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Industry Related Events


Duff & Phelps
Wednesday, September 26 | 225 Franklin Street, Suite 2100, Boston
Please join Duff & Phelps for a roundtable discussion regarding operational due diligence issues for private equity, private debt and venture capital funds. Our discussion will focus on what institutional investors should be looking for and, as a result, how managers should be preparing.

Discussion topics include:

  • Why investors should include ODD as a critical part of private fund investing
  • What are current institutional best practices that private fund managers should be deploying?
  • Important regulatory and accounting changes and their impact on fund managers including CECL and CFIUS
  • Key areas of regulatory investigation including fund valuations and expense allocation
  • Case studies
  • Wednesday, September 26, 8:30 a.m. - 10:00 a.m.
    Breakfast will be served
  • Duff & Phelps, 225 Franklin Street, Suite 2100, Boston, MA 02110
CPE Credit
  • CPE credit will be provided.

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September 29-October 2
Westin Copley Place

Use Discount Code CFABOSTON for NABE Member Pricing!
The global economy has been experiencing its first taste of synchronized growth since the global financial crisis, and the Fed and other central banks have started to normalize monetary policy. Yet uncertainties abound, as the U.S. is injecting a sizable amount of fiscal stimulus with the economy close to full employment, and traditional alliances on trade are breaking down. Designed around the theme of "Revolution or Evolution? Reexamining Economic Paradigms," the 2018 NABE (National Association of Business Economics) Annual Meeting will address these and other emerging developments including A.I. and the future of work, shifting global demographics, persistently-sluggish productivity growth, the increasing concentration within key business sectors, and the new analytical tools and data sources at the disposal of economists.
Confirmed Speakers include:
  • David Autor, Professor of Economics, MIT
  • Ed Glaeser, Professor of Economics, Harvard University
  • Robert Gordon, Stanley G. Harris Professor of the Social Sciences, Northwestern University
  • Peter Hall, Professor of European Studies, Harvard University
  • Athanasios Orphanides, Former Governor, Central Bank of Cyprus
  • Christina Paxson, President, Brown University
  • Jerome Powell, Chairman, Board of Governors of the Federal Reserve System
  • Carmen Reinhart, Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School
  • Eric S. Rosengren, President and CEO, Federal Reserve Bank of Boston
  • Niraj Shah, CEO, Wayfair
  • James Stock, Professor of Economics, Harvard University
  • Bruce Van Saun, Chairman and CEO, Citizens Financial Group, Inc.

Use Discount Code CFABOSTON for NABE Member Pricing!


JOIM Conference Series

The JOIM Conference Series showcases high quality presentations and a platform for interactive discussions of current topics in the investment management arena.
Prevalent throughout both activities is the highest quality material suitable for academics and practitioners.

FinTech II
September 30 – October 2 , 2018
Boston Marriott Cambridge
Cambridge, MA


It became apparent from last year’s JOIM FinTech Conference that there is widespread interest as well as extensive topics associated with this theme. We are pleased to follow-up with Fintech II which will focus on areas such as cybercurrencies, blockchain technology and robo investing. These all have high potential disruptive impacts. We are pleased to enlist speakers from academia as well as practitioners who will share not only educational content but insights on the practical significance of these emerging technologies. Speakers
  • Alex (Sandy) Pentland, Massachusetts Institute of Technology, Keynote Speaker
  • William Cong, University of Chicago
  • Sanjiv Das, Santa Clara University
    A New Approach to Goals - Based Wealth Management
  • Seoyoung Kim and Atulya Sarin, Santa Clara University
    Crypto-Assets Unencrypted
  • Roberto Rigobon, Massachusetts Institute of Technology
  • Roger Stein, Massachusetts Institute of Technology
Who Should Attend? Risk Managers, Portfolio Managers, Pension Managers, Senior Executives of Financial Firms, Plan Sponsors, Endowments, Finance Professors and Students would all benefit from attending these conferences. Attendance is limited. Accepting annual memberships on a first come, first served basis with guest attendance on an as available basis.



CFA Society Boston Members will recieve 30% off an annual subscription to the JOIM publication.

Click here for special subscription offer


Register for Conference

Financial Modeling Institute - AFM Level 1 and CFM Level 2 exams

Millenium Training Institute, 2 Granite Avenue, 2nd Floor, Suite 200, Milton, MA
Saturday, October 20, 2018, 9:00 AM - 1:00 PM

Hosted by:
Financial Modeling Institute

20 % Discount for CFA Society Boston Members
Use Promo Code CFABOSTON2018 



Financial Modeling Institute's accreditation program provides a unique opportunity to demonstrate your modeling proficiency and leads to the AFM, CFM and MFM designations. After successful completion of Level 1, candidates can elect to progress to Level 2 and Level 3.

  • US$450- register by September 15, 2018 (use Coupon Code CFABOSTON2018 for a 20% discount)
  • US$600 - register by October 5, 2018 (use Coupon Code CFABOSTON2018 for a 20% discount


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Core Techniques and Applications in Finance 

Boston and Online
October 24 -25, 2018

CFA Society Boston Members — Use code Affiliate to receive a 20% discount 

Day 1

On day one, we will review the core techniques in Machine Learning. Through examples we will understand the different machine learning techniques and review evaluation criteria

What you will learn
  • Machine Learning: An intuitive foundation
  • The Machine Learning pipeline
  • Supervised Learning: Classification and Prediction
  • Machine learning methods: Regression, KNN, Random Forests, Neural Networks
  • Evaluating performance
  • Case study 1: Predicting interest rates in Freddie Mac mortgage data
  • Case study 2: To give a loan or not using Lending club data
Day 2

On day two, we will discuss unsupervised learning techniques and discuss the role of Big Data and Deep Learning techniques for large-scale machine learning. We will also discuss best practices in scaling and using anomaly detection techniques.

What you will learn
  • Unsupervised learning: Clustering
  • Working with rare-class problems and Anomaly Detection
  • Machine Learning with Neural Networks: A deep dive
  • Deep Learning techniques
  • Wrap up and Best practices in Machine Learning
  • Case study 3: Using K-means for automatic clustering of stocks
  • Case study 4: Auto-encoder based Anomaly Detection for Credit risk with Keras and Tensorflow

Sri Krishnamurthy, CFA, CAP is the founder of, a data and Quantitative Analysis Company and the creator of the Analytics Certificate program and Fintech Certificate program. Sri has more than 15 years of experience in analytics, quantitative analysis, statistical modeling and designing large-scale applications. Prior to starting QuantUniversity, Sri has worked at Citigroup, Endeca, MathWorks and with more than 25 customers in the financial services and energy industries. He has trained more than 1000 students in quantitative methods, analytics and big data in the industry and at Babson College, Northeastern University and Hult International Business School. Sri is leading development efforts in creating a platform called QuSandbox for adopting open source and analytics solutions within regulated industries.


CFA Society Boston Members — Use code Affiliate to receive a 20% discount 

Harvard Kennedy School's Educational Programs
Investment Decisions and Behavioral Finance

November 14-16, 2018
Application Deadline: October 14, 2018


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Common biases. Irrational investment behaviors. Decision-trap situations. In today’s ever-changing and complex financial markets, senior executives responsible for managing client assets need to understand the factors that produce sub-optimal outcomes for investors. Led by a faculty of intellectual thought leaders and foremost practitioners, Investment Decisions and Behavioral Finance presents a revolutionary new science for investment decision making: behavioral finance. In two intensive days, you'll learn the central principles surrounding the psychology of decision making under conditions of risk and uncertainty, with a focus on practical applications for those responsible for managing assets and constructing portfolios for investment clients.

The Science Behind Investment Decision Making

Investment Decisions and Behavioral Finance will enable you to:

  • Understand the applied science of effective decision making.
  • Discover how our brains are not wired to deal with the decisions that modern financial markets require and ways to adjust for these shortcomings.
  • Learn how and why financial bubbles develop and strategies for recognizing them.
  • Identify the psychological reasons that lead investors to make severe investment errors.

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