November Issue 2014    

Programs & Events

November 19

November 20

November 22

December 3

January 27

January 27
 

WIN TICKETS TO THE
2015 ANNUAL MEETING

LIKE US ON FACEBOOK! 
Have you seen our Facebook page lately? LIKE our Facebook page before November 18 for your chance to win two tickets to see Mohamed El-Erian at the 2015 BSAS Annual Market Dinner, on January 27, 2015. 



Has Your Membership Lapsed?
Members who have not renewed their 2014-2015 CFA Institute and/or Society memberships were lapsed on October 15, 2014. Lapsed members should have received notification to this effect from CFA Institute. 

Please note that final lapse of your BSAS membership will take effect on December 1. If you have questions regarding your membership status, please contact Amy Pepe.




68th CFA Institute Annual Conference in Frankfurt


Excitement is building for the next CFA Institute Annual Conference, scheduled to take place from April 26-29, 2015 in Frankfurt, Germany.

As a member of BSAS, you're entitled to a €50 discount off the member rate (earlybird €895 / standard €1,195). Please use code ANNBOS-15 when you register to attend. 



Member Profile: John Cranston

This month's Member Profile features John Cranston, founder and principal of Cranston Capital Management. Please take a moment to learn more about his background and thoughts on BSAS membership. The profile also includes suggestions for new members who are in the process of establishing themselves as BSAS and industry leaders. 
 


Financial Literacy Initiative Update

Our Financial Literacy volunteers continue to make a huge impact by helping the general investing public.

State Treasurer's Office Money Conference

On October 11, Chris Higgins, CFA, and Sofia Faruqi, CFA, presented the Society's Basics of Investing presentation at State Treasurer's Office's most well-attended Money Conference to date. The day-long event attracted over 700 participants. Six BSAS volunteers (Alice Avanian, CFA, John CranstonSteve Gaudette, CFA, Ernest Jacob, CFA, Firoza Panthaki, CFA, and Damian Uebelhoer, CFA) also met one-on-one with attendees as "Money Mentors" to provide assistance navigating investment-related questions and concerns. See more Money Conference pictures

YearUp Budgeting and Planning Course

On October 29, BSAS Financial Literacy Volunteers taught a Budgeting and Planning course at YearUp. This is the first of three courses for which they will provide YearUp with content and teachers. Those who participated as teachers or one-on-one advisors include Steve Gaudette, CFA, Craig Goryl, CFA, James Horne, CFA, Will Krause, CFA, and Joshua Smith, CFA. See more YearUp program pictures.


 


Timothy Smith

Senior Vice President, Director of Environmental Social and Governance Shareowner Engagement, Walden Asset Management

 

 

"Over the last few years there has been a dramatic expansion as well as mainstreaming of ESG investing in virtually all asset classes. Witness the fact that globally investors who are members of PRI have AUM of approximately $45 Trillion. Many investment managers with household names are responding to client interest on climate change, human rights, diversity and governance, just to name a few issues. And other firms are digging deeper and using their voice and vote as shareholders to impact company policies and practices. Finally companies are also highlighting their Sustainability records noting excellence has a positive influence on shareholder value."

Join Us on November 20 (#BSASSI)
See Tim Smith and over 20 expert practitioners at our second full-day Sustainable Investment seminar. Gather practical advice on navigating the evolving sustainable investing landscape.

Recently Added to the Seminar! 
  • Presenter James Gifford, PhD, Senior Fellow, Initiative for Responsible Investment, Harvard Kennedy School
  • Research Lounge (attendees will have a chance to win one of the latest books on Sustainable Investing and text books, academic papers and information providers will be made available to them). 
 

BSAS Advocacy Update

The Society continues to make strides with our ongoing advocacy initiatives to promote the importance of both the CFA brand and our members' commitment to investment rigor and ethics. In particular, we want to highlight six upcoming events and ongoing activities:

  1. Our Free BSAS member luncheon presentation,
    Buying Lubrizol: A Look At David Sokol's Trades, will take place on Friday, November 7. CFA Institute leaders will discuss the infamous misdeeds and ethical lapses by former Berkshire Hathaway investment executive David Sokal. Prior to disclosure of these trades in 2011, Sokal had been widely viewed as Warren Buffett's prot�g� and likely successor. (Note:  Pre-Registration is required and must be completed by noon on November 5 through the BSAS website).
  2. Asset Manager Code of Professional Conduct (AMC)
  3. Financial Literacy community education
  4. Outreach efforts at local colleges and business schools
  5. State Treasurer's Office
  6. Promotion of CFA, CIPM, and Claritas exam programs

 



Check It Out!

BSAS events are always posted on our home page. We also want to keep members informed of other industry-related events. 

To stay active in your profession, click on Industry Related Events within the drop-down menu of our "Attend" tab on our website.



SAVE THE DATE for BSAS's 4th Annual Asset Allocation Seminar

Asset Allocation 2015:  Liquidity

Thursday, February 12, 2015

The Seaport Hotel and World Trade Center, One Seaport Lane, Boston, MA

 

Markets have benefited from unprecedented accommodative monetary policies from the Federal Reserve, ECB, Bank of England and Bank of Japan.  These policies will eventually end.  With economies in varying stages of growth, and at different points in the credit cycle, global policy divergence will have implications for currencies, interest rates and asset prices, creating both opportunities and risks for investors. While the end-game of regulatory reform has yet to be determined, some market participants fear reduced liquidity in certain markets raises the potential for future volatility.  Join us for a discussion with industry experts on these various dynamics and the potential implications for investor portfolios.

 

 




Questions and Suggestions?
  • Nominate yourself or colleague for the Member Profile column!
  • Newsletter suggestions?
  • Email George Dudley
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Boston Security Analysts Society

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