This month's issue of News & Notes features a variety of events, including five FREE Member Meet Ups. If you're looking for a unique networking opportunity, consider  Tales from the Antiques Road Show and Anecdotes of the Current Auction Market . You'll find newly updated  Sustainable Investing Seminar speaker and topic information and we're thrilled to introduce our new Events and Online Communities Manager, Caitlin Goudreau . Thanks for taking a look. 
Upcoming Programs
  
Networking
- Tuesday, October 24, 5:30 - 8:00 pm
- Thursday, November 30, 5:30 - 8:00 p.m.
 
Education
- Thursday, November 2, 8:30 - 11:30 am
- Monday, November 13, 8:00 am - 6:00 pm

Free Member Meet Ups

PLATINUM SPONSORS
  

  

    
KEYNOTE SPEAKERS
 Mark Wiseman , Global Head of Active Equities and Chairman, BlackRock
 Ken Hokugo , Director of Hedge Fund Investments, Pension Fund Association of Japan
  
TOPICS AND SPEAKERS
Building Personalized Sustainable Investing Portfolios for High Net Worth Clients 
 Katy Zhao,  Vice President, Portfolio Manager, Financial Advisor,  Morgan Stanley   
 
Green not Greenwashing: Separating Strategy from Story
- David Tulauskas,  Director, Sustainability,  General Motors Company  
David Stangis,  VP - Corporate Responsibility and Chief Sustainability Officer,  Campbell Soup  
Nelson Switzer,  Chief Sustainability Officer,  NestlĂ©   
 
Innovations in Reporting: Delivering a Better Investment Message
Sophia Mendelsohn,  Head of Sustainability,  JetBlue
Ann Condon ,   Director, Resource and Environmental Strategies,  General Electric   
 
ESG Product Development  
Jordan Farris ,   VP, Head of ETF Product Development,  TIAA Nuven   
 
Leading Practices in Water Risks Integration in Investing Decision-Making

Progressing Through the Stages of ESG Integration


CFA Exam Preparation
Are you taking the Level I CFA Exam in December? Maybe a friend or someone on your staff? Access to fresh questions during CFA Exam preparation helps identify areas of weakness and focus efforts. All candidates are encouraged to consider using CFA Society Boston's Practice Exam. It's a proven study tool. 

Choose the PDF version, a LIVE practice exam, or an Online Test Bank of past Level I exam questions. 
 

Member Focus
This month's Member Focus features CFA Boston member Catherine Ryan, CFA. Cathie operates an independent RIA Firm, Cedar Rock Investment Advisors. 
 
Learn more about Cathie's career path, her current responsibilities, and her CFA Boston membership experiences. 

                                                      
                 Cathie Ryan's Member Focus
  

Member Highlight
George R. Hoguet, CFA, FRM, Immediate Past CFA Society Boston Chair, recently reviewed Richard Bookstaber's book, The End of Theory -- Financial Crises, The Failure of Economics and the Sweep of Human Interaction

In the review, which recently appeared in  the Official Monetary and Financial Institutions Forum September Bulletin, Hoguet posits that  Bookstaber argues that the assumptions on which neo-classical economics are built are not robust, and break down in  financial  crises. He advocates an Agent Based Modelling approach. Hoguet did not find his argument fully developed or  convincing, but recommends this book to anyone interested in financial markets and thinking about the next crisis.
 
George Hoguet would welcome comments from the global community of finance professionals!


  
Introducing Caitlin Goudreau
CFA Society Boston's New Events and Online Communities Manager
We're pleased to welcome Caitlin Goudreau, our new Events and Online Community Manager. Prior to joining us in September, she worked for the CAIA Association as the Chapter Relations Associate coordinating Chapter events for the Americas and Europe. While at CAIA, she worked globally with Chapter Executive volunteers, oversaw the AMS transition to a new events platform and developed the Intern Program. Caitlin also volunteers for Camp Casco as the Director of Marketing, a nonprofit camp for kids with cancer, and manages a year-round volunteer team. She received her BS in Business Management and BFA in Graphic Design from Bridgewater State in 2014.

CFA Institute's Fixed Income Seminar in Boston 
Next Week!

After years of ZIRP (zero interest rate policy), what will be the path to interest rate normalization? Is the future neutral rate likely to be lower given issues such as aging populations, globalization, technology disrupters, and the debt supercycle? Do investment managers need to be more flexible? 
 
See leading practitioners navigate what's happening in global bond markets, take a closer look at growth in developed and emerging economies, and discover where leading investors are finding opportunities, value, and protection against uncertainty.
  
CFA SOCIETY BOSTON MEMBER DISCOUNT
Use Discount Code BOSFIM-17 and save $100
 


CFA Society Boston Media Directory
Are you a subject matter expert (SME) who is willing to provide comments to the press on your area(s) of expertise? Journalists need quotes from experts and we want to build a media directory to provide them with sources. This is a service we will provide and any comments to the press will represent the individual quoted and not CFA Society Boston.