CFA Society^® Community Content

Distinguished Speaker Series: Dan Draper, CFA

Dan Draper, CFA, CEO of S&P Dow Jones Indices, will join CFA Society Chicago in a Fireside Chat and Q&A. Draper will share his insights on the evolution of the indexing industry, financial innovation, and trends shaping global markets today.

15 July 2021 12-1PM CT

Register here

CFA Program Level I Boot Camp for Candidates

CFA Society Idaho is partnering with the Options Industry Council (OIC) to offer a two-part boot camp series to cover the basics of options for CFA Program Level I candidates.

Distinguished Speaker Series: Roy Swan

At a recent webcast, Roy Swan, who leads the Ford Foundation’s Mission Investments team, discussed investment strategy, rationale, impact, and measurements of success. 

CFA Society^® Network Collaborates To Deliver Topical Webinar

On 7 July 2020, CFA Society Spain, CFA Society Portugal and CFA Society Brazil co-hosted a webinar about Brazil's economy, entitled: “A Black Swan…With Blue Eyes”.

Webinewbie or Webinerd? Report Outlines How To Host Successful Webinars

CFA Society Tampa Bay has used this "ON24 Webinar Benchmarks Report" to inform its virtual events.

Is Quant Fundamentally Flawed?

CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management.

Pulse Check of Members on COVID-19 Leads to Impactful Media Coverage in Montréal

CFA Montréal recently conducted an “Economic Outlook and Members' Needs Pulse Check Survey” on the coronavirus pandemic to support members and raise awareness of the CFA designation.

An Economic Outlook for Texas After COVID 19

CFA Society Texas recently hosted a Town Hall with Richard Fisher, former President and CEO of the Federal Reserve Bank of Dallas, which had an online audience of almost 3,000 people.

Webinar: Managing Wealth Through a Pandemic

CFA Society Chicago hosted a webinar that gave insights into what investors should be doing now to minimize risks, manage consumer confidence, and leverage the resources introduced in the government stimulus package.

Watch the event recording here.

“Putting Investors First” Virtual Event

CFA Society Minnesota recently converted two in-person “Putting Investors First” events into one virtual event, available to the three-state region.

Capital Markets Series: Market Microstructure

The growth of indexing and the widespread adoption of ETFs have implications for the microstructure of the markets. How might this secular shift shape the investment landscape? How far can the shift to passive can theoretically proceed? Hear our panel address these questions and more!

Education to Employment

Learn about becoming a CFA charterholder and how it can help you achieve your career goals. We will be joined by a panel of financial professionals who will provide guidance and then close out the event with an informative discussion on financial markets with a world renown market strategist.

Distinguished Speaker Series: Marc Lasry

Marc Lasry, the chairman, CEO, and co-founder of Avenue Capital Group, joins CFA Society Chicago for a fireside chat to discuss the current traditional investing landscape, the merits of emerging investment opportunities, and wisdom learned over the course of Lasry’s 37-year career.

Venture and Private Equity Investor Panel

Wondering what has been going on in Middle Tennessee investing during the lockdown?! How has the investment landscape changed and what are some of the opportunities through the eyes of local private investment groups? How did the pandemic affect the value of current and future investments? Join us on Tuesday, May 18 at 3:00 pm as we discuss today's market with Richard Fitzgerald of CapitalSpring, Joe Cook of Mountain Group Partners and Sid Chambless of Nashville Capital Network.

SRI Integration into Investment Decision Making

The World Bank Group and CFA Society Malaysia are hosting an event, as part of a Sustainable and Responsible Investment (SRI) Series, which will focus on how to integrate SRI into various aspects of the investment decision-making process. Speakers will share real-life case studies to help investors better understand how leading investment practitioners are integrating SRI factors into their analyses and investment process.

28 June 2020, 12:00–1:30pm HKT

Register here

CFA Society Beijing Discusses Economic Impact of COVID-19

At a recent FIN-TALK event, CFA Society Beijing provided an estimated 230,000 participants with a better understanding of the economic impact of COVID-19.

Webinar: Impact of COVID-19 on the New Zealand Economy

CFA Society New Zealand recently hosted a webinar where leaders discussed the impact of COVID-19 on the New Zealand economy. More than 300 people joined the live webinar, including members, candidates, and other finance professionals.

The event recording is available to view on YouTube.

“Exam Tips and Myths” Artwork from CFA Society Philippines

To help candidates during this unprecedented time, CFA Society Philippines has launched an exam-related social media campaign. The local society has developed artwork with tips and myths for candidates and is happy for other societies to download the files and place their own logos on the artwork.

Download the resources here.

Sharing Professional Learning Resources With Members

CFA Society Philippines has compiled several “well-being” resources from CFA Institute and developed a plan to share these with its members via email and social media channels. 

CFA Society Orlando Launches The Investors First Podcast

To offer member value through programming, CFA Society Orlando has used the expertise of a local society member to set up its “Investors First Podcast”. With COVID-19 causing huge market volatility, CFA Society Orlando decided to produce weekly episodes.

Geopolitics of Data: Cyber Warfare and Security

CFA Society France held a virtual event with Joachim Klement, CFA, to discuss how cyber warfare and cyber security impacts the economy and investors.

Watch the recording here

CFA Society Ukraine Publishes First ESG Report

In April 2021, CFA Society Ukraine published its first ESG Report to highlight the contribution it makes to the industry's sustainable development. The report is entitled "We Care" and showcases local society initiatives that help to increase the quality of education, diversity and integrity in the investment management industry.

View the report

Industry Practitioners' Ethics Challenge Playbook

CFA Society Nigeria has produced a playbook that will help other local societies to plan, execute, promote and analyse the impact of an Industry Practitioners' Ethics Challenge. 

Economic Outlook: A Conversation with Jean-Claude Trichet

CFA Society France recently welcomed Jean-Claude Trichet, Governor of the European Central Bank between 2003 and 2011, to share his views on the political and economic outlook in Europe.

Pan-African Webinar: Fintech, Chaos or Opportunity?

On 1 September 2020, a webinar was jointly hosted by CFA Societies in sub-Saharan Africa. Discussion focused on how Fintech and the access to unvetted online content has affected investment decisions.

CFA Society Slovakia: Measuring Economic Sentiment

CFA Society Slovakia recently launches index to measure the expectations of Slovak investment professions on economic development.

Read more

Survey: Impact of COVID-19 on Asset Management

CFA Society Italy, in collaboration with FundsPeople, has launched a survey on the "Impact of COVID-19 on Asset Management" to investigate how the industry has changed and will continue to change. The survey is anonymous and dedicated to industry professionals. 

Interview Series on Impact of COVID-19

CFA Society United Kingdom has produced a series of interviews with members and industry influencers that highlight how COVID-19 is impacting business, work-life, markets and the economy during these changing times.

Local Members Surveyed on the Best Solution to Coronavirus in Slovakia

CFA Society Slovakia recently conducted a survey in which 23 local society members from the financial industry in Slovakia participated. The survey contained four different solutions to the coronavirus crisis in Slovakia, which respondents evaluated. They also had to opportunity to present their own solutions.