Greetings!
Thanks to our members, guests, and sponsors who attended this year's Market Dinner with Former UK Prime Minister Rt. Hon. David Cameron. If you missed it, this month's issue gives you a glimpse into at Mr. Cameron's insights — and check out the event pictures on Facebook! We also highlight leadership volunteer opportunities and upcoming program information. Thanks for taking a few moments to read
News & Notes
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Tuesday, February 19, 12:00 pm - 1:30 pm
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Wednesday, March 20, 12:00 pm - 1:30 pm
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Wednesday, March 25, 12:00 pm - 1:30 pm
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Friday, March 29, 8:00 am - 5:00 pm
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Friday, May 17, 8:00 am - 5:00 pm
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Saturday, June 8, 8:30 am - 4:30 pm
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Market Dinner 2019 with Rt. Hon David Cameron
Former Prime Minister of the United Kingdom (2010-2016)
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Rt. Hon. David Cameron conversing with
CFA Society Boston Chair Erinn R. King, CFA,
during fireside chat portion of evening.
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On Monday, February 4, CFA Society Boston welcomed over 900 financial professionals for an evening of networking and insights on the global outlook from featured speaker Rt. Hon. David Cameron, former Prime Minister of the United Kingdom (2010-2016).
Mr. Cameron shared compelling viewpoints about his time at 10 Downing Street and the current global marketplace.
Insights shared by Mr. Cameron include ...
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We appreciate the support received from all our Market Dinner Sponsors
and extend a special thank you to our Platinum Sponsor:
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This month's Member Focus features
Andrew Wetzel, CFA,
portfolio manager, F.L. Putnam Investment Management. Andrew is also an active CFA Society Boston volunteer.
Learn more about Andrew's career path, his current responsibilities, and his CFA Society Boston membership experiences.
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Call For Board Nominations — Deadline Extended
We have extended the Nomination Deadline for CFA Society Boston's 2019-2020 Board of Directors until Friday, February 22, 2019. Please nominate any qualified Regular Member of the Society or yourself for a Board position. All nominations will be kept confidential.
Must be received by Friday, February 22, 2019.
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Programs and Advisory Council
Accepting Applications
Leadership Opportunity
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.
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Volunteer to Serve on the
CFA Institute Disciplinary Review Committee
CFA Institute’s Disciplinary Review Committee (DRC) is seeking volunteers to serve on the DRC beginning September 1, 2019. The DRC is responsible for enforcement of the
Code of Ethics and Standards of Professional Conduct
and the rules and regulations of the CFA Program. Interested candidates should review the
application requirements
and submit an application by the 15 February 2019 deadline. This year’s DRC is chaired by CFA Society Boston member and past Chair,
Pamela Yang, CFA, CPA
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CFA Institute Members to Vote on Bylaw Change
To address shifts in the diverse global investment management workforce, CFA Institute members are being asked to vote on a CFA Institute Bylaw change to the work experience requirements for regular membership from four years to an equivalent 4,000 hours completed in a minimum of 36 months. The change from months to hours alters how the work experience is tracked but does not alter the current work experience requirement (50% of a full-time job over a 48-month period.)
To ensure that the work experience is gained over an appropriate time frame, the bylaws would be updated to require a minimum of 36 months to meet the 4,000-hour standard. CFA Institute will also no longer accept up to 12 months of entry-level work experience leading up to a qualifying position.
These modifications will better align requirements in the changing workforce – namely an increase in time spent earning advanced education, part-time professionals, flexible schedules, and remote work arrangements. This more rigorous approach better ensures that all applicants will continue to embody the professional and ethical standards expected of CFA Institute members and to enable CFA Institute to fulfill its commitment to developing the next generation of educated, experienced, and ethical practitioners to lead the investment management profession.
CFA Institute's Board of Governors approved this proposal in May 2018 and the membership vote will be included in the 2019 Proxy.
© 2019 CFA Institute. All rights reserved.
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In May 2019, CFA Society Boston Member
Sri Krishnamurthy, CFA, will present
Disruption: The New Reality in Investment Management at
CFA Institute's 72nd CFA Institute Annual Conference in London.
Sri is the founder of QuantUniversity, a data and quantitative analysis company, and the creator of the Analytics Certificate program and the Fintech Certificate program. He has more than 15 years of experience in analytics, quantitative analysis, statistical modeling, and designing large-scale applications.
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