April 2018
Your monthly news & updates

Get ready to celebrate Putting Investors First! We kicked off our campaign on April 4 with Jonathan Clark's Mastering Leadership seminar. See what other programs we have in store for you, including our member-favorite FREE Ice Cream Social. We also share Putting Investors First tools and resources from CFA Institute, make our first announcement of this year's Annual Meeting in June, and provide insights into what's happening in the finance profession. Thanks for taking the time to review this month's news.
Upcoming Events
Thursday, April 12, 5:30 pm - 8:00 pm
Central Wharf Company, Boston

Tuesday, May 15, 12:00 pm - 2:00 pm
Hyatt Regency Boston
Wednesday, May 16, 1:30 pm - 3:00 pm
Central Wharf Company, Boston
Saturday, May 19, 8:30 am - 4:30 pm
MCLE, Boston
Tuesday, May 22, 8:30 am - 5:00 pm
Courtyard Downtown Boston
Thursday, June 7, 5:00 pm - 7:30 pm
Boston Marriott Long Wharf
Putting Investors First 2018
The Putting Investors First initiative is an awareness campaign that highlights the importance of investor rights and encourages investment professionals across the globe to better serve and protect investors. Click on the Resources link below to access CFA Institute's Focus on Fees -- a tool for investors to learn more about fees and costs associated with investing.

Putting Investors First Events 2018

Kick Off:
- Mastering Leadership Initiatives
Took place on Wednesday, April 4, 8:30 am—4:00 pm


Tuesday, May 15, 12:00 pm—2:00 pm

Wednesday, May 16, 1:30 pm—3:00 pm

Tuesday, May 22, 8:30 am —5:00 pm
Print Free
Ice Cream Coupon
CFA Institute's 3rd Investor Trust Study
CFA Institute released its 3rd Investor Trust Study:
  • Trust levels have risen since 2016.
  • Unfortunately, it's not all good news.
  • Increased trust comes with higher expectations.  
We hope you find the research the attached research useful, as you seek to serve your clients effectively and navigate the next generation of investor trust. 
Jeanne Wolf, CAE, Research Challenge 2018 Interview 
Jeanne Wolf, CAE, executive director of CFA Society Boston, was interviewed by Bloomberg Radio's Peter Barnes and CFA Institute's Ron Rimkus, CFA, at the 2018 CFA Institute Americas Regional Final of the CFA Institute Research Challenge. The event, co-hosted by CFA Society Boston, was held on March 20 at the Westin Copley Place in Boston.

The CFA Institute Research Challenge is a global contest that began with student teams from more than 1,000 universities around the world. It’s exciting, it’s educational, and it’s a great way to see the potential future talent of the investment profession.

CFA Society Boston was represented by The Fletcher School at Tufts University, the winning team of our local CFA Institute Research Challenge.
MA Senate Passes Financial Literacy Bill
Low levels of financial literacy can have very negative effects on society and CFA Society Boston's Financial Literacy Initiative allows CFA Society Boston to make an impact on the issue. Our 110 volunteers are passionate about using their expertise to make a difference. We asked Robert Segal, CFA, one of our active volunteers, to provide details about a MA Senate bill to add financial literacy school curriculum.
Financial Literacy Senate Bill Summary
by Robert B. Segal, CFA

On March 22, 2018, the Massachusetts Senate passed a bill to add financial literacy to the Commonwealth’s elementary and secondary curriculum. Financial literacy has been a major focus of public officials who have encouraged residents to become more informed about their personal finances. The Senate bill, which gained widespread support, standardizes instruction about debt and savings throughout the state education system. This validates CFA Society Boston’s financial literacy leadership since 2014.

The bill directs the Department of Elementary and Secondary Education (DESE) to create and implement standards and objectives ...
Member Focus
Eric Uchida Henderson, CFA
East Horizon Investments
This month's Member Focus features CFA Boston member  Eric Henderson, CFA , Chief Investment Officer at East Horizon Investments. 
Learn more about Eric's career path, his current responsibilities, and his CFA Boston membership experiences. 
CFA Society Boston's New Career Center
Searching for a job just got easier!
  • CAREER PLANNERS: CFA Society Boston regular and affiliate members and candidates now have exclusive access to qualified job opportunities along with career development resources -- all available on a single platform. Regardless of where you are on your career path, CFA Society Boston's Career Center provides you with resources to achieve your professional goals. 
  • EMPLOYERS: The next time you need to POST A JOB -- Take advantage of our complimentary discount code to receive a FREE posting for the 60-day Balanced package (valid through 12/31/18). 1) Go to Career Center; 2) Click on EMPLOYERS; 3) Follow directions and use COUPON CODE CFABoston60
The Three Imperatives of Great Leadership
April 24, 5:15 pm - 8:00 pm, Wellington Management Company
Keynote Speaker: Linda Hill, Harvard Business School
Professional women working in financial services, technology, and professional services should attend this insightful event to reflect upon their current leadership framework and learn new leadership skills. Attendees will learn what it takes to be not simply a value creator, but also a game-changer in your organization. Sponsored by Wellington Management Company.