The finance industry is constantly evolving and adapting in response to today’s ever-changing landscape. There are many different career paths and opportunities to be explored, all requiring their own unique skill sets and perspectives. Against this backdrop, many finance professionals face the pressing questions: How to discover one’s own path and passion? How to learn, grow, and evolve, together with the ever-changing industry? How best to serve and find a purpose in a long-lasting career? We are excited to have an amazing panel to share their experience and perspectives about these questions.
Schedule of Program:
5:00PM - 6:00PM | Career Panel
6:00PM - 7:00PM | Networking and Refreshments
Moderators
Simon Ospina, CFA
Simon is a Business Valuation Senior Associate at EY where he specializes in the valuation of assets, liabilities and businesses for tax, financial reporting and M&A purposes. Previously, he worked as a Real Estate Investment Analyst at a Hospitality Real Estate firm called NewcrestImage where he assisted with the Company's underwriting efforts for all prospective Real Estate acquisitions. Simon is a CFA charterholder and holds an MS in Finance from Boston College and a BBA in Finance and Economics from Midwestern State University.
Jerry Yu, CFA
Jerry Yu, CFA is an associate portfolio manager at Acadian Asset Management, where he works on ESG signal research, product development, and engineering of analytical tools. He is a member of CFA Society Boston and a volunteer on the Sustainable Investing Task Force.
Panelists
Matt Stewart, CFA
Matt Stewart is currently the Director of Sales at the Federal Home Loan Bank of Boston. He leads a team that focuses on serving the capital needs of financial institutions across New England. Prior to working at the Bank, he held various leadership roles at Prudential Financial in New Jersey and Liberty Mutual in Boston. Matt earned an MBA from Babson College. He is a Chartered Financial Analyst charterholder and member of the CFA Society Boston Chapter. He also holds the ChFC, CPCU and CLU designations.
Pam Yang, CPA, CFA, CGMA
A GlobeSt. Women of Influence Award recipient, Pamela Yang is Chief Operating Officer of The Bulfinch Companies, Inc., a commercial real estate firm where she leads financial reporting, asset management, human capital, cyber security, and property management. Since joining Bulfinch in 2021, Pamela has been the driving force behind building a cohesive financial reporting team, compliance function and a robust human resources team. Prior to Bulfinch, Pamela served as Managing Director, Head of the Charitable Asset Management group at State Street Global Advisors where she was responsible for overseeing and growing investment assets for non-profit clients. During her tenure at SSGA, Pamela successfully expanded the client base and gained high client ratings. A frequent public speaker at high profile industry events, Pamela’s contributions were marked by her commitment to growth, excellence, philanthropy, and promoting sustainability.
Pamela spent eighteen years at Harvard Management Company, leading Trusts and Gifts group as SVP, Head of Trust Investment and Operations, while serving as a fiduciary for Harvard University’s charitable assets and employees’ pension plan.
Pamela currently chairs the Audit and Finance Committee of the CFA Institute’s Board of Governors. She previously chaired the board of Boston Securities Analysts Society, and has been a trustee of Boston Ballet. Pamela did PhD Studies in French Literature at New York University and speaks fluently French, English and Chinese. Pamela obtained a dual degree of MBA/MS in Accounting from Northeastern University. She is an avid reader and a daily distance swimmer.
Ted Noon
Ted has been with Acadian since 2003 and is currently Chief Marketing Officer, overseeing global distribution, relationship management, and product strategy. Ted most recently served as Director of the Americas Client Group. He joined the Executive Committee in 2014 and the Executive Management Team in 2024. Prior to joining Acadian, Ted held investment and client-facing roles at Deutsche Bank, General Electric, and Bridgewater Associates. He currently serves as a Trustee for The Park School in Brookline, Massachusetts. Ted earned an M.B.A. from Harvard Business School (with Distinction) and a B.A. from Middlebury College (Phi Beta Kappa).
*Connect Lab Office Hours*
Make sure to come chat with a Staff member before or after this educational session to explore your Connect account. We’re here to answer your questions, assist with logging in, joining communities, creating your first post, or responding to threads. Let us help you get started!
When and Where
Date and Time: Tuesday, February 11, 2025 from 5:00PM – 7:00PM
Location: CFA Society Boston, 101 Federal St, Suite 502, Boston, MA 02110
Pricing
In-Person Registration
Member Registration| $25.00
Candidate Member Registration | $25.00
Student Member Registration| $20.00
Non-Member Registration | $45.00
Members must be logged in to register.
REGISTRATION is a 4-step process:
1. If you have an existing account, please LOG IN to register for this event.
(If you have not attended a CFA Society Boston event, you must create an account in order to register for this event.)
2. Click register to place the event in your cart
3. Click proceed to checkout
4. Click submit order
Safety Protocols and Policies
By registering for a CFA Society Boston event, program, seminar, course, dinner or meeting all attendees agree to adhere to the Meeting Safety and Responsibility Policy. Click here to view the complete Meeting Safety and Responsibility Policy.