CFA Society Boston
CFA Society Boston
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Investment Writing in the Age of AI
Turning investment ideas into white papers or client reports is a critical skill for investment professionals. Yet many portfolio managers, analysts and product marketers find the effort a time-consuming, frustrating exercise. The rise of generative AI tools like ChatGPT and Claude has only added to would-be writers’ anxiety.
The key to creating content more efficiently is having a disciplined, repeatable process. Veteran financial writer Scott Wentworth has such a process and will share how investment professionals can use it to improve their writing skills.
Scott will review steps he uses to develop and articulate ideas and discuss how “non-writers” especially can use the process across whatever form of writing they may be called on to produce.
มุมมอง: 66

วีดีโอ

Behind Closed Doors Series - Intro
มุมมอง 1222 หลายเดือนก่อน
Behind Closed Doors: The World of Private Equity offers a unique glimpse into the intricacies of PE investing, and discusses how we could leverage of the power of private capital to build the world in which we want to live in. It brings together industry experts to discuss the strategies and perspectives shaping this alternative asset class. The first session will be charting the overall PE ter...
Make Networking an Art - Not an Accident
มุมมอง 533 หลายเดือนก่อน
Want to begin to learn How to make Networking an Art not an Accident? Hear from Vern Schellenger, President & CEO of Contacts Count. Vern will introduce you the Contacts Count approach to networking and how this approach can help you unleash the power of human connection!
A Welcome Message from CFA Society Boston Chair, Asha Mehta, CFA
มุมมอง 1624 หลายเดือนก่อน
There are more than 6,000 Investment Professionals that are members of CFA Society Boston who possess enthusiasm and commitment to professional development while simultaneously contributing to outstanding growth within the finance industry. To hear more about the endless opportunities that CFA Society Boston has to offer, please view the video from CFA Society Boston Chair, Asha Mehta, CFA as s...
Asha Mehta , CFA, Chair of CFA Society Boston 2024-2025 Message
มุมมอง 924 หลายเดือนก่อน
Asha Mehta, CFA, 2024-2025, Chair of CFA Society Boston's Board, shares information about CFA Society Boston including strategic initiatives and goals for the 2024-202 5membership year.
High-Net-Worth Markets
มุมมอง 1934 หลายเดือนก่อน
Please join us for a review of these market dynamics and resulting strategic and service delivery ramifications for firms in the HNW marketplace. This session will be led by industry consultant Cerulli Associates. Recently, the High Net Worth (HNW) wealth advisory market has experienced meaningful evolution. The demographics of the market have changed, wealth management is experiencing signific...
U.S. OCIO Overview, 2023
มุมมอง 617 หลายเดือนก่อน
Please join us for a presentation of OCIOs in the US. This program with explore evolving trends, challenges, and opportunities shaping the OCIO industry. Topics covered will include: • What is OCIO? • Who uses OCIO? • Benefits of OCIO • Market size and growth expectations • Current trends in OCIO • OCIO search consultants and how they facilitate finding an OCIO. • Challenges for OCIO providers ...
Financial Literacy Alliance Leader Training
มุมมอง 228 หลายเดือนก่อน
CFA Society Boston’s Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general public. We strike alliances with non-profit groups or employers, leveraging their reach to access a wide variety of audiences, from late high school onward. Tune into this video to watch how Allia...
Who's Advising the Next Generation of Investors
มุมมอง 328 หลายเดือนก่อน
Tik Tok stock tips, TH-cam yield ideas? Social media and “finfluencers” are disrupting the investment advice market. GenZ and Millennial investors are a growing force of digitally savvy players in financial markets. Family, friends and, most of all, social media top their lists of information sources. Financial professionals and companies-not so much. As Next Generation investors come into thei...
Speak So the World Listens with Vincent Fontana, CFA
มุมมอง 468 หลายเดือนก่อน
You might have a great idea, but if you can’t convey the message you won’t get very far. Vincent Fontana, CFA will share proven narrative techniques to captivate your listeners, influence your audience, sell your ideas and ultimately propel your career to the next level. Join us on Thursday, April 11, 2024 for a virtual fireside chat with Vincent Fontana, CFA, Managing Director, Head of Product...
We Are CFA Society Boston!
มุมมอง 1249 หลายเดือนก่อน
With over 6,000 members that make up the 5th largest CFA society in the world, CFA Society Boston continues to engage the investment community through education, networking, and volunteer service. Our goal remains the same: to keep our members informed and connected, to promote ethics and integrity, and to positively impact the greater investing community. Check out this video to learn about ou...
CFA Society Boston and CAIA Association Alternative Series - Topic 4: The State of Alternatives
มุมมอง 42ปีที่แล้ว
A new global economic regime coupled with heightened geopolitical conflict and tension create unprecedented challenges in constructing portfolios to weather an uncertain future. This recording is a special capstone event of our CFA Society Boston and CAIA Association series to explore the current market environment and a discussion around the major forces impacting asset class expectations and ...
Launch of FedNow - Overview of Service and Value
มุมมอง 24ปีที่แล้ว
The FedNow Service is a new instant payment infrastructure developed by the Federal Reserve that allows financial institutions of every size across the U.S. to provide safe and efficient instant payment services. The program launched in July 2023. Through financial institutions participating in the FedNow Service, businesses and individuals can send and receive instant payments in real time, ar...
Infrastructure Investing: Lies, Damned Lies & Statistics
มุมมอง 33ปีที่แล้ว
Infrastructure assets are essential to economic growth and offer durable cash flows that can potentially lead to attractive investment opportunities: income potential, historically low volatility, diversification, and growth potential. Rising inflation, a global energy crisis, and the impetus toward an energy transition have attracted investors to unlisted infrastructure assets recently.
CFA Society Boston with CAIA Association on Private Credit
มุมมอง 87ปีที่แล้ว
Join CFA Boston and CAIA Association for a joint webcast on Private Credit. CAIA President and CEO, Bill Kelly, will be joined by Elena Manola-Bonthond, Chief Investment Officer at CERN Pension Fund, where they will discuss the dynamics behind the growth in this market and what the future holds for Private Credit.
Sarah Samuels, CFA, CAIA, Chair of CFA Society Boston 2023-2024 Message
มุมมอง 44ปีที่แล้ว
Sarah Samuels, CFA, CAIA, Chair of CFA Society Boston 2023-2024 Message
CFA Society Boston with CAIA Association on Private Equity
มุมมอง 101ปีที่แล้ว
CFA Society Boston with CAIA Association on Private Equity
CFA Society Boston with CAIA Association on Real Estate
มุมมอง 62ปีที่แล้ว
CFA Society Boston with CAIA Association on Real Estate
A Welcome Message from CFA Society Boston Chair, Sarah Samuels, CFA, CAIA
มุมมอง 92ปีที่แล้ว
A Welcome Message from CFA Society Boston Chair, Sarah Samuels, CFA, CAIA
Cash Flow Forecasting and Predictive Analytics in Illiquid Markets
มุมมอง 432ปีที่แล้ว
Cash Flow Forecasting and Predictive Analytics in Illiquid Markets
How the CFA Investment Foundations® Certificate Can Benefit Your Firm
มุมมอง 836ปีที่แล้ว
How the CFA Investment Foundations® Certificate Can Benefit Your Firm
Top Ten Planning Strategies to Deepen Client Relationships
มุมมอง 44ปีที่แล้ว
Top Ten Planning Strategies to Deepen Client Relationships
Double Your Interview Win Rate by Knowing the Dirty Secrets of Recruiting
มุมมอง 37ปีที่แล้ว
Double Your Interview Win Rate by Knowing the Dirty Secrets of Recruiting
U.S. Macro and Credit Outlook 2023
มุมมอง 58ปีที่แล้ว
U.S. Macro and Credit Outlook 2023
Lifetime Income Options in Retirement Plans: Challenges for ERISA Plan Fiduciaries
มุมมอง 48ปีที่แล้ว
Lifetime Income Options in Retirement Plans: Challenges for ERISA Plan Fiduciaries
Board Member Chat: Pioneering Global Investor Asha Mehta, CFA
มุมมอง 772 ปีที่แล้ว
Board Member Chat: Pioneering Global Investor Asha Mehta, CFA
Heather Young, CFA, Chair of CFA Society Boston 2022-2023 Message
มุมมอง 1592 ปีที่แล้ว
Heather Young, CFA, Chair of CFA Society Boston 2022-2023 Message
Financial Modeling Best Practices
มุมมอง 5342 ปีที่แล้ว
Financial Modeling Best Practices
Metaverse as a New Asset Class
มุมมอง 392 ปีที่แล้ว
Metaverse as a New Asset Class
US Wealth Management - Growth Industry Amid Challenges and Disruptions
มุมมอง 1112 ปีที่แล้ว
US Wealth Management - Growth Industry Amid Challenges and Disruptions

ความคิดเห็น

  • @jerrymyer02888
    @jerrymyer02888 8 วันที่ผ่านมา

    Despite being a "seasoned Alliance Leader, I found this very helpful and learned about some resources I have not actively used. Great job Caitlin and Renee!

  • @HasnanKhan-e7t
    @HasnanKhan-e7t 2 หลายเดือนก่อน

    Wow

  • @РодионЧаускин
    @РодионЧаускин 3 หลายเดือนก่อน

    Miller Anna Davis Deborah Jackson Kenneth

  • @husseinarslan7173
    @husseinarslan7173 5 หลายเดือนก่อน

    From birth, I faced the formidable challenge of kidney failure, a condition that brought a series of hurdles and shaped my early years. Despite my best efforts, subjects like math, English, and physics remained elusive throughout my school years. Amidst these struggles, a greater trial awaited: from ages 10 to 17, I endured the taxing ordeal of dialysis. However, within the depths of adversity, I nurtured a flicker of hope and ambition. At 17, a life-changing kidney transplant marked a turning point in my journey, infusing me with renewed determination and a sense of purpose. The road to success was far from smooth. In the corridors of academia, I encountered the hurtful words of bullies and the isolating silence of indifference. Yet, I refused to be defined by my setbacks. Instead, I transformed them into stepping stones, each hurdle propelling me closer to my dreams. Today, as I reflect on the trials I've overcome, I am filled with gratitude for the resilience that sustained me. With unwavering support from loved ones, I navigated the darkest of nights, emerging stronger and more determined than ever. My journey, though marked by challenges, is a testament to the power of perseverance and the resilience of the human spirit. As I set my sights on a career in finance, particularly in pursuing my dream of becoming a CFA, I do so with a heart full of hope and a steadfast belief in the boundless possibilities that lie ahead. From birth, I faced the formidable challenge of kidney failure, a condition that brought a series of hurdles and shaped my early years. Despite my best efforts, subjects like math, English, and physics remained elusive throughout my school years. Amidst these struggles, a greater trial awaited: from ages 10 to 17, I endured the taxing ordeal of dialysis. However, within the depths of adversity, I nurtured a flicker of hope and ambition. At 17, a life-changing kidney transplant marked a turning point in my journey, infusing me with renewed determination and a sense of purpose. The road to success was far from smooth. In the corridors of academia, I encountered the hurtful words of bullies and the isolating silence of indifference. Yet, I refused to be defined by my setbacks. Instead, I transformed them into stepping stones, each hurdle propelling me closer to my dreams. Today, as I reflect on the trials I've overcome, I am filled with gratitude for the resilience that sustained me. With unwavering support from loved ones, I navigated the darkest of nights, emerging stronger and more determined than ever. My journey, though marked by challenges, is a testament to the power of perseverance and the resilience of the human spirit. As I set my sights on a career in finance, particularly in pursuing my dream of becoming a CFA, I do so with a heart full of hope and a steadfast belief in the boundless possibilities that lie ahead. On Sat, Jul 27, 2024, 4:09 PM Hussein Areslan <hseinreslan43@gmail.com> wrote: From birth, I faced the formidable challenge of kidney failure, a condition that brought a series of hurdles and shaped my early years. Despite my best efforts, subjects like math, English, and physics remained elusive throughout my school years. Amidst these struggles, a greater trial awaited: from ages 10 to 17, I endured the taxing ordeal of dialysis. However, within the depths of adversity, I nurtured a flicker of hope and ambition. At 17, a life-changing kidney transplant marked a turning point in my journey, infusing me with renewed determination and a sense of purpose. The road to success was far from smooth. In the corridors of academia, I encountered the hurtful words of bullies and the isolating silence of indifference. Yet, I refused to be defined by my setbacks. Instead, I transformed them into stepping stones, each hurdle propelling me closer to my dreams. Today, as I reflect on the trials I've overcome, I am filled with gratitude for the resilience that sustained me. With unwavering support from loved ones, I navigated the darkest of nights, emerging stronger and more determined than ever. My journey, though marked by challenges, is a testament to the power of perseverance and the resilience of the human spirit. As I set my sights on a career in finance, particularly in pursuing my dream of becoming a CFA, I do so with a heart full of hope and a steadfast belief in the boundless possibilities that lie ahead. Beyond the Resume: Inspiring Stories Behind the Success Today, I raise a fist in recognition of a warrior spirit: A salute to Hussein B. Areslan While speaking over a career in finance and pursuing the CFA designation, I came to know that Hussein’s story. From the moment he was born, he had to battle kidney failure, which threw numerous obstacles in his path. Despite his efforts, he struggled with subjects like math, English, and physics throughout his school years. Then, from ages 10 to 17, he had to face the gruelling process of dialysis. Yet, even in the face of such challenges, he held onto a spark of hope and drive. At 17, a kidney transplant changed everything, giving him a fresh start and a renewed sense of purpose. The journey to achieving his goals was anything but easy. In school, he dealt with the cruelty of bullies and the loneliness of being ignored. But it didn't let these obstacles define him. Instead, he used them as motivation, each one pushing him closer to his aspirations. With the constant support of his family and friends, he made it through the toughest times, coming out stronger and more determined than ever. Hussein’s story is a testament to the strength of the human spirit and the power of never giving up. I wish him all the best on his journey of a career in finance, especially in working towards becoming a CFA.

  • @husseinarslan7173
    @husseinarslan7173 5 หลายเดือนก่อน

    From birth, I faced the formidable challenge of kidney failure, a condition that brought a series of hurdles and shaped my early years. Despite my best efforts, subjects like math, English, and physics remained elusive throughout my school years. Amidst these struggles, a greater trial awaited: from ages 10 to 17, I endured the taxing ordeal of dialysis. However, within the depths of adversity, I nurtured a flicker of hope and ambition. At 17, a life-changing kidney transplant marked a turning point in my journey, infusing me with renewed determination and a sense of purpose. The road to success was far from smooth. In the corridors of academia, I encountered the hurtful words of bullies and the isolating silence of indifference. Yet, I refused to be defined by my setbacks. Instead, I transformed them into stepping stones, each hurdle propelling me closer to my dreams. Today, as I reflect on the trials I've overcome, I am filled with gratitude for the resilience that sustained me. With unwavering support from loved ones, I navigated the darkest of nights, emerging stronger and more determined than ever. My journey, though marked by challenges, is a testament to the power of perseverance and the resilience of the human spirit. As I set my sights on a career in finance, particularly in pursuing my dream of becoming a CFA, I do so with a heart full of hope and a steadfast belief in the boundless possibilities that lie ahead.

  • @lorenzoroth514
    @lorenzoroth514 2 ปีที่แล้ว

    🙂 𝓹𝓻𝓸𝓶𝓸𝓼𝓶

  • @allenhicks1833
    @allenhicks1833 2 ปีที่แล้ว

    𝖕𝖗𝖔𝖒𝖔𝖘𝖒

  • @samw2066
    @samw2066 2 ปีที่แล้ว

    John says the 11 year economic expansion in the USA from 2009 to 2020 was the only ONE since the 1850s where the USA did not have a recession. However, from 1991 to 2001 the USA also did NOT have a recession (which I believe is a decade), based on the NBER

  • @HappyAngelina727
    @HappyAngelina727 2 ปีที่แล้ว

    Thank you

  • @dedetarrah144
    @dedetarrah144 3 ปีที่แล้ว

    9yc vur.fyi

  • @colorizedenhanced-silentmo4021
    @colorizedenhanced-silentmo4021 4 ปีที่แล้ว

    Good morning, CFA Society Boston. it is a fairly particularly video. thank. :)