re-introducing SCFAS

1. New Charterholders Recognition Party 2009 (Re-) Introducing the Stamford CFA Society (this stack loops every 5 minutes)

2. New Charterholder Celebration

3. Congratulations! Benjamin P Burnham, CFA Charles Edward Carnegie, CFA Yuan Chen, CFA Sergey Dluzhevskiy, CFA Philippe Michel William Durand, CFA Paul A Emerson, CFA Robert Brenden Farrington, CFA Edward F. Flores, CFA Christopher P Hartofilis, CFA Thomas Patrick Karthaus, CFA Liang Jiongda, CFA Jie Liu, CFA Manish Maheshwari, CFA Peter McKay Marschalk Jr., CFA Salvatore Martone Jr., CFA Christopher A Matonis, CFA Juliette NjentchaMenga, CFA Jeremy Daniel Murphy, CFA John S. Pasvankias, CFA AvneeshSaxena, CFA Michael J. Seitz, CFA ManeeshShanbhag, CFA GuanyingShao, CFA Hugo J. Soares, CFA Robert J Tarpey, CFA Amir J. Thapa, CFA Michael Welz, CFA RonghuaXue, CFA in blue: attending tonight

4. SCFAS VISION To be the most sought-after group for networking, education, and jobs for the investment profession in Fairfield and Westchester Counties. We are a well-connected group of experts working to help other investment professionals find the opportunities they seek.

5. The New Charterholders

6. Stamford CFA: What’s in it for me? Lifelong learning THE Professional Network for Investment Professionals Volunteering (this stack loops every 5 minutes)

7. Year in, year out: depend on STAMFORD CFA activities Continuing Events and Activities

8. Monthly Social Networking Monthly meet-ups for investment professionals Discuss markets, careers, opportunities Build your network one beer at a time Contact: Safia Mehta, CFAcareer.development@stamfordcfa.org

9. Continuing: eighth annual forecast dinner – JAN 2010 Most prestigious, highest attended SCFAS Event Highest quality industry speakers Volunteers needed Contacts: Yijing Robertson, CFAevents@stamfordcfa.org Brett Dougherty, CFAforecast.dinner@stamfordcfa.org

10. Continuing: FOURTH annual hedge fund event – MARch 2010 Focused on engaging the Local Hedge Fund Community VOLUNTEERS needed: contacting local hedge funds, sponsorships, speakers liaison, event setup Contact: Brett Dougherty, CFAhf.committee@stamfordcfa.org Pat Kelly, CFA hf.committee@stamfordcfa.org

11. Check out NEW opportunities for networking, lifelong learning and volunteering New initiatives 2009-2010

12. NEW: website Launched Fall 2009 One stop place for society local news, jobs Volunteers needed for content updates, multimedia, etc. Contact: Yiu K. Lau, CFAtech.committee@stamfordcfa.org

13. New: Comprehensive EVENTS Calendar Pencil-in events important to you Plan attending way in advance Download at www.stamfordcfa.org/calendar

14. New: Employer DB Update DID YOU KNOW – our largest local employers:GE (all): 78 CFAs; UBS (37); Legg (23); FactSet (18); RBS(17); Gabelli (12); SAC (9); Bridgewater (8) Over 250 local companies have hired CFAs Volunteers Needed: Contact HR of large local employers Contact: Douglas Krupa, CFA corp.outreach@stamfordcfa.org

17. New: Large company Liaison Eyes and ears of large companies with the Stamford CFA Society More opportunities to match global CFA resources with company needs: hiring, training, events, cross-promotion, community service Volunteers needed for companies with 3 or more CFAs: Factset, UBS, Amaranth, Gabelli, MBIA, SAC, Rogers Casey, Aladdin, Hewitt, AQR Capital, Pequot, PartnerRe Contact: Brian Binkley,CFAliaison@stamfordcfa.org

18. New: Investor Roundtable Small, intimate forum for seasoned investment professionals exchanging actionable ideas in a collegial environment For seasoned professionals; to attend, contact: Julio Franco, CFA investment.roundtable@stamfordcfa.org AmitChokshi, CFA membership@stamfordcfa.org

19. New: Linkedin Group Online Social Networking group Started by local members Share questions on local job opportunities, study groups LINK: http://bit.ly/8whCNm (this stack loops every 5 minutes)

20. New: University Relations: SHU Sacred Heart University adapting CFA Body of Knowledge at undergraduate level Other Universities in the pipeline Volunteers Needed (recent graduate/presently enrolled) Contact: Michael Dineen, CFA university.relations@stamfordcfa.org

21. New: Stalla CFA Review Classes Stalla Review Classes in Stamford No need to travel to NYC; Level I/II/III Corporate discounts in discussion Contact: Michelle Sacco, CFA education@stamfordcfa.org

22. New: Microcommittees Small, three-person committees produce: An Output or, A Recommendation Volunteering is a great way to build a wide network Perfect for One-Time-Only Volunteering Contact: Catherine Agnellivolunteers@stamfordcfa.orgSCFAS Volunteer Mentor

23. New: Volunteer Mentor Understands volunteering opportunities Knows the personal motivations of volunteers Works to match volunteers with volunteering opportunities Based on urgency, timing of both volunteer and SCFAS Volunteering may lead to SCFAS Board position Contact: Catherine Agnelli volunteers@stamfordcfa.org SCFAS Volunteer Mentor

24. New: Volunteer Community Site Builds collaboration between SCFAS volunteers Site: http://scfasvolunteers.ning.com/

25. Off-Pilot: Board Governance/Strategy Because “Running a committee is different from running the society” Strategic; long term oriented Offsites increase Board efficiency Builds next generation of society leaders from pool of volunteers

26. inProgress: Content Upload (mp3/video) SCFAS content from programming events Uploaded on SCFAS website Audio files for listening on personal listening devices Selected video and powerpoint downloads Expected: 1H 2010

27. inProgress: SCFAS Brochures and Web-video intros Online, 24x7 accessible via web Web-video introductions of SCFAS Focused on Employers/Jobline Volunteering SCFAS members In collaboration with CFA Institute production staff Expected: 1H 2010

28. inProgress: E-Newsletter More frequent member updates Based on blog-format Email or web site accessible Expected: 1H 2010

29. Call to action - Be a Member Be a part of the Fairfield CT and Westchester NY investment professionals community Continue lifelong learning through SCFAS specialized events, speakers and programs Build up to the global CFA community of investment professionals Now available: Local-only membership for senior investment professionals, faculty and students

30. Call to action - Be a volunteer Best opportunity to build your local network One-Time-Only opportunities to test volunteering Connect deeper with local employers via SCFAS-related programs and initiatives Contact: Marc B. Ira, CFA president@stamfordcfa.org

31. Thank you Representing fifteen years of Stamford CFA Society (SCFAS) events, networking and lifelong learning for the investment community in Fairfield CT and Westchester, NY. Six of the ten Past SCFAS Presidents, from 1994 to the present, From left, Marc B. Ira, CFA present SCFAS President 2010; Valerie Connolly, CFA President 2009, Brett Dougherty, CFA President 2007, Daphne Riahi, CFA ; President 2006; our host at the Riverside Yacht Club, Allen Lovejoy, CFA SCFAS Founder and President 1996, 2002; Deb Weir, CFA President 2003, and Greg Hryb, CFA President 2005