New Charterholders Recognition Party 2009
31
NEW CHARTERHOLDERS RECOGNITION PARTY 2009 (Re-) Introducing the Stamford CFA Society (this stack loops every 5 minutes)
description
re-introducing SCFAS
Transcript of New Charterholders Recognition Party 2009
NEW CHARTERHOLDERS RECOGNITION PARTY 2009
(Re-) Introducing the Stamford CFA Society
(this stack loops every 5 minutes)
NEW CHARTERHOLDER CELEBRATION
CONGRATULATIONS!
Benjamin P Burnham, CFACharles Edward Carnegie, CFAYuan Chen, CFASergey Dluzhevskiy, CFAPhilippe Michel William Durand,
CFAPaul A Emerson, CFARobert Brenden Farrington, CFAEdward F. Flores, CFAChristopher P Hartofilis, CFAThomas Patrick Karthaus, CFALiang Jiongda, CFAJie Liu, CFAManish Maheshwari, CFAPeter McKay Marschalk Jr., CFA
Salvatore Martone Jr., CFAChristopher A Matonis, CFAJuliette Njentcha Menga, CFAJeremy Daniel Murphy, CFAJohn S. Pasvankias, CFAAvneesh Saxena, CFAMichael J. Seitz, CFAManeesh Shanbhag, CFAGuanying Shao, CFAHugo J. Soares, CFARobert J Tarpey, CFAAmir J. Thapa, CFAMichael Welz, CFARonghua Xue, CFA
in blue: attending tonight
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.
THE NEW CHARTERHOLDERS
STAMFORD CFA: WHAT’S IN IT FOR ME? Lifelong learning THE Professional Network for
Investment Professionals Volunteering
(this stack loops every 5 minutes)
Year in, year out: depend on STAMFORD CFA activities
CONTINUING EVENTS AND ACTIVITIES
MONTHLY SOCIAL NETWORKING
Monthly meet-ups for investment professionals
Discuss markets, careers, opportunities Build your network one beer at a time Contact:
Safia Mehta, [email protected]
CONTINUING: EIGHTH ANNUAL FORECAST DINNER – JAN 2010
Most prestigious, highest attended SCFAS Event
Highest quality industry speakers Volunteers needed Contacts:
Yijing Robertson, [email protected]
Brett Dougherty, [email protected]
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, CFA
Pat Kelly, CFA [email protected]
Check out NEW opportunities for networking, lifelong learning and volunteering
NEW INITIATIVES 2009-2010
NEW: WEBSITE
Launched Fall 2009 One stop place for society local news,
jobs Volunteers needed for content updates,
multimedia, etc. Contact:
Yiu K. Lau, [email protected]
NEW: COMPREHENSIVE EVENTS CALENDAR
Pencil-in events important to you Plan attending way in advance Download at
www.stamfordcfa.org/calendar
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 [email protected]
NEW: JOBLINE
Local employers of investment professionals post local jobs
Recent Postings from: Bridgewater, Miller Tabak, Citigroup, RBS
Volunteers needed for local HR liaison for jobline posting
Contact Safia Mehta, CFA
NEW: LOCAL MEMBER CATEGORY
SCFAS-only membership No CFA Institute dues Open to all:
Level I/II/III (anytime in the past) Faculty Senior investment professionals (with or without CFA
charter) Students
Contact: Amit Chokshi, [email protected]
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,CFA
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
[email protected] Amit Chokshi, CFA
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)
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 [email protected]
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 [email protected]
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 [email protected] Volunteer Mentor
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 [email protected] SCFAS Volunteer Mentor
NEW: VOLUNTEER COMMUNITY SITE
Builds collaboration between SCFAS volunteers
Site: http://scfasvolunteers.ning.com/
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
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
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
INPROGRESS: E-NEWSLETTER
More frequent member updates Based on blog-format Email or web site accessible Expected: 1H 2010
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
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
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
