Past Events

The Great Convergence Panel - 6/11/2026

Join CFA Boston and CAIA Boston for a timely panel discussion featuring senior thought leaders and experts as they explore the drivers behind this convergence, its implications for portfolio construction, and how investment products are evolving to better serve investor needs in this changing landscape.
Speaker(s): William Dickinson Krause, CFA, Dulari D. Pancholi, CFA, CAIA, York Lo, Jonathan Doolan

Women's Initiative Joint Spring Networking Reception - 6/3/2026

Join CFA Society Boston for the Women’s Initiative Joint Spring Networking Reception, an evening dedicated to connection, community, and celebrating the season. This special event brings together professionals from CFA Society Boston along with members of several other women-focused organizations across the Boston financial community.

Private Wealth Series: Investments and Estate Planning for Ultra-High-Net-Worth Clients - 6/3/2026

For ultra-high-net-worth clients, investment strategy and estate planning are inseparable. This session will explore how advisors integrate portfolio construction with multi-generational wealth transfer, philanthropy, and tax-efficient ownership structures. Topics include trust design, asset location, charitable vehicles, and how investment professionals can work in concert with estate planners to deliver holistic outcomes.
Speaker(s): Aakash Garg, CFA, Daniel Robert Brady, CFA, CFP, Daniel J. Fasciano, CFA, CMT, CAIA, William Salazar, Ashley Natova

Financial Literacy Volunteer Q&A Live - 6/2/2026

Have a question about Connect? Looking for a presentation resource? Wondering how to navigate the volunteer platform, tailor a CORE deck, prepare for your first Alliance call, or close out a volunteer opportunity? Join us for our monthly Financial Literacy Volunteer Q&A Live session.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />

The Exam is Over Networking Event - 5/27/2026

You worked hard, studied hard, and crushed it at your May CFA Exam and now it’s time to celebrate!
Speaker(s): Caitlin Basler, Mackenzie Godley

Outsourced CIO Roundtable - 5/20/2026

Join us for our Outsourced CIO Roundtable—an exclusive gathering focused on the investment strategies of outsourced CIOs and trends in the usage of outsourced CIO services.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Keon Tierre Holmes, CFA, Daniel S. Kern, CFA, CFP, Erika K. Murphy, CFA, Christopher Swansey, Alex Band, TIm Yates

Coffee Connection - 5/20/2026

Join us for a morning of complimentary food and beverages and the opportunity to network with fellow financial professionals.

Mentor Match Final Meet Up - 5/19/2026

Join us for a relaxed and engaging Mentor Match Meetup, where participants of the CFA Society Boston Mentor Match Program have the opportunity to meet informally with their mentors, mentees, and fellow program participants.

Intrinsic Value: A Complete Approach to Value Investing - 5/14/2026

Traditional value investing has struggled in recent decades, potentially highlighting a flaw in relying on commonly used value ratios such as book-to-price and earnings-to-price. These measures overlook profits that will be realized in the future and therefore only partially capture a company’s true economic value. The prolonged low-interest-rate environment over the past 30 years has made future profitability an even more important determinant of a firm’s value. By focusing on short-term accounting metrics and ignoring future economic profitability, these ratios often cause analysts to mislabel a company as cheap or expensive without accurately establishing whether it is truly overvalued or undervalued.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Rafael Resendes

Lunch & Learn: Commodities - 5/12/2026

Join us for this month's Lunch & Learn!<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Marta Kavchak

Climate Tech Founders & Funders Breakfast - 5/8/2026

This event will bring together some of the top founders, investors, and strategics in climate tech. We'll dig into the macroeconomic climate and how smart founders navigate risk and uncertainty. We'll curate a panel of experts to share their perspective on how to build, grow, and raise capital in climate tech in 2026 and beyond.

40th Annual Market Dinner 2026: Future of Investment Management - 5/6/2026

Join CFA Society Boston on May 6, 2026 from 5:15PM to 9:00PM in Downtown Boston for the 40th Annual Market Dinner, the Society’s signature gathering of industry leaders and investment professionals. Building on a long tradition of convening influential voices to examine critical forces shaping markets, this year’s program will explore The Future of Investment Management.

CFA Society Boston Investor Coffee Chat - 5/5/2026

For Boston Climate Week 2026, CFA Society Boston invites investors across asset classes to refreshments and a facilitated discussion with peers regarding markets and the crisis in Iran.

Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience - 4/30/2026

Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Jacqueline Ricci, Gary Hutch

Getting Started with the CFA Program: What Every Student Should Know - 4/22/2026

Are you considering a career in finance, investment management, or wealth management? Join CFA Society Boston for a focused and informative free 45-minute webinar designed to help undergraduate and graduate students understand how the CFA Program can accelerate their professional development and position them for long-term success.
Speaker(s): Luke VJ Bala, CFA, David Mardo, CFA

Member Orientation - 4/22/2026

New and prospective members of CFA Society Boston are invited to join us for a virtual Member Orientation on April 22nd.

Building Resilience: Climate Risk and the Future of the Built Environment - 4/16/2026

Join CFA Society Boston for a half-day conference dedicated to the evolving landscape of sustainable investing—where risk, regulation, and real-world impacts converge. This program will examine how asset managers, owners, insurers, and policymakers are addressing both physical and transition risks as they relate to climate change, regulation, and the built environment. From cutting-edge data applications to regulatory effectiveness, our expert speakers will share how the financial system is adapting to meet the challenges of climate risk.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Xinxin Wang, CFA, Kingsley Greenland, III, CFA, Robert John Fernandez, CFA, Kamal Kumar Suppal, CFA, Richard A. Fontes, CFA, John Paul Hartnett, CFA, Jonson Berman, Jane Smyth, Ph.D., Madison Condon, Delaney Morris-Landry, Josh Doppelt, Siqi Zheng, Nick Hertlein, Dave Nicholson

Lunch & Learn: Mentorship - 4/15/2026

Whether you're currently part of a mentoring relationship, have been a mentor or mentee in the past, or are just curious about how mentorship can impact your career this session is for you.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Matthew Charles Stewart, CFA, CLU, ChFC, Robert Guy Bruch, Jr., CFA, Qiushi Yu, CFA, Shahbaz Shah Khan, Christopher Robert Foti, CFA

Financial Literacy Leadership Summit 2026: Strategy, Stewardship, and Outcomes - 4/14/2026

The Financial Literacy Leadership Summit brings educators, nonprofits, volunteers, and sponsors together to recognize Financial Literacy Month.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Deirdre O’Connor Mitchell, Robert Powers, Elizabeth Lavasta, Abby Raphel, Chris Heye, Anqi Chen, Kathleen Hevert, Erica Carere, Deborah B. Goldberg, Suzanne E. Norman, CIMA, William Eric Wimer, CFA, Michael E. Mullin, CFA, Robert Mascio

Private Wealth Series: Structured Notes - 4/8/2026

Structured notes can offer enhanced yield, downside protection, or bespoke exposure—but with added complexity and risk. This session will break down how structured notes work, where they fit within private client portfolios, and what investors and advisors should understand about liquidity, pricing, and market risk. Learn how these instruments are evolving and when they may be appropriate tools for achieving specific outcomes.
Speaker(s): Michael Patrick Collins, CFA, Brandon Fink, Matthew Bonsall, Julian Bloom

Financial Literacy Volunteer Q&A Live - 4/7/2026

Fixed Income 2026: Private Credit - 4/1/2026

Conclude the series with a session on the expanding private credit market. Learn how private credit differs from traditional fixed income, what types of deals and borrowers are involved, and how investors are approaching the evolving risk-return landscape in this growing asset class.
Speaker(s): Bo Wu, CFA, CAIA, Jiaqi Wei, CFA, Andrew Thomas Kleeman, CFA, Michael J. Burke, CFA, Kyra Ann Fecteau, CFA

Navigating Mentor Match in Connect - 4/1/2026

Join us for an overview of the Mentor Match Program. This overview is designed to help you better understand our online platform Connect, how to participate, and how to maximize your experience as a mentor or mentee.

Financial Literacy Meet Up - 3/31/2026

We invite Financial Literacy volunteers, both new and seasoned, as well as members interested in learning about the society’s Financial Literacy initiative.

Ask Industry Leaders: Leadership in a Changing Industry - 3/25/2026

Join CFA Society Boston’s Emerging Leaders Committee for one of our signature annual programs, an engaging career panel designed to connect emerging professionals with seasoned leaders shaping today’s investment landscape.
Speaker(s): Liam Patrick McManus, CFA, Bennett Richard Amador, CFA, Daniel S. Kern, CFA, CFP, Allysen Suzanne Mattison, CFA, Brian Joseph Peltonen, CFA

Fixed Income 2026: ABS & MBS - 3/25/2026

This session will focus on Asset-Backed Securities (ABS) and Mortgage-Backed Securities (MBS)—two key areas of structured credit. Learn about the underlying assets, credit enhancements, cash flow structures, and market dynamics that drive these complex but important segments of fixed income.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" /><scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Michael P. Wands, CFA, Scott Michael Hofer, CFA

Candidate Study Group Kick Off for August 2026 Exam - 3/18/2026

Join us for the study group kickoff on March 18th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

Fixed Income 2026: High Yield - 3/18/2026

Delve into the high-yield bond market and explore the opportunities and risks associated with investing in below-investment-grade credit. This session will cover credit analysis, sector trends, default risks, and the nuances that distinguish high-yield investing from its investment-grade counterpart.
Speaker(s): Edward J. Casey, John Michael Costello, Jr., CFA

Lunch & Learn: Are finance professionals truly AI-ready? - 3/12/2026

Join us for this month's Lunch & Learn!
Speaker(s): Srikanth Krishnamurthy, CFA

Fixed Income 2026: Liability-Driven Investing (LDI) - 3/11/2026

Gain a deeper understanding of liability-driven investing and how institutional investors use LDI strategies to align assets with future liabilities. This session will cover the fundamentals of LDI, including duration matching, interest rate risk, and its role in managing pension and insurance portfolios.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Theresa Roy, CFA, ASA, Tim Boomer, Justin Demino

Candid Conversations on Sustainable Investing: Perspectives from Investment, Product, and Client Teams - 3/5/2026

Join CFA Society Boston in a spirited discussion of real-world strategies and explore how leading financial institutions are recalibrating client communication, product positioning, and investment processes to remain client-centric while meeting regulatory and fiduciary expectations.
Speaker(s): Michael Keane, Max Messervy, Lane Jost, Dominica Ribeiro, Julianne DiCenso McHugh, Robin Wehbe, CFA, CMT

Point and Counterpoint Series: Fundamental vs. Technical - 2/26/2026

Join us on February 26th for this Fundamental vs. Technical session!
Speaker(s): Erik Jefferson, CFA, CAIA, Justin Livengood, Adam Turnquist

Fixed Income 2026: Credit Default Swaps - 2/25/2026

This session will explore the world of credit default swaps (CDS)—what they are, how they’re used in fixed income investing, and their role in risk management and speculation. Learn how investors use CDS to express credit views, hedge portfolio exposures, and navigate market volatility in both corporate and sovereign debt.
Speaker(s): Glenn T. Migliozzi, CFA

Private Wealth Series: Hedging and Long/Short Strategies: Allocator Perspectives - 2/12/2026

With elevated valuations and concentrated equity leadership, hedged equity strategies are playing a larger role in private client portfolios. As the ETF landscape has expanded, investors have more ways to stay invested while targeting lower beta and more consistent outcomes. This session features insights from managers spanning long/short equity, hedged equity, buffered and managed-floor approaches, highlighting how each seeks to deliver equity participation with a more risk-managed profile.
Speaker(s): Erik Jefferson, CFA, CAIA, Michael Halper, Larry Kim, Tim Urbanowicz

Fixed Income 2026: Fixed Income Series 2025 Recap - 2/11/2026

Kick off the 2026 Fixed Income Series with a curated overview of major themes shaping fixed income markets today. This session will provide context for the series ahead, starting with a short refresher on fixed income, then reviewing key market developments, performance drivers across sectors, and what’s top of mind for fixed income professionals going into the new year.
Speaker(s): Bo Wu, CFA, CAIA, Edmund F. Ingalls, Jr., CFA

The Exam is Over Networking Event - 2/10/2026

You worked hard, studied hard, and crushed it at your February CFA Exam and now it’s time to celebrate!

The Mirror Test: Financial Planning Blind Spots Investment Pros Often Miss with Their Own Wealth - 2/4/2026

Babson College Professor of Financial Planning Glenn Migliozzi, CFA, and Erik Jefferson, CFA, CAIA, CWS, Managing Partner, TrestleBridge Capital, offer a practical, candid walkthrough of the planning gaps that commonly appear even among sophisticated investors.
Speaker(s): Erik Jefferson, CFA, CAIA, Glenn T. Migliozzi, CFA

Mentor Match Meet Up - 1/21/2026

New Year's Networking Social - 1/15/2026

Start 2026 on the right foot with CFA Society Boston at our annual New Year’s Networking Social!

Tips for a Perfect Pitch - 1/14/2026

Join CFA Society Boston and MassCPAs for a unique, interactive event designed to help you craft and perfect your professional elevator pitch. Whether you’re job hunting, networking, or building your personal brand, your pitch is your first impression—make it count.
Speaker(s): Kathleen Burns Kingsbury, Suzanne E. Norman, CIMA

Lunch & Learn: Private Asset Valuations - 1/13/2026

Join us for a Lunch & Learn on Private Asset Valuations!
Speaker(s): Michael J. Burke, CFA

Point and Counterpoint Series: U.S. vs. Non-U.S. Equities at an Inflection Point - 12/11/2025

Join CFA Society Boston for an engaging Point | Counterpoint series, where leading investment professionals square off on today’s most pressing topics. Each session will feature expert perspectives, spirited discussion, and actionable insights designed to challenge assumptions and sharpen your decision-making.
Speaker(s): Christopher N. Argyrople, CFA, Sreeram Thirukkonda, CFA

Candidate Study Group Kick Off for May 2026 Exams - 12/10/2025

Join us for the study group kickoff on December 10th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

The Exam is Over Networking Event - 12/10/2025

You worked hard, studied hard, and crushed it at your November CFA Exam and now it’s time to celebrate!

Women's Initiative Joint Holiday Networking Reception - 12/9/2025

Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women's Initiative of the Financial Planning Association of New England, and Massachusetts Society of CPAs of CPAs for our holiday joint-networking event!

Private Wealth Series: ETF, Mutual Fund, and SMA: Pros, Cons, and Portfolio Fit - 12/2/2025

With an expanding range of investment vehicles available to private clients, understanding the relative advantages of ETFs, mutual funds, and separately managed accounts (SMAs) is critical. This session will explore how fees, account minimums, tax efficiency, and customization shape the utility of each structure. Learn how wealth managers are selecting and combining these vehicles to meet diverse client objectives across the private wealth spectrum.
Speaker(s): Daniel S. Kern, CFA, CFP, Michael J. Vogelzang, CFA

Empowering the Next Generation of Investment Professionals - 11/19/2025

Join us for a unique and informative virtual panel designed to empower the next generation of investment professionals. This event is tailored specifically for finance students, candidates preparing for the CFA Program, and new Charterholders entering the industry.
Speaker(s): Maxwell Reddington Urda, CFA, Simon Ospina Giraldo, CFA, Bennett Richard Amador, CFA, Sydney Elizabeth Majka, CFA, Jeanne W. Wolf, CAE, Kristopher Oscar Frank, CFA, CAIA, Caitlin Basler, Stephen Casazza, CFA, Mackenzie Godley, Priyal Arhatia

Decoding EM Equities: Myths, Megatrends and Mispricings - 11/19/2025

Emerging market (EM) equities are often mischaracterized as narrow, shallow, and hard to forecast relative to developed market (DM) equities.
Speaker(s): Sreeram Thirukkonda, CFA

Digital Alpha Series: Future Frontiers in Investment AI - 11/18/2025

Conclude the series with a forward-looking discussion on the next wave of AI innovation in finance. From emerging technologies to strategic planning for long-term integration, this session will prepare professionals to navigate and lead through the rapid evolution of data-driven investing.<scribe-shadow id="crxjs-ext" data-crx="okfkdaglfjjjfefdcppliegebpoegaii" style="position: fixed; width: 0px; height: 0px; top: 0px; left: 0px; z-index: 2147483647; overflow: visible; visibility: visible;" />
Speaker(s): Justin McBride, Amit Shankar

Member Orientation - 11/12/2025

Members of CFA Society Boston are invited to join us for a virtual Member Orientation on November 12th.

From Exams to Careers: Insights from CFA Society Boston Members - 11/11/2025

Considering a career in investment management or finance? Join CFA Society Boston for a special 45-minute virtual webinar designed for university students in the Greater Boston area.
Speaker(s): Anze Podlogar, CFA

Ready Set Present: A 45 Minute Financial Literacy Presenter Bootcamp - 11/11/2025

Join us for a fast paced, practical workshop designed to help you tailor content, read the room, and keep audiences engaged. Whether you are a seasoned presenter or just getting started, you will leave with concrete moves you can use in your next Financial Literacy session.

Lunch & Learn: Frontier and Emerging Markets - 11/11/2025

Join us for lunch and conversation as we discuss Frontier and Emerging Markets!
Speaker(s): Shiva Mehrotra, CFA, MBA

The Evolution of Private Equity Access: Interval Funds - 11/6/2025

CFA Society of Boston invites you to a panel discussion on the evolution and outlook of private markets and perspectives on private credit opportunities.
Speaker(s): William Dickinson Krause, CFA, Daniil Shapiro, Connor Delaney, Bryan Favilla

The Complexity Advantage: Finding Value in International Markets - 11/4/2025

Investing in the U.S. comes with many privileges: a population of ~340 million relatively wealthy people, one common language, broad analyst coverage, and the largest opportunity set by market capitalization in the world.
Speaker(s): David Samra

Mentor Match Kick Off - 10/29/2025

Mentors and Mentees are invited to join us to meet for the first time, or to meet again, and network with other program participants. This is a member only event and is open to only those actively participating in the society’s Mentor Match Program.

Innovating Retirement Portfolios: Opportunities and Safeguards in Digital & Private Assets - 10/29/2025

Join us at The Newbury Hotel on Wednesday, October 29 in collaboration with Institutional Investor as we discuss digital assets and its implications on retirement portfolios.
Speaker(s): Thomas Chevallier, Rob Kane, Stephen McCaffrey, Michelle Rappa, Rob Sichel, Cynthia Steer, Brian Clark Abely, CFA

Joint Infoshare: Alternative Investments and Regulated Investment Companies Communities - 10/29/2025

This dynamic program brings together regulators, industry experts, and practitioners to deliver timely updates and actionable insights across three core areas shaping the financial reporting and advisory landscape.

Digital Alpha Series: The Evolution of Investment Data - 10/28/2025

Dive into the changing face of investment data, from traditional financial metrics to the integration of alternative and unstructured sources. Learn how data science methodologies are being used to unlock new insights, and gain practical tools for assessing data quality, relevance, and application in investment analysis.
Speaker(s): Brian Joseph Peltonen, CFA, Lisa Simon, Jonathan Kay

The Exchange: Executive Presence and Presentation Skills - 10/21/2025

Join us this fall for The Exchange—a dynamic three-part educational series designed to empower professionals across finance, accounting, and business leadership.

Lunch & Learn: What Makes a Good Business? - 10/21/2025

Discuss with peers the qualities that make a great business: business models, management teams, pricing power, etc. Is there a process to finding great businesses, or even better, recognizing a good business on the cusp of becoming a great one?
Speaker(s): Matthew Malicki, CFA

Direct Indexing Panel - 10/14/2025

Join us on October 14th for this Direct Indexing Panel!
Speaker(s): Brian C. Smith, William Dickinson Krause, CFA, Daniel S. Kern, CFA, CFP, Chris Loveless

Point and Counterpoint Series: Active vs. Passive - 10/8/2025

Join us on October 8th for this Active vs. Passive session!
Speaker(s): Lukasz Pomorski, Daniel S. Kern, CFA, CFP

Members Night Out - 10/7/2025

Join CFA Society Boston as we kick off the fall season and celebrate the start of our 80th anniversary year!

Digital Alpha Series: Navigating AI Ethics and the Regulatory Landscape - 9/30/2025

Understand the regulatory implications of AI and data in investment management, with a focus on upcoming DORA compliance requirements for 2025. Discuss cybersecurity best practices, ethical considerations in AI adoption, and global regulatory developments influencing data usage and investor protection.
Speaker(s): Kara Peterson, Kelly Koscuiszka

The Future of Emerging Markets & The Rise of India - 9/25/2025

Join us on September 25 for an engaging discussion on the future of emerging markets and why India is uniquely positioned to lead the next wave of global growth.
Speaker(s): Kevin T. Carter

State of the ETF Arena- What’s New & Innovative - 9/24/2025

Join us as we unpack where the ETF industry stands today, what’s on the horizon, and how to navigate both the opportunities and challenges ahead.
Speaker(s): David Cohne, Deborah Fuhr, Ben Fulton

Private Equity and Private Debt in the Cross Hairs - 9/18/2025

Join CFA Society Boston for a candid and data-driven look at two of the most talked-about corners of the investment world: private equity and private debt.
Speaker(s): Jeffrey Hooke

The Exchange: Mastering Professional Networking: Strategies for Success - 9/16/2025

Join us this fall for The Exchange—a dynamic three-part educational series designed to empower professionals across finance, accounting, and business leadership.

GenAI in Action: Real Wins, Real Woes for Asset Managers - 9/15/2025

It has been three years since OpenAI shocked the world with the release of ChatGPT. How has generative AI transformed the asset management process? What are areas where it has fallen short? How are firms using these powerful technologies while dealing with the gaps?
Speaker(s): Nita He, Brian Joseph Peltonen, CFA, Rahul Arora, CFA

Candidate Study Group Kick Off for February 2026 Exam - 9/10/2025

Join us for the study group kickoff on September 10th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

Lunch & Learn: Endowment and Foundation Investment Offices Alternative investments - 9/10/2025

Join us for a candid and engaging Lunch & Learn discussion on Endowments and Foundations!
Speaker(s): David B. Weden, III, CFA

The Exam is Over Networking Event - 9/9/2025

You worked hard, studied hard, and crushed it at your August CFA Exam and now it’s time to celebrate!
Speaker(s): Mackenzie Godley, Caitlin Basler

Best Ideas in CFA Society Boston’s Sustainable Investment Community - 8/20/2025

Join us for an insightful event exploring the areas of today's market where sustainability-focused investors are seeing the most opportunity.
Speaker(s): Simon Padley, Bill Page, Jens Peers, Stephanie Dobson, Maxwell Reddington Urda, CFA, Robin Wehbe, CFA, CMT

Virtual Office Hours - 7/28/2025

Have questions about your member benefits, volunteering, or events? We’re here to help!

Member Orientation - 7/23/2025

Members of CFA Society Boston are invited to join us for a virtual Member Orientation on July 23rd.

Digital Alpha Series: AI Use Case & Integration - 7/22/2025

Explore how investment firms are applying AI to model portfolios, manage risk, and optimize decision-making. This session covers the critical building blocks for success, including data governance, cloud infrastructure, and enterprise-wide data management practices designed to support scalable AI integration.
Speaker(s): Susanne Seitinger, Chris Hennesey, Sherry Marcus, Kanna Shimizu

Sip & Socialize - 6/24/2025

CFA Society Boston in collaboration with MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level.

Digital Alpha Series: Building a Data-Driven Culture - 6/24/2025

Join us for the next panel discussion exploring how investment and financial service firms can fundamentally transform their organizational culture to harness AI and data analytics for competitive advantage. We'll examine key learnings and takeaways for establishing clear AI roadmaps and strategic priorities. Our discussion will address critical barriers including data quality challenges, talent gaps, and cultural resistance to unlock AI's alpha-generating potential across the investment value chain. We will walk through the AI journey from predictive modeling and NLP systems to the current state of increasing adoption of generative AI that blends AI and data analytics with human expertise, plus the exciting frontier of agentic AI in investment processes. Learn practical frameworks for fostering innovation through multidisciplinary working groups and pilot projects with robust feedback loops. We'll address the evolving roles of investment professionals working alongside AI tools, emphasizing human judgment, oversight, and creativity supported by AI-driven efficiency. The future state will incorporate establishment of robust governance and ethical considerations essential for responsible AI implementation in investment management.
Speaker(s): Srikanth Krishnamurthy, CFA, Lisa Huang, Ying Hu, CFA, CPA, CIA (US)

Candidate Study Group Kick Off for November 2025 Exam - 6/18/2025

Join us for the study group kickoff on June 18th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

Lunch & Learn: Policy Implications - 6/17/2025

Join us for this month's Lunch & Learn as we discuss policy implications.

March with CFA Society Boston at the Boston Pride Parade - 6/14/2025

CFA Society Boston is excited to be a partner of the 2025 Boston Pride for the People Festival and Parade.

79th Annual Meeting and 2025 CFA® Charter Ceremony - 6/12/2025

We welcome all members to join us on Thursday, June 12, 2025 for the CFA Society Boston Annual Meeting and CFA® Charter Ceremony located at The State Room. We hope you will join us for a night of connection and celebration.

Trumponomics and Market Impact - 6/10/2025

Noel Dixon, Senior Macro Strategist of State Street will discuss whether the US economy avoids recession under the new tariff regime. He will also discuss the impact of extending the Trump tax cuts, immigration policy, and what it all means for the Fed, FX, rates, and emerging markets.
Speaker(s): Noel Jackson Dixon, CFA

Digital Alpha Series: The AI & Data Revolution Overview - 6/3/2025

Kick off the series with a comprehensive look at the evolving data and AI landscape in investment management. Explore how AI is being deployed across the investment value chain, the key technologies fueling this transformation, and real-world case studies highlighting successful adoption. This session will set the stage for understanding the structural shifts shaping the future of the industry.
Speaker(s): Peter Danenberg

Women's Initiative Joint Spring Networking Reception - 5/28/2025

Endowment CIO Roundtable - 5/28/2025

Join us for our Endowment CIO Roundtable—an exclusive gathering focused on the investment strategies and priorities of college and university endowments.
Speaker(s): Deb Shufrin, Abigail Wattley, William Dickinson Krause, CFA, Deborah F. Kuenstner, CFA

Member Appreciation Week 2025 - 5/19/2025

A week of fun, networking, and community!

Lunch & Learn: A Digital Alpha Series Preview - 5/15/2025

Join us for this month's Lunch & Learn as we preview our upcoming series, Digital Alpha: Harnessing AI for Investment Innovation Series.
Speaker(s): Ying Hu, CFA, CPA, CIA (US), Brian Joseph Peltonen, CFA

New Member Orientation - 5/14/2025

New members of CFA Society Boston are invited to join us for a virtual New Member Orientation on May 14th.

Career Transition Circle Session 3 - 5/12/2025

Are you on the hunt for your next opportunity? Do you think you might benefit from meeting regularly with a group of financial professionals who are in the same boat?

39th Annual Market Dinner 2025 - 5/1/2025

Join CFA Society Boston as we welcome Dr. Janet Yellen, former U.S. Secretary of the Treasury (2021-2025) and former Chair of the Federal Reserve Board (2014-2018), as the featured guest at the Society’s signature event: the 39th Annual Market Dinner.

Connect Virtual Office Hours - 4/28/2025

Have questions about your exclusive member-only online community called Connect? We’re here to help!

Career Transition Circle Session 2 - 4/28/2025

Are you on the hunt for your next opportunity? Do you think you might benefit from meeting regularly with a group of financial professionals who are in the same boat?

Spring SI Half-Day Conference: Sustainable Investing, Impact Investing and their Intersection with Private Markets - 4/17/2025

Join us for the Spring Sustainable Investing Half-Day Conference: Sustainable Investing, Impact Investing and their Intersection with Private Markets on Thursday, April 17, 2025 from 12:00PM - 6:30PM at 100 High Street. This Conference will focus on sustainable investing, impact investing and their intersection with private markets.
Speaker(s): Jonathan Tower, Qiushi Yu, CFA, Quyen Tran, Liqian Ma, Stephanie Potter, Fernando Morales, Benjamin Attia, Ashwin Mahabaleswara, Robert Zochowski, Abdulla Zaid, Bridget Realmuto LaPerla, Colleen M. Denzler, CFA, Emmanuel S. Sabiiti, CFA, CAIA, Robin Wehbe, CFA, CMT

Volunteer Appreciation Reception - 4/16/2025

CFA Society Boston is powered by an incredible community of over 175 dedicated volunteers! Their hard work, passion, and commitment make everything possible—and the Society wouldn’t be the same without them.

The Greatest Story Ever Sold - 4/16/2025

Join us on April 16th for a session lead by Michael Green, CFA as we discuss changes in both equity and fixed-income market behavior and structure tied to the government-sponsored growth of passive investing.

Career Transition Circle Session 1 - 4/14/2025

Are you on the hunt for your next opportunity? Do you think you might benefit from meeting regularly with a group of financial professionals who are in the same boat?

Investment Compliance, Regulatory Enforcement & Ethics Half Day Conference - 4/10/2025

Join us for the Investment Compliance, Regulatory Enforcement & Ethics Half-Day Conference, an afternoon of in-depth discussions on critical regulatory, compliance, and ethical issues shaping the investment management landscape.
Speaker(s): Massimo A. DeSantis, CFA, Michael W. McGrath, CFA, Brian Boulet, Neil Smith, Lance Dial, Lisa Huang, Debi D. Rossi, Ognjen Sosa, CAIA, Edmund F. Ingalls, Jr., CFA

CFA Program 101 - 4/9/2025

Join us for a special one-hour virtual event on Wednesday, April 9th from 5:00PM - 6:00PM, to learn about the CFA® Program and discover how becoming a CFA Charterholder can benefit students studying business, finance, or accounting!

Fixed Income Series: Fixed Income Portfolio Construction & Risk Management - 4/9/2025

Conclude the Fixed Income Series with a comprehensive session on building and managing fixed income portfolios. Learn about real-world risk management processes and tools that investment professionals use to balance returns and mitigate risks effectively.

Behind Closed Doors: The World of PE - LP Allocator Panel - 4/8/2025

Behind Closed Doors: The World of Private Equity offers a unique glimpse into the intricacies of PE investing, and discusses how we could leverage of the power of private capital to build the world in which we want to live in. It brings together industry experts to discuss the strategies and perspectives shaping this alternative asset class.
Speaker(s): Trish Spurlin, Laura Tuttle, Natalie Shettle Herter, CFA, Sarah N. Samuels, CFA, CAIA

Fixed Income Series: Municipal Bonds - 4/2/2025

In the sixth session of the Fixed Income Series, the discussion will explore the fundamentals of the municipal bond market, including its distinctive tax-exempt advantages, opportunities, and challenges. Learn from a seasoned expert who will also share their personal experiences and journey to leadership in the municipal bond sector.

Fixed Income Series: Emerging Market Debt - 3/26/2025

Dive into the fundamentals of emerging market debt during the fifth session of the Fixed Income Series. This discussion will cover its unique opportunities and challenges while offering a glimpse into the speaker's inspiring journey to becoming a leading voice in this dynamic sector.

Winter Networking Celebration - 3/20/2025

The Financial Literacy Council and Emerging Leaders Committee are excited to welcome all members to celebrate the 10th anniversary of the Financial Literacy Initiative!

Fixed Income Series: Corporate Bonds - 3/19/2025

As the fourth session of the Fixed Income Series, this discussion will explore the fundamentals of both investment-grade and high-yield corporate bonds. Learn about their unique opportunities and challenges, and gain insights into the speaker's journey to becoming a leader in this sector.

Fixed Income Series: Government Bonds - 3/12/2025

In the third session of the Fixed Income Series, explore the critical role of government bonds in the fixed income markets. This discussion will cover the importance of U.S. Treasuries and other U.S. Government debt instruments, their impact on global markets, and key factors impacting investment performance.

The Path to Becoming a Charterholder: Exam Insights and Strategies for CFA Program Success - 3/6/2025

Calling all students and Level I candidates! Join CFA Society Boston, CFA Institute, and Kaplan Schweser for an educational event designed to help you navigate the CFA Program with confidence. Attend virtually or in-person to gain valuable insights and strategies for success.

Lunch & Learn: CFA Program and Other Education Offerings from CFA Institute - 3/6/2025

Join us on March 6th for our monthly Lunch & Learn with a discussion about CFA Program and other Education offerings from CFA Institute led by Rob Langrick.
Speaker(s): Rob Langrick

Candidate Study Group Kick Off for August 2025 Exam - 3/5/2025

Join us for the study group kickoff on March 5th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

Fixed Income Series: MBS & ABS - 3/5/2025

As the second session of the Fixed Income Series, this discussion will focus on Asset-Backed Securities (ABS) and mortgage products such as Mortgage-Backed Securities (MBS). Discover the fundamentals of these products, their opportunities, and challenges, and hear about the speaker's personal path to expertise in this specialized area of fixed income.

Behind Closed Doors: The World of PE - Venture Capital - 3/4/2025

Fixed Income Series: Introduction to Fixed Income - 2/26/2025

Kick off the Fixed Income Series with a foundational overview of the fixed income market. This session will introduce typical fixed income security types, highlight their key characteristics, and explain the role fixed income plays in a well-rounded investment strategy.

New Member Orientation - 2/12/2025

New members of CFA Society Boston are invited to join us for a virtual New Member Orientation on February 12th.

Ask Industry Leaders: To Discover, Grow, and Serve - 2/11/2025

Please join the Emerging Leaders Committee on Tuesday, February 11, 2025, for a career panel & networking reception with leading industry practitioners in the Boston area. During this event, Jerry Yu, CFA, and Simon Ospina, CFA, will moderate a wide-ranging discussion with the panelists on their career paths and their advice for the next generation of emerging leaders.
Speaker(s): Pamela G. Yang, CFA, CPA, CGMA, Matthew Charles Stewart, CFA, CLU, ChFC, Simon Ospina Giraldo, CFA, Qiushi Yu, CFA, Ted Noon

Copy of Coffee Connection TEST EVENT KEY - 2/5/2025

Join us for a morning of complimentary food and beverages and the opportunity to network with fellow financial professionals.

Behind Closed Doors: The World of PE - Growth Equity - 2/4/2025

Negotiation Skills: The Science and the Art - 1/28/2025

Join us on Tuesday, January 28th for a presentation on Negotiation Skills presented by Suzanne Norman.
Speaker(s): Suzanne E. Norman, CIMA

The Puzzle of Sustainable Invesment - 1/21/2025

Join us on Tuesday, January 21, 2025 for an educational lunch program led by speaker Lukasz Pomorski as he speaks on the puzzle of sustainable investment.
Speaker(s): Lukasz Pomorski, Qiushi Yu, CFA

Liquid Factor Models: How well do you know your risk? - 1/14/2025

Our speaker, Dale Rosenthal, brings an outstanding amount of expertise and career experience, both as a practitioner (equity derivatives strategist at Long-Term Capital Management, algorithmic trader, and quantitative research) as well as in the world of academia where he served as assistant professor of finance at University of Illinois at Chicago.
Speaker(s): Dale Rosenthal

CFA Society Boston Members can watch recordings when available for events in the exclusive members only Event Recording Library on Connect.