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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)‬ Upcoming Event: Women in Investment Management & Finance

​CFA Society New Mexico is proud to host Julie Jansen, a national recognized executive coach and career consultant, as well as an esteemed panel of local women leaders in the industry to include: Jan Goodwin, Olivia Padilla-Jackson, and Di Zhou, CFA, FRM, for a rousing discussion on advancing the future of finance by promoting women in investment management.

Date: June 7, 2017

Time: 3:30 - 6:30pm

Location: Albuquerque Country Club, 601 Laguna Blvd. SW, Albuquerque, NM 87104



Taking a Proactive Approach to Managing Your Career and Building Your Business

Julie is a nationally recognized executive coach, career consultant and author.  Julie Jansen has empowered thousands of professionals to find success, satisfaction and fulfillment at work. A dynamic, successful executive coach and career consultant, speaker and author, Julie helps senior executives, managers, business owners and career professionals in dozens of industries learn how to increase their effectiveness, and works with people of all ages and backgrounds to develop or enhance   valuable skills and competencies that can jumpstart their careers. She is the author of: I Don't Know What I Want, But I Know It's Not This: A Step-by-Step Guide to Finding Gratifying Work as well as You Want Me to Work With Who? Eleven Keys to a Stress-Free, Satisfying and Successful Work Life…No Matter Who You Work With. See more on her website.

 Olivia Padilla-Jackson, DNHS Class of 1993 


  • Jan Goodwin, Executive Director, New Mexico Educational Retirement Board
  • Olivia Padilla-Jackson, Deputy Director of Finance & Administration, City of Albuquerque
  • Di Zhou, CFA, FRM, Portfolio Manager & Managing Director, Thornburg








 Society Spotlight

CFA Society New Mexico was proud to be featured recently at the 25th Society Leadership Conference and the latest issue of Connexions for our advocacy work as well as our brand campaign which reached new heights. Check out the video to see what some of the other societies globally have been up to these past few years to expand the reach of the CFA Program.

 ‭(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​

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7/5/2017 6:27 AM
5/2/2017 5:15 AM
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11/9/2016 7:14 AM
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 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 7Member ​Social​Santa Fe
​September 21​Member SocialAlbuquerque
​October 17Behavorial FinanceAlbuquerque
​November 16Shaping Your Career: Advice for the Investment IndustryAlbuquerque
​December 6What Happened in 2017? And Where Did the Money Go​Santa Fe​
​January 18Is Green Investing really Green? Just What is the Opportunity Set?​​​Santa Fe
​February 8​Forecast Dinner​Albuquerque

Dates, topics, and locations are subject to change. Information updated 10/18/2017

 ‭(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