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Directors:
President -
Greg Filbeck, CFA,FRM,CAIA,CIPM,PRM
Vice President-
George Emanuele, CFA
Treasurer -
Joe Lantz, CFA,CAIA
Research Challenge-
Josh Armstrong, CFA
Secretary-
Jim Herrington,CFA, CAIA
Programs & Media Relations-
Lisa Brignoni, CFA
Membership Outreach -
Cale Grove, CFA
Financial Literacy/University Outreach -
Gene Natali, CFA
Executive Administrator -
Caryn Loehr
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Welcome to the 35th issue of the CFA Society of Pittsburgh's Newsletter.
Hope everyone is having a great month!
Congratulations to the ten award recipients for our financial plan competition! Six were present to receive the awards at our April luncheon. A big thanks to the members of the financial literacy committee who put in a ton of work reviewing a record number of plans this year!
Our quarterly networking session took place at Olive or Twist on March 27th, which, as always, was a great time!
This month we help launch the efforts of the CFA Society Buffalo with their financial literacy outreach. We used a portion of this year's project funding to help them get started. On Thursday, April 24th, a group of us from Penn State Behrend will represent the Society with their launch. Jason Pettner from our Financial Literacy Committee will be giving the presentation to those in attendance.
Lisa Brignoni has highlighted recent events - and some exciting future luncheons forthcoming! The primary goals of the newsletter are to keep members and supporters of the Pittsburgh Society informed about the society's activities and foster greater community involvement by all members.
- Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM
President, CFA Society Pittsburgh
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May Luncheon - Sameer Somal, CFA, CFP®, CAIA, CFO of Blue Ocean Global Technology
The Digital Revolution is accelerating our access to knowledge and revolutionizing how we communicate. Finance is grounded on quantifiable metrics and knowledge gained through the rigors of the CFA program. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.
Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment.
Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth.
When: May 9, 2018 at 12:00 - 1:00 PM
Where: Omni William Penn, Downtown Pittsburgh
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PSIP Luncheon - Fixed Income / Equity Forum
PSIP is hosting a fixed income and equity forum luncheon and has extended an invitation to CFA Society of Pittsburgh members. Featured speakers are: Randy Gwirtzman from Baron Funds and R.J. Gallo from Federated Securities Corporation.
Reservations for this event are required.
When: May 3, 2018 from 11:30 - 1:00 PM
Where: Rivers Club
Cost: Members - $25 / Non-members - $35
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Boy and Girl Scouts Finance and Investment Merit Badges - May 5, 2018
Last year the Society sponsored a sold-out session for Boy Scout Personal Management. New for 2018, coursework in the Girl Scout Financial Literacy series will be offered alongside the Boy Scout curriculum.
In this co-ed class, young men and women will learn how to budget and plan for a major purchase - an appropriate car given life's realities (spouse, family size, budget). Attendees will track their spending habits for 13 weeks and learn basic investment concepts. Coursework also includes time management skills, behavioral finance issues and charitable giving.
CFA Society Pittsburgh Board members Jim Herrington, Gene Natali, and Lisa Brignoni, along
with Carmen Herrington will be the class facilitators.
For registration information please contact ptm-scouts@his-here.com , or the PA Trolley Museum at Phone: (724) 228-9256. Last year's event sold out quickly, and we anticipate this year's event will also sell out.
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Annual Endowments and Foundations Conference - May 16, 2018
When: May 16, 2018 Registration begins at 8:45 AM, Conference begins at 9:30 AM, and Reception at 4:30 PM
Where: Duquesne University Power Center Ballroom
For more information and registration, click
here.
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June Luncheon - Using Lumber and Gold to Actively Manage Stocks and Bonds
Join us and Michael A. Gayed, CFA as he presents his research and provides practical ways to manage active tactical asset allocation using the signaling power of lumber and gold.
When: June 13, 2018 from 12:00 - 1:00 PM
Where: TBD
Stay tuned for calendar invite!
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Highlights from Recent Events
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April Luncheon - Catherine Banat, Institutional Portfolio Manager, RBC Global Asset Management
Catherine Banat joined us this past month to provide a definitional overview of economically targeted investments and ESG investing followed by specific Pennsylvania examples of ETI.
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Robert Morris Women's Leadership Program
Robert Morris Women's Leadership Program was held on April 5, 2018
at the BNY Mellon Center. The program consisted of three presenters with the first two discussing the importance of networking and preparing for a job interview. George Emanuele, CFA rounded out the discussion covering the "Top 10 Keys to Success." There were approximately 50 engageed, young professionals. The CFA Institute Pittsburgh appreciated the opportunity to be part of this great event and looks forward to future events with Robert Morris University.
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Results of CFA Pittsburgh's 4th Annual Collegiate Financial Plan Competition
We're proud to announce the winners of this year's Collegiate Financial Plan Competition. Each year, a committee of 16 reviewers individually scored and ranked the top plans. Reviewer rankings were then averaged to determine the final rankings.
This year we had record participation from schools and we're excited to support students' growing confidence through development and presentation of their financial plans. We as a committee couldn't be more proud of all 253 students who went through the effort of creating a financial plan.
Congratulations to this year's top plans:
1)
Olivia Hilal, University of Pittsburgh
2)
David Yesilonis, University of Pittsburgh
3)
Olutomiwa Aiyegbusi, University of Pittsburgh
4)
Nicholas McClure, Grove City College
5)
Chelsea Paddock, Clarion University
6)
Kayla VanHolten, Clarion University
7)
Bre Lent, Grove City College
8)
Matthew Smith, University of Pittsburgh
9)
Alec Gamble, Thiel College
10)
Gabrielle Sliwinksi, Robert Morris University
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| Annual Partner Sponsors
CFA Society Pittsburgh would like to thank its partnership sponsors for their support of the Society.  |
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