CFA Society Boston and CAIA Association Alternative Series - Topic 4: The State of Alternatives 

A new global economic regime coupled with heightened geopolitical conflict and tension create unprecedented challenges in constructing portfolios to weather an uncertain future.  Join us on Tuesday, December 12th for a special capstone event of our CFA Society Boston and CAIA Association series to explore the current market environment and a discussion around the major forces impacting asset class expectations and capital allocation. Space is limited for this in-person program. Do not miss your chance to attend live - register now! 

Unable to join us downtown? Register to participate virtually.

Lunch will be provided for in-person registrations only.

Date/Time/Location 
Tuesday, December 12, 2023, from 12:00 PM - 1:00 PM (Check in starts at 11:30 AM)

Location: 101 Federal Street, 4th Floor, Boston, MA 02110

Pricing 
In-Person Registration | $20.00

Virtual Zoom Link Only | $5.00

Speakers 
Sarah Samuels, CAIA, CFA, Partner, NEPC

Sarah is a partner at NEPC and oversees the firm's traditional manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds.

Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.

Samuels is Chair of the Board of Directors of the CFA Society Boston, served on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network (PEWIN).

She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and Business from the University of New Hampshire.

John Bowman, CFA, Executive Vice President, CAIA Association

John serves as Executive Vice President for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.

Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Registration 
Members can register by logging into their Boston specific account. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration.

To create an account please follow these steps:

1. Please create an account
2. Once your account has been created, go to the home page and select the event.
3. Scroll to the bottom of the page to register yourself.
4. Proceed through the ‘cart’ to process your payment or complimentary $0.00 program fee.
5. You’ll receive an email confirming your payment and registration.

Meeting Safety and Responsibility Policy
All registrants and attendees of all CFA Society Boston programming agree to the Meeting Safety and Responsibility Policy. The CFA Society Boston Meeting Safety and Responsibility Policy includes the following:  

• Personal Safety and Security
• Unacceptable Behavior
• Responsible Drinking
• Privacy Policy
• Zero-Tolerance

Click here to view the complete Meeting Safety and Responsibility Policy.

If you do not receive a confirmation email, please ensure you have completed the entire checkout process.