional less simplistic paths to view investing.  
  
Robert Hagstrom, CFA, Senior Portfolio Manager, joined EquityCompass in April 2014 and launched the Global Leaders Portfolio in July 2014. In addition, Robert serves as Chairman of the Investment Management Committee for Stifel Asset Management. Robert has more than 30 years of investment experience. Prior to joining EquityCompass, he was the Chief Investment Strategist of Legg Mason Investment Counsel, and before that, the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management for 14 years where he managed over $7 billion in assets. 
  
Robert was the recipient of "Honorable Mention" as Morningstar's U.S. Equity Manager of the Year in 2007. He has also served as President and Chief Investment Officer of Legg Mason Focus Capital, General Partner of Focus Capital Advisory, and Principal at Lloyd, Leith & Sawin. Robert is the author of nine investment books, including Investing: The Last Liberal Art and The New York Times Best Seller, The Warren Buffett Way considered the definitive book on how Warren Buffett analyzes stocks and makes investment decisions. The book, now its third edition, has sold more than one million copies worldwide, and has been translated into 17 languages. He is also the author of the first book on concentrated investing: The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy (1999), a BusinessWeek best seller, recommended reading by Charlie Munger, Vice Chairman of Berkshire Hathaway, and ranked as one of the top five "Best Personal Finance Books" of 1999 by Money magazine. Robert earned his Bachelor and Masters of Arts degrees from Villanova University and is a member of the CFA Institute and the CFA Society of Philadelphia.
     
Member Focus
This month's Member Focus features CFA Boston member Allysen Mattison, CFA. Allysen is Director of Investment Risk at Income Research + Management.
 
Learn more about Allysen's career path, her current responsibilities, and her CFA Boston membership experiences. 


It's Time To Renew


If you haven't had a chance to renew your membership, we'd like to encourage you to do so. 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
What Are You Reading?


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.