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Ethics in Investment Industry and Charter Awards


Jonathan A. Boersma, CFA, Head, Investment Performance Standards, CFA Institute

Start Time

11/16/2016 5:00 PM

End Time

11/16/2016 8:30 PM

Global Passport Eligible?



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​​Pre-Pay with PayPal through 11/14​/16 and save $5! Event Eligible for CFA Institute's Global Passport Program.

Member Price


Non-Member Price


Candidate Price


Location Info


1730 N Federal Hwy
Boynton Beach, FL 33435

Event Description


 Ethics in Investment Industry

A presentation by Jonathan A. Boersma, CFA

Head, Investment Performance Standards CFA Institute

Wednesday, November 16, 2016

5:00 PM - 8:30 PM


Join us for a presentation by Jonathan A. Boersma, CFA, Head Investment Performance Standards at CFA Institute. Jonathan Boersma will also emcee our Charter Award Ceremony. 

Don’t miss your chance to learn first hand the professional qualities of CFA Society members and while having the dinner entrée of your choice also:

  1. Meet and congratulate new charter holders
  2. Meet Jonathan Boersma, Head Investment Performance Standards, CFA Institute
  3. Earn 1.5 continuing education credits, including 0.5 CE in SER
  4. Network with CFA South Florida members, leaders and directors
  5. Visit with some of the most interesting people in our world.​


5:00PM Networking with one complimentary drink (beer or wine)
6:00PM Charter Award Ceremony
6:20PM Dinner (choice of four menu items)
7:00PM Presentation​

We encourage all of our members to come out and congratulate the new charter recipients.

This event is free to each new Charter recipient and one guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a Charter Recipient, but are not yet a member of CFA Society South Florida, email​ to obtain a promo code to redeem your complimentary registration. Enter your guest name in the "CFA New Charter Recipients Only - Guest's Full Name:​" field.

Jonathan A.​ Boersma, CFA​
Head​, Investment Performance Standards, ​CFA Institute

Mr. Boersma is Head of Professional Standards and Executive Director of the Global Investment Performance Standards (GIPS®) at CFA Institute. Mr. Boersma is responsible for the oversight of all aspects of the CFA Institute Professional Standards, which includes, among others, the CFA Institute Code of Ethics and Standards of Professional Conduct, the GIPS standards, the Asset Manager Code of Professional Conduct, and the Pension Trustee Code. His responsibilities include initiating, directing, supporting, and managing the creation of solutions and practices to improve the integrity and ethical practices within the financial services industry. 

Mr. Boersma is a frequent speaker on ethics in the investment industry, is frequently quoted in the financial press, and has appeared on CNN, CNBC, ABC World News, and PBS. Mr. Boersma testified before the United States Senate Judiciary Committee on the need for independence between investment analysts, hedge funds, and corporate issuers.

Prior to joining CFA Institute, Mr. Boersma worked in a number of areas in the investment management industry including global custody, portfolio management, trading, and risk and performance analysis. Mr. Boersma is a member of the advisory board of Investorside Research Association, the CFA Magazine editorial advisory team, and The Covenant School (Charlottesville, VA) board of directors. Mr. Boersma holds a Bachelor of Science degree in Economics from the University of Wisconsin.  He is a CFA charterholder and a member of the New York Society of Security Analysts. Mr. Boersma was the 2014 winner of the Portfolio Institutionell ( Reader' Choice Award for Industry Achievement.


Earn 1.5 Hours of CE Credit For This Event (0.5 SER)!


Event Type

Society; Educational

Society Category


Education Topic

Leadership, Management, and Communication Skills; Standards, Ethics, and Regulations

Event Region


CE Credit


SER Credit


Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.​

Location Name


All Day Event





11/16/2016 8:30 PM



Event Manager Email​

Location Address

1730 N Federal Hwy

Location City

Boynton Beach, FL 33435

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 10/21/2016 8:13 AM by 38
Last modified at 12/18/2016 12:29 PM by 38