Past Events

Career Value of the CFA Charter - April 16, 2024

On April 16th the Investment Management Club at the Yale School of Management, hosted an event focused on the Career Value of the CFA Charter. Our thanks to Rob Langrick, CFA , CIPM, Chief Product Advocate, CFA Institute and Tom Collimore, CFA , VP & Programming Co-Chair, CFA Society Stamford, for their participation in this event. Thank you also to the YSOM Investment Management Club for hosting this event.

Download a copy of the event presentation: Yale_SOM_16_Apr_2024__1_.pdf. View photos below.

Gen AI Market Sizing & Evolution - April 11, 2024

April 11, 2024: Our thanks to Mandeep Singh, CFA, Head of Global Tech Research at Bloomberg Intelligence, for his insightful presentation on the generative artificial intelligence (AI) impact to tech spending. A copy of Mr. Singh’s presentation can be found here: April_11_2024_Gen_AI_BI_Presentation.pdf

Our thanks also to our Leadership Circle Sponsor, Bloomberg for their sponsorship of this event. Bloomberg would value your feedback. All those who attended the event are invited to take this post-event survey.

Select photos of the evening can be viewed below.

Candidate Night January 2024

A very big thank you to all the candidates who were able to be with us last night at "Candidate Night" 2024. We also want to thank our program speakers: Rob Langrick, CFA, General Manager of the CFA Program and Jeff Kalapos, CFA, Michelle Yang, CFA, and Anthony Salva, CFA. our panel participants. Thank you also to our Board Members: Kanna Sriskanthan, President, Aubrey Foerster, CFA and Amy Bibb, CFA, CFA Society Stamford Candidate & Membership Co-Chairs. Photos Below.

Holiday Party & New Charterholder Ceremony, November 30th, 2023

Thank you to all who attended, our guest speaker Greg Filbeck, CFA and congratulations to all our our new charterholders!

Wine Tasting in New Canaan: November 2, 2023

Thanks to all who joined us last week for our annual visit to the Tasting Bar at New Canaan Wine Merchants for an evening of education and wine tasting. Always a great night!

Career Value of the CFA Charter: October 23, 2023

On Monday, October 23 we hosted, with the Financial Management Club and the Undergraduate Program at the UCONN, an event focused on the career value of the CFA Charter. Our thanks to UCONN and to our speakers & panelists:

Panel Moderator/Guest Speaker:

Moderator: Laurie Vormawah, Head of Partnerships & Client Solutions, CFA Institute

Guest Speaker: Rob Langrick, CFA, General Manager, CFA Program

Panelists:

Sarah Beyrich, CFA, Associate Portfolio Manager at Jackson, Grant Advisers
Jeffrey Kalapos, CFA, Chief Investment Officer, Coastal Bridge Advisors
Gregory Kruger, CFA, Director of Funding, Investments and Foreign exchange, IBM
Manish Maheshwari, CFA, Portfolio Manager, THB Asset Management
G. Robin Wells, CFA, Financial Advisor/ Senior Portfolio Advisor, Merrill Lynch Wealth Management

Inflation: Too Soon To Say Goodbye, September 14, 2023 Webinar (Replay)

Click here for a replay of the September 14^th session with David Ranson, President and Director of Research at HCWE & Co., discussing why the decline of inflation in recent months is transitory and much more. Session presentation also available here for download.

Our thanks to David for being with us once again and to Tom Collimore, CFA, Co-Chair of Programming at CFA Society Stamford, for moderating the session.

Annual Summer Social, August 24, 2023

Thanks to all who joined us and helped kick-off another society year!

CFA Society Stamford Annual Meeting: June 15, 2023

We held our Annual Meeting on June 15^th 2023. The election of the FY24 Board was announced along with a recap of our FY23 Year

Guest Speaker: Rob Langrick, CFA, Senior Head, CFA Program discussed the most recent updates to the CFA Program – His presentation is available here as well as this link where you can explore these updates in more detail.

The Referral Code: How Elite Financial Professionals Create Pipelines of HNW Referrals: May 10, 2023

Thank you to Tom Rocco, Senior Director for Invesco Global Consulting for his webinar presentation on how elite financial professionals create pipelines of high-net-worth referrals.Our thanks also to JD Romann, Vice president and RIA Market Leader- New England, Invesco for being with us as well as our moderator, Donna Matheson, CFA, CFA Society Stamford Programming Co-Chair.

Below please find a copy of The Referral Code Foundations Toolkit - this kit can be downloaded.

Networking With A Side of Salsa - April 20th, 2023

Thanks to all who were able to join us on April 20th for this networking social with a side of salsa dancing mixed into the evening.

Our thanks to our instructor, Jeff Taveras, from Latin Moves Dance Studio and to Aubrey Foerster, CFA, Programming Co-Chair, CFA Society Stamford for organizing this event.

Regional Bank Failures: Potential Risks & Opportunities for Investors - April 12th, 2023

Click to view a replay of this webinar. Our thanks to Ryan Lentell, Portfolio Manager of John Hancock's Regional Bank Fund for sharing his insights and outlook for the industry.

Thanks also to John Zembron, Senior Vice President, RIA & Family Office Business Consultant, John Hancock Investment Management and Donna Matheson, CFA, CFA Society Stamford Programming Co-Chair.

Download a copy of the presentation here.

Collaborative WIM "On the Same Page" Author Event - February 2, 2023
View Session Replay

Holiday Party & Charterholder Ceremony, December 15, 2022

Congratulations again to our 2022 Charterholders and thank you to all who were able to attend our Holiday Party and Charterholder Ceremony.

Responsive Planning: Actionable Ideas For Your HNW Clients: November 17, 2022

Our thanks to Leslie for her very informative presentation, Damian Carroll, Relationship Manager at Capital Group and our Session Moderators: Aubrey Foerster, CFA, Programming Co-Chair, CFA Society Stamford and Ben Lavine, CFA, Program Coordinator, CFA Society Hartford.

Career Value of the CFA Charter - November 9th, 2022

On November 9th, CFA Society Stamford, in Partnership with the UConn Schoolof Business hosted a career event for students considering pursuit of the CFA Charter. Our thanks to Victoria Konstantinova, CFA, University Relations Program Chair, CFA Society Stamford and Jason Gorack, Career Services and Corporate Outreach, MS Financial Risk Management Program, University of Connecticut | School of Business for organizing.

A special note of thanks to our session moderator: Dan O'Connor, Director, Institutional Relations, CFA Institute and to our volunteer panel of CFA Charterholders who shared their career journey's and the value of holding the CFA designation.

Wine Tasting Event, November 2nd, 2022

Enjoy some photos from our annual wine tasting at New Canaan Wine Merchants. Thanks to all who were able to attend and our instructor, Stephane Collot for a great evening

Research Challenge Kick-off: October 25, 2022

On October 25th, CFA Society Hartford, CFA Society Stamford, & CFA Society Providence, held the Kick-Off Event for Students, Mentors, CFA Volunteers, and Professors - outlining this year's teams and timeline:

A Conversation with CFA Institute Chief Economist, Andres Vinelli – October 13 2022 - Webinar Replay

Please enjoy this REPLAY of our October 13^th conversation with CFA Institute's new Chief Economist, Andres Vinelli. In this in-depth conversation, Mr. Vinelli discusses his role at CFA Institute and provides insights into the global economic outlook: growth, inflation and much more.Our thanks to Mr. Vinelli for being with us and to our Session Moderator: Kurt Schacht, CFA, Executive Director, CFA Institute Systemic Risk Council.

A Better Approach to Explaining, Diagnosing.....– September 8, 2022 (Webinar Replay)

Enjoy this session replay as, David Ranson, President and Director of Research at HCWE & Co., shares a simple set of ideas for explaining, diagnosing, predicting and curbing inflation. Our thanks to David for being with us once again and to our moderator, Frank Travers, CFA, Vice President & Public Awareness Chair, CFA Society Stamford.

Annual Summer Social, Crab Shell Restaurant– August 25, 2022

On August 25th we held our traditional summer social at the Crab Shell in Stamford. It was great to see so many society members and their guests enjoying the beautiful evening and dockside view. Thank you to all who were able to be with us and we look forward to another great society year.

Climate Investing Webinar– July 13, 2022 (Webinar replay)

Webinar presentation from Roger Mortimer, portfolio manager for KraneShares Global Carbon Transformation ETF, where he lays out the investment case for investing in who he believes are the low-carbon leaders of the future. Our thanks to Roger and KraneShares for their support of our society and to Donna Matheson, CFA and Programming Co-Chair, CFA Society Stamford for serving as session moderator. Watch Session Replay.

2022 Forecast Dinner & Charter Recogniton Ceremony, May 12,2022

Click-here to be taken to the 2022 Forecast Dinner & Charter Recognition Ceremony Page (Event Summary & Photos)

Maximizing Memory Workshop, April 12, 2022 (Session Replay)

Click here to enjoy a replay of this session presented by CFA Stamford and CFA Society Cleveland in partnership with Iris Reading. This 60-minute workshop which covers science-backed methods and techniques to improve your memory.

The Recovery after the Rebound, March 8, 2022 (Session Replay)

Click here for a replay of this Economic Update with Liz Young, SoFi's Head of Investment Strategy. Our thanks to Liz Young for her time and to Donna Matheson, CFA, CFA Society Stamford Programming Chair for serving as our session moderator.

Greenwashing and the Need for Global ESG Disclosure Standards, February 24, 2022

Download a copy of the session presentation from our recent webinar for an overview of the new Global ESG Disclosure Standards for Investment Products.pdf and how they benefit investors and asset managers. Session Presentation here: ESG Standards 2022-02-21.pdf

Our thanks to session participants, Chris Fidler, Senior Director, Global Industry Standards, CFA Institute, Bruno Bertocci, Managing Director, Head of Sustainability in Active Equities, UBS Asset Management and Safia Mehta, CFA, Advocacy Chair, CFA Society Stamford.

Speed Reading for Financial Professionals, February 3, 2022 (Session Replay)

Please enjoy this replay of our recent Speed Reading workshop, customized for financial/investment professionals. This instructor-led session covers speed reading, comprehension techniques, and much more. Our thanks to our Session Presenter, Paul Nowak, Founder and Program Director, Iris Reading and our Session Moderator, Donna Matheson, CFA, Programming Chair, CFA Society Stamford.

Holiday Party & Author Event, December 2, 2021

Our holiday party was held on December 2nd, 2021 at Rockrimmon Country Club. Wall Street Journal reporter and Author, Greg Zuckerman was the evening's guest speaker. Greg discussed his new book, A Shot to Save the World. Our thanks to Greg and to all who were able to be with us.

China Macro Update, November 18, 2021 (Webinar Replay)

Enjoy this session replay as Brendan Ahern, Chief Investment Officer, KraneShares, discusses recent developments in China, and provides perspective on what we can look toward in Chinese equity markets. Our thanks also to Kyle McGrath, Director, KraneShares and our session moderator, CFA Society Stamford Programming Chair, Donna Matheson, CFA. You may also download a copy of the session presentation: 2021_11_China_Update_CFA_Society_Stamford.pdf

Wine Tasting in New Canaan, November 4, 2021

CFA Society Stamford returned to the Tasting Bar at New Canaan Wine Merchants for an evening of learning and fellowship. A wonderful time was had by all. Our thanks to our instructor, Paul Burne, New Canaan Wine Merchants and to Tim Van Hooser, CFA, Treasurer, CFA Society Stamford for hosting.

CFA Institute Certificate in ESG Investing Information Session, November 3, 2021 (Webinar Replay)

Please enjoy a replay of our Information Session as Liz Oakland, Manager, Society Relations, CFA Institute provides an overview of the Certificate in ESG Investing and addresses questions.

Career Value of the CFA Charter, October 21, 2021 (Webinar Replay)

Enjoy this replay (Passcode: 6c%5=RE0) where the Financial Management Club at UCONN Stamford School of Business and CFA Society Stamford hosted an event focused on the career value of the CFA Charter. A copy of the session presentation is also attached. CFA Charter Presentation- CFA Society Stamford Career event 10.21.21 (1)v.pdf

Our thanks to session hosts; Amy Bibb, CFA, University Relations Program Chair, CFA Society Stamford Board & Jason Gorack, Career Services and Corporate Outreach, MS Financial Risk Management Program, University of Connecticut | School of Business

Thank you also to our moderator: Dan O'Connor, Director, Institutional Relations, CFA Institute and our five panelists:

John Flynn, CFA, Director, Business Development, Axa Investment Managers, Inc.

Aubrey Foerster, CFA, CPA, Associate Portfolio Manager, City National Rochdale

Natalie Laven, CFA, Municipal Credit Research Analyst, Belle Haven Investments

Brian P. Murphy, CFA, Founder and Managing Member of Portfolio Advisors, LLC.

Brian Vahey, CFA, Chief Executive Officer, Radium LLC

Planning for a Hybrid Future & New Ways of Working, October 14, 2021 (Webinar Replay)

Enjoy a replay of this session as Rebecca Fender, CFA, co-author of the new report, "Future of Work in Investment Management", shares key findings from the recent report and addresses some of the most pressing questions about the future of work in the investment industry.