This month's issue features an 25% Early Bird Discount for our upcoming event entitled, Geopolitical Risk Training for Investors and CFA Charterholders (directed by Eurasia Group). Register before December 18 to receive your 25% Early Bird Discount.  You'll also learn about  CFA Boston's upcoming Investment Roundtable (an excellent opportunity to hear current investment insights of Boston-based asset owners and managers), a FREE CFA Institute FinTech Webinar, our Young Leaders Holiday Networking Reception, and more.  Premium seating  is going fast for  Market Dinner with Madeleine K. Albright (recently named one of 9 Amazing Conference Speakers). Ther e's still time to be a sponsor or individual registrant. Finally, c heck out  the list of this year's new charterholders  and pictures from this year's ceremony.  Thanks for taking a look. 
Upcoming Programs
- Tuesday, December 12, 5:30 - 8:00 pm
- Thursday, December 14, 12:15 - 2:00 p.m.
- Tuesday, February 6, 5:30 - 8:30 pm
- Thursday, February 22, 2018, 8:30 - 11:30 am
- Wednesday, February 28, 12:00 - 1:30 pm
- Check out our website's landing page


Don't miss this rare Boston opportunity. See Madeleine K. Albright, Secretary of State (1997-2001) speak at our Market Dinner on Tuesday, February 6. Recently named one of 9 amazing 2017 conference speakers by Investment News, Albright is sure to thoroughly engage the audience at our largest event of the year. 

Premium seating awarded to sponsors and tables in order of sponsor level and table purchase dates. 

Geopolitics and country politics matter at least as much as economic fundamentals to the economic performance of markets worldwide.
  • What will be the market impact of the populist wave sweeping through Europe and the US?
  • How will China manage a precarious economic slowdown?
  • How will Emerging Market governments respond to the expectations of new middle classes? 

Investors need the analytical tools to identify, assess, and manage political risks. This 2.5 hour exclusive executive education program -- structured and directed by Eurasia Group -- will help investment professionals identify political risks and opportunities that may have a profound impact on future investments and strategy. 


Participants will gain an understanding of the interactions of politics, economics, and markets, enabling them to anticipate the likely outcomes of key geopolitical and country-level issues that affect their decisions.

Register by 12/18 and receive 25% Early Bird Discount


Member Focus

This month's Member Focus features CFA Boston member Heather Young, CFA. Heather sits on CFA Society Boston's Board of Directors and is also a Vice President and Senior Analyst at Loomis Sayles where she works as a member of the Bank Loan Team. 
Learn more about Heather's career path, her current responsibilities, and her CFA Boston membership experiences. 
                 Heather Young's Member Focus

In Memoriam

Peter William Smith, CFA, of Boston, formerly of Hamilton, passed away unexpectedly on November 22, 2017. He was 33 years old.
Mr. Smith had been employed as an Investment Counselor for Wilkins Investment Counsel in Boston. He specialized in fixed income management and research for the company. Peter holds the Chartered Financial Analyst designation and was a member of CFA Society Boston. 

Member Highlight

Sean Fullerton, CFA, recently accepted the role of Investment Strategist at Wells Fargo Asset Management. 

Sean's efforts are focused on developing and expanding key WFAM businesses, including Defined Contribution (DC) and Environmental, Social and Governance (ESG) investing. Sean also works to propel WFAM business growth across the Wells Fargo Wealth and Investment Management (WIM) platform, including Wells Fargo Advisors, Wells Fargo Institutional Retirement and Trust, Wells Fargo Private Bank, and Abbott Downing.

S. Donald Sussman Fellowship Lecture Series Presents:  
Speaking on the Dynamic Portfolio Replication Principle in the Production of Financial Solutions:  

A Potpourri of Private- and Public-Sector Applications to Financial Innovation in the Future 

By:  Robert C. Merton , School of Management Distinguished Professor of Finance MIT Sloan 

Part Three of the Series:  Observations on the Role of Finance Science and
Financial Innovation in Global Economic Growth and Development 

Monday, December 11, 2017
Lecture: 4:30 - 6:00 p.m. 
Morris and Sophie Chang Building E52 
MIT Samberg Conference Center, 7th Floor 
50 Memorial Drive | Cambridge, MA 

30% Off Annual Subscription to JOIM

The Journal of Investment Management (JOIM) is offering CFA Society Boston members a 30% discount off an annual subscription. 
FinTech Careers 
CFA Institute Live Webinar 

Presenters: Shawn Rutter and Justin Zhen 
Thursday, December, 14, 2017, 12:00 p.m. EST 

This program is free and open to everyone regardless of membership status.