Society news & updates

Fall 2023 | Volume 3 | Issue 4

Upcoming Society Events

Continuing Education Luncheon with Ed Stubbins, CFA, of Fuller & Thaler Asset Management

Topic: "Behavioral Investing: Understanding and Profiting from Human Biases in the Markets"

Join us as we will expound on prevalent human behavioral biases that can lead to subpar investment performance. Discover how one can capitalize on comprehending and forecasting the often customary biases exhibited by fellow investors.

Wednesday, October 25

11:30 AM - 1:00 PM

The Manship Wood Fired Kitchen

1200 N State St #100

Jackson, MS 39202

This event is free to our membership and candidates/students. There is a $10 fee for all other guests.

2023 Ethics Challenge Event

All Society Members are invited to attend both our 2023 Ethics Challenge on November 30 and the Reception afterward.

More details are featured further down in the newsletter!

Ethics Challenge Event

Millsaps College at 1:00 PM

Else School of Management

Murrah Hall, 1701 N State St

Jackson, MS 39202

Ethics Challenge Reception

Enjoy free beer, wine, and food while you mingle with students from different schools who are interested in the financial and investment industry. Don't miss this opportunity to network and share your insights with the next generation of professionals!

Reception at 5:30 P.M.

Fertile Ground Beer Co.

800 Manship St, Suite 100

Jackson, MS 39202

CFA Society Member Spotlight

Alvaro G. Taboada, Ph.D., CFA

BancorpSouth Associate

Professor of Finance,

Mississippi State University

Dr. Taboada joined the faculty at Mississippi State University in 2016 after having previously worked at the University of Tennessee and for six years as an international bank examiner at the Federal Reserve Bank of Atlanta. His research focuses on banking, banking regulation, and international corporate governance. He teaches courses both in financial markets and institutions as well as in international finance at the undergraduate level. He also teaches a PhD seminar in financial institutions. He is co-editor of Emerging Markets Review and a subject editor for the Journal of Multinational Financial Management.

Click the button below to read more about Alvaro and his answers to our Member Spotlight questions.

2023 Ethics Challenge

Designed to help prepare those entering the investment profession for the ethical challenges they will face in the workplace, the Ethics Challenge is an annual event for university and college student teams throughout Mississippi and our Louisiana Chapter to learn how to apply ethical principles to real-world scenarios.

Our students put immense time and effort into their presentations. Ensuring they are welcomed by a full audience of investment professionals is a great way to support our Society and the future of our industry.

You're invited to attend!

Volunteers Still Needed

Make this year's event a success by volunteering at our Ethics Challenge! Come share your knowledge of the industry and promote ethical standards in the upcoming generation.

Click the button below to let us know you're interested, and we'll reach out with more information.

CLICK TO VOLUNTEER.

WHAT

WHERE

WHEN

2023 Ethics Challenge

Millsaps College

Else School of Management

Murrah Hall

1701 N State St.

Jackson, MS 39202

November 30

1:00 PM

Other Society News and Updates

New Brand Refresh Coming 2024

The new year will bring a new and improved look for both CFA Society Mississippi and CFA Institute's Global Network of Societies (reference the preview to the lefthand side). These new brand elements will be introduced in phases during which time the previous brand and new brand identity will be in the market at the same time. The final language surrounding the branding will focus on the concept of “empowering professionals to amplify the impact of investing."

The new approach seeks to introduce a more nimble “branded house” architecture leading with the CFA Institute parent brand while organizing the value proposition and offerings into four primary, go-to-market capabilities: certify, learn, network, and insights.

New Logo: Designed to demonstrate the confidence and stature of the market position and business vision, the visual execution of our new logo will feature a simpler, bolder, and more modern look with the familiar but refreshed pinwheel.

Changes to the CFA Institute's

Code of Ethics and Standards of Professional Conduct

WEBINAR - OCTOBER 24 | 11 AM - 12 PM CST

In 2023, the CFA Institute Board of Governors revised the Standards of Professional Conduct in three areas. This resulted in the inclusion of one new standard and revisions to two existing standards. Hear an overview of the changes that apply for all charterholders, CFA Institute members, and candidates in the CFA Program, effective 1 January 2024.

This webinar qualifies for up to 1 PL credit, inclusive of 1 SER. CFA Institute members and charterholders may self-report earned credits in the online PL tracker.

CFA Society Mississippi | cfasociety.org/mississippi