Welcome to the CFA Society of Rochester
CFA Society of Rochester, a Member Society of the CFA Institute. Our mission is to deliver educational programming, strengthen member involvement, and promote the Chartered Financial Analyst (CFA) designation for the benefit of financial services professionals in the Greater Rochester and Central New York area.
CFA Society of Rochester partners with the CFA Institute in fulfilling the Institute’s mission to lead the investment profession globally by promoting the highest standards of ethics and professional excellence for the ultimate benefit of society.
REGISTRATION NOW OPEN
CFA Institute Research Challenge of Wester New York Final Event(s) Hosted by the CFA Society of Rochester & the CFA Society of Buffalo
This event has two sessions, breakfast and lunch. You are welcome to attend one or both sessions.
BREAKFAST PROGRAM 8:30 AM - 10:15 AM
George Gibson, Director of Technology Scouting for Xerox Corporation
"Cryptocurrenty-should you and those you counsel care?"
LUNCH PROGRAM 11:45 AM - 1:00 PM
Erin Gibbs, Portfolio Manager, Equities
S&P Investment Advisory Services (SPIAS)
SEE PHOTOS FROM THE KICKOFF
Research Challenge of Wester New York Kickoff at Monroe Golf Club on Thursday
November 2. The Subject Company for the research is M&T Bank. Attending
from M&T Bank were Senior Vice President and Regional President Dan Burns,
CFO Darren King and Administrative Vice President and Director of Investor
Relations Don MacLeod. Don presented a detailed slideshow about M&T Bank to
11 colleges and universities who are participating in the Research Challenge
team from State University of New York at Oswego. One of 11 Western New York
Colleges and Universities participating in the 2017-2018 CFA Institute Research
Challenge of Western NY
Photo above from left to right
are Jeff Silber, Andrew Kaleta, Mike Ferrara, Nick Michel and captain Doug
CFA Society of Rochester
PO Box 390
Pittsford, NY 14534