CFA Society Philadelphia

Did you know that the @CFAinstitute offers a certificate in ESG Investing? This certificate is designed for investment practitioners who want to learn more about how to analyze and integrate material ESG factors into their day-to-day roles. Find out more: shorturl.at/ptuy5

A huge thank you to our members in helping us uphold professional excellence in the global investment community the past 75 years. But we’re just getting started. Learn what we’re doing to shape the industry for the next 75 years and beyond. cfainstitute.org/en/about/vision

CFAP is proud to host its 11th annual program focused on endowments, foundations, & philanthropy. This conference will feature panel discussions and speakers from leading asset managers, non-profits, and experts in non-profit law and governance. Register: shorturl.at/bflK7

CFA Society Philadelphia will host its 18th Annual Forecast Dinner from 5:00 PM to 8:00 PM. Join us to hear our panelists offer their thoughts on the future of financial markets and on the economy. Register here: events.r20.constantcontact.com/register/event…

CFAP and its Women's Advisory Committee are pleased to host their 3rd annual program focused on diversity, equity and inclusion within the financial services industry. Click here to register: events.r20.constantcontact.com/register/event… Click here to view the agenda: r20.rs6.net/tn.jsp?f=001Yq…

CFAP and CAIA Pennsylvania are pleased to invite members from both organizations to an educational program on the state of alternative investing. Joining us is Bill Kelly, CAIA, President & CEO of the CAIA Association. Registration is free: lnkd.in/eU33QxeG

Due to the surge in COVID-19 cases, we have made the difficult decision to postpone our Annual Forecast Dinner. Our goal is to re-schedule the event in the spring, with the same panel of fantastic speakers, moderated by CNBC's Bob Pisani.

The CFAP Women's Leadership Initiative's student outreach initiative, Inve$t in Her Future, is in the process of connecting female college students from the Philadelphia area with mentors for the coming year. If you're interested, click to learn more: conta.cc/33oabZy

CFA Society Philadelphia will host its 18th Annual Forecast Dinner from 5-8 p.m. on Jaunary 13th. Join us to hear our panelists offer their thoughts on the financial markets and on the economy for the year ahead. Register here: shorturl.at/aqFNX

Our Private Wealth Management Conference is right around the corner. Here's what you need to know. To register: shorturl.at/rsxFJ

The largest @CAIAAssociation class in history is rooted in the leaders in investment management. Thankful for your commitment to professionalism

2020 is almost behind us. Take a deep breath and enjoy a little downtime before taking on 2021. Need something to watch? Check out this list of the greatest finance films of all time!

I was pleased to join @tomkeene and @flacqua on @BloombergTV today to discuss our transition to computer-based testing, ESG investing and our curriculum. All important topics for our charterholders and new candidates. Watch the clip here: bloom.bg/33GI0ll #cfainstitute

Since equity markets peaked in February 2020, the underlying foundation of systematic risk has flipped on its head. #beta #coronavirus #equities #stocks #investments blogs.cfainstitute.org/investor/2020/…

What impact does cost have on public pension fund performance? #publicpensionfund #pensionfund #closetindexing #pensions #portfoliomanagement #investments ow.ly/zi7h50AXhAI

These factors drive #motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose. #coronavirus #management #clientrelationship ow.ly/KjuJ50AXhiF

Renew your CFA membership to engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier professional learning resources and the latest industry insights: lnkd.in/e9YnCuN #membershiprenewal #cfainstitute

At this virtual #bootcamp, trainees will learn financial and valuation #modeling in #Excel. Participants will also use real case studies to build #financialmodels from scratch the way it is done at financial institutions. Learn more: bit.ly/3g83Gvn

CFAP is hosting a team #trivia night with questions focused on the #investment industry. Socialize in a fun, casual setting. Dust off any cobwebs that may be forming while working from home. All while raising money for a good cause! Learn more: bit.ly/3jVCuTd

Don't miss the event! This month, we will talk about the effects of prison labor in the United States on your clients' #investmentportfolios. Learn more: bit.ly/39EB9LM