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Newsletter Highlights
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Coming this November
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Learn more about Jim Bolante, CFA
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Harvard Kennedy School Program
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Consider traveling to NYC
for this NYSSA Event
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A Hands-On Workshop with Michael Kinstlick, Head of Standards Setting Org.
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4th Annual
Sustainable Investing Conference
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Wednesday, November 9, 12:15 - 2:00 p.m.
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Wednesday, November 16, 4:00 - 6:00 p.m.
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Thursday, November 17, 7:30 a.m. - 6:00 p.m.
Sustainable Investing:
Moving Into The Mainstream |
Friday, November 18, 12:15 - 2:00 p.m.
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Saturday, November 19, 8:30 - 4:00 p.m.
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Thursday, December 8, 12:15 - 2:00 p.m.
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 SASB Standards Workshop
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Summary
SASB's mission is to develop and disseminate sustainability accounting standards that help public corporations disclose material as decision-useful information to investors. That mission is accomplished through a rigorous process that includes evidence-based research and broad, balanced stakeholder participation. Join MICHAEL KINSTLICK, Head of Standards Setting Organization, for a hands-on workshop that will give attendees:
- A deeper understanding of the uses of the SASB metrics
- A comfort level incorporating SASB metrics into traditional DCF valuation models
- The preparation necessary to consider deeper analytic approaches with the data as it becomes available
Wednesday, November 16, 2016 | Sheraton Boston | 39 Dalton Street, Boston
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Summary
This year's day-long seminar will take place on Thursday, November 17 at the Sheraton Boston Hotel. This is our 4th Annual ESG Seminar and some of the featured speakers include:
- Sr. Patricia Daly, Executive Director, Tri-State Coalition for Responsible Investment
- Pernille Jessen, Head of Credit, Unipension Denmark
- Steve Lydenberg, CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project
- George Serafeim, Jakurski Family Associate Professor at Harvard Business School
- Cheryl Smith, CFA, Managing Partner, Trillium Asset Management
- Anna Snider, CAIAŽ, Head of Due Diligence, CIO Office, Merrill Lynch
- John Streur, President & CEO, Calvert Investments (KEYNOTE)
- Sarah Williamson, CFA, CEO, Focusing Capital on the Long Term
Thursday, November 17, 2016 | Sheraton Boston | 39 Dalton Street, Boston
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This month's Member Profile features BSAS volunteer James C. Bolante, CFA, CAIA. Jim is a Client Portfolio Specialist on the institutional business development team at Fiera Capital Inc.
Learn more about Jim's career path, his current responsibilities, and his BSAS membership experiences.
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New this year, BSAS is introducing Member Communities to give members an opportunity to get involved in topics and issues that are of common interest to the members of each group. The goal is to provide education and networking opportunities for constituents in a collaborative, interactive, and less formal setting. These groups will be managed electronically and all members are encouraged to join as many communities as desired. Not only does this allow a broader member base to contribute and engage, it also shifts the traditional volunteer-based program committee experience to one with increased engagement opportunities.
The vision is that these groups will benefit members by allowing them to: - Organize smaller group lunch discussions
- Host guest speakers
- Discuss current trends
- Gather in geographically diverse locations
- Generate new ideas
- Share information
Watch for an email in November that will explain the new functionality and allow you to sign up for the communities of your choice. We hope you will take advantage of this new member benefit and we look forward to sharing with you the next level of engagement.
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Join the New York Society of Financial Analysts (NYSSA) at the upcoming Emerging Managers Forum in New York on October 13. This program is geared towards professionals thinking about launching -- or ready to launch -- an investment management firm. To learn more and to take advantage of the NYSSA member rate, click here.
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Identifying and Capitalizing on Irrational Investment Practices
November 16, 2016 - November 18, 2016
Harvard Kennedy School
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