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In this issue
Hurry to get the Early Bird discount for CFA Institute's Fixed Income conference in Boston (it ends Friday, 9/8). There's also another chance to volunteer for engagement with the Society. Check out CFA Boston's upcoming programs (ever been to a whiskey tasting?) and Free Meet-Ups. And don't miss CFA Institute's programs and FREE webinars. Thanks for taking time to see what's happening.
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CFA Society Boston stands with our fellow CFA colleagues in Houston. On behalf of the Society, we have made a contribution to the
Greater Houston Community Foundation
to support the recovery and rebuilding efforts in Houston.
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Upcoming Programs
Engagement Opportunity Lunch -
Free of Charge
- Friday, September 8, 12:00-1:00 pm
- Wells Fargo Connections (125 High Street, Boston)
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- Wednesday, September 27, 12:00-1:30 pm
- Location TBD
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Thursday, September 28, 6:00-8:00 pm
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Metro Meeting Centers - Boston (101 Federal St.)
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For Whom the Bell Tolls - Asset Allocation and Capital Markets Outlook for 2018
- Wednesday, October 18, 12:00 - 1:30 pm
- Putnam Investments (One P.O. Square, Boston)
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Financial Market History - A Comprehensive Guide for Investment Professionals
- Friday, October 20, 12:00 - 1:30 pm
- Wells Fargo (125 High Street, Boston)
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China After the Plenum - Entering a Dangerous Deleveraging Phase
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Thursday, October 26, 12:00 - 1:30 pm
- Wells Fargo (125 High Street, Boston)
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This month's Member Focus features CFA Boston member
Robert Kania, CFA. Rob is co-founder of Laurentide Advisory, and independent RIA.
Learn more about Rob's career path, his current responsibilities, and his CFA Boston membership experiences.
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CFA Society Boston's Call for Engagement 2017-2018
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CFA Society Boston has many ways for you to get involved. Please explore our engagement alternatives and consider how to maximize the benefits associated with your membership.
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CFA Society Boston Media Directory |
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Are you a subject matter expert (SME) who is willing to provide comments to the press on your area(s) of expertise? Journalists need quotes from experts and we want to build a media directory to provide them with sources. This is a service we will provide and any comments to the press will represent the individual quoted and not CFA Society Boston.
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National Association of Financial Market International Investors |
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| Picture from NAFMII's 2016 Visit |
In partnership with CFA Society Beijing and CFA Institute, CFA Society Boston welcomes a delegation from
NAFMII (National Association of Financial Market Institutional Investors) to Boston. NAFMII is a self-regulatory organization in China which aims to promote sustainable develop of the China OTC market. The group of 15 delegates from Beijing, mostly senior level banking professionals,
will be in Boston from October 31 to November 2, and are looking to meet with any firms who would like to host them for an informational meeting regarding US Fixed Income markets. If you are interested in hosting any or all of the delegation, or if you have any questions, please
email Jeanne Wolf and she will coordinate the meeting and can help with logistics.
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What Will Be the Path to Interest Rate Normalization?
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After years of ZIRP (zero interest rate policy), what will be the path to interest rate normalization? Is the future neutral rate likely to be lower given issues such as aging populations, globalization, technology disrupters, and the debt supercycle? Do investment managers need to be more flexible?
See leading practitioners navigate what's happening in global bond markets, take a closer look at growth in developed and emerging economies, and discover where leading investors are finding opportunities, value, and protection against uncertainty.
EARLY BIRD DISCOUNT
Register
by September 8 and
save $200
CFA SOCIETY BOSTON MEMBER DISCOUNT
Use Discount Code
BOSFIM-17 and
save $100
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Are you taking the Level I CFA Exam in December? Maybe one of your friends or someone on your staff? Access to fresh questions during CFA Exam preparation helps identify areas of weakness and focus efforts. All candidates are encouraged to consider using CFA Society Boston's Practice Exam. It's a proven study tool.
Choose the PDF version, a LIVE practice exam, or an Online Test Bank of past Level I exam questions.
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The World of Derivatives and Valuation Control
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FREE, Live CFA Institute Audio Webinar
September 13, 2017, 8:30 - 9:30 a.m.
Speaker: Karthik Ramamurthy, Standard Chartered GBS, Bangalore
This is a FREE program
. CE credit: 1 CE
Summary
Cash and derivatives trading constitute core front office activities for most leading financial services firms, and the Valuation Control (VC) group plays a critical role in controlling and supporting these activities. The group formulates and implements valuation adjustment and price testing policies to ensure that the valuation of the Bank's positions are appropriately recorded. In addition, the group is responsible for operating the controls around the daily benchmark rate setting and for the quarterly submission of the Bank's Prudential Valuation Adjustments to the relevant financial regulators. For reference, the cumulative book size (by Total Asset) across major banks is estimated to be USD 12 trillion. The VC group across leading banks employs around 100-200 personnel and are expected to be well versed in both the analytical and numerical techniques relating to the valuation of a variety of financial instruments, including bonds, loans, derivatives as well as more bespoke, private equity related positions. The purpose of this webinar is to give a broad understanding of the Valuation Control process, including practitioner insights into best practices and current challenges.
Speaker
Karthik Ramamurthy CFA heads the Valuation Control team at Standard Chartered GBS, Bangalore. Prior to working at Standard Chartered he worked at Goldman Sachs, JPMorgan, Barclays and CIBC in London, covering Valuation Control, Market Risk Management and IT. In his previous role at CIBC, he was Executive Director of Market Risk Management, overseeing European risk for all asset classes. He holds a Master's degree in Finance from London Business School.
Continuing Education for CFA Institute members: Provide your CFA Institute ID number at registration to facilitate the automatic entry of CE credit into your record at the close of the live webinar.
FREE
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Consider a Trip to Toronto
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Or ... Travel to San Francisco
Global Portfolio Managers Panel |
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Tuesday, October 3, 2017
Omni San Francisco Hotel
CFA Society San Francisco
invites you to the 2017 Annual Global Portfolio Managers Panel. Hear four expert, senior level women portfolio managers share perspectives on investment practices, management styles, market outlooks, and career development tips. Panelists come from across the US and San Francisco's Diana Strandberg, CFA, Director of International Equity at Dodge & Cox, will moderate.
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