Join us to gain insight on how data, technology and industry insight can combine to create new investment strategies.
When: July 31, 2024
Where: Boston, MA
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Please join us for a review of these market dynamics and resulting strategic and service delivery ramifications for firms in the HNW marketplace. This session will be led by industry consultant Cerulli Associates.
When: August 22, 2024
Where: Boston, MA
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You worked hard, studied hard, and crushed it at your August CFA Exam and now it’s time to celebrate!
When: August 28, 2024
Where: Boston, MA
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Join us for the study group kickoff on September 17th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.
When: September 17, 2024
Where: Boston, MA
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Join us for the Sustainable Investing Half-Day Conference on Wednesday, September 18, 2024 from 1:00-5:00 PM at 100 High Street, Boston, MA. This Conference will focus on Perspectives on Evaluating Sustainable Investment Strategies, including a Fireside Chat with Beth Richtman, Sustainable Investing Advisory Board, Board of Directors, Brown Advisory. Following the rousing discussion with Ms. Richtman the agenda includes two dynamic panels, and finally an opportunity to network with... Details
When: September 18, 2024
Where: Boston, MA
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Attention Members! We want to kick off the fall season with you over drinks on Wednesday, September 18th, 2024. Join us on the exclusive top deck of Sam Adams Tap Room for a night of networking while we celebrate your membership with CFA Society Boston! Stop in anytime between 5:00pm and 7:00pm. Your ticket includes two drink tickets for a beverages of choice with appetizers for the group. Please bring your photo I.D to show at the door upon... Details
When: September 18, 2024
Where: Boston, MA
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