Upcoming Events

Webinar - Recessions, Elections, Where to Invest before 2025

Will the "rolling recessions" lead to a prosperous repeat of a 1990s bull market? Or will the economy roll over fully to a 1930s-era collapse? What economic and geopolitical policies change with the US elections (and the two most important abroad)… how will they dramatically impact your investments? Investors are facing a pivotal moment in both asset allocation and alpha-creating stock opportunities.   Please join CFA Society Boston and Professor Joel Litman of Altimetry Financial for an engaging discussion that recent audiences have given the highest marks. At this event, Professor Litman shares some of the most compelling macroeconomic research from his work inside the Pentagon. Which firms will win and lose in the new political and economic era? A highlight of the event is the use of real, live company analysis in real-time from an all-cap database of the U.S. stock market under Uniform Financial & Accounting (UAFRS). He shares the analytics used by 40,000 investors. In this exclusive event for CFA Society Boston members and affiliates, Professor Litman draws from decades of research, aiming to provide you with new insights from the top research organizations in a variety of fields, and extremely practical actions for your investing strategy.   About the Speaker Professor Joel Litman is the Founder and CIO of Altimetry Financial and Chairman and CEO of Valens Research. Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for various branches of the U.S. government, CFA Societies, and investment teams from New York to Frankfurt to Beijing, and for the leadership of the world's consulting firms including EY and PwC. Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal's Barron's Magazine and Institutional Investor, and has been a regular author in Forbes. He published the now famous, "Give My Regrets to Wall Street" in Harvard Business Review and co-authored the highly-acclaimed, "DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth." As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis. Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University. When and Where Date and Time:  Tuesday, October 15, 2024 from 12:00 - 1:00 PM Location:  Zoom   Pricing Member and Non-Member Registration | Complimentary   Members must be logged in to register. PLEASE NOTE: if you are not a CFA Boston Society Member, you will need to create a profile in order to register. PLEASE CLICK HERE TO REGISTER REGISTRATION  is a 3-step process: 1. Click  Register  to place the event in your cart 2. Click  Proceed to Checkout 3. Click  Submit Order    Safety Protocols and Policies By registering for a CFA Society Boston event, program, seminar, course, dinner or meeting all attendees agree to adhere to the Meeting Safety and Responsibility Policy.  Click here to view the complete Meeting Safety and Responsibility Policy.

Education Luncheon Fixed Income Today and the Opportunities Ahead

Fixed Income Today and the Opportunities Ahead An interactive discussion where we will review of the current state of the fixed income markets – from the Fed and rates to the Sectors and Spreads. We will then turn our focus to the future and where we see the opportunities in bonds. SCHEDULE : 12:00 – 1:30 PM 30-40 minute presentation followed by Q&A. COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest Current CFA Society Hartford members and their guest attend for $20.00. Finance students and those enrolled for CFA exams attend for $20. Non-Members   $40.00 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER TODAY James Meyers, CFA Principal PGIM Fixed Income James Meyers, CFA, is a principal and portfolio strategist for PGIM Fixed Income. James is responsible for providing financial advisors and their clients with detailed insight into the investment process, sector allocation and security selection strategy, and risk management framework for PGIM Fixed Income managed portfolios. He also provides financial advisors and their clients with the current market outlook, tactical positioning, and strategic views of PGIM Fixed Income investment teams. Experience.   Before joining PGIM Fixed Income in 2018, James was the head of fixed income ETF strategy for PowerShares by Invesco. Previously, he was a multi-sector portfolio manager at Hartford Investment Management Company managing fixed income portfolios for institutional clients, retail funds, and internal general account mandates. Earlier in his career James spent five years as a fixed income and FX investment strategist for Citigroup Smith Barney, focused on retail and private bank clients. Prior positions held by James include fixed income index analyst and fixed income portfolio assistant. Education.   James received a BS in finance and management from the Stern Undergraduate School of Business at New York University. James holds the Chartered Financial Analyst (CFA) designation and is a member of the Stamford Society of Security Analysts. REGISTER TODAY SPONSORED BY

CFA Institute Research Challenge – Local Society Kick-Off Event

2025 CFA Institute  Research Challenge Kick-Off Event  Join us on Thursday, October 24th The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final. WHO SHOULD ATTEND CFA Society Hartford, CFA Society Stamford, CFA Society Providence Kick-Off Event for Students, Mentors, CFA Volunteers, and Professors This event is for the unveiling of the target company. The target company and the CFA Society Hartford will give presentations to the student teams. Type Live Stream / Virtual Register Now There is no cost for admission to this event, however, registration is required.

Education Luncheon & Panel Discussion: Private Wealth Management Practice – Recognizing Enterprise V

Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice. October 30, 2024 at Capital Grille, Hartford  “Private Wealth Management Practice – Recognizing Enterprise Value” Private Wealth Practices are traditionally valued on AUM and fees collected.  Learn how client demographics as well as the products and strategies employed impact Enterprise Value. Wednesday, October 30, 2024, Capital Grille, Hartford, 12:00 to 1:30 PM. Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice. Raymond H. Bovich, CFA, Partner | Wealth Manager, Wooster Square Advisors, LLC.  Panel Moderator. View Bio Francis “Frank” McGrail, Registered Corporate Coach, Strategic Partner at Team Performance Group   has over thirty years of experience leading and growing successful wealth management organizations. Frank’s topic, “Preparing your Practice for Transition,” considers transition to retirement, transfer or the sale or purchase of a business. View Bio Kevin J. Lane, Managing Partner, M&K BIZ Consulting, LLC , brings thirty years of experience in matching Private Wealth Managers to new firms and partnerships. Kevin’s topic, “Evaluating a New Platform or Partnership,” offers a framework for evaluating platforms and partnerships for advisors as they consider repositioning their practice. View Bio David Wood, Founder, Gateway Financial Partners . David will share his thirty years of experience in practice management to discuss, “How to Execute the Sale, Purchase or Transfer of a Practice.” View Bio COST | Includes Lunch (Salad, Entrée, and Dessert) Members & a Guest | Candidates & Students Current CFA Society Hartford members and their guest attend for $25.00. Non-Members   $40.00 REGISTER NOW! Sponsored by Gateway Financial Partners &  Wooster Square Advisors, LLC Lunch Options: Filet Mignon 8 oz, OR Seared Salmon with Mediterranean Couscous, Asparagus and Heirloom Tomatoes, OR Roasted Chicken Breast with Mushrooms and Parmesan Risotto, OR Vegan/Dairy-Free/Vegetarian Option CE CREDITS 1.5 CE Credit awarded for CFA Society Hartford members. REGISTER NOW!

Education Luncheon | Decision Economics

Decision Economics: A behaviorally informed framework for investment decision making Can you separate ‘what you think’ from ‘how you feel’ when making investment recommendations? It’s more difficult than you might think – after all we’re humans, not robots. But, it is critical to driving success in money management. Why? Because in the investment domain, probabilities matter more than our preferences. The combination of fees and unforced errors due to behavioral mistakes can make it challenging to meet return objectives. Decision Economics examines 5 five key areas of the investment decision process where behavioral mistakes cluster and opportunities to deliver incremental return are most abundant. The program provides you with a probability-based framework of five best practices that will enable you to create a definable, defendable and repeatable investment decision process which is critical in a heightened regulatory environment. In an age of commoditized advice, Decision Economics can help you differentiate yourself from the competition. Learning Objective Gain an understanding of the 5 “decision traps” where behavioral mistakes cluster and opportunities for incremental return are greatest. Learn 5 “best practices” to help you avoid the decision traps and behavioral mistakes and recognize opportunities to capitalize on them. Understand how to build and scale a definable, repeatable investment decision process using a probability-based framework. REGISTER NOW GUEST SPEAKER Gabriele Vincenzo, CFA Investment Consultant John Hancock Investments Gabe Vincenzo is an Investment Consultant for John Hancock Investments. In his role, Gabe provides consultative, analytical and educational portfolio construction guidance to financial advisors. The portfolio construction guidance Gabe delivers is informed by the broader John Hancock Investments organization which is a world‐class provider of asset management solutions, utilizing a unique best‐of‐breed, “manager of managers” model with an asset allocation mindset. Previously, Gabe spent over five years at Natixis, where he helped to build out the firm’s Portfolio Consulting capabilities in the U.S. and abroad. As a Portfolio Consultant at Natixis, he conducted meetings with financial advisors to provide customized analysis of their model portfolios. Prior to joining Natixis, Gabe spent 10 years at Fidelity Investments in various roles. Chief among them was his work as the investment specialist for the firm’s tactical asset allocation products. After Fidelity, Gabe joined Wellington Management Company where he again worked with the firm’s asset allocation team. Gabe holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and of the CFA Institute. Education: M.B.A., Columbia Business School and London Business School;  B.S., Finance & Marketing, University of Southern California Gabe holds Series 7 and 63 licenses. Joined Manulife Financial: 2014 Began Investment Career: 1992 REGISTER NOW SPONSOR

Annual Forecast Dinner 2025

Save the Date for the 2025 Annual Forecast Dinner.  March 6, 2025.