Virtual event

Developing Empathetic Leadership with Dr. Steven Becton

Developing Empathetic Leadership explores identity and membership in the context of empathetic leadership. Participants develop a shared language for understanding empathy, explore the personal and organizational importance.

5 December 2023, 1-2 pm ET

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Hybrid event

8th Annual Insurance Company Chief Investment Officers Roundtable

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms. Topics covered in presentations will include manager search and selection, the increased impact of changing public policy in emerging markets, and investment officers’ broader outlook in the face of these global investment pressures.

6 December 2023, 6-8 pm ET
In Person: $75 Members | $150 Nonmembers; Livestream Access :$40 Members | $80 Nonmembers

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Hybrid event

An Asset Owner Series™ Event

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums amid inflation, rising interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

6 December 2023, 6-8 pm ET
In person: $75 Members | $150 Nonmembers; Livestream access: $40 Members | $80 Nonmembers

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Virtual event

Portfolio Construction in an Inflationary Environment

Inflation is at the forefront of concerns, bringing forth new challenges for everyone. Our panel will provide clear answers and expert advice on portfolio construction in an inflationary environment.
The event will be given in French, Q&A in English and French.

7 December 2023, noon- 1 pm ET
CAD 40

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Hybrid event

Investment Products & Asset Classes

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 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. 

12 December
Noon-1 pm ET
$20

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In-person event

CFA Society Orange County's Annual Charterholder Dinner

Join us for an unforgettable evening filled with networking, delectable food and drinks, and, above all else, a chance to celebrate the incredible achievement of our new charterholders! The event features guest speaker Rob Arnott, founder and chairman, Research Affiliates.

12 December, 5:30-7:30 pm PT
Members: $50
Guests: $85

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Hybrid event

2024 Energy Markets Outlook

The energy markets have a massive impact on many subsectors and, increasingly, public policies. As most of the OECD countries are entering winter, the focus is on now on. Attend to hear the brightest minds on energy talk about their outlooks.

14 December 2023, 11:30 am-1:30 pm ET
In person: $40 Members | $80 Nonmembers
Livestream access: $30 Members | $60 Nonmembers

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Virtual event

Level III CFA Exam Essay Writing Workshop 2024

Please join Glen Holden, Jr., CFA, as he guides you through the essay writing process of the Level III CFA exam. This workshop will take you through the CFA Institute essay grading methodology, test-taking tips, and pitfalls that can occur during the Level III Exam.

6 January 2024
10 am-noon PT

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Virtual event

Overview of the Global Investment Performance Standards (GIPS) 2024

Join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level III CFA Curriculum.

18 January 2024, 4-5:30 pm PT

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In-person event

46th Annual Dinner

Join us for an engaging keynote presentation by Dr. Radhika Dirks, who will identify areas where AI could impact the investment profession and strategies every leader needs to gain an edge in the AI future. We are also hosting a panel of the industry's leading hedge fund managers.

25 January 2024, 5:30 pm - 9:30 pm PT
$225 Members

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In-person event

2024 Outlook

Three experts from Quebec will share their thoughts on the challenges of the current world economic situation and present their forecasts for the coming year. After their presentations, they will exchange viewpoints in a panel and answer attendees’ questions.

25 January
11:45 am-1:30 pm ET

Members: $125/table of 8 $1,160

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In-person event

Board Member Chat: Is This the Right Job for Me?

As the line of people’s jobs blurry across the functions and event industry, new CFA Society Boston Board member Tiffany Hu, CFA, will share learning and takeaways from her 20 years of working experience as a generalist and help CFA Society Boston's current and prospect members to navigate your career journey and carve your own career path! 

25 January
noon-1 pm ET

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Virtual event

Prepping for the CFA Exams

Getting ready for any one of the three CFA exams involves a lot of studying, practice and dedication. 
Our speakers will leave you with some helpful pointers on how to prepare both mentally and logistically, how to stay focused and balanced in the years to come, and where to find the resources you’ll need.

26 January
Noon- 1:15 pm ET

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Virtual event

Level III Ethics Workshop (2024)

Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA, CPA, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct and its relationship to the Asset Manager Code within the Level III CFA Curriculum. This discussion will follow CFA Institute’s Learning Outcome Statements for 2024 Level III CFA Curriculum Volume 6, Module 1-4.

27 January 2024, 10-11:30 am PT

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In-person event

CFA Society Boston 6th Annual CIO Roundtable

Join us for the return of the CFA Society Boston 6th Annual CIO Roundtable: Navigating the Investment Landscape of 2023 & Beyond. Chief Investment Officers from respected asset owners in the greater Boston area will have a high-level discussion on the implications of current market conditions.

31 January
Noon-2 pm ET
$50

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In-person event

CFALA 20th Annual Economic and Investments Forecast Dinner

The Forecast Dinner is the high visibility event for the professional money management community in the Los Angeles area. Topics for discussion usually include the economy, the markets, fiscal and monetary policy. 

1 February 2024, 5:30-8:45 pm PT
Early: $60 (Members); $200 (Non-Members)
Regular: $75 (Members); $225 (Non-Members)

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