CFA Society Boston

05/18/2026

04/30/2026

April was a meaningful and high impact month for CFA Society Boston, centered around Financial Literacy Month and a shared commitment to expanding access to financial education.

A key highlight was the inaugural Financial Literacy Leadership Summit, which brought together industry leaders, educators, and community partners for thoughtful discussions on strengthening financial capability and reaching underserved communities. The energy and engagement throughout the Summit reflected a strong and growing commitment to this important work. To learn more about the impact of this event, watch all sessions here - https://www.youtube.com/

Throughout the month, we continued to deliver impactful programming across education and professional development, including sessions on private markets, mentorship, and the CFA Program, alongside opportunities for networking and member connection.

As part of our growing University Partner Program Initiative, we also deepened our engagement with students across the Greater Boston area. We were excited to welcome UMass Boston as a new University Partner, meeting with finance and business students on campus to share insights on the CFA Program and the path to becoming a charterholder, while highlighting opportunities to get involved early through membership and networking. In addition, we hosted a virtual webinar, bringing together students from across the region for an informative overview of the CFA Program and how it can shape their career paths, continuing our focus on reaching students early when it matters most.

From volunteer driven financial literacy efforts to dynamic educational programs, April showcased the power of community, collaboration, and purpose. Thank you to our speakers, volunteers, partners, and members for making this month both impactful and inspiring.

03/31/2026

March was a dynamic and engaging month for CFA Society Boston, bringing together members across education, networking, and community impact.

Throughout the month, we explored key fixed income topics including liability driven investing, high yield, and structured products, alongside interactive programs like our Lunch and Learn and Ask Industry Leaders sessions. We also hosted Candid Conversations on Sustainable Investing: Perspectives from Investment, Product, and Client Teams on March 5, adding a timely and interactive discussion on how firms are navigating today’s evolving sustainable investing landscape.

Our Candidate Study Groups also met to kick off their study sessions, providing a collaborative space for candidates to meet in person, share insights, and prepare for upcoming exams. We also created space for connection, from Coffee Connection gatherings to our Financial Literacy Meet Up, reinforcing the importance of community and giving back within the profession.

Thank you to our speakers, volunteers, and members who made this month both impactful and engaging. We look forward to continuing the momentum in the months ahead.

02/27/2026

February was an engaging month at CFA Society Boston, featuring The Mirror Test and a strong lineup in our Educational Series, including Fixed Income: 2025 Recap, Private Wealth: Hedging and Long/Short Strategy, Fixed Income: Credit Default Swaps, and Point and Counterpoint: Fundamental vs. Technical. Members also casually networked at our most recent Coffee Connection, continuing to strengthen relationships across our investment community.

We also proudly hosted the CFA Institute Research Challenge local competition. Congratulations to Western New England University, the 2026 CFA Institute Research Challenge local champion for CFA Society Boston. This year, 12 university teams showcased exceptional rigor, professionalism, and insight throughout the competition, with Babson College, Clark University, and UMass Boston advancing to the final oral presentation round. We are deeply grateful to our faculty advisors, industry mentors, report graders, and presentation judges whose time and expertise make this program possible. We wish Western New England University continued success at the subregional competition and look forward to building on this momentum in 2027.

01/30/2026

January was an exciting and energizing start to 2026 for CFA Society Boston. We kicked off the year with a sold-out New Year’s Networking Social at The Chemist - a lively evening filled with great conversations, new connections, and a strong sense of community. We also hosted a vibrant meet-up for our growing financial literacy community, bringing together passionate professionals committed to expanding access to financial education.

The momentum continued with a successful collaboration night with MassCPAs at Sip & Socialize, where members and partners connected in a relaxed, welcoming setting. Each event reflected the enthusiasm, engagement, and collaborative spirit that define our community.

We were proud to cap off the month by announcing the 40th Annual Market Dinner. Join us on May 6, 2026, in Downtown Boston for The Future of Investment Management, featuring a moderated conversation led by Katie Couric with David Fialkow, Jean Hynes, CFA, and Brian Moynihan. Learn more and register for the 40th Annual Market Dinner here -

01/21/2026

CFA Society Boston is proud to announce the 40th Annual Market Dinner, our signature gathering of industry leaders and investment professionals.

Join us on May 6, 2026, in downtown Boston for The Future of Investment Management, featuring a moderated conversation led by Katie Couric, award-winning journalist, best-selling author, and founder of Katie Couric Media, with David Fialkow, Co-Founder and Managing Director at General Catalyst; Jean Hynes, CFA, CEO and Managing Partner of Wellington Management; and Brian Moynihan, Chair of the Board and Chief Executive Officer of Bank of America.

Registration and sponsorship opportunities are now available. Learn more and be part of this milestone event as CFA Society Boston celebrates 80 years of advancing investment excellence. https://lnkd.in/eBQrVgnC

12/11/2025

We were delighted to welcome over 100 attendees to this year’s Women’s Joint Holiday Networking Event at Clery’s on Tuesday, December 9!

In collaboration with Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, Women Investing for a Sustainable Economy, the Women's Initiative of the Financial Planning Association of New England, and the Massachusetts Society of CPAs, the evening brought together investment professionals from across the Greater Boston community for meaningful conversations, new connections, and plenty of smiles.

Thank you to everyone who joined us in celebrating community, collaboration, and the power of women supporting women in finance.

10/10/2025

🎉 What a night! Thank you to everyone who joined us at High Street Place Food Hall to celebrate 80 years of CFA Society Boston at our Members Night Out. 🥂 From signature cocktails and great food to reconnecting with friends and meeting new faces, the night was all about celebrating our incredible community of members.

Here’s to the past 80 years of impact – and to the future we’re building together! 💙

10/01/2025

September kicked off a vibrant fall season of programming, connection, and learning at CFA Society Boston. From in-depth conversations to launching more collaborative series opportunities and welcoming members back into the office, this month set the tone for an impactful year ahead.

We were proud to host The Exchange: Mastering Professional Networking, the first session of our new educational series in partnership with MassCPAs and the Boston Estate Planning Council (BEPC). This unique collaboration brings together members across industries to explore key career-building skills that elevate communication and deepen professional impact.

As part of Boston Fintech Week 2025, we welcomed attendees to the Federal Reserve Bank of Boston for an in-person breakfast program on GenAI in Action: Real Wins, Real Woes for Asset Managers. Speakers from Cambridge Associates, Bain Capital, and parcosm.ai joined us to explore how generative AI is transforming investment research, operations, and strategy. Thank you to everyone who helped make this discussion so timely and dynamic.

We continued our Digital Alpha series with a session focused on AI ethics and the evolving regulatory landscape, and welcomed members back to our office for Coffee Connection, a casual networking series built to spark meaningful conversations over a morning cup. These events reflect our continued commitment to offering valuable, relevant experiences for members at every stage of their careers.

Throughout the month, our committees and volunteers met regularly to plan, collaborate, and keep new ideas and opportunities flowing. Their dedication behind the scenes helps shape the strength and success of our programming.

And don’t forget — the CFA Society Boston Connect Mobile App is the best way to stay in the know on everything happening across our community. From events and programs to volunteer opportunities and member benefits, your CFA Society Boston experience is now just a tap away.
Download the app today: https://connect.cfaboston.org/cfaboston/connectmobileapp

Thank you to everyone who joined us this month. We’re looking forward to all that’s ahead as we continue celebrating our 80th anniversary year.