Join CFA Society Boston for an engaging Point | Counterpoint series, where leading investment professionals square off on today’s most pressing topics. Each session will feature expert perspectives, spirited discussion, and actionable insights designed to challenge assumptions and sharpen your decision-making.Details
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Join CFA Boston and CAIA Boston for a timely panel discussion featuring senior thought leaders and experts as they explore the drivers behind this convergence, its implications for portfolio construction, and how investment products are evolving to better serve investor needs in this changing landscape.
When: June 11, 2026 Where: Boston, MA
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Join us for a morning of complimentary food and beverages and the opportunity to network with fellow financial professionals.
When: June 16, 2026 Where: Boston, MA
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Join us for the study group kickoff on June 16th 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.Details When: June 16, 2026 Where: Boston, MA
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We welcome all members to join us on Wednesday, June 17, 2026 for the CFA Society Boston Annual Meeting and CFA® Charter Ceremony located at The State Room. We hope you will join us for a night of connection and celebration.
When: June 17, 2026 Where: Boston, MA
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Join us on June 18th for this session on Value vs. Momentum | Large vs. Small/Mid!
When: June 18, 2026 Where: Boston, MA
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Have a question about Connect? Looking for a presentation resource? Wondering how to navigate the volunteer platform, tailor a CORE deck, prepare for your first Alliance call, or close out a volunteer opportunity? Join us for our monthly Financial Literacy Volunteer Q&A Live session.Details When: July 7, 2026
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Calling all member firm summer interns! Join us on Wednesday, July 8 from 1:00PM – 2:30PM for CFA Society Boston’s Summer Intern Ice Cream Social! Meet fellow interns from across the city, chat with Society staff, and explore how our free student membership can support your future goals.
When: July 8, 2026 Where: Boston, MA
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New and prospective members of CFA Society Boston are invited to join us for a virtual Member Orientation on July 22nd.
When: July 22, 2026
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Join us on June 22 for a discussion on private equity in Asia with Melissa Ma!
When: July 22, 2026 Where: Boston, MA
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Join us on September 15th for a discussion led by Noel Dixon, CFA!
When: September 15, 2026 Where: Boston, MA
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Join Man Group's Chief Market Strategist, Kristina Hooper, for a timely discussion on the global macroeconomic landscape.
When: September 29, 2026 Where: Boston, MA
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As global equity investing shifts toward market level allocation, this session explores whether country-level investing can be approached with the same systematic rigor as stock-level factor investing.
When: October 6, 2026 Where: Boston, MA
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