Greetings!
This month's issue features a wide variety of events including ESG, Investing in China, CFA Institute's Fixed Income Conference in Boston, and an upcoming National Association of Business Economics conference. We also offer special CFA Society Boston Member discounts and Early Bird Discounts. Learn more about
Michael G. Trotsky, CFA, CFA Society Boston's current Vice Chair, and boost your fixed income knowledge by reading a primer on Global Inflation-Linked Bonds. Thanks for taking time to look at
News & Notes. Enjoy!
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SUMMER NETWORKING RECEPTION
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Join local CFA Society Boston members and colleagues and celebrate the end of summer.
This is a great way to build your network and learn more about CFA Society Boston. Registration includes
two drink tickets and hors d'oeuvres
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Westin Boston Waterfront — Pavilion
Tuesday, August 21, 5:30pm - 7:30pm
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Friday, September 7, 1:00 pm-5:00 pm
MIT Samberg Conference Center
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Thursday, September 27, 12:00 pm-1:30 pm
Putnam Investments Auditorium, Boston, MA
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Saturday, November 17, 8:30 am-4:30 pm
MCLE, 10 Winter Place, Boston, MA
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Wednesday, November 28, 8:00 am-5:00 pm
Omni Parker House, Boston, MA
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China, an economic miracle for past decades, has also developed the world’s second biggest financial market. MSCI’s decision to include China A shares in its global indices attracts further attention and capital flows. In the meanwhile, Chinese investors are looking abroad for their asset allocation decisions.
The China conference, co-arranged by the Boston Chinese Investment Club (BCIC) and CFA Boston, will bring together thought leaders and finance practitioners from both China and the US. Through a panel discussion format, we will explore opportunities and challenges in investing in the Greater China region.
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CFA Society Boston's 6th Annual ESG Seminar
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First Seminar Speakers Announced
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Kate Ahern
Dir., ESG & Communications
Bain Capital
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Jeremy Grantham
Co-Founder
GMO, LLC
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Noelle Laing
Managing Director
Cambridge Associates
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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.
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This month's Member Focus features
Michael G. Trosky, CFA
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Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board
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Learn more about Mike's career path, his current responsibilities, and his CFA Boston membership experiences.
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NABE's Early Bird Discount Ends on August 15!
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NABE ANNUAL MEETING
September 29-October 2
Westin Copley Place
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CFA Society Boston Members Attend At NABE Member Pricing!
EARLY BIRD DISCOUNT ENDS AUGUST 15!
Use Discount Code
CFABOSTON
!
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Save $100 on The CMT Program
Register Before August 31
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VIDEO: CMT's Impact On Me (Part 1)
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CFA Charterholders can save $100 on the CMT Level II exam (use codes below)
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- CFA Discount NM (valid for new new CMT Association members)
- CFA Discount Member (valid for CMT Association members that have never enrolled in the CMT Program
- CFA Discount PE (valid for CMT Association members enrolled in the CMT Program)
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December 2018 Deadlines & Fees CMT Level II
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The CMT Level II Exam will be administered on a date of your choice between
November 27 - December 5, 2018
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Candidates have four hours to complete 170 multiple choice questions.
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STANDARD REGISTRATION
Deadline: September 30, 2018
FEE:$575*
* Use code CFA100 by August 31 to save $100.
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LATE REGISTRATION
Deadline: November 5, 2018
FEE: $875
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CFA Institute's Fixed Income Conference in Boston!
Register by September 11 and save $200
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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.
Covering practical topics that address fixed-income sectors, security selection, and 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. Join us to discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.
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Global Inflation-Linked Bonds: A Primer
By Jason Voss, CFA
Posted in Conference Collections, Drivers of Value, Fixed Income
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The CFA Institute Fixed-Income Management Conference is an annual event focused on global debt markets, fixed-income sectors, security selection, and portfolio construction. The Fixed-Income Management 2018 Conference will bring together researchers, analysts, portfolio managers, and top strategists in Boston, Massachusetts, on October 11—12.
Michael Pond, CFA, delivered an interesting primer on inflation-linked debt at the
CFA Institute Fixed-Income Management 2016 Conference. An acknowledged expert on the topic, Pond is managing director and head of global inflation-linked research at Barclays PLC.
So what are inflation-linked bonds? They are most typically debts issued by ...
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CFA Institute's Kurt Schacht, JD, CFA
Discusses Advocacy Efforts
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Watch CFA Institute's video with Kurt Schacht, CFA, discussing standards, advocacy and policy outreach.
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