Advanced analytics in asset management: Beyond the buzz bit.ly/2Jq1ljF via McKinsey & Company #assetmanagement

Hiring and Firing Portfolio Managers: Process and Outcomes cfa.is/2srwJD2 via Business | Innovation | Enterprising #investing #wealthmanagement

CFA is proud to host Ivan Cajic, and Chris Escobar of Investment Technology Group. They will be presenting "The Growth of Passive Investing and its Impact on the Market". Thursday, April 25th. #CFAEvents #CCR #Investing Register: cfainstitute.force.com/eventapi__rout…

CFA will be hosting their Annual Dinner on May 16, 2019 with guest speaker Ryan O. Murphy, Ph.D., Morningstar Investment. Topic: Feelings and Forecast: Quantifying the Limits of What We Know. Register here: cfainstitute.force.com/eventapi__rout…

Did you know❓Parents and caregivers play a significant role in teaching children about money. #juniorachievement has tools to help. #financialliteracy #entrepreneurship #didyouknow… instagram.com/p/Bwnp_lLBGHY/…

Looking to better understand the role of psychological biases and the ways to mitigate them? Join us for our Annual Dinner with Ryan Murphy, PhD of Morningstar at 5:30pm on May16th at Irondequoit Country Club. Register here: cfainstitute.force.com/s/lt-event?sit… #decisionscience #CFAevents

Interested to learn how some emerging trends are impacting board governance? Join us for our Annual Meeting on June 6, 2019 at 11:45 a.m. and stay to hear Ed Kay, PwC Rochester, share his thoughts. Register here: cfainstitute.force.com/eventapi__rout…

From the archives: What Happens to the Market if America Goes to War? Mark Armbruster, CFA CFA Rochester blogs.cfainstitute.org/investor/2017/…

My heartiest congratulations to Marg Franklin on her appointment as the next President and CEO of CFA Institute. As a former Board Chair and head of CFA Society Toronto, Marg has been a great friend to members, societies and the Institute over very many years. cfainstitute.org/about/press-re…

Emotions and Decision Making: Five Steps to Improve Your Process cfa.is/2RTF5zo via Business | Innovation | Enterprising #investing

Congratulations to all those CFA Institute candidates who passed Level I and II! Well done to you all. For those of you who did not get the good news you were hoping for, persevere and do not be daunted by this temporary setback.

Keep It Simple: 11 Rules for Equity Valuations from Jim Valentine Dr. James Valentine, CFA. Thanks for coming to do your training for us last year! cfa.is/2jw1u8D via Business | Innovation | Enterprising #equityresearch

The Laws of Investing by Morgan Housel collaborativefund.com/blog/the-laws-… via Collab Fund

Three Mindsets of Great Investing Teams cfa.is/2HjBBC6 via Business | Innovation | Enterprising #investing #wealthmanagement

We are very excited to have Morgan Housel of Collab Fund speak to our audience on the Psychology of Investing at 11:30AM on 10/7. Sign up here: cfainstitute.force.com/s/lt-event?sit… #investing #behavioralfinance #markets

New long-form piece: The Big Things: The Most Important Forces Shaping The World How demographics, inequality, and access to information influence seemingly unrelated events. collaborativefund.com/blog/three-big…

CFA Society Rochester and CFA Society Buffalo held their kickoff luncheon for the CFA Institute Research Challenge of Western New York.

CFA Institute Research Challenge of Western New York Kickoff Luncheon #cfa #researchchallenge #GrahamCorporation #10years #Monroegolfclub

We are very excited to host a panel discussion: A View of the World from an Asset Allocator's Seat on Wednesday, November 20th at 11:30 a.m. with Doug Phillips, University of Rochester and Tom Mucha, Eastman Kodak. Sign up here: cfainstitute.force.com/eventapi__rout…

Our annual meeting will take place virtually on Wednesday, June 17th at 12:00 p.m. WisdomTree Investments will be presenting a discussion on The Evolution of ETFs and Investing in a Post-Pandemic Economy. Sign up here: cfarochester.cfasocietyevents.org/d/b7qnrl/ #wisdomtree #cfarochester #pandemic