Reception: 5 PM
Dinner: 6 PM
Presentation: 6:10 PM with Q&A
The Digital Revolution is accelerating our access to knowledge and revolutionizing how we communicate. Finance is grounded on quantifiable metrics and knowledge gained through the rigors of the CFA program. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.
Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment.
An acute understanding of the intangibles or 'soft skills' is often required for nurturing new contact and developing a life-long friendship. While these intangible skills are taught and studied, their practice underpins the success of our most revered business, political, and humanitarian leaders in recent history. How does one quantify trust, communication, and emotional intelligence? The interdependence of our global economy places a premium on authenticity and relationships.
Learning objectives include:
- Recognize the process for networking effectively.
- Develop proven strategies for building relationship capital.
- Ensure a memorable introduction with your first impression.
- Implement techniques for using social media to support and grow your network.
- Provide a framework for memorable follow-up.
Sameer S. Somal, CFA, CFP®
Chief Financial Officer, Blue Ocean Global Wealth
Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Technology, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer authored white papers and delivered keynote presentations on the Case for Canada and Active Share. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. He currently serves on CFP Board's Council on Education and the CFA Institute FAS Board of Regents, as well as hosts the CFAI talk show, The Topic @ Hand. Sameer is a frequent speaker on the reputation management, digital expungement, succession planning, technology, diversity, entrepreneurship, and leadership and is also an Internet Defamation subject matter expert witness. In collaboration with the Philadelphia Bar Foundation, he authors and delivers CLE programs on reputation management, search engine optimization, and ethics across legal communities nationally. Fundamental to his work at Blue Ocean Global Technology, Sameer helps clients build, monitor and repair their digital presence. He proudly serves on the board of the R.J. Leonard Foundation, an organization dedicated to educating, initiating careers and personally mentoring young adults who are aging out of the foster care system. In May of 2017, Sameer was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.