June 2019
Letter from Michael G. Trotsky, CFA
Incoming Chair, CFA Society Boston's Board of Directors 

Greetings!

I am very humbled to have been elected as the incoming Chair of CFA Society Boston’s Board of Directors. It is a real honor and I thank you for the opportunity. I have had the pleasure of serving on the Board for six years and I want to thank my fellow directors for their contributions to CFA Society Boston.

I’d also like to commend Erinn R. King, CFA, Chair of CFA Society Boston's 2018-2019 Board of Directors. She has effectively helped to raise the quality of the Society’s programs and improve our technology platforms. She is an absolute pleasure to work with, is thoughtful, insightful, direct, efficient and productive. She demonstrates great leadership and pure class in everything she does. Congratulations to Erinn on a job very well-done.

As we come to the end of Erinn's term as chair, I am happy to announce an important milestone – our membership has just crested the 6,000-member mark. I’d like to thank Erinn, our staff, and our members and volunteers – they are the advocates of our profession and our Society – and it’s because of you that CFA Society Boston is thriving.

As we enter the year 2020, we are inspired  (continue reading)
Upcoming Events
 Saturday, June 8, 8:30 am - 4:30 pm
Tuesday, June 11, 8:30 am - 6:30 pm
Tuesday, June 18, 12:00 pm - 1:30 pm
Monday, June 24, 12:00 pm - 1:30 pm
Sustainable Investing Initiative
Opportunity Zone Investing for Impact Investors
June 24 — 8:00-10:00 a.m.
Partnering with leading investors, consultants, and government and community leaders, CFA Society Boston’s Sustainable Investing Initiative Working Group will offer a special event focused on “Opportunity Zone” investing.

Bringing together key stakeholder groups at one event will help attendees build a framework for navigating a complex program and diverse set of investment options. 
 
The OZ program provides a tremendous opportunity to ...
Have you seen our Sustainable Investing Video Series?

After our most recent Sustainable Investing Seminar, we produced 18 videos of outstanding content and quality. These videos, edited from video recordings taken during the seminar and in subsequent interviews, are valuable digital assets for every investment management professional.
Annual Member Appreciation Ice Cream Social
In Honor of Putting Investors First
CFA Society Boston Members adhere to strict ethical standards and Put Investors First. Join us for our Annual Member Appreciation Ice Cream Social and enjoy a FREE Cookie Monstah Ice Cream Sandwich.
Board of Directors 2019-2020
At the 2019 Annual meeting on June 5, 2019, new officers and directors were elected to serve on the 2019-2020 Board of Directors. Below is a listing of our entire 2019-2020 Board of Directors. Please join us in congratulating all!
Jeffrey B. Augustine, CFA
Past President
Brent Bell,
CFA
Secretary
Lisa L. Chioffi,
CFA
Chair of Education and Programs
Hugh L. Crowther
Director
Susan E. Farris, CFA
Vice Chair
George R. Hoguet, CFA
Past President
Keon T. Holmes, CFA
Director
Erinn R. King, CFA
Immediate Past President
Asha Mehta,
CFA
Director
Stephen R. Petersen, CFA
Director
Sarah N. Samuels, CFA
Director
Peter A. Sullivan, CFA
Director
Christine L. Todd, CFA
Director
Emery A. Trahan, CFA
Director
Andrew Z. Tubman, CFA
Director
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Michael G. Trotsky, CFA
Chair
Heather M. Young, CFA
Treasurer
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University Outreach — Calling Local Alums
Serve as an Ambassador to your Alma Mater
Did you attend college or graduate school in the Boston area? Would you like to serve as a CFA Society Boston Ambassador to your alma mater? Our University Outreach initiative has been working with local colleges and universities over the past decade in a variety of ways. To broaden our reach, we are looking for members who are alumni of local schools and would be willing to help us promote the investment management profession as ambassadors to their alma maters. This could include student presentations, conversations with students, professor meetings, participation in our local CFA Institute Research Challenge, and other student competitions. To be part of this effort, send an email to Jeanne Wolf, CAE, executive director of CFA Society Boston.
Member Focus
This month's Member Focus features Adam Sherman, CFA, CAIA, Investment Risk Oversight Analyst within the Fiduciary and Investment Risk Oversight Team, Wells Fargo. Adam is also an active CFA Society Boston volunteer.
 
Learn more about Adam's career path, his current responsibilities, and his CFA Society Boston membership experiences. 
                                     
CFA Society Boston's New Hire
Gary Sarkissian, CFA
Director of Education and Content

CFA Soci ety Boston has expanded staff by hiring its first full-time CFA charterholder. As current Managing Director of Learning and Operations Stephanie Field builds out the Society's operations and technology strategy, Gary Sarkissian, CFA , formerly of Putnam Investments, will join as Director of Education and Content on Monday, June 17, 2019.

“We’re thrilled to welcome Gary to our staff," said Jeanne W. Wolf, CAE, Executive Director. "CFA Society Boston has always been known for the quality of our educational programs, and adding a CFA charterholder to our staff provides even deeper insight to meet our members' needs."

Gary is also a member of CFA Society Boston. We asked Gary to provide the rest of our members with insights into his past experience, what attracted him to this role, and his thoughts about transitioning from an investment firm to an association. Please join us in welcoming Gary to CFA Society Boston.                                      
Renew Now for the 2019-2020 Membership Year
Renewal for the 2019-2020 membership year is open now! Demonstrate your commitment to
professionalism and building a better world by renewing today.
CMT Association
Initiative to Help Fast-Tract Pursuit of CMT Charter
Discount Code for CFA Society Boston Members
The Chartered Market Technicians (CMT) Association, the global leader for advancing the discipline of technical analysis, is offering an initiative to help fundamental investors fast-track their pursuit of the CMT charter, which designates professional competency in the field of technical analysis.

This new initiative allows CFA Charterholders to begin preparing for Level II of the CMT exam, rather than starting their studies at Level I of the three-stage CMT Program. The CMT Program is grounded in ... (to continue reading, click below)