CFA Institute Magazine Highlights New Leadership and Society Events

CONNE
EXPANDING
OUR REACH
2 Emily Welcomes New MDs
3 Philippines Financial Fitness Fun Run
5 BSAS Invests in Girls
6 The Brand Campaign around the World
8 CFA Institute CAREs
9 Fun Day at the Beach
11 PIF in Pakistan
12 Two Events in One
CFA Institute Global Magazine for Society Leaders Global Issue 14 | July 2016
Jul16-Connexions v2.indd 1 6/23/16 8:31 AM

WELCOME
CFA Institute Welcomes Three New Managing Directors
By Emily Dunbar
Head, Global Society Relations
As most of you know, CFA Institute
recently launched an ambitious
three-year strategy. To support this
strategy, some internal changes
have occurred, providing an
opportunity to bring new talent
and ideas to the organization.
I am delighted to introduce to you
three colleagues who will play a major role in shaping
CFA Institute for the future, both as members of our
leadership team and as strategists for our externally
facing work. They will become familiar to many of you
in the coming months and years
because they will be highly focused
on understanding and helping
societies, our most important and
valued stakeholders.
Bjorn Forfang, based in New York
City, joined the organization in
early June as managing director,
relationship management,
covering society relations, business-
to-consumer activities, institutional
partnerships, university relations,
government and regulator relations, and volunteer
management. The Americas, APAC, and EMEA managing
directors will also report to Bjorn, reinforcing the
importance of our stakeholder relationships throughout
the world and providing consistent leadership for all
relationship management activities. Bjorn has extensive
senior management and client management expertise and
has worked with some of the financial industry’s largest
institutional clients, including UBS, Greenwich Associates,
J.P. Morgan Securities, and the Norwegian Trade Council.
Many of you in APAC have met
Nick Pollard, who took over from
Paul Smith as managing director,
APAC, in April. Previously, Nick
was CEO of the Royal Bank of
Scotland’s Coutts Asia division
and, most recently, the head
of international learning and
professional development for
Coutts International. With over 30
years of experience, Nick brings
a unique combination of general
management, strategy, marketing, human resources,
and learning and professional development expertise.
Nick says, “I’m thrilled to be responsible for the fastest-
growing region member-wise: APAC. I’m really looking
forward to working with our societies and members
to understand how we can help them deliver a better
investment environment for their clients and, to this
end, I have already visited India, Canada, China, and
Vietnam—not bad for the first five weeks!”
Michael Collins, based in
New York City, joined us in
January as managing director,
services delivery, leading our
marketing and communications
and multimedia production
divisions and contact center. He
is relentlessly focused on the
needs of external stakeholders
and is already positioning his
teams to work closely with
society relations to support and
resource societies. The brand campaign, social media
strategies, and member communications—including
society communications—are already receiving Michael’s
attention. “Our society leadership is our most valuable
channel to reach our mutual members. My mission is to
support our societies by providing extendable marketing
campaigns and tactical assistance with PR and social
media and to be a champion, with society relations,
to support our societies with global programs that are
relevant at the local level,” Michael says. He has an
extensive global track record and brings expertise in
aligning teams and delivering successful, consumer-
focused business-to-business marketing initiatives at such
companies as JP Morgan, CSC, Iomega, and Gevity HR.
“Our focus over the next three years
will be on three strategic actions:
developing future professionals,
delivering member value, and
building market integrity. Although
we are structured by functions
internally, we must work holistically
as one large, laser-focused team if
we are to move the needle on these
actions. Our leadership intends to
drive innovation and experimentation
within the context of greater risk
awareness so we may accelerate
the impact of our mission.”
PAUL SMITH, CFA, PRESIDENT AND CEO
Bjorn Forfang
Nick Pollard
Michael Collins
2 CONNEXIONS | July 2016

FUTURE OF FINANCE
By Rizchelle Sampang-Manaog
Program Manager, CFA Society Philippines
On 29 May, CFA Society Philippines
hosted its third annual Financial
Fitness Run (FFR) to celebrate Putting
Investors First Month and to raise
awareness of common mistakes inves-
tors make. The FFR included 5k, 10k,
and 21k (half marathon) footraces.
The society secured sponsorships
from local businesses and partnered
with local media outlets to cover the
event. Runners who finished the race
received plaques or medals, and all
finishers of the half marathon received
specially designed dry-fit shirts.
CFA SOCIETY PHILIPPINES HOSTS THIRD ANNUAL
FINANCIAL FITNESS RUN
The society provided a number of sponsorship opportu-
nities: platinum, major, and minor sponsors, as well as
registration partners and a hydration sponsor. Promo-
tion of the event included an informational poster and a
website with details and registration links. The society
also produced a short video detailing common investment
mistakes; the video played before the FFR and was avail-
able on the FFR website leading up to the race.
These common investment mistakes were drawn from a
piece by Robert Stammers, CFA, called “Tips for Avoiding
the Top 20 Common Investment Mistakes.” Stammers
lists such pitfalls as trading too much and too often,
paying too much in fees, and not doing due diligence.
Media coverage of the FFR included explicit coverage of
these mistakes.
July 2016 | CONNEXIONS 3

FUTURE OF FINANCE
CFA MONTRÉAL:
TOP TIPS FOR HOSTING A SUCCESSFUL
WOMEN IN INVESTMENT MANAGEMENT EVENT
By Sophie Palmer, CFA
President, CFA Montréal
On 27 April, CFA Montréal held
a sold-out event on Diversity to
Outperform, part of its Women
in Investment Management
event series. The society wants to
continue to build the business case
for diversity and encourage firms to
design teams that will deliver better
results for clients. Sophie Palmer,
CFA, president of the CFA Montréal board, provided us
with these three top tips for hosting a successful event.
THINK BIG!
Collaborate with a sponsorship partner and ensure a
large sponsorship push to secure a strong keynote speaker
with wide appeal. This year, we invited Claire Shipman,
co-author of The Confidence Code and Womenomics, as
well as Barbara Stewart, CFA. Encourage firms, both in
the investment industry and from other sectors, to buy a
table at the event and bring their clients.
ENGAGE MEN
Our strategy was to ask top male high-net-worth and insti-
tutional portfolio managers to buy tables and invite their
women clients because advisers have an increasing number
of women clients and pension fund boards have strong
women representation. Participants had the opportunity to
interact and engage while listening to a renowned speaker
discuss current challenges women and men face. We had
15% male representation at the event.
ENGAGE THE WIDER COMMUNITY
Engage firms outside of the investment industry;
other sectors face similar challenges when it comes to
promoting more women to senior positions. Half of the
participants at our event were nonmembers (accountants,
lawyers, consultants, and their clients). Our members
were very positive about this and believe it added value.
Learn about other society initiatives at cfa.is/1Y3hYQr.
THE FUTURE OF FINANCE IN ATLANTA
By Cathy Ford
Executive Director, ASFIP
The Atlanta Society of Finance and
Investment Professionals (ASFIP)
welcomed upwards of 200 attend-
ees, five partnering organizations,
and 14 speakers to its “Future of
Finance in Atlanta” conference in
May. The opening speech by ASFIP
Program Chair John Skinner,
CFA, set the tone for the event by
covering the core messages of the Putting Investors First
initiative. He provided tips to the audience about what to
look for when choosing an investment manager, high-
lighted the CFA Institute Statement of Investor Rights,
and even included a proclamation from the governor of
Georgia that declared May “Investors
First Month” in the state.
The conference’s keynote address was
given by Jim Beard, CFO for the City
of Atlanta. His address took a for-
ward-looking approach and focused
on the city’s recent economic growth
and position as a hot spot for tech
company headquarters and young
entrepreneurs. Dan O’Connor, CFA
Institute director of institutional partnerships, attended
the full slate of conference sessions and said of the event,
“It was fantastic to see over 200 Atlanta investment pro-
fessionals carve out half a day to learn more about Future
of Finance initiatives. Atlanta ranks #3 globally as the
headquarter home to companies on the Fortune 500 list,
and ASFIP does a wonderful job serving CFA members and
the investment community in this very important market.“
Several other CFA Institute staff members were in atten-
dance, including Rebecca Fender, CFA, head, Future of
Finance, who was also one of the conference speakers.
Rebecca was quick to praise the event’s content and orga-
nization, both of which were handled by John Skinner;
Steve Davenport, CFA, the ASFIP president; and Cathy
Ford, ASFIP executive director. In support of ASFIP’s
efforts to increase awareness of the CFA®
charter in the
Atlanta area, CFA Institute provided
the society with project funding to
cover the costs of filming all confer-
ence sessions to share online after
the event. The series will be made
available via the ASFIP YouTube
channel once the edits are complete,
but copies of many speaker presenta-
tions are available to download now
at http://bit.ly/213kFRv.

FUTURE OF FINANCE
BOSTON SECURITY
ANALYSTS SOCIETY
INVESTS IN GIRLS
By Alice Avanian, CFA
Chair, BSAS Financial Literacy Initiative
As part of our Financial Literacy initiative, the Boston
Security Analysts Society (BSAS) is working with Invest
in Girls (IIG) to support a program that empowers high
school girls to understand personal financial management
and career paths in the financial services industry. The
program gives participants the opportunity to meet women
who work in the industry. BSAS has been providing guest
speakers, role models, and facilitators to co-run workshops
with IIG on personal finance, investing, college debt,
and retirement. The girls develop strong relationships
with their role models, who offer them continued advice
throughout their academic year. These organizations are
passionate about improving financial literacy and closing
the gender gap within the financial services industry—
both of which improve the economic prospects of women.
We are excited about leveraging our members’ financial
knowledge for this audience and look forward to providing
more volunteers as IIG expands its schools.
For more information on Invest in Girls, visit
www.investgirls.org. For more info on the BSAS Financial
Literacy initiative, visit http://bit.ly/213kNAo.
SOCIETIES HOST SECOND
ANNUAL WOMEN IN INVESTMENT
MANAGEMENT EVENTS
Following successful events last year, a number of
societies around the globe have hosted second editions
of their Women in Investment Management series. All
these events have a common aim of inspiring women and
providing insight on what it takes to achieve success in
the investment industry.
To mark International Women’s Day in March, CFA Society
Czech Republic and CFA Society Germany co-hosted with
ACCA the second Ladies Business Breakfast at the Louvre
Gallery. Women members of the societies and local ACCA
had a unique opportunity to hear real-life success stories
and meet inspiring women who have established them-
selves in the world of finance.
On 19 May, the New York Society of Security Analysts
hosted its second annual Alpha Seeking Females—In a
Male Dominated World of Finance event, which explored
issues confronting women investment managers in a
competitive environment
dominated by men. This
event brought together
highly experienced and
talented women in the
investment industry.
CFA Society France also
hosted its second annual
event on 26 May, focusing
on How Diversity Can Make
a Difference. High-profile
women speakers from
the investment industry
discussed value creation
for businesses, leadership
diversity as investment
criteria, and career oppor-
tunities and challenges at
a roundtable event.
Volunteers with BSAS get ready to empower the next generation
through the Invest in Girls program.
At the CFA Society France event,
(from left to right) Stéphanie
Bobtcheff, CFA, Financière de
l’Echiquier; Isabelle Bourcier, Women
in ETFs; Olivier Paquier, SSGA;
Odile Couvert, Amadeo Executive
Search; and Sophie Mouterde, OasYs
Consulting, focus on how diversity
can make a difference.
“These organizations are passionate
about improving financial literacy
and closing the gender gap within
the financial services industry—
both of which improve the economic
prospects of women.”
Women gather at the Louvre Gallery for the second annual
Ladies Business Breakfast.

MEMBER VALUE
THE GLOBAL
BRAND CAMPAIGN
TAKES SHAPE
The new brand campaign continues to gather momentum!
The second wave of the global campaign is underway,
broadening our reach in the initial markets and expanding to
new audiences in Germany, Australia, Brazil, Singapore, Hong
Kong, and Mexico.
As you continue to craft and implement your local brand
strategies, don’t forget that each society has access to
US$6,800 of funding to support brand campaign activities.
Societies that have applied for and received brand funding
(as of 6 June 2016) are represented by the purple dots below.
If you haven’t requested your funding, contact your
society relations manager today.
#CFAdifference
Christine Phillpotts, CFA Guy-Charles Valois, CFA
What to expect when
you work with a CFA®
charterholder.
Honest, competent, and ethical conduct that complies with
applicable law.
Independent and objective advice and assistance based on
informed analysis, prudent judgment, and diligent effort.
Your financial interests taking precedence over those of the
professional and the organization.
Fair treatment with respect to other clients.
Disclosure of any existing or potential conflicts of interest in
providing products or services to you.
Understanding of your circumstances, so that any advice
provided is suitable and based on your financial objectives
and constraints.
Clear, accurate, complete and timely communications that
use plain language and are presented in a format that
conveys the information effectively.
An explanation of all fees and costs charged to you,
and information showing these expenses to be fair and
reasonable.
Confidentiality of your information.
Appropriate and complete records to support the work done
on your behalf.
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2
4
5
6
7
8
9
CFAcleveland.org
3
10
©2016CFAInstitute.Allrightsreserved.
CFA Institute Statement of Investor Rights

MEMBER VALUE
Caroline Connell, CFA
Ask any of the 125,000 CFA®
charterholders worldwide why they add the CFA
designation after their names and they’ll tell you that those letters represent a
proven understanding of investment management, commitment to ethics, and
always putting clients’ interests first. All of which contribute to the integrity and
credibility of their organizations. Because, for our charterholders, those three
letters give them the confidence to make a real difference every day.
ONE OF ANY
NUMBER OF
INVESTMENT
MANAGERS
WORLDWIDE
ONE OF ONLY
125,000 CFA
CHARTERHOLDERS.
CFAuk.org
#CFAdifference
Michael Schroer, CFA
MY INVESTMENT
PERFORMANCE
IS A RESULT
OF YEARS OF
EXPERIENCE
AND A DEEP
KNOWLEDGE
OF MARKETS.
#CFAdifference
CFAsociety.org/
caymanislands
#CFAdifference
#CFAdifference
Idris Alimi-Omidiora, CFA
CFAsociety.org/france
Demandez à chacun de nos 125000 membres
dans le monde entier pourquoi il ajoute la
désignation CFA après son nom et il vous dira que
ces lettres attestent de sa compréhension de la
gestion d'actifs et de son engagement à avoir un
comportement éthique et à mettre les intérêts de
son client au-dessus de tout. Tout ceci contribue
à l'intégrité et la crédibilité des employeurs de nos
membres. Parce que ces trois lettres donnent la
confiance nécessaire à nos certifiés pour faire
une vraie différence, jour après jour.
UN GÉRANT
D'ACTIFS PARMI
D'AUTRES DANS
LE MONDE ENTIER
UN PARMI SEULEMENT
125000 TITULAIRES DE LA
CHARTE CFA DANS LE MONDE
ADTM™
CFA France_InvestProf_HalfPrintAd_8.5x5.5_EMEA_Idris_EN.indd 1 5/24/16 2:28 PM

MEMBER VALUE
CFA Institute CAREs
about Member Value
By Nitin Mehta, CFA
Managing Director, Member Value
In this year’s Society Satisfaction Survey, society
leaders identified a range of strategic priorities.
The top three were (1) member engagement, (2)
communicating the value of membership, and (3)
brand awareness. In addition, member retention
and recruitment were cited in the top 10. Not
surprisingly, CFA member societies maintain a
laser-like focus on delivering member value. In
response to this attentiveness, members’ satisfaction with their CFA
Institute and member society memberships has jumped to a new peak.
The CFA Institute system, defined by the partnership between CFA
Institute and CFA member societies, has always been a membership
organisation, with the aim to serve its members in their professional
practice, to provide for their local
societies so that they can discuss
issues of common interest and
raise the standards of their calling,
and to protect investors through
promoting ethical behaviour.
To emphasise our member-centric
work, we reorganised recently
to create a new division at CFA
Institute that we call Member Value. Our ambition is to serve our
members so well that we become recognised as the leading professional
membership organisation in the world.
Our value proposition for members is best described by the four elements
we offer: (1) career support; (2) affiliation with CFA Institute and
CFA member societies, as well as engagement with other members; (3)
recognition of professional standing and designation among employers
and the public, and (4) continuing education. These services, best
remembered by their acronym CARE, will be delivered by a new strategy:
• Personalise member value and its delivery. Members want what
is relevant to their practice. Therefore, we aim to personalise the
value delivered to each member based on stated and revealed
preferences. Combining components of value according to
individual need will better serve members.
• Push relevant value through smartphones. Our wish to personalise
member value and to motivate greater engagement can best be
achieved through a convenient user interface. We are thus building
a member app to provide easy access to content and services.
• Emphasise continuing education. Building professional expertise
adds to our members’ human capital and benefits investors. We thus
plan to invest in more opportunities for continuing education.
• Deliver member value in partnership with member societies.
Professionals naturally want to congregate with their local peers
to discuss issues and find solutions. Therefore, member value
from CFA Institute is complemented by value from local societies.
Partnership between the two is essential.
“Not surprisingly,
CFA member societies
maintain a laser-like
focus on delivering
member value.”
FAMILY-FR

When you hear the words “networking event,” what do
you picture? Do you think of your family relaxing on a
beach, surrounded by face-painting booths and pony
rides? If you were a member of CFA Society Kuwait
or CFA Society Emirates, you might.
CFA Society Kuwait organized its third Fun Day
at the Beach for members and family guests last
November in Kuwait City. The event, which featured
barbecue, live entertainment, arts and crafts,
and carnival games, was free to society members
and discounted for charterholders and Level II and III
candidates. The day was a success, with 40 members
and their families joining in the fun.
MEMBER VALUE
“Fun Day provides [members] with
an excellent opportunity to network
and not miss out on spending some
fun-filled time with their kids.”
ALAA ABDEL RAHIM, CFA, AND TAREK HAZIM, CFA
Y-FRIENDLY
NETWORKING
“It’s difficult for members to spend time away from their
families after a long day at work to participate in a net-
working event,” said the program’s co-chairs, Alaa Abdel
Rahim, CFA, and Tarek Hazim, CFA. “Fun Day provides
them with an excellent opportunity to network and not
miss out on spending some fun-filled time with their kids.”
CFA Society Emirates hosted a similarly family-friendly
event last November at Ghantoot Racing and Polo Club,
located between Dubai and Abu Dhabi. The Pink Polo
Social Event, a polo exhibition to raise breast cancer
awareness in the United Arab Emirates, also featured a
skydiving show, pony and camel rides, and photo sessions
with the players. The event was free to society members
and attracted 90 participants.
“We saw this event as an opportunity to contribute to the
society and support the breast cancer campaign while
bringing CFA charterholders’ families together to enjoy all
the activities,” said Samah Al-Aker, CFA, chair of the Abu
Dhabi Program Committee for CFA Society Emirates. “It
was a great event, one of our best social events thus far.”

CALIFORNIA SOCIETIES
FIND RUNAWAY SUCCESS IN
WEALTH MANAGEMENT SERIES
Inspired by CFA Society San Francisco’s wildly successful
Wealth Management Series, which launched last year,
CFA Society Los Angeles is hosting First Wednesdays: The
Wealth Management Excellence Series. The 10-part series
is designed to provide high-quality educational content,
encourage networking opportunities, and promote
thoughtful discussion on
a variety of important
investment industry topics.
Meetings will take place on
the first Wednesday of each
month until November
2016. Each program is
designed to bring together
a panel of constituents
in the decision-making
process: research analysts,
portfolio specialists, and
(importantly) wealth
management practitioners.
The society has already hosted four events in the series:
in February, a chief investment officer discussion and
debate on the economic outlook and market forecasts;
in March, “The Next Five Years: Asset Allocation and
Portfolio Positioning”; in April, “Active Equities vs. Passive
vs. Smart Beta in a Taxable Environment”; and in May,
“Incorporating Institutional Best Practices in a Wealth
Management Practice.” Attendees have included C-suite
executives of family offices and RIAs, leading financial
advisers, investment managers, business managers, and
other top private wealth industry professionals.
If your society is searching for activities focused on an
industry segment, consider hosting a series like the ones
these California societies have held. They’ve been smash
hits: CFA Society San Francisco reports selling half of its
sponsorships for its 2016 events in three weeks! It also
reports that it has filled most
of the speaking slots for the
10 events in 2017, has been
receiving sponsorship inter-
est already, and hopes to
have the entirety of the 2017
series organized and fully
funded by November 2016.
The events have proven to
attract higher-level exec-
utives who aren’t able to
fit regular society events
into their schedules. Learn
more at www.cfala.org and
www.cfa-sf.org.
STANDARDS AND ADVOCACY
CFA UK PROMOTES ETHICS AND PROFESSIONALISM
By Will Goodhart
Executive Director, CFA Society UK
The CFA Society UK (CFA UK) has
launched a major initiative to pro-
mote ethics and professionalism in
order to tackle the challenges that
the investment industry faces. We
are calling the project “The Value
of the Investment Profession,” and
we kicked things off with a report
aggregating the views of close to
200 people from almost 100 organisations. The report, “The
Value of the Investment Profession: A Report on Stakeholders’
Views,” includes insights from meetings with key individuals
and teams at investment and consulting firms as well as aca-
demics, policymakers, and client representative groups. At
each meeting, representatives from CFA UK sought the views
of stakeholders on the role, value, and effectiveness of the
investment profession. The result is over 50 pages of insights
on meeting clients’ needs, capital allocation and steward-
ship, communication, professionalism, trust, and more. The
full report is available for download at the project’s microsite:
http://professionalism.cfauk.org. The microsite also outlines
the goals and challenges that CFA UK has identified, and it
will serve as a hub for thought leadership and debate on key
issues as the project moves forward and expands.
Up next? We plan to bring together senior members to review
the report’s findings in more detail and to develop practical,
actionable ways that the profession can improve the value
that it delivers to clients and to society. The report is a great
first step that put the society in touch with the way that
stakeholders feel about the profession. Now we need to act
on that information to improve the value that the profession
provides. There’s a lot of work ahead of us, but we’re excited
at the prospect.
Robin Melnick, Michele Hanson,
John Jordan, CFA, and Lou
Mangini, CFA, gather at CFA
Society San Francisco’s first
Wealth Management Series
reception in 2015.
Jeffrey J. Sherman, CFA, from
DoubleLine presents at CFA
Society Los Angeles’s first Wealth
Management Series event.
Christopher J. Wolfe, CFA, from Merrill Lynch Wealth Management gives
a presentation at the first installment of the First Wednesdays series.
MEMBER VALUE

STANDARDS AND ADVOCACY
Putting Investors First in Pakistan
By Ashraf Bava, CFA
President, CFA Society Pakistan
In our continuing efforts to engage
with various stakeholders and
policymakers to address critical
issues related to the growth and
stability of our capital markets,
CFA Society Pakistan has
entered into a Memorandum of
Understanding (MOU) with the
Securities and Exchange Commission of Pakistan (SECP)
as of 4 April 2016. Our primary goals in doing so are to
advance investor protection and improve awareness of
the CFA Institute Statement of Investor Rights.
Investor protection is an important theme, one that lies at
the heart of our advocacy efforts and underpins the MOU.
CFA Society Pakistan has in recent years undertaken a
number of initiatives toward this end, including partner-
ships with regulators to promote high professional and
ethical standards in Pakistan. We conduct regular work-
shops on ethics and financial literacy for intermediaries,
journalists, and universities. We have also collaborated
with the SECP to introduce the analyst certification pro-
gram, which incorporates requisite minimum standards of
knowledge and professional practice for financial analysts.
The SECP has also officially
recognized the CFA Program.
As part of the SECP recogni-
tion, all CFA charterholders are
given a waiver for the Fun-
damentals of Capital Markets
course, which is one of the two
mandatory exams for all finan-
cial intermediaries in Pakistan.
To further these educational efforts, CFA Society Pakistan
has started an awareness advertising campaign that show-
cases the Statement of Investor Rights in both English and
Urdu and is contributing a series of articles in local print
media. We also partner with universities to incorporate
the CFA Program Level I curriculum in an effort to help
boost the quality and depth of their finance programs.
Furthermore, we work with CFA Institute to grant schol-
arships to universities and candidates,
along with special scholarships given
to employees of the SECP, the Paki-
stan Stock Exchange, the Institute of
Business Administration, the Lahore
University of Management Sciences,
and the State Bank of Pakistan.
We have issued a small booklet detail-
ing the scope of our joint activities
with the SECP and the Statement of
Investor Rights, which can be viewed
online at http://bit.ly/1OpdFYl.
Ashraf Bava, CFA, and Akif Saeed sign the MOU surrounded by representatives from
the SECP, the CFA Institute Board of Governors, and CFA Society Pakistan.
From left to right: Ashraf Bava, CFA, CFA Society Pakistan Presi-
dent; Thomas Ma, CFA, Director of Regulator & Program Recognition
at CFA Institute; Zafar Hijazi, Chairman of the SECP; and Akif Saeed,
Commissioner of the SECP.

TWO EVENTS IN ONE
By Sheri Gillette
Executive Director, CFA Society North Carolina
It can be difficult for members to find the time and means to
attend society events. CFA Society North Carolina combined
its annual forecast dinner and new charterholder reception
events and discovered several benefits to the new approach:
• The forecast dinner, the society’s premier event, added profile
to the charterholder reception.
• New charterholders had the opportunity to network with seasoned
charterholders and board members and to meet other recent
candidates. Following years of isolated study as candidates, these
charterholders had the chance to be recognized and welcomed
publicly by the financial services industry.
• Charterholder receptions were previously held in three separate
locations spread across the state. By combining everything into
one event and location, the society was able to generate huge cost
savings while increasing attendance. The larger scale also attracted
CFA Institute staff, including a keynote speaker for the reception.
• Having existing charterholders present to see advertising made it
easier to attract a sponsor for the reception.
CREATIVE OUTREACH
EFFORTS FROM
CFA SOCIETY VICTORIA
CFA Society Victoria celebrated Putting
Investors First Month with a private
screening of The Big Short, the film
adaptation of Michael Lewis’s non-fiction
book about the US housing bubble in
the 2000s. The society encouraged
its members to invite guests—clients,
colleagues, or retail investors, for
example—and over half of the attendees
were nonmembers. This event was
just one part of the outreach efforts
CFA Society Victoria is conducting for
Putting Investors First Month. It hosted
an informational booth at a local plaza
to distribute and discuss the Statement
of Investor Rights and partnered with
Victoria Mayor Lisa Helps to proclaim
May 2016 Putting Investors First Month
in the City of Victoria.
July 2016, Issue 14
Connexions (Print: ISSN 2332-6018 Online:
2332-6026), a global publication for local CFA
Institute member societies, is published quarterly
by CFA Institute. Statements of fact and opinion
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