Society news & updates

Summer 2023 | Volume 3 | Issue 3


UPCOMING EVENTS

Continuing Educational Luncheon with Ryan Collins of StepStone Private Wealth Group


August 3 @ 11:30AM - 1PM

Anjou Restaurant

361 Township Ave.

Ridgeland, MS


Topic: "Evolving Liquidity in the Private Markets"


Come enjoy a networking lunch as we learn about the dynamics of the J-Curve, developments in the secondary markets, and the Evergreen Fund Value proposition. 

REGISTER HERE

Thank You to Former Members of the Board

On behalf of the Society and the newly elected Board of Directors, we would like to thank three former members of our Board who rolled off at the close of the most recent term.


These individuals are Thomas Arthur, Steven Langley, and Davis Bourne (shown below from left to right). They have each given their time and commitment to this Society, furthering our mission. Through their dedication, these individuals leave the board better than they found it.



Pictured above from left to right (including years of service on the board): Thomas Arthur (11 years) , Steven Langley (11 years), and Davis Bourne (2 years).

Letter to Membership from Our New Board President

Dear Society Members,


I’ve worked in the investment industry for 10 years now. During this time, and even during my years as a student, CFA Society Mississippi helped build my career into what it is today. Back when I was in college, the Society provided the funds for my student team to participate in the Research Challenge. Through this competition and the work it required, I knew this profession was for me and I decided then to pursue a career in investments. Shortly after this, the Society (through my school) awarded me the CFA Student Award. This motivated me even further towards the field. Later, as I was completing my master's degree, one of my teachers received word through the Society’s network of contacts about an open position in the field of investments. This is how I transitioned into working for Mississippi's pension plan. While in this role, I enrolled in the CFA Program and applied for the scholarships offered by the Society and CFA Institute to local students. I attended the Society’s post-testing events where I met Society members – professionals already in the field whom I would have otherwise not met at this point. This is how I ultimately became involved with the Society and was invited to volunteer as a member of the Board after earning the CFA designation. A couple of years later, through another fellow board member, I transitioned into managing funds for an insurance company, a role which I have enjoyed and has helped me grow so much in the last few years.


After having to cancel some of our most successful programs due to COVID over the last two years, under the leadership of the Society's most recent Board President, Ryder Taff, we were able to bring back our very successful Forecast Dinner, restart our Ethics Challenge (with participation from five universities), leverage the relationship we have with other local societies to increase our number of continuing education lunches, and start working toward reinvigorating our university relations.


Over the next two years, I plan to further build upon our recent initiatives and continue to make our Forecast Dinner one the most successful in the region, maintain a regular schedule of continuing education opportunities for our members, expand our Ethics Challenge to more colleges so more students will engage in our programs and pique their interest in the industry, and work hard to strengthen our relationship with our local colleges.


It is my ultimate desire that through the continued work of our Society, we ensure that we are attracting new talent into the field, encourage and support new entrants as they work toward the CFA designation, and continue providing opportunities for our members to expand their networks and stay up to date with industry knowledge and trends. CFA Society Mississippi has given me all of this and more, and I am confident that with your continued involvement and support, we will continue contributing to your careers and to our industry in a meaningful way.


Best,


Paula Nielsen, CFA

President, CFA Society Mississippi



CFA Society Mississippi Member Spotlight

Ken Qiu, CFA, DBA, CPA

Assistant Professor of Finance,

Else School of Management

Millsaps College


Ken serves as an assistant professor of finance at Millsaps College in Jackson where he teaches a variety of finance courses including investment and portfolio management, personal finance, and financial markets. He also directs the student-managed Louis Wilson Fund, serves as the principal contact for the CFA affiliate program at Millsaps College, and annually serves as the faculty advisor for the Millsaps College team in our Society's annual Ethics Challenge.


Learn more about Ken by clicking the link below, including his biggest influencers, why he decided to join our Society, and his advice for current and future candidates.

Read More

Know a member who should be featured in our next spotlight? 


Members like YOU make up the cornerstones of our success as a society.


Submit a Mississippi society member to be in the spotlight next!

Submit Spotlight Nomination

Meet Our Newest Society Member

Carolyn Cosgriff, CFA

Retired Independent Investment Advisor/Consultant


Carolyn retired in 2020 after more than three decades of experience in the investment industry. After a short stint with Mercer, she started an independent 401(k) investment consulting practice for the bulk of her career. Her clients were primarily small to mid-sized public firms. She found her value was best being able to focus on the key decision points, and not overwhelm clients with data.


Carolyn currently splits her time between Dallas, TX, and Natchez, MS. She has had a warm welcome to Mississippi thus far, and she looks forward to being involved in more aspects of life here. 

Other Society News and Updates

REMINDER: Renew Your Membership by July 31


If you have not already done so, you need to take action to renew your memberships for the 2023-2024 year with CFA Society Mississippi and CFA Society Institute. The deadline to renew is July 31. After that date, you will fall into lapsed membership status.


Renewing takes less than 5 minutes! You've worked hard to obtain your CFA charter and live it out in your community. We are proud to support your career and professional development by bringing you education resources, career events, networking opportunities, and more. Renew today and continue to enjoy the benefits and activities of Society membership.

Click Here to Renew

CFA Society Mississippi | cfasociety.org/mississippi

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