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A Member of the CFA Institute Global Network of Societies

​​​​Past Events/Presentations

February 9, 2018
Local CFA Institute Research Challenge 2018 Final Event
R​​​egister Now
Breakfast 8:30 AM - 10:15 AM
KEYNOTE SPEAKER: George Gibson, Director of Technology Scouting for Xerox Corporation
TOPIC "Cr​yptocurrenty-should you and those you counsel care?​

Lunch 11:45 AM - 1:00 PM
KEYNOTE SPEAKER: Erin Gibbs, Portfolio Manager, Equities
S&P Investment Advisory Services (SPIAS)​​

February 15, 2018
CFASR - Monthly Program: Breakfast
Register Now
"2018 Markets Are at an All-Time High: Now What? Global Macro Areas of Opportunity and Concern" 
SPEAKER: Doug Sandler, CFA, Global Strategist, Riverfront

March 9, 2018
CFASR - Professional Development Program: Lunch/Workshop
Register Now​
 "Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing"
SPEAKER: Jim Valentine of AnalystSolutions 


=================================================================================================================================================PPAST PROGRAM WITH DOWNLOADABLE HANDOUTS/POWERPOINTS​

November 7, 2017

"Equity Investing in Real Estate Through Public and Private Markets" 
Brad Case, PhD, CFA, CAIA, Senior Vice President, Research and Industry Information
CFASR Brad Case 07NOV2017.pdf

June 6, 2017
Annual Meeting
​CFA Institute President & CEO, Paul Smith will present 
"Building the Investment Profession"

March 30, 2017
what it takes to be a successful Equity Analyst in today's environment
Speaker: Jim Valentine of AnalystSolutions
Power Point not available but Book for sale by author can be purchased here

May 11, 2017
Annual Dinner
Speakers: Neal Kumar & Abhi Mehtal
MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE: HOW WILL IT AFFECT YOU, THE INDUSTRY AND YOUR CLIENTS?

January 26, 2017
2017 Market Outlook
Speakers: Chris Petrosino & Daniel Loughron, CFA
Quarterly Outlook Webinar Presentation - December 2016 - CPE_CFA Society.pptx          Loughran ROC CFA.pptx