CFA Society Boston

CFA Society Boston staff recently had the pleasure of meeting Finance based Endicott College students at the Annual Meet the Firms event! We love attending nearby colleges and universities to inform students about the CFA Institute Charterholder Designation and about the endless benefits of membership with us. Thanks for this opportunity to connect, Go Gulls!✨

Happy Friday, members!🙌🏻 Today we are hearing from candidate member, Jeff Charest who attends many networking events and volunteers by being a Firm Champion! ➡️Do you want to refresh your memory on the benefits of membership?! Visit our website or email info@cfaboston.org with any questions.

CFA Society Boston would like to recognize and congratulate Former Board Chair, Chris Gootkind, CFA for his induction into the prestigious CFA Society Boston would like to recognize and congratulate Former Board Chair, Chris Gootkind, CFA for his induction into the prestigious FIASI Hall of Fame. Well deserved, Chris! The Fixed Income Analysts Society, founded in 1975, is a not-for-profit professional organization dedicated to the education of its membership and the fixed income community at large. FIASI serves its members by sponsoring educational programs and workshops covering topics of current interest and presented by distinguished industry leaders. The organization also provides valuable networking and mentoring benefits for its members as well as students aspiring to careers in fixed income. At its annual Hall of Fame induction ceremony, FIASI celebrates the lifetime achievements of Fixed Income industry visionaries.

CFA Society Boston was proud to partner with Bentley University last week to offer students the opportunity to network with alumni from Bentley University that also became CFA Charterholders. The event was a great way for students to learn about CFA Society Boston membership benefits, have one on one conversation with like minded individuals about their future career paths, and for CFA Society Boston to grow our relationship with Bentley University - an institution that is part of our University-College Partner Program. We would like to extend a special thank you to Audra Boni for making this event happen and for her continued support and enthusiasm for students to learn about the endless benefits of CFA Society Boston! 💬What is the CFA Society Boston UCP Program? ➡️The CFA Society Boston University-College Partner Program allows students from higher education institutions across New England to join the society with ease. CFA Society Boston’s Student membership engages a student earlier in the career path to advance their network and industry exposure.  👏🏻 Learn more about our UCP partnerships here - https://ow.ly/JhEB50TQLVN

Join us tomorrow, Tuesday, October 22nd for this month's Lunch and Learn series! Head on over to the Society office for an informal get together with Francesco Daniele of Mass PRIM as he leads a discussion on Public Pensions. We encourage you to bring your own lunch and the desire to chat. https://ow.ly/agPp50TPNAT

CFA Society Boston is committed to helping professionals navigate the explosion of approaches and the increase in client demand in the sustainable investing space. We bring together thought leaders, practitioners, and asset owners to provide practical advice and to share experience-based examples and insights. Since our inaugural event in 2013, our Sustainable Investing initiative has become a leading voice for innovation and best practices. 🌍 Our two half-day programs are each expected to welcome over 100 attendees and will feature a lineup of incredible speakers, all in an intimate setting filled with vital content and personal connection. Become a sponsor of our upcoming November Sustainable Investing Conference and begin a partnership with us - https://ow.ly/bQ8H50TNTAv

CFA Society Boston had the pleasure of partnering with Fintech Sandbox and Babson College during fintech week to provide the session Brawn and Brain - Reimagine the Asset Management Value Chain with AI! We would like to thank our attendees and panelists for making this event a success. Speakers included our chair, Asha Mehta, CFA, Gilbert Haddad, CFA, and John Dolan CFA, with fellow board member, Bill C. Li, CFA, CAIA, as their moderator. Attendees experienced a deep dive on how the asset management industry can harness AI to combat shrinking margins. Key takeaways included: ✨AI’s potential to enhance decision-making across the entire value chain. ✨Innovative strategies for driving efficiency and growth in asset management. ✨Insights into the future of AI in the industry. Together, we explored how AI could be the key to unlocking new opportunities. Stay tuned for more imaginative discussions. CFA Society Boston looks forward to FinTech week each year!

Hey members! 👋🏻 Today is Bosses Day! Happy National Boss Day to all the incredible leaders within the investment profession. Your vision and dedication inspire us every day. Thank you for fostering growth and excellence in our community. Here’s to strong leadership and continued success! ➡️ Tag your favorite leader in the comments - let’s lift eachother up!🤝

CFA Society Boston kicked off the first of six sessions in their new Private Equity Series this week! Behind Closed Doors: The World of Private Equity was a riveting and insightful session, where we explored the intricate world of private equity (PE) investing, offering a deep dive into how private capital can be harnessed to shape the future we want to live in. Industry experts provided key perspectives on the strategies driving this alternative asset class, starting with an overview of the PE landscape. Among the notable speakers was Sarah Samuels, CFA, CAIA, partner at NEPC, LLC, who leads a 45-person team managing investments across various asset classes, including private equity and real estate. Sarah’s vast experience, from managing Wellesley College's endowment to serving as deputy CIO at MassPRIM, added invaluable insights. Also joining was Michael McGirr, CFA, Director of Private Equity at #MassPRIM who shared his deep expertise in portfolio construction and manager selection. With over 15 years of experience, Michael’s role in managing the $101 billion PRIT Fund for Massachusetts pension systems illuminated the critical role PE plays in long-term asset management. Stay tuned for more impactful discussions as we delve into specific PE sectors, culminating in a panel featuring asset owner LPs. Make sure to join us December 3rd for our second session entitled: "Behind Closed Doors: The World of Private Equity - Buyout" here at the Society office! #PrivateEquity #Investing #CFA #Finance #MassPRIM #NEPC #Leadership #CFASocietyBoston

Come join us on Tuesday, October 15th at Babson College, 100 High Street, Boston, MA, 12th floor from 9:00 - 10:00AM for an in-person educational program on Asset Management Value Chains with AI! This event is part of Boston Fintech Week from October 14th – 18th and there will be several other events throughout the week that you can attend! When registering for additional events on https://ow.ly/88I050TE7V1, please use promo code: PROMO-CFABOSTON-10 to receive 10% off your registrations! Click here to view the amazing panel on deck and learn more - https://ow.ly/9hSe50TE7V3