July 2018
Welcome From the Chair
Erinn R. King, CFA
CFA Society Boston Chair

A Review of Four Areas of Focus
For 2018-2019 Membership Year
UPCOMING EVENTS
Tuesday, July 31, 10:00 am-2:00 pm
CFA Society Boston, Boston, MA
Tuesday, August 7, 8:00-9:30 am
Harvard Management Company, Boston, MA
Tuesday, August 7, 10:00 am-2:00 pm
CFA Society Boston, Boston, MA
Wednesday, August 8, 12:00-1:30 pm
Wells Fargo Connections, Boston, MA
Friday, August 10, 9:00 am-5:00 pm
CFA Society Boston, Boston, MA
Wednesday, November 28, 8:00 am-5:00 pm
Omni Parker House, Boston, MA
OUR ESG SEMINARS HAVE FEATURED
12 OF BARRON'S TOP 20 ESG INFLUENCERS
BARRON'S ANNOUNCES
THE 20 MOST
INFLUENTIAL PEOPLE
IN ESG INVESTING
JEREMY GRANTHAM
(ONE OF THE TOP 20)
WILL BE THIS YEAR'S
KEYNOTE SPEAKER
Now in its sixth year, CFA Society Boston's Annual Sustainable Investing Seminar has recognized that Sustainable Investing (SI) has been gradually moving into the mainstream. Designed to help mainstream professionals navigate approaches to SI and increased client demand, this yearly seminar brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights.

Please review Leslie P. Norton's The 20 Most Influential People in ESG Investing. As she states in the article, "Sustainable investing is only just entering the mainstream, and the leaders [included on the Top 20 Influential People in ESG Investing] have long believed this day would come." She also captures the sentiment that John Streur eloquently shared at our 4th annual seminar,
"The move toward transparency, toward creating metrics to measure the specific impacts companies have, and the ability to differentiate one firm from another, based on metrics
is a really important development. Helped by metrics, the companies we invest in
have road maps for improvement; 10 years ago, the ones addressing these
issues were few and far between."
We're thrilled to see that our seminars have featured 12 of the 20 most influential people in ESG investing, according to Barron's. Join us on November 28 as Jeremy Grantham shares his insights.
Influencers at our past ESG conferences
Amy Domini
Domini Impact Investments
Bob Eccles
Author and
Academic
Jeremy Grantham
Grantham Mayo
Van Otterloo
Jon Hale
Morningstar
Joe Keefe
Impact Asset
Management
Matt Patsky
Trillium Asset
Management
Jean Rogers
Sustainability Accounting Standards Board
George Serafeim
Harvard
University
Anne Simpson
Sustainability
Anna Snider
BofA ML Global
Wealth Management
Tim Smith
Walden Asset
Management
John Streur
Calvert Research &
Management
Professional Head Shots - Members Only
Sessions on July 31 & August 7 at CFA Society Boston
10:00 AM-2:00 PM
CFA Society Boston's Career Center
Job Openings and Career Development Videos
Have you checked out our new Career Center? It not only provides access to fantastic job opportunities, but also offers videos, Q&As, and webcasts such as:
  • Jump-start Your Job Search (Q&A with Erinn King, CFA, CFA Society Boston's Board Chair)
  • Persuasion Skills for Your Career: 10 Best Practices for Standing Out at Every Interview
  • Talks at Google: Executive Presence
  • Effective Mentoring Relationships (Webcast)
  • Goal Setting and Your Career
Member News
Congratulations to Alice Avanian, CFA, who received the Volunteer of the Year Award for the Americas region this past May at CFA Institute's Society Leadership Conference in Hong Kong. The Volunteer of the Year Award recognizes society leaders who have demonstrated exemplary results with their society, the CFA Institute community, and beyond. Alice is a former CFA Society Boston Board Chair and is currently Co-Chair of CFA Society Boston's Financial Literacy Initiative. Thanks, Alice, for all you do for both CFA Society Boston and CFA Institute.
NABE ANNUAL MEETING
September 29-October 2
Westin Copley Place
CFA Society Boston Members Attend At NABE Member Pricing!

Use Discount Code  CFABOSTON !