CFA Society Boston

Give the gift of warmth this holiday season! CFA Society Boston is teaming up with the Boston Health Care for the Homeless Program (BHCHP) for our 2nd Annual Holiday Sock Drive! 🧦🎁 New, white socks are essential for those experiencing homelessness, helping them stay healthy and comfortable while walking long distances in harsh weather. Last year, we collected 555 pairs—let’s crush that goal this year! 💥 Drop off your new white sock donations at any upcoming event to support BHCHP and make a difference in someone’s life. Learn more here - https://ow.ly/Z1sM50UfVb4 #SockDrive #GiveBack #HolidaySeason #CFA #SupportBHCHP

Driving the Transition Finance Conversation 🌎 Yesterday, Jason Burnett, CEO of Crosswalk Labs, joined a distinguished group of thought leaders to discuss regulation, policy, and disclosure in relation to transition finance at the CFA Society Boston Sustainable Investing Half-Day Conference. Jason shared how high-resolution emissions data enables informed decisions and aligns with emerging regulations. Crosswalk Labs is honored to contribute to these critical discussions and grateful to CFA Society Boston for hosting such an impactful event. Richard A. Fontes, CFA, Lukasz Pomorski, Maxime Sauzet, and Lance C. Dial #SustainableInvesting #TransitionFinance #ClimateData

A fascinating conversation about the "Macro Influences on Financing Transition" at CFA Society Boston's Sustainability Investing conference on Wed Nov 20. Thanks to my panelists Alexander Schober, David Szmigielski, François Boutin-Dufresne for sharing among many perspectives, their valuable insights into: -the emergence of China as a leader in energy transition -politically insulated investable areas in energy transition -innovations in sustainability finance and opportunities to invest in an array of transition finance instruments.

On Wednesday, November 20, 2024, CFA Society Boston hosted a dynamic Sustainable Investing Half-Day Conference at 100 High Street, Boston, MA. The event brought together thought leaders, practitioners, and asset owners for an insightful deep dive into Transition Finance. The conference featured a keynote address from Aniket Shah, PhD, Global Head of Sustainability and Transition Strategy at Jefferies, followed by three engaging panels exploring Transition Finance’s intersection with regulation, macro trends, and investment decision-making. This event marked the beginning of CFA Society Boston’s revamped Sustainable Investing programming for the 2024-2025 year. In response to evolving member needs, the Society has retired the Full-Day Fall Conference in favor of more flexible Half-Day Programs. These events are designed to accommodate busy schedules while providing valuable insights into emerging ESG methodologies, regulations, and market dynamics. Attendees left with practical advice, fresh perspectives, and new connections in a more intimate setting that encouraged dialogue and knowledge sharing. We look forward to the next opportunity to continue this vital conversation on sustainable investing. Thanks to all that attended! #SustainableInvesting #TransitionFinance #ESG #CFA #Networking #Investment #CFABoston #SustainableFuture

Don’t miss our session with Invesco Real Estate on Thursday, December 12th with Kyle Connor of Private Markets Specialist and Jeff Murphy, CFA Senior Advisor Consultant from the Invesco Real Estate team! Our Real Estate Exchange Specialists will cover: ✅ Navigating the 1031/721 exchange process ✅ Key advantages of syndicated DST programs ✅ Real-world client scenarios to help defer taxes on appreciated properties This is a great chance to deepen your knowledge of tax and estate planning strategies! Register now - https://ow.ly/omgf50Ub748 #RealEstate #1031Exchange #TaxDeferral #Invesco #InvestmentStrategies #WealthManagement

ISS ESG is a sponsor of our Sustainable Investing: Exploring Transition Finance event this week and they will be joining us in person! Be on the lookout for Randy O'Neil who can discuss how ISS STOXX can help investors in their Transition Finance journey and more...

We're excited to announce that Dr. Alex Clark, Research Director at Asset Impact, will be speaking on a panel for the second edition of CFA Boston’s Sustainable Investing Event Series on November 20th. - The jam-packed morning dives into transition finance! Alex will be covering: - Asset-based data for transition finance: Showcasing how detailed, real-world data built from the asset-up can transform ESG investment strategies and simplify compliance. - Scenario analysis: Exploring how scenario analysis helps in aligning investment strategies with net-zero targets. - EU green taxonomy: What US investors need to know about navigating the complexities and opportunities within the EU’s framework for sustainable activities. Joining him on the panel is: - Andy Moniz, Director of Responsible Investing at Acadian Asset Management - Adam Rein, CEO & Chief Investment Officer (Co-Founder) at CapShift - Rebecca White, CFA, Global ESG integration Lead, Newton Investment Management - Jerry Yu, CFA & Associate Portfolio Manager at Acadian Asset Management 📅 November 20th 📍 CFA Boston’s Sustainable Investing Event Series Register: https://lnkd.in/eh2KsjKx

Don’t miss out on our Sustainable Investing Half-Day Conference this Wednesday - November 20th, 2024! 🌱Join us for a deep dive into Transition Finance - ⏳ Space is filling up fast! Be sure to register TODAY before it’s too late! We can’t wait to see you there! 🌍 https://ow.ly/nKYv50U73Vo

We are excited to share that CFA Society Boston has launched a new podcast series! Kicked off with a dynamic conversation between Asha Mehta, CFA, our CIO, and Sarah Samuels, CFA, CAIA. Tune in to gain insights from industry experts on the latest trends and developments in finance. Stay informed and enhance your professional knowledge with each episode. Don’t miss this episode packed with wisdom and actionable insights! 💡 https://ow.ly/TmaY50TZo5s #GlobalDeltaCapital #PowerOfCapital #emergingmarkets #research #investing #capital #technology #tech #innovation #future #sustainablefuture #business #economy #economic #globalization #digital #impactinvesting #GlobalInvesting #SDG #SustainableDevelopmentGoals #AI #CFASocietyBoston #FinancePodcast #ProfessionalDevelopment GlobalDeltaCapital.com PowerofCapital.com

🚨 Exciting Announcement! We’re thrilled to invite you to our 7th Annual CIO Roundtable on Wednesday, December 11, 2024 from 11:30 AM to 1:30 PM at 100 High St, 9th Floor, Boston. Join us for an exclusive event where top-tier wealth management CIOs and industry leaders will share valuable insights on the latest trends in asset allocation and investment strategies for high and ultra-high net worth investors. It's an afternoon of thought-provoking discussions and unparalleled networking opportunities you won't want to miss! 📅 Don't wait - Register Today -https://ow.ly/hxjh50U7Uus We look forward to seeing you there!