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Title

CFAH Meeting - Sameer Somal

Event Description

The New Networking: Building Relationship Capital

Finance is grounded on quantifiable metrics and knowledge gained through the rigors of the CFA program. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.​

Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment. How does one quantify trust, communication, and emotional intelligence? The interdependence of our global economy places a premium on authenticity and relationships.  


 

Speaker:
Sameer S. Somal
CFO
Blue Ocean Global Technology and Blue Ocean Global Wealth

Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer actively contributed to the firm's white paper and institutional business development efforts. He delivered keynote presentations and fostered education partnerships nationally. His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA. A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board's Council on Education and is a Women's Initiative (WIN) Advocate. He is an active member at CFA Institute, serves on the Advisory Executive Council of the Women Economic Forum (WEF), and is a Board Advisor at the iPlan Education Institute in New Delhi, India. A member of the Speakers' Series at the Johns Hopkins University Carey School of Business, Sameer is subject matter expert witness and a frequent speaker on the digital revolution, reputation management, succession planning, technology, diversity, financial planning, entrepreneurship, and leadership. In May of 2017, he was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.

Event Type

Society

Education Topic

 

Start Time

2/14/2018 11:30 AM

End Time

2/14/2018 1:00 PM

City

Houston

State/Province

TX

Event Country

 

Event Region

Americas

Location Info

​The Briar Club
2603 Timmons Lane
Houston, TX 77027

Speaker

 

CE Credits

 

SER Credit

n/a

Currency

USD

Member Price

Free

Non-Member Price

$40

Candidate Price

$40

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 1/12/2018 10:47 AM by kellyw@amc-texas.com
Last modified at 1/15/2018 11:36 AM by kellyw@amc-texas.com