Your monthly news & updates
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Greetings!
As we continue to celebrate
Putting Investors First, remember our
Active
and
Passive Investing program on May 22, plan to join us
one week from today at our
FREE Ice Cream Social across the street from South Station at Dewey Square, and look at our Putting Investors First tools and resources on our website. We're pleased to announce that
Jeremy Grantham, co-founder of GMO, will be our keynote speaker at November's ESG Conference,
Sustainable Investing: Moving Into The Mainstream (registration is now open). Did you see our recent email announcing the slate of candidates for CFA Society Boston's 2018-2019 Board of Directors? Join us for an delightful evening at at
this year's Annual Meeting on June 7 or vote by proxy (below)
. Thanks for taking the time to review this month's news.
Enjoy!
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Tuesday, May 15, 12:00 pm - 2:00 pm
Hyatt Regency Boston
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Wednesday, May 16, 1:30 pm - 3:00 pm
Central Wharf Company, Boston
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Saturday, May 19, 8:30 am - 4:30 pm
MCLE, Boston
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Tuesday, May 22, 8:00 am - 5:00 pm
Courtyard Downtown Boston
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Wednesday, May 23, 8:00 am - 9:00 am
Parametric, 2 International Place, Boston
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Wednesday, June 6, 12:00 pm - 1:30 pm
Putnam Investments, Boston
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Thursday, June 7, 5:00 pm - 7:30 pm
Boston Marriott Long Wharf
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Friday, June 15, 8:00 am - 5:00 pm
MCLE New England
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Wednesday, Nov. 28, 8:00 am - 5:00 pm
Omni Parker House
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David A. Daglio Jr., CFA, Added to Speaker Lineup
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David A. Daglio Jr., CFA
, Senior Managing Director and Active Equity CIO, BNY Mellon AMNA, is the newest speaker added to our Active and Passive program lineup.
What does a practitioner need to know to succeed in the current (and future) environment of active and passive management? CFA Society Boston has assembled a lineup of thought leaders who will share their insights on the active
and
passive management landscape.
Join your peers for a day of conversation and exploration into these timely topics to gain a better a understanding of the tools and intangible strengths that active managers need to compete in a new environment.
Tuesday, May 22
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Free Ice Cream Social
Wednesday, May 16, 1:30 - 3:00 p.m.
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Print Free
Ice Cream Coupon
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Board of Directors Nominations
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We are pleased to announce the slate of candidates for our
2018-2019 Board of Directors
. The Election of Officers will occur on Thursday, June 7 at our Annual Meeting. Join us at Boston Marriott Long Wharf as we acknowledge our outgoing Chair, Jeffrey B. Augustine, CFA, and elect our 2019 officers. This ceremony will be followed by a complimentary networking reception.
If you cannot attend the Annual Meeting, you may vote by proxy (must be submitted no later than
Tuesday, May 29, 2018
). Please follow submission instructions on the Proxy.
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Building Awareness of Your Charter
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As part of our “Let’s Measure Up” branding campaign that’s building global awareness and recognition of your CFA charter, we just launched a new video that showcases some of the creative advertising work that’s running through June. The video features advertising examples across print publications, digital ad networks, social media platforms, and digital out-of-home screens in elevators and office buildings in targeted locations throughout the greater Boston area.
We know that building awareness of the CFA charter is one of your top priorities, and our “Let’s Measure Up” campaign is doing just that – here at home, and around the world.
If you haven’t already, be sure to visit
letsmeasureup.org and keep an eye out for our digital ads in outlets such as Bloomberg,
The Wall Street Journal, CNBC,
Financial Times, LinkedIn, Facebook, and Google.
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Keynote Speaker Jeremy Grantham
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Jeremy Grantham is a co-founder of GMO, LLC, an investment management firm in Boston that currently manages approximately $75 billion, predominately for large institutions. He is the firm’s chief investment strategist, chairman of the board, an active member of its asset allocation division and the author of a quarterly letter to clients. In addition to providing an investment outlook, the letter has covered issues of financial ethics, deficiencies in capitalism, resource limitations and problems posed by a changing climate.
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Stephanie Condakes Torski, CFA
Torski Financial Advisors
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This month's Member Focus features CFA Boston member
Stephanie Torski
, CFA
, and independent consultant at Torski Financial Advisors.
Learn more about Stephanie's career path, her current responsibilities, and her CFA Society Boston membership experiences.
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CFA Society Boston Practice Exam
LIVE exam and PDF Version
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You, a friend, or a member of your staff may be in the critical final weeks of preparation leading up to the June 2018 CFA® exam.
More than 3,000 global candidates use our exam to help them focus on areas of weakness and determine where to focus efforts.
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Saturday, May 19, sit with time constraints; get the true feeling of taking the
CFA® exam under pressure.
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The PDF version of our live exam lets you
take the exam
where and when you want.
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Financial Literacy Initiative
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CFA Boston Member
Mike Mullin, CFA, talks about retirement, outlines why the general investing public can trust CFA charterholders, and explains what our Financial Literacy Initiative will present at Quincy Public Library on
Monday, May 14. This program is designed to help non-investment experts determine what amount of savings they may need to retire. All CFA Society Boston members are welcome to attend. Come observe our Financial Literacy Initiative in action!
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