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This month's Member Focus features CFA Boston member  Andy Rubin, CFA. Andy is an Institutional Portfolio Manager responsible for Fidelity's real estate capabilities - both equity and debt.

  

CFA Society Boston hosted  80 attendees, including 40 students,  at  our first College Networking Night. P articipants were enthusiastic about the evening and survey responses were extremely favorable.  The event - designed to allow students to create connections, explore the investment management industry, and envision a future in the financial profession - was held at Connections at Wells Fargo. Introductory remarks were made by past CFA Boston Chair Michael W. Roberge, CFA, CEO, President and CIO, MFS Investments. Mike Garfield, principal and asset management executive recruiter at Investment Search LLC also reviewed career search tips and provided career planning direction. Attendees then participated in a series of 10-minute round-table discussions regarding various asset classes. Experts hosted tables on topics such as asset management, alternatives, pension consulting, private wealth, investment analysis, and financial technology. Thank you to all who attended. 

Please contribute to our local advocacy efforts and help us achieve our goal of benefiting the broader investing public. Would you complete the 3-minute survey below and provide information about your local library? You can help us impact communities throughout Massachusetts and volunteer if you wish.

Our Financial Literacy Initiative volunteers have made substantial progress developing relationships with library networks. Libraries are the perfect venue to gather local investors to promote the value of the CFA charter and improve financial literacy. The most popular presentations at libraries are Investing for Retirement and Basics of Investing.  Please complete this survey and help us make a stronger impact. 

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CFA Society Boston member Marc L. Ross, CFA, recently reviewed Enterprise Risk Management in Finance , a book by David L. Olson and Desheng Wu, in CFA Institute's Enterprising Investor.