Greetings!
Thanks for reviewing
News & Notes. We've added our agenda and speakers for the upcoming November ESG seminar. We also want to share exciting news that we're adding a new role to CFA Society Boston's Staff! Take a moment to read about the Director of Education and Content position and tell qualified colleagues and friends about this opportunity. If you've been interested in applying to our Mentorship Program, we're now accepting applications for Mentors and Mentees. Have you registered for CFA Institute's Fixed Income Conference in Boston on October 11-12? CFA Society Boston Members receive a $100 discount. Thanks again for taking the time to review this month's newsletter.
Enjoy!
|
|
Wednesday, October 17, 12:00 pm-1:30 pm
Putnam Investments Auditorium
|
|
Tuesday, October 23, 1:00 pm-4:00 pm
Wells Fargo Connections
|
|
Thursday, October 25, 12:00 pm-2:00 pm
Hyatt Regency Boston
|
|
Tuesday, October 30, 12:00 pm-1:30 pm
Putnam Investments Auditorium, Boston, MA
|
|
Thursday, November 8, 12:00 PM - 1:30 pm
Putnam Investments Auditorium
|
|
Saturday, November 17, 8:30 am-4:30 pm
MCLE, 10 Winter Place, Boston, MA
|
|
Wednesday, November 28, 8:00 am-5:00 pm
Omni Parker House, Boston, MA
|
|
|
|
|
KEYNOTE SPEAKER
Co-Founder
GMO, LLC
|
|
“Sustainability reporting” rose dramatically from 2011, when roughly 20% of companies published reports, to 72% just three years later in 2013. From 2013 to 2017, the frequency of reporting has increased each year — now up to 85% of S&P-listed companies reporting in 2017. (Governance and Accountability Institute, Inc.)
This emphasis on reporting is in direct response to investors, who are increasingly calling for ESG as a guidepost. Learn about new platforms for ESG data and the future of the sustainable investing industry at our sixth annual Sustainable Investing Seminar on Wednesday, November 28 at Boston’s Omni Parker House.
Reasons to Attend:
- Top Event Speakers: relevant content from top-tier leaders in the space
- Actionable ideas: insighs and tools to help you understand and integrate sustainable investing practices
- Networking: valuable connections with speakers and attendees
- Member Bonus: 6 CE Credit Hours
November 28
Omni Parker House, Boston
|
|
CFA Society Boston Seeks
Director of Education and Content
CFA Society Boston is excited to announce we are expanding our resources and adding the role of
Director of Education and Content to our staff. In response to member surveys and an ever-evolving industry, we will increase our continued efforts to support our members' professional journeys. This new role will focus on the development of a more robust continuing professional development platform.
- We are seeking a candidate with investment management experience
- A CFA Charter is highly desirable
- We welcome recommendations and referrals for this new role
Click below for more information or to contact Jeanne Wolf, CFA Society Boston Executive Director.
|
|
Now Accepting Mentorship Program Applications
The CFA Boston Mentorship Program offers a unique opportunity for less senior CFA Boston members to connect with, and learn from, seasoned industry professionals. The program leverages the vast experience of our membership to promote professional development and enhance leadership skills. CFA Society Boston is entreating motivated and conscientious participants to apply to this year's Mentorship Program (Mentors and Mentees)!
|
|
This month's Member Focus features
Justin Klosek, CFA
, Quantitative Fixed Income and Currency
Portfolio Manager at Cambridge Square.
Learn more about Justin's career path, his current responsibilities, and his CFA Boston membership experiences.
|
|
October 11-12
CFA Society Boston Members Save $100!
|
|
Leading practitioners and researchers navigate what is happening in global bond markets, take a closer look at the path to interest rate normalization, and discuss prospects for economic growth in developed and emerging economies. Practical topics covered will include:
- fixed-income sectors
- security selection
- portfolio construction
This year’s conference brings together top researchers, strategists, analysts, and portfolio managers focused on uncovering investment ideas and strategies that can be used to successfully meet client objectives.
Discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.
Save $100 on Registration:
Discount Code BOSFIM-18
|
|
CFA Society Boston Practice Exam
|
|
CFA®
Exam Preparation
Are you taking the Level I CFA Exam in December 2018? Maybe a friend or staff member is currently studying for the exam? Fresh questions during CFA Exam preparation help identify areas of weakness and focus efforts. All candidates should consider 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.
|
|
CFA® Practice Exam Writers Wanted
CFA Boston creates a new Practice Exam each year based on the most recent Body of Knowledge®
. Responsibilities include: creating questions/item sets/essays that conform to the style, appearance and difficulty level of prior actual exams and practice exams; developing solutions that identify Learning Outcome Statements and readings along with work shown; and addressing comments and questions from local societies and candidates.
Learn more about this opportunity and compensation!
|
|
Have You Renewed Your Membership?
If you haven't renewed your membership, please renew today. Maintain benefits such as:
- Networking with our Young Leaders, Member Communities, and Women in Investment Network
- Career Development opportunities like our online Career Center and Career Chats
- Member discounts to educational programs featuring relevant content, current trends, topics and learning opportunities within the industry
|
|
|
|
|
|
|
