This month's newsletter includes an article by BSAS Member Ariel Fromer Babcock, CFA. Ariel attended the 4th Annual ESG Conference, and has provided "A view from the outside," a fascinating recap of the event from her perspective. You'll also find a link to pictures from the seminar. 

Please check out programs being offered by BSAS and CFA institute (and remember - we're getting close to the Market Dinner with Ben Bernanke - so please consider tickets, tables, and sponsorships). 

J erry Holly is featured in our monthly Member Profile and t his is also a great opportunity to learn more about our new Member Communities. Enjoy!
BSAS to Become CFA Society Boston

We are pleased to introduce our new logo which will be used as of January 1, 2017, when our name changes to CFA Society Boston. In our recent member survey,  55 percent of respondents survey indicated that promotion of the CFA Charter was the most important benefit of membership.  Watch for our branding campaign scheduled to launch in early 2017. 

Programs & Events

Thursday, December 8, 12:15 - 2:00 p.m.
Monday, January 18, 12:15 - 2:00 p.m. 
Gender Lens
Member Communities Update
We are pleased to announce that the build-out of the Member Communities feature on our website and database has been completed.  These communities:
  • Give members an opportunity to connect on topics and issues that are of common interest to the community
  • Provide education and networking opportunities for constituents in a collaborative, interactive, and less formal setting
  • Will be managed electronically and all members are encouraged to join as many communities as desired

Once we have completed our Ambassador Training Session, we will notify all members of the Community Launch.  Please be sure to watch your emails, and if you have any questions, email

BSAS Sustainable Investing Seminar: Moving into the Mainstream 
A view from the outside
ByAriel Fromer Babcock, CFA
On Thursday November 17th BSAS assembled an impressive roster of leaders in the sustainable investment field to discuss the industry, recent developments, challenges, and outlook as ESG/SRI principles are increasingly incorporated into more traditional asset management strategies. The morning keynote speaker, John Streur, President & CEO of Calvert Investments, kicked the day off with a succinct summary of the basic tenants of responsible investing: 
        • Be a good steward of capital; 
        • Understand the full set of impacts of a company's activities; 
        • Engage with company management to push improvement; and 
        • Extend the benefits of the capital markets to those most in need to drive innovation that benefits all. 
See Pictures from the 2016 ESG Seminar
Member Profile
This month's Member Profile features BSAS volunteer Jeremiah K. Holly, Sr. Jerry is a Retirement Consultant for major providers in the retirement space. 
Learn more about Jerry's career path, his current responsibilities, and his BSAS membership experiences.

CFA Institute
Live Webinar - FREE and Open to All
Thursday, December 8, 7:00-8:00 a.m.

Practitioner Insights: Macro Challenges and Valuation Implications
Date: December 8, 2016,  Time: 7:00-8:00 a.m.  
Speakers: David B. Stevens, CFA, and Prashant Trivedi, CFA

Macro challenges have been occurring at an unabated pace. In particular, developed market central banks have been unable to reverse their easy money policies. A rising share of developed market sovereign bonds has been offering sub-zero yields. Are risk-free rates, free of risk anymore?

David B. Stevens, CFA, senior investment strategist with the Private Bank at Wells Fargo, and Prashant Trivedi, CFA, founder and chairman of Multi Act, an equity research and consultancy firm, will discuss the equity valuation implications of the ongoing macro challenges. Among others, this webinar will provide a valuation framework and practical insights from real life case studies. Shreenivas Kunte, CFA, director, Content, CFA Institute, will moderate the webinar session.