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Directors:
President -
Greg Filbeck, CFA,FRM,CAIA,CIPM,PRM
Vice President-
George Emanuele, CFA
Treasurer -
Joe Lantz, CFA,CAIA
Research Challenge-
Josh Armstrong, CFA
Secretary-
Jim Herrington,CFA, CAIA
Programs & Media Relations-
Lisa Brignoni, CFA
Membership Outreach -
Cale Grove, CFA
Financial Literacy/University Outreach -
Gene Natali, CFA
Executive Administrator -
Caryn Loehr
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Welcome to the 28th issue of the CFA Society of Pittsburgh's Newsletter.
Welcome to the new 2017-2018 year! We are excited to present you another year of informative programs and social/networking events! Our board met on July 24th for our annual strategic planning session and our first event is
CFA Society Pittsburgh annual volunteer recruitment and networking event. It will take place on Tuesday, August 29th, starting from 5:00 to 8:00 at Olive or Twist located at 140 6th Street. Come join us for food and drinks. Signups for all committees will be available at that time.
Our annual report is now available for 2016-2017! Please click
here.
Our third annual
CFA Society Pittsburgh Career Fair will take place on Monday, September 11th from 11:30 to 4:30pm at the University of Pittsburgh University Club Ballroom B at the University Club located on 123 University Place. While we have a sponsorship package available for interested businesses, this year we have waived all fees in order to encourage more firms to participate. Each area university has the option to send five students to the Career Fair to learn about firms in the greater Pittsburgh area and the types of jobs that exist within these firms. You do not have to have current openings in order to participate!
Email me at [email protected] for more information!
Below, Gene details our financial literacy efforts. It was an honor to speak on behalf of our outreach efforts at Finance U in Charleston, WV, on Wednesday, July 12th. My portion of the program focused on discussing the statistical findings regarding the effectiveness of our
financial literacy outreach in area high schools.
The primary goals of the newsletter are to keep members and supporters of the Pittsburgh Society informed about the society's activities and foster greater community involvement by all members.
- Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM
President, CFA Society Pittsburgh
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Putting Investors First
The CFA Society Pittsburgh site has added a link for Putting Investors First. This is an opportunity for all investment professionals to assert that they have an understanding of the 10 Investor Statement of Rights and pledge to adhere to these statements. Please join us in making investors aware of their rights and letting them know you hold yourself to the highest of standards.
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Attention Students!
The CFA Society Pittsburgh is excited to offer membership to students from local universities. As part of our program, student members receive:
- Access to networking events with Pittsburgh investment professionals
- Educational events led by our members
- Special discounts to CFASP events
- First two luncheons are free! $10 fee for additional luncheons
Sign up here. We look forward to welcoming you as part of the CFA Society Pittsburgh.
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Annual Volunteer Recruitment Event
When: August 29, 2017 5:00 - 8:00
Where:
Olive or Twist - downtown Pittsburgh
Network with other society members and sign-up to volunteer with one of our committees. Details on each of the committees can be found here.
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Special Luncheon featuring Loretta Mester, President and CEO of The Federal Reserve Bank of Cleveland
When: September 7, 2017 - 11:45 - 1:15
Where: Wyndham Grand Pittsburgh
600 Commonwealth Place, Downtown Pittsburgh
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CFA Research Challenge - Save the Date!
Kick-off is September 21, 2017. More details to follow.
If you're interested in volunteering as an industry mentor, grader or judge, please contact Josh Armstrong for further details.
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Upcoming Luncheons - Save the Date!
October 11, 2017: Brian Vargo - Blockchain
November 8, 2017: Doug Baker - Navigating the Fixed Income Market
Details to follow...
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Highlights from Recent Events
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Finance University Summary
In an effort to expand our financial literacy efforts across the CFA Society Pittsburgh region, two of our board members, Greg Filbeck and Gene Natali, presented to educators from 21 High Schools across West Virginia.
Finance University is a state wide program, and both Greg and Gene's respective presentations were intended to provide teachers with classroom resources, improve general awareness of the CFA designation and increase the number of schools participating in Year-2 of Greg's "Financial Literacy in the Classroom" Research efforts. All of the participating schools received a CFA Society Pittsburgh 'Classroom Poster' and a classroom set of 'The Missing Semester'.
In summary, the society reached over 80 High Schools during the 2016-17 school year, across Western Pennsylvania and West Virginia. We will use this foundation to improve attendance at our 2018 ACT 48 Continuing Education program, and will continue to partner with these schools in an effort to improve overall awareness of the CFA Designation at the student level.
For more information on the society's financial literacy programs, click here.
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2017 Annual Community Award Recognition for Excellence in Financial Literacy Education
We would like to congratulate the recipients of our 2nd Annual EIFLE (Excellence in Financial Literacy Education) Awards:
Kristen Ramser - 12th Grade Financial Literacy Teacher at Propel Braddock Hills High School
Susan Stas - Family and Consumer Sciences Teacher at Hempfield Area High School
Dr. Manoharlal Sukhwani - University of Pittsburgh
Brian Taylor - Financial Literacy Committee Member
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Collegiate Financial Plan Competition
2017-18 will mark the Society's 4th annual Collegiate Financial Plan Competition. The number of participating schools and students has increased in each of our first 3-years, and this school year we have set a goal of 200 entries from 20 of our regions College/University partners. If Society members are interested in assisting with this effort please contact Gene Natali.
Last year, a team of 22 volunteers reviewed entries and taught 2-day financial plan seminars at five of our local schools. Sample plans and past winners can be found on the Society's website.
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| Annual Partner Sponsors
CFA Society Pittsburgh would like to thank its partnership sponsors for their support of the Society.
GOLD 
Silver  |
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Stock Pickers Contest
Update -
2/08/17 - 7/31/17
| Contestant |
Avg. |
STK 1 |
STK 2 |
STK 3 |
| S&P 500 |
7.65% |
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Malcolm
Polley
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17.00% |
MYGN
46.91% |
FII
12.00% |
TGI
-7.91% |
Kim
Caughey |
0.08% |
VZ
-0.06% |
URBN
-26.52% |
VFC
26.69% |
Mike
Halloran |
2.80% |
SLB
-15.43% |
JPM
6.79% |
JNJ
17.04% |
Shawna
Aufman |
7.81% |
FFIV
-13.05% |
PYPL
43.22% |
SYNA
-6.74% |
Mark
Rodgers |
12.65% |
WSM
-0.36% |
ALCO
14.61% |
PKI
23.72% |
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