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

When: July 22, 2026
Reassessing Investing in Asia Private Equity
Join us on July 22 for a discussion on private equity in Asia with Melissa Ma!

When: July 22, 2026
Where: Boston, MA
Financial Literacy Volunteer Q&A Live
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.

When: August 4, 2026
NexGen Presents - Cross-Industry Networking Event: Build Your Client Service Team
Join FPA NE NexGen at Alibi Bar & Lounge at The Liberty in Boston for an engaging evening to build and strengthen your client service team.

When: September 3, 2026
Where: Boston, MA
Macro Outlook: Using alternative data to navigate an uncertain world.
Join us on September 15th for a discussion led by Noel Dixon, CFA!

When: September 15, 2026
Where: Boston, MA
Candidate Study Group Kick Off for February 2027 Exam
Join us for the study group kickoff on September 16th 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.

When: September 16, 2026
Where: Boston, MA
Macro/Market Outlook: Risks and Opportunities
Join Man Group's Chief Market Strategist, Kristina Hooper, for a timely discussion on the global macroeconomic landscape.

When: September 29, 2026
Where: Boston, MA
Members Night Out at the Tap Room
Fall vibes, fresh connections, and a little cheers to you!

When: September 30, 2026
Where: Boston, MA
Reimagining Global Equity Allocation: A Factor-Based Framework for Country Investing
As global equity investing shifts toward market level allocation, this session explores whether country-level investing can be approached with the same systematic rigor as stock-level factor investing.

When: October 6, 2026
Where: Boston, MA
The Boston Frontier: Where Idea Meets Capital and Innovation Meets Purpose
Join us for our discussion on The Boston Frontier: Intelligent Power!

When: October 21, 2026
Where: Boston, MA
Mentor Match Kick Off
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.

When: October 28, 2026
Where: Boston, MA