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A Member of the CFA Institute Global Network of Societies


CFA Society New Mexico​

CFA Society New Mexico seeks to advance the development of the investment profession and to improve the visibility of the members by supporting professional development and advocating for the New Mexico investing community. Learn More...


 ‭(Hidden)‬ Annual Forecast Dinner

CFA Society New Mexico is proud to put on another Annual Forecast Dinner, this year featuring James Paulsen, Ph.D. and Chief Investment Strategist at Wells Fargo.  This elegant dinner event brings together 150+ of New Mexico's local leaders and economic professionals to share information and ideas. 
James Paulsen, Ph.D.
Jim Paulsen is chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, Mr. Paulsen develops investment strategies that assist in the management of separate institutional account assets, as well as mutual and collective investment funds. Mr. Paulsen is nationally recognized for his views on the economy. He frequently appears on several CNBC and Bloomberg television programs, including regular appearances as a guest host on CNBC. BusinessWeek named him Top Economic Forecaster, and BondWeek twice named him Interest Rate Forecaster of the Year. For more than 25 years, Mr. Paulsen has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective, which was named one of "101 Things Every Investor Should Know" by Money magazine. 

Thank you to our sponsors!
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  • Avalon Trust
  • BMO Global Asset Management​
  • City of Albuquerque
  • Government Portfolio Advisors
  • PNM
  • REDW
  • Morningstar​
3/1/2017 3:14 AM
1/19/2017 7:44 AM
11/9/2016 7:14 AM
10/19/2016 7:48 AM
10/7/2016 9:03 AM
9/7/2016 11:26 AM

 Save the Date

We are looking forward to an exciting year of content with CFA Society New Mexico. Once we have full details, we will place the programs in our Calendar. Members receive​ exclusive pricing, find out how to join here​. In the meantime, please save these dates: ​


​September 8Member ​Social​Santa Fe
​September 27ProShares Capital Markets & ETFsAlbuquerque
​October 13​Fixed Income PanelSanta Fe​
​November 17A Look Inside CFA Institute​Albuquerque
​December 8​ESG Panel​Santa Fe
January 25CFA Program Candidate Panel​Albuquerque
​February 23​Forecast Dinner​Albuquerque
​March​​​ 16Global Emerging Markets​​Santa Fe
​May​Woman in Investment Management​​Albuquerque
​June​Annual MeetingAlbuquerque​

Dates, topics, and locations are subject to change. Information updated 2/28/2017


 ‭(Hidden)‬ A Crisis of Culture

"The Economist Intelligence Unit has recently released a study, A Crisis of Culture: Valuing Ethics and Knowledge in Financial Services, which was sponsored by the CFA Institute. The main finding of the study is that although financial services executives overwhelmingly recognize the importance of ethical behavior in the industry, a large gap is perceived to exist between that belief and the industry's practices. The financial services industry has recognized the existence of the gap and has undertaken steps to strengthen the industry culture by emphasizing integrity and knowledge of products and services.

read more in Press Release...



 Contact Us

PO Box 36947  ​​ 
Albuquerque, New Mexico USA  87176-6947