July 2019

We've had very busy summer with an even more active fall around the corner. Hurry if you'd like to get in on Tuesday's professional head-shots — you would need to register today for tomorrow!

This month's issue gives you a first look at our upcoming China and Sustainable Investing seminars, two Career Chats, Meet Ups, member highlights, our first BLOG post, and more. Heading to CFA Institute's October Fixed Income Conference in Boston? Don't miss out on the combined $300 savings below ($100 Member Discount and $200 early-bird discount!). Thanks for taking a moment to look at this month's newsletter.
Upcoming Events
Tuesday, August 13, 10:00 am - 2:30 pm
Monday, September 9, 12:00 pm - 1:30 pm
Tuesday, September 17, 8:00 am-9:30 pm
Tuesday, September 19, 12:00 pm - 1:30 pm
Wednesday, September 25, 8:00 am-9:30 pm
Tuesday, October 8, 12:00 pm - 1:30 pm
Tuesday, October 29, 12:00 pm - 2:00 pm
Saturday, November 23, 8:30 am - 4:30 pm
China Seminar
September 20, 2019
Economic Outlook | The Trade War and the Sino-American Rivalry
Investing in China — Fundamental or Quantitative | Asset Allocation & Portfolio Construction
Sustainable Investing Seminar
November 13, 2019
ESG Integration in Fixed Income | Putting Data to Work
impact Bonds: An Issuer’s Perspective | ESG Fund Selection
We highlight our Sustainable Investing Initiative each year with an annual Sustainable Investing seminar. This event has become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management.

Designed to help mainstream professionals, this event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. We present large themes and connect those themes to professional practice and selectively include emerging areas of practice. And most importantly, attendees participate in a conversation including both asset owners and expert practitioners.

Mainstreaming Sustainable Investing is our goal and mainstream investment professionals are our target audience. Attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. The organization and structure of the seminar consciously maintains the feel of a smaller forum to encourage conversations between speakers and attendees. At the same time, the diversity of the participants has been frequently cited as providing unique learning and networking opportunities.

The ESG Conference planning committee is finalizing this year’s schedule. Register before September 1 to save $50 by taking advantage of our Early Bird Discount

Registration Information
  • Early Bird Registration (by 9/1)....... Member: $250 | Non-Member: $350
  • Regular Registration (9/2 - 11/5).... Member: $300 | Non-Member $400
  • Late Registration (after 11/5).......... Member: $325 | Non-Member: $425
Highlights from recent Sustainable Investing Event:
Opportunity Zone Investing for the Impact Investor 
(And ... Check Out our First Blog Post)!
Sold Out Audience:
Members, Property and Business Owners in Opportunity Zones, and M unicipalities

Our recent Sustainable Investing program, Opportunity Zone Investing for the Impact Investor, was a testament to the level of interest in Opportunity Zone investing and the need for education on the topic. This program presented various stakeholder perspectives to help investors understand and balance the financial and social opportunities and risks associated with “OZ” investments. Take a moment to review our First Blog Post to catch up on program highlights.  

  • Investors and funds who partner locally – with municipalities, and with property and business owners in opportunity zones – will be the most likely to succeed financially and create lasting positive social and economic impact.

  • Elise Liberto from Brown Advisory said that their extensive due diligence and experience to date has led them to conclude that leading with an impact framework is also the best way to drive financial return. Their early investments are demonstrating deal-level value add because entrepreneurs and property owners in the zones care about the integrity of their investors and are more eager to work with aligned investors.  
New Online Communities
Building networks and connecting with other investment industry professionals are key CFA Society Boston member benefits. We hope that you have had the opportunity to visit Connect , our online communities platform, and update your profile. We are pleased to announce another development within the Connect platform — new community groups that focus on member interests and current Society initiatives. These communities include: FinTech, Global Markets, Quantitative Methods, Private Wealth/RIAs, Sustainable Investing, Water Cooler, Women’s Initiative, and Young Leaders
To opt in to these new community groups:
  • Click on the link below
  • Sign in to Connect using your CFA Society Boston username and password (if you're already signed into cfaboston.org you won't need to sign in to Connect)
  • Click on the Communities
  • Select All Communities
  • “Join” the communities that you would like to follow
Connect is a members-only, private, and secure platform that allows you to connect, engage, share critical industry information, and confer on best practices in real time. We hope you will take a moment to join one of our newly-formed communities. If you need instructions or information, please contact me at  cgoudreau@cfaboston.org. Thank you.
Volunteer and Engagement Opportunities
CFA Society Boston thrives on the involvement of our members. We look forward to engaging more members in the coming year. In order to make the volunteer experience better for our members, we are implementing a new volunteer management system. This new tool will allow us to provide unique and individualized opportunities for members to get involved. As a result, our “call for engagement” will be coming in the fall instead of the summer.

For those of you who are already involved, we hope you’ll continue to stay active as we launch this tool. If anyone has any questions about how to get involved, please contact Jeanne Wolf, CEO of CFA Society Boston, below:
Member Focus
This month's Member Focus features Wenliang Hou , CFA, Senior Research Advisor at the Center for Retirement Research . Wenliang is also an active CFA Society Boston volunteer.
Learn more about Wenliang's career path, his current responsibilities, and his CFA Society Boston membership experiences. 
Member Highlights
CFA Society Boston member Sri Krishnamurthy, CFA, was recently interviewed by Shreenivas Kunte, CFA, on AI and Machine Learning from the CFA Institute Conference Live studio at CFA Institute's most recent Annual conference.
CFA Society Boston member  Robert Kania, CFA , started a new position as Vice President and Director of Investments at Moore Financial Advisors Ltd, based in Watertown, MA. Previously, Rob was a partner at Laurentide Advisory in Hingham. In his new role, Rob will focus on investment strategy and portfolio management, as well as building out the technology platform used to serve Moore Financial's clients. Congratulations!                                      
2019-2020 Renewal Deadline Has Passed
Please Renew Today!
CFA Institute's 2019 Fixed-Income Management
October 17-18 | Boston
Hosted by CFA Society Boston
CFA Society Boston is honored to host CFA Institute's Fixed Income Management 2019. Leading practitioners and researchers will navigate what is happening in global bond markets, take a closer look at the path to interest rate normalization, and discuss prospects for economic growth in developed and emerging economies. This year’s conference brings together top researchers, strategists, analysts, and portfolio managers focused on uncovering investment ideas and strategies that can be used to successfully meet client objectives and will cover practical topics that address fixed-income sectors, security selection, and portfolio construction. Join us to discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.

CFA Society Boston Member Discount Code: BOSFIM-19 ($100 Saving)

Register by September 17, 2019 and save an additional $200