LETTER FROM ERINN R. KING, CFA
Incoming Chair of CFA Society Boston's Board
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Greetings!
I am both humbled and honored to be the incoming Chair of CFA Society Boston’s Board of Directors. I have had the distinct pleasure of serving on the Board over the past five years and I would like to extend a thank you to my fellow directors for their commitment, energy, and enthusiasm, to all the past chairs for their leadership and inspiration, and a special thanks to Jeff Augustine, our current chair, who exemplifies what our CFA charter stands for – ethical integrity. I would like to further extend thanks to CFA Society Boston’s staff members, whose tireless efforts support our vibrant community and help it to thrive. Most importantly I would like to thank you, our members, our community, our volunteers, the stalwarts of our profession.
Our mission is to be a community of investment professionals which promotes the highest ethical standards, best practices and professional development of current and future members, for the benefit of clients and the broader investing public. As we look ahead to the 2018-2019 membership year, I would like our focus to be on Advancement of Members and the Profession. How will we accomplish this? There are four areas of focus:
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Tuesday, June 12, 12:00 pm-1:00 pm, Putnam Investments, Boston
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Introduction to Data Science for Finance
Friday, June 15, 8:00 pm-5:00 pm, The Westin Boston Waterfront
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Monday, June 25, 5:30 pm-7:30 pm, The Westin Boston Waterfront
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ANNUAL MEETING 2018
Erinn R. King, CFA, Elected Board Chair 2018-2019
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CFA Society Boston is pleased to announce its newly elected officers and board directors.
Erinn R. King, CFA,
was elected to the position of chair,
Michael G. Trotsky, CFA
, is the new vice chair,
Leah M. Hirshfield, CFA
, has been re-elected as secretary,
Susan E. Farris, CFA
, re-elected to the position of treasurer,
Brent Bell, CFA
,
FRM,
is the new chair of education and programs,
Sarah N. Samuels, CFA, CAIA
, and
Peter Sullivan, CFA
, were also elected as new directors. For a complete listing of the 2018—2019 Board of Directors with Bios
click here
.
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SUSTAINABLE INVESTING SEMINAR
MOVING INTO THE MAINSTREAM
November 28, 2018, 8:00 am-5:00 pm
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Jeremy Grantham -- Keynote Speaker
Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event is designed to bring together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. Attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. The annual Sustainable Investing seminar consciously maintains the feel of a smaller forum that encourages conversation between speakers and attendees. At the same time, the diversity of the participants has been frequently cited as providing unique learning and networking opportunities.
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MICHAEL MULLIN, CFA
Named Financial Literacy Initiative Co-Chair
June Member Focus
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Michael Mullin, CFA, Claro Advisors
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This month's Member Focus features CFA Society Boston member
Michael Mullin
, CFA
, Chief Market Strategist at Claro Advisors. Michael was just named Co-Chair of CFA Society Boston's Financial Literacy Initiative. In this role, Michael joins
Alice Avanian, CFA,
and
Will Krause, CFA
, as Co-Chairs overseeing up to 15 alliance leaders and more than 100 volunteers. This past year, CFA Society Boston's Financial Literacy volunteers gave over 80 presentations to the investing public ranging from high school students to retired veterans.
See Mike in a recent video (right) where he discusses a Financial Literacy Program that took place in Quincy this past May. The video aired on Quincy Public Access Television.
Learn more about Mike's career path, his current responsibilities, and his CFA Society Boston membership experiences by clicking the Member Focus link below.
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CFA SOCIETY BOSTON PRACTICE EXAM
PDF VERSION
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You, a friend, or a member of your staff may be in the critical final days of preparation leading up to the CFA® exam on June 23. 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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The PDF version of our exam lets you take the exam where and when you want.
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“The pace of innovation in the financial markets requires portfolio managers to become more rounded in the skills they bring to investing,” noted Alvin Kressler, CEO of CMT Association. “Our waiver from the CMT program level 1 exam for CFA charterholders recognizes their previous work and experience in understanding markets, allowing them to jump right into the heart of Technical Analysis concepts.”
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The CMT Association recently approved a collaboration with CFA Institute that will offer CFA charterholders an
exemption from the CMT Level I exam. The exemption was carefully reviewed by the CMT Association's staff, Curriculum and Test Committee (CTC), and Board. Through vigorous vetting of the CFA Curriculum, the CTC found that CFA charterholders have studied markets, economics and EMH. Further, the CFA Level I includes approximately 60-70 pages on technical analysis. CFA Charterholders are also actively involved in financial markets and analysis, and are pledged to the CFA Code of Ethics, which the CMT Association and other credentials share. (This is a waiver from the CMT Level I exam – it is not a waiver from the knowledge. Interested CFA charterholders should review the CMT Level I curriculum. CMT will communicate with candidates to judge how much knowledge needs to be filled in before tackling the CMT Level II exam.
This collaboration is an opportunity for the CMT Association to reach out to the largest and most respected group of financial analysts globally and have them stack the CMT designation alongside with CFA. The fusion of both disciplines is a tool that many institutional analysts, strategists and portfolio managers combine with other analytical approaches. As such, Dual Charterholders are very common among CMT Association members.
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NOTE: The CMT Level I & II exams will be administered on a date of your choice between November 27 - December 5, 2018. CMT Level III will be offered on November 29, 2018.
Register.
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FOLLOW THE MONEY:
THE PROFITABLE FEMALE PERSPECTIVE
June 19, Woburn
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XPX New England is hosting an insightful panel discussion entitled,
Follow the Money: The Profitable Female Perspective. This event will take place on June 19 at McLane Middleton P.A. in Woburn, MA, and
will highlight senior women executives who have changed the path for our future female leaders. Panelists will share insightd on how to increase the number of women leaders in the finance industry and in leadership roles, as well as their strategies for creating more growth for women in their industries.
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NABE ANNUAL MEETING
September 29-October 2
Westin Copley Place
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The global economy has been experiencing its first taste of synchronized growth since the global financial crisis, and the Fed and other central banks have started to normalize monetary policy. Yet uncertainties abound, as the U.S. is injecting a sizable amount of fiscal stimulus with the economy close to full employment, and traditional alliances on trade are breaking down. Designed around the theme of "Revolution or Evolution? Reexamining Economic Paradigms," the
2018 NABE (National Association of Business Economics) Annual Meeting
will address these and other emerging developments including A.I. and the future of work, shifting global demographics, persistently-sluggish productivity growth, the increasing concentration within key business sectors, and the new analytical tools and data sources at the disposal of economists.
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