In this issue
Save $300 on CFA Institute's Fixed-Income Management Conference (in Boston this October).  Register by 9/8 and combine the early bird discount with the CFA Boston discount code.   ●   Access two JOIM-related discounts ( Journal of Investment Management).    ●   Member Communities are gaining in popularity ( have you joined any ?). We have four FREE Member Community Meet-Ups for you to consider.    ●   Missed the China From Inside and Outside seminar in May? Watch our FREE on-demand videos and see what we saw.  ●   Claim your space and register for our 5th Annual ESG Conference.  ● Check out CFA Institute's webinar for tips and strategies for having productive conversations around salary and compensation at various stages of your career. 


Four FREE Member Community Meet-Ups


FinTech Meet Up: Alpha from Overhead - Spaceborne Insights Come of Age
- Wednesday, September 27, 12:00-1:30 pm
- Wells Fargo (125 High Street, Boston)
For Whom the Bell Tolls - Asset Allocation and Capital Markets Outlook for 2018
- Wednesday, October 18, 12:00 - 1:30 pm
- Putnam Investments (One P.O. Square, Boston)
Financial Market History - A Comprehensive Guide for Investment Professionals
- Friday, October 20, 12:00 - 1:30 pm
- Wells Fargo (125 High Street, Boston)
China After the Plenum - Entering a Dangerous Deleveraging Phase
- Thursday, October 26, 12:00 - 1:30 pm
- Wells Fargo (125 High Street, Boston)


 Free Videos of China Inside and Outside Seminar

Catch up on what you missed at our China From Inside and Outside conference 
This seminar focused on China's important and rapidly changing market and discussed opportunities and challenges every investor should understand. Practitioners from both the US and China spoke directly about their own experiences and outcomes.  

Check Out Each Panel Discussion on our YouTube Channel

Two Free CFA Institute Webinars

Conversations 
Around Compensation

Wednesday, August 16, 12:00 - 1:00 pm

In this webinar, career and executive coach
Bryn Panee Burkhart will present tips and strategies for having productive conversations around salary and compensation at various stages of your career. Among other things, the webinar will provide insights into essential preparations for negotiating compensation such as conducting a basic market evaluation, getting useful comparable data, and thinking like a recruiter.




Unpacking the Alphabet: Do ESG Reporting Initiatives Meet Investor Needs? 

Tuesday, September 19, 10:00 - 11:15 am

This webcast will feature speakers from influential organizations on ESG reporting and will have the following primary objectives:
●  To discuss principal investor needs for ESG information and practical examples of good ESG reporting for investors 
● To highlight similarities and differences across the main ESG reporting frameworks
●  To provide an implementation progress update including the level of adoption of main ESG reporting frameworks (SASB, GRI, IIRC, and FSB recommendations) and how these tally up with the EU Non-financial directive



CFA Institute's Fixed Income Conference in Boston 

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.
  
EARLY BIRD DISCOUNT
Register by September 8 and save $200
 
CFA SOCIETY BOSTON MEMBER DISCOUNT
Use Discount Code BOSFIM-17 and save $100
 


Consider a Trip to Toronto

Journal of Investment Management
Discounts for CFA Boston Members

  
CFA Society Boston is pleased to announce a partnership with the Journal of Investment Management (JOIM) and its conference series. JOIM is part of the CFA Institute Approved-Provider Program, which is designed to provide members access to high-quality educational opportunities. 
 
The JOIM Conference Series extends the mandate of the Journal Of Investment Management (JOIM) publication of bridging the theory and practice of investment management. Whereas the JOIM publication is a rigorous peer reviewed publication, the JOIM Conference Series showcases very high quality presentations and a platform for interactive discussions of current topics in the investment management arena.  Benefits of the partnership include:
  • 30% discount off the annual subscription rate for the Journal of Investment Management
    >> Subscribe
  • 50% discount off the guest seat rate for the upcoming FinTech & Big Data Conference, September 24-26 in Cambridge. Contact Customer Service and reference that you are a CFA Society Boston Member and would like to register. 
    >> Contact Customer Service to Register

Member Focus
This month's Member Focus features CFA Boston member Pamela Yang, CFA, CPA. Pam is a current member of the Board and was CFA Boston's Board Chair for the 2014-2015 membership year. Pam is Senior Vice President of Investment and Operations in the Trusts and Gifts Department at Harvard Management Company.
 
Learn more about Pam's career path, her current responsibilities, and her CFA Boston membership experiences. 

                                                      Pamela Yang's Member Focus
  

It's Time for Investment Professionals to Raise the Bar
CFA Boston Board Member Michael G. Trotsky, CFA, collaborated with CFA Institute's John L. Bowman, CFA, (also a CFA Society Boston member) to address the problem of investor distrust. In this LinkedIn publication, Trotsky and Bowman outline  four suggestions for jumpstarting the process of overcoming this problem to provide investors with sound financial planning.

 

Editor's Insights on Publishing in the
CFA Institute Financial Analyst Journal®


CFA Institute Live Webinar
August 16, 2017, 8:00 - 9:00 a.m.
Speaker: Barbara S. Petitt, PhD, CFA
  
This is a FREE program . CE credit: 0 CE

Summary
The purpose of this webinar is to provide practical insights on CFA Institute's Financial Analysts Journal that would help participants gain a better understanding of the editorial expectations to achieve publication in the Financial Analysts Journal. The webinar will be run by Barbara S. Petitt, PhD, CFA, head of journal publications at CFA Institute and managing editor of the Financial Analysts Journal. Join her to learn more about the peer-review process at the Financial Analysts Journal, and how to write papers that are suitable for a practitioner audience.

Speaker
Barbara S. Petitt, PhD, CFA, is head of journal publications at CFA Institute and the managing editor of the Financial Analysts Journal. She was previously Director of Curriculum Projects. Prior to joining CFA Institute, she was director of online studies for Laureate Online Education and held academic positions in the US, the UK, and France. She published peer-reviewed articles and a book on Valuation. She also consulted for corporate clients throughout her academic career. Barbara holds a master in management from EDHEC Business School, and a master in research and a PhD in finance from the University of Grenoble. She is a member of the Board of Directors of The Q-Group and INQUIRE UK.

 
 

Networking and Educational Opportunities
Update Your Member Profile
We're focused on tailoring messages to your specific interests. To receive pertinent information, please take five minutes and update your member profile

First, sign in with your user name and password. We provide step-by-step instructions on how to login to your account to avoid creating a duplicate record. These instructions also detail how to update your member profile.