CFA Society Stamford Newsletter

May 1, 2023 Edition

Upcoming Events

May 10, 2023: How Elite Financial Professionals Create Pipelines of HNW Referrals.

Join us on May 10th as Tom Rocco, Senior Director for Invesco Global Consulting, shares research on how top financial professionals have succeeded at the referral process. (Virtual Event)

Read more & Register

May 11, 2023: Q2 CWIM Original: “Don’t Take It Personally: Managing Your Career in the Era of Layoffs” Featuring Megan Walls

Learn how to take back control of your career! Follow a no-nonsense approach that will help you get real and get going, regardless of the circumstances holding you back.

Learn More & Register

June 15, 2023: CFA Society Stamford Annual Meeting - SAVE THE DATE

Connect with your fellow society members as we recap the society year and announce the FY24 Board - all over a "family style" dinner at the landmark Pellicci's Ristorante in Stamford.

FY24 Board Voting & Registration opening soon

New in Professional Learning

Data Science for Investment Professionals Certificate. Registration now open.

The new Data Science for Investment Professionals Certificate from CFA Institute is now open for registration.

Gain practical understanding of data science and machine learning applications in the investment process.

In case you missed it.

April 20, 2023: Networking with a Side of Salsa

We had a great turnout for our networking with a side of salsa (dancing) social. Thank you to all who attended and made this such a fun evening.

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Webinar Replay: Regional Bank Failures: Potential Risks and Opportunities for Investors

Bank stocks have come under pressure after the failure of a few specialized banks. View a replay of this webinar with Ryan Lentell, Portfolio Manager of John Hancock's Regional Bank Fund, discussing the outlook for the industry moving ahead.