To help support the CFA Society® community through this unprecedented time, we will be providing relevant resources and guidance on Connexions.
This page will also provide the opportunity for your local society to share content that you have found useful with societies around the globe.
We hope that by collaborating, we can be agile, learn from one another, and navigate these challenging times together.
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Share Your Content with the CFA Society Community Since the outbreak of Novel Coronavirus (COVID-19), has your local society picked up some key learnings or found useful resources? If you are sharing content with local stakeholders that is relevant around the globe, we ask that you share it with each other, too.
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Asset Owner Series: How is the World Bank Managing Assets Amid the Crisis? CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "How is the World Bank Managing Assets Amid the Crisis?" This event features Tapiwa Sikipa, Senior Portfolio Manager, World Bank Treasury.
Monday 10 August 2020, 6-7 pm EDT
Find out more
CFA Society Minnesota To Host Virtual Investor Conference CFA Society Minnesota is hosting "Intellisight", an open-access (non-broker-based) investor conference on August 12. This year's 100% virtual conference features nearly 45+ issuers representing a broad range of market caps and sectors.conference homepage
Asset Owner Series: Private and Co-Investment Risks and Opportunities CFA Society New York is hosting the latest virtual event in its Asset Owner Series: Private and Co-Investment Risks and Opportunities. This event features Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank. Monday, 3 August 2020, 6-6:45 pm EDT
More details here
Webinar: The Effects of COVID-19 on Foreign Direct Investment in Africa With COVID-19 unleashing devastating consequences onto the global economy, prospects for emerging markets and Africa in particular have dimmed significantly. The continent is now set to experience its first recession in 25 years according to recent IMF projections. Ronak Gopaldas discusses how COVID-19, rising nationalism, a rapidly changing geopolitical landscape, and the delayed African continental free trade agreement will shape investment prospects towards Africa. This free webinar
Asset Owner Series CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What’s on the Mind of one of the Systems within the Largest Municipal Pension Fund in the US?". This event features Antonio Rodriguez, Director of Investment Strategy, New York City Board of Education Retirement System. Monday, 27 July, 12-1 pm EDT
More details here
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”.
The high profile speaker, Santiago Fernández Valbuena, Brazil MAPFRE Counselor, discussed the current economic situation in Brazil, the impact of COVID-19, and the policies adopted since the outbreak of the pandemic.
The recording of the event is available here
Asset Owner Series: What's Next for the Nordics? CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What's Next for the Nordics?" This event features Torbjörn Hamnmark, Head of Strategic Asset Allocation, AP3. Monday, 20 July, 10-11 am EDT.
More details here
European Union Regulation in the Post-Pandemic Period As the pandemic continues, CFA Society Greece is delivering relevant virtual content related to the effects of COVID-19. In this brief webinar, Josina Kamerling, head of regulatory outreach for CFA Institute, EMEA, provides an in-depth analysis of the European strategy for the financial sector in light of the COVID-19 crisis. She touches on current and future European Union measures in the financial sector as well as the renewed focus on the Capital Markets Union.
Watch the webinar here
(Password: 6F&F13Ys)
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. He believes the philosophy of investing a perpetual foundation’s endowment to advance its mission is a way to dedicate more of a foundation’s resources to improving the common good.
Watch the recording here
Asset Owner Series: Spotlight on Mexico CFA Society New York is hosting the latest virtual event in its Asset Owner Series: Spotlight on Mexico’s Public and Private Markets, featuring Manual Veron, Chief Investment Officer, Principal Financial Group. Monday, 13 July, 12-1 pm EDT.
More details here
Financial Modeling Best Practices CFA Society Nigeria is hosting a Financial Modeling virtual event, which will discuss the critical tools and skills required to build a best-in-class financial model. The event is open to everyone. 9 July 2020 11:00 AM in West Central Africa
Register here
CFA Society New York: Asset Owner Series CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "What Can Stressed Public Funds Learn from this Asset Owner?" The event features Jeff Houston, Head of Pensions, Local Government Association (UK), who will share his experience of living through a massive rebalancing.
Monday, 6 July, 10-11 am EDT.
More details here
Webinar: Moving Beyond Quarantine CFA Society Chicago is hosting a webinar that will discuss the potential implications for each of us as we move beyond quarantine. Entitled "Investment Trends Through a Diverse Lens," a panel of leaders will debate the health concerns we still face and how to create a more equitable and inclusive environment for employees and clients.
July 14, 2020 at 1:30 PM – 2:30 PM CDT
Event details here
Asset Owner Series: A View of the African Continent Join CFA Society New York for the latest virtual event in its Asset Owner Series: "A View of the African Continent," featuring Uche Orji, Chief Executive Officer, Nigerian Sovereign Investment Authority. Monday, 29 June, 12-1 pm EDT. More details here
Global Policymaker Series CFA Society New York is hosting a four-day Global Policymaker Series, featuring speakers such as Hester Peirce, Commissioner, the U.S. Securities and Exchange Commission. These webinars begin on 30 June and end on 3 July. More details here
Why Now Is a Good Time for Alternative Investments CFA Society New York is hosting the latest virtual event in its Asset Owner Series: "One Sovereign Wealth Fund Investor’s View." Marcus Frampton, Chief Investment Officer, Alaska Permanent Fund will share why he believes now is a good time for alternative investments.
All society members are welcome to join this free, virtual event on Monday, 22 June, 6-7 pm EDT.
Find out more
COVID-19: Outlook for African Economies On 5 June, the five societies in Sub-Sahara Africa worked together to deliver the first in a series of Africa focused webinars. The webinar "COVID-19: Outlook for African Economies" discussed African macroeconomics, the slowing of growth, debt sustainability, debt relief and rescheduling. The webinar was open to everyone (for free). The collaborative event was a huge success with topical discussions and over 400 virtual attendees. View the recording View the event flyer
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. here
The Pandemic Revolution: Navigating Macro and Markets in the Post Covid World CFA Society Greece would like to invite members of the CFA Society(R) community to join its webinar on "The Pandemic Revolution: Navigating Macro and Markets in the Post Covid World" with Alberto Gallo, CFA, Fund Manager at Algebris Investments. The webinar will focus on changes that have been triggered by the COVID-19 pandemic, with a focus on macro factors and the global credit markets. 11 June 2020, 6PM-7PM EEST. Registration by email to events@cfa.gr More details
AOS Virtual Keynotes In light of COVID-19, CFA Society New York has created the AOS Virtual Keynotes serie s
More details
Distinguished Speaker Series: Impact of Rapidly Changing Market Dynamics In a free webinar, Catherine D. Wood, founder, CEO and CIO of ARK Invest, will discuss the impact of rapidly changing market dynamics, breakthrough innovations and the opportunities they can create. 8 June 2020 at 2:30 pm - 3:30 pm CDT. here
What Clients Want and What They Will Want CFA Society New York is hosting a virtual event in its Asset Owner Series: “What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective”, featuring Rich Nuzum, CFA, President, Investment and Retirement, Mercer. Monday, 1 June from 6:00 – 7:00 p.m. EDT.here
Macro/Market Outlook in an Uncertain World As part of its Distinguished Speaker Series, CFA Society Chicago is hosting a webinar on the economic outlook in the coming months. Kristina Hooper, chief global market strategist at Invesco, will review the inflation/deflation debate, as well as market implications. The webinar will take place on 2 June 2020 at 11:30am - 12:30pm EDT.here
CFA Society New York Asset Owner Series CFA Society New York is hosting the latest virtual event in its Asset Owner Series: “Reflections on a Career Serving the Public Pension System” featuring Chris Ailman, Chief Investment Officer, CalSTRS. The event is taking place on Tuesday, 26 May from 6-7PM EDT.
View the event details here
Virtual Event Format Helps GIPS Outreach Efforts CFA Society Greece has used the virtual event format to provide much needed outreach efforts surrounding GIPS. In the past, the local society found the number of people attending in person GIPS events was disappointing. The lockdown has given the society the opportunity to host a free, virtual event; generating interest and providing GIPS information without burdening the society with undue costs. Watch the recording here Password: 9s$1!#@2) .
Data Analysis in the ESG Rating On Tuesday 26 May at 6:30 - 7:30PM CEST, CFA Society Italy will be hosting a virtual event to discuss data analysis in the ESG rating. The speakers will highlight that there are several methodologies to obtain a rating, the data is not standardized and this can lead to an incorrect outcome. here
Equity Market Outlook: Virus Muddies Outlook, But Stocks Already Priced for Recession CFA Society Chicago is hosting a virtual event looking at the US equity market outlook with Gina Martin Adams, CFA, chief equity strategist with Bloomberg Intelligence. The event will take place on 20 May at 3:30 - 4:30 PM EDT and is open to all society members.here
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. The research outlines how to host a successful virtual event, including the day of the week to host it, the best length, when to promote it and how to brand it. The local society has found the research very helpful in our new virtual reality. here
Is Quant Fundamentally Flawed? CFA Society Boston recently hosted a webinar that illustrated the practical limitations of the Fundamental Law of Active Management. This was originally scheduled as an in-person live event for around 50 attendees. However, the virtual event had almost 200 attendees. Watch the webinar here
A Walk Around The Fringes of Finance with Grant Williams CFA Society Detroit is sponsoring a webinar on Tuesday, 9 June 2020, 12:00 – 1:00 PM ET that it would like to share with other societies. The event will discuss markets, politics, policy, the dollar and gold with Grant Williams, author of “Things That Make You Go Hmmm....,” one of the most popular and widely-read financial publications in the world. More details and registration link here
CFA Society New York Asset Owner Series CFA Society New York is hosting the latest event in its new Asset Owner Series Virtual Keynotes: “A View of LATAM’s Public and Private Market”. All society members are welcome to join the event on Monday, 18 May 2020. View the details here
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. The survey successfully helped to raise the profile of the local society and CFA designation and led to seven pieces of media coverage.
CFA Montréal is happy to share its materials with any local society that is interested in conducting a similar initiative. Please contact caroline.soulas@cfamontreal.org
Read the full story 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. The event provided a forum for leading institutions and industry experts to share their opinions, and promoted communication and cooperation within the industry.
E vent recording here (in Mandarin) . .
CFA Society Singapore Webinars and Virtual Events Explore a variety of live webinars and virtual events hosted by CFA Society Singapore. These are open to all members of the CFA Society® community and cover topics such as professional development, career development and networking.Details here
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. The local society, supported by the Texas Business Hall of Fame, Texas Monthly and CFA Societies Texas, invited the public to ask questions regarding the myriad of COVID-19 challenges facing the U.S. economy and their specific implications for Texas.
Watch the recorded event here
Asset Owner Series: Virtual Keynotes CFA Society New York invites you to attend the second event in its new "Asset Owner Series Virtual Keynotes". Join the local society on Monday 11 May 2020 for "A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth Fund." Register here More information on the series is available here
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
Virtual Event Discussing U.S. Central Bank Policies On 12 May 2020, CFA Society Chicago will host Loretta J. Mester, president of the Federal Reserve Bank of Cleveland. Loretta will discuss the tools and policies of the U.S. central bank and how they can help the economy get back on a sustainable growth path. Read the event details here
Time Management: Locking Down Goals CFA Society Chicago is hosting a webinar on 14 May 2020 to discuss effective time management and how to gain clarity, consistency and commitment. View the event details here
Hosting A Virtual Happy Hour CFA Society Tampa Bay hosted a virtual happy hour for its members – it had upwards of 20 attendees and a lot of fun! The local society has produced a document with best practices and tips so other local societies can replicate this with their members. Download the document
CFA Society® Network Plays Integral Role in Supporting Communities Local societies around the globe are supporting their communities during the COVID-19 global health crisis. CFA Society Orlando, CFA Society Philippines and CFA Society Virginia have all recently launched donation initiatives and received an overwhelming response from members.
here
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
Webinar: Financial Behaviour during COVID-19 CFA Society New Zealand is hosting a webinar on 12 May (3:30-4:30 pm NZST) to discuss how organisations and individuals have financially reacted to the high uncertainty COVID-19 has caused. Further details available 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.
The topical event discussed how the financial markets have been affected by the coronavirus pandemic, with Jason DeSena Trennert, CEO of Strategas and John Taft, Vice Chair of Baird as speakers.
A recording of the webinar is available to watch on its YouTube channel
CFA Society New York's New Virtual Series Access CFA Society New York's new virtual offering
Webinar: The Path to Recovery in a COVID-19 World Speaker: Brian Coulton - Chief Economist, Fitch RatingsFree Webinar: April 30, 2020Time: 9:00 AM – 10:00 AM CT
Find out more
Market Insights from Industry Experts CFA Society United Kingdom has exclusively talked to industry experts, such as Russell Napier, Vitaliy Katsenelson, CFA, and Alberto Gallo, CFA, about how to prepare for market changes and other COVID-19 related industry perspectives.
Bitesize video insights are hosted on its new professional learning platform 'CFA UK Discover' where members can access high quality learning content on demand. For more information contact discover@cfauk.org
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. These have been created in video, audio and article formats and shared on social media and in a weekly email to members.
Watch the series of interviews here
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.
CFA Society Slovakia issued a press release with the results, which received wide coverage by the local media. The survey results were also sent to the top executives of the National Bank of Slovakia, the Ministry of Finance, and the Ministry of Labor, Social Affairs, and Family of the Slovak Republic.
Read the full survey results
CFA Society Shenzhen Hosts Live Broadcasts on WeChat CFA Society Shenzhen has developed its own live broadcast platform and management channel on the WeChat App, a Chinese multi-purpose messaging, social media and mobile payment app. The platform includes registration and payment functions. Within a month, the local society held four online professional lectures for society members, with over 2,500 viewers watching the live broadcasts. For more details on how the local society did this, please contact: event@shenzhen.cfasociety.org
CFA Society® Community in Texas Gives Candidates a “Virtual Fist Bump” Following the exam postponement news, CFA Societies Texas and the four local societies – CFA Society Austin, CFA Society Dallas-Fort Worth, CFA Society Houston and CFA Society San Antonio – worked quickly to extend messages of support and encouragement to exam candidates.
“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. The local society has included CFA Institute professional learning resources and online webinars that are relevant to its membership.
View its communication plan here
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. The society has used the opportunity to have global thought leaders on the show (who usually have gruelling travel schedules) and a podcast with geopolitical strategist Peter Zeihan has proved particularly popular.
CFA Society San Francisco Curates Timely Content CFA Society San Francisco is curating timely investment industry content
Its weekly newsletter
CFA Society Boston Connects Members with Photo Contest CFA Society Boston is helping its members stay informed and connected. To provide a little fun, it has launched the CFA Society Boston Show & Win Photo Contest. Each week it holds a photo contest with a specific theme. Members enter photos with the chance to win a $100 e-gift card and a donation of $100 to a non-profit of their choice. Read more about the contest details Rules and Regulations
CFA Society Switzerland: COVID-19 Webinar CFA Society Switzerland recently hosted a webinar entitled “The Impact of COVID-19 on Asset Classes: from Hindsight to Foresight with Behavioural Finance,” which discusses behavioural biases that have occurred during the meltdown of the asset markets. A recording of the event is available to view on YouTube.
CFA Society Stamford: Special Coronavirus Podcast Series CFA Society Stamford has a top rated “Frank Talk” podcast series and recently posted four Coronavirus Special Episodes. These focus on multiple aspects of the COVID-19 outbreak and are available on its website.
Podcasts from CFA Society Chicago CFA Society Chicago has launched a series of podcasts that are accessible on its website, as well as platforms such as Apple podcasts, Spotify, and Google.
CFA Society Boston COVID-19 Digital Resources CFA Society Boston has created a web page with resources to help society members respond to COVID-19. This includes teleworking resources, finance industry articles, online educational resources, as well as resources for those in isolation at home.
Virtual Events from CFA Society Boston Explore upcoming webinars and virtual events, open to any society to share with their members.
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Guidance and Resources from CFA Institute The global health crisis is affecting how people communicate and interact with one another. Here are some useful resources to help you manage your local societies and engage with members, candidates, and the wider industry.
Virtual Society Staff Training Recordings To help support the CFA Society® here
CFA Institute Webinar: ETFs and Systemic Risks During Market Stress In this webinar, Professor Maureen O’Hara — co-author of the CFA Institute Research Foundation brief on ETFs and Systemic Risks
Please register early
Conducting Governance Business in a Virtual World With varying levels of quarantine in force across the globe, non-essential, in-person business meetings are limited or banned. Society Relations would, therefore, like to share general guidance on how to leverage virtual options to facilitate board meetings and Annual Member Meetings. Virtual Board Meetings & AGMS Board's Role in Crisis
Fixed Income Management: Navigating Risks to Bond Markets from COVID-19 10 Jun 2020, 2:00 pm - 2:45 pm EDT
In this webinar, Anne Walsh, CFA, will discuss strategies to weather near-term bond market risks from COVID-19 and a global recession and take advantage of attractive fixed income investment opportunities as they unfold.
Register here
Take 15 Podcast: How Big Governments and Big Tech Will Emerge Stronger In this Take 15 Podcast with Neil Govier, Andrew Sheng discusses the current and potential impacts COVID-19 will have on globalization, governments, and the economy. He has observed two responses to the current crisis: Polarization at the geopolitical level and cooperation at the professional level.
Listen here
Podcast: Marg Franklin, CFA, on Trust and Leadership During COVID-19 In this Take 15 episode
Q&A on Financials and Investments for Nonprofits and Board Members BoardSource collated the questions they've received into this blog post, which outlines how nonprofits and boards can respond to COVID-19. It has Q&As focused on financials and investments, board/CEO relationships, and crisis planning and communications.
APAC Virtual Events Available for All Societies The APAC region is sharing a number of virtual events on the Asia-Pacific Research Exchange (ARX) to support members during the COVID-19 disruptions. Topics include ESG, sector analysis, ethics and AI, market outlook, and behavioural finance. Many of these webinars are co-organised by the ARX team and local societies in APAC.
All local societies can cross-market these webinars
Topical Webinars and Virtual Speaker Tour Program To support members during COVID-19, CFA Institute is offering a number of webinars on key, topical issues. These include a virtual Speaker Tour Program, where speakers will present on the pandemic and the state of financial markets in these unprecedented times.
Keep checking the upcoming webinars page
Recordings of webinar sessions will be posted here
Social Media Tiles for Your Virtual Events Six social media tiles have been created that the CFA Society ® community can use when promoting virtual events (including webinars, podcasts, virtual meetings and networking opportunities). Log in to Society Center to access these resources.
CFA Institute Updates on the Impact of Coronavirus (COVID-19) We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable.
Coronavirus and Event Announcements We are closely monitoring the current and potential effects of the Novel Coronavirus (2019-nCoV) outbreak and implementing precautionary measures across all our office facilities and event sites.
Resources for your new reality – home working, career and well-being A collection of resources to help you and your members navigate the new norms of the workplace.
Podcasting for Societies This is a studio recorded version of a popular session from the 2019 Global SLC. In this video, Lauren Foster, content director at CFA Institute, provides societies with instructions and best practices for creating a podcast.
Virtual Meetings Consultants Boardsource provide guidance on hosting virtual meetings and AGMs.
Professional Video Call From Home Technical tips on hosting virtual meetings from home.
Making Virtual Meetings Work Webinar: Tuesday, April 7 from 10:00-11:00 AM EDT
Join us to learn proven best practices and hear practical examples that can help you run more effective virtual team and client meetings.
Giving Voice to Values Giving Voice to Values (GVV) Program: The GVV program focuses on the practical application of skills and strategies that enable effective, values-driven action. The program is conducted entirely online in the CFA Institute Ethics Learning Lab.
Click on the arrow below to register your interest.
Ethical Decision Making Webinars These live, interactive 60-minute webinars teach participants how to apply the CFA Institute Ethical Decision-Making Framework to real world situations through case analysis.
Click on the arrow below to register your interest.
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