June Issue 2015

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Programs & Events

Thursday, 6/4

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Last year's event was nearly sold out!
Whether you're taking a break between exams or you've already conquered Level III -- join us!

Monday, 6/8
LIMITED SEATING
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Daniel Farley, CFA 
Senior Managing Director, State Street Global Advisors; Chief Investment Officer, SSgA Investment Solutions Group
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Karen Firestone
President , CEO and Co-Founder, Aureus Asset Management
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Daniel Fuss, CFA, CIC 
Vice Chairman, Loomis Sayles & Co.
James Swanson, CFA
Investment Officer and Chief Investment Strategist, MFS Investments 
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Moderator
Pamela Yang, CFA, CPA
Senior Vice President of Operations and Investments, Trusts & Gifts, Harvard Management Company

Tuesday, 6/16
LIMITED SEATING
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Coventry Edwards-Pitt, CFA
Chief Wealth Advisory Office, Ballentine Partners, LLC

Thursday, 6/18
BSAS Annual Meeting and Election of Officers
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Election of Officers
Volunteer Awards
Reception

Tuesday, 6/30
-Carl Bacon, CIPM
Chairman, StatPro Group

Red Sox Vs. White Sox!
Join fellow BSAS members as the Boston Red Sox take on the Chicago White Sox on Thursday, July 30.

Limited tickets are available for purchase by BSAS members only. Requests will be handled on a first-come, first-served basis.

Member Feedback
  • Nominate yourself or colleague for the Member Profile!
  • Suggestions? Email George Dudley
 Renew Your 2015 - 2016 Membership!
Continue to take advantage of these membership benefits:
  • Exclusive membership directory and BSAS Job Board
  • Discounted rates: more than 50 annual programs
  • Members-Only networking and special events 
  • Volunteer opportunities that foster leadership skills
  1. LOGIN to your CFA Institute account
  2. FILE your Professional Conduct Statement 
  3. PAY your CFA Institute and local society dues
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Member Profile: Brian Eddy, MBA, CFA, CFP

This month's Member Profile features Brian Eddy, MBA, CFA, CFP, Founder and Financial Advisor of PortfolioFix, LLC. Learn more about his background and thoughts on BSAS membership. 
 
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  • BSAS Annual Meeting
  • Election of Officers
  • Volunteer Recognition Ceremony
  • Volunteer Awards (NEW)

 Register

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Putting Investors First

 

Thanks to the many BSAS members and board members who joined us to celebrate Putting Investors First Month in Dewey Square on May 29. From 1:30 - 3:00 p.m. We gave away 246 Cookie Monstah ice cream sandwiches.

 

THANKS
GOVERNOR BAKER!

At our request, Governor Charles Baker declared May 2015 Putting Investors First MonthWe're excited about this proclamation, because it shows that our community at large -- and not just our industry -- fervently supports investor recognition and engagement. 

 
 

On May 21, the BSAS Young Leaders Committee partnered with the CAIA association to host "Discussing Designations: Making The Most of Your Finance Career." Moderator (Daniel Fasciano, CFA, CAIA) and panelists (Nathan Myers, CFA, CAIA, Jeff Augustine, CFA, CFP, and Brian Eddy, CFA,) discussed with attendees the benefits of the CFA, CAIA and CFP designations as it related to career paths and opportunities. 


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Don't Miss!
Tomorrow (June 4), the Young Leaders will host the 2nd Annual "I'm-Not-Taking-The-CFA-Exam" Party! Last year's event was nearly sold out with over 70 registrants. This year's event will be held at Market Boston on the 4th Floor roof deck. Join fellow BSAS members in celebrating being free of exam anxiety! 

Also, all registrants are entered into a raffle to win two (2) Red Sox tickets for July 30th!
Save The Date!
Our Annual Sustainable Investing Seminar will take place on Thursday, November 19!