The Stamford CFA Society is the nucleus of the investment industry in the Fairfield and Westchester County areas, which include the following towns and cities: Greenwich, Stamford, New Canaan, Westport, Rye, Armonk, and White Plains, among others. The mission of the Society is to serve and educate the investment community as a forum and resource. The Society provides comprehensive and timely content, enabling members to meet the challenges of the global markets while sustaining high standards of professional conduct. Due to the high local concentration of companies in the hedge fund industry, the Stamford CFA Society maintains strong connections with professionals in this sector.
The Stamford CFA Society was officially founded in May 1995 with just 15 members. Since 1995, the Society has experienced substantial growth and remains one of the fastest growing local CFA societies globally. The Society currently boasts over 400 members serving investment professionals in Fairfield and Westchester Counties.
Whether you are a professional, academician, investor or student, the Stamford CFA Society can provide you with investment, educational and networking opportunities through various events held throughout the year. These opportunities include:
Monthly Programs: Our monthly presentations feature speakers and panelists who are world-renowned in their area of expertise. Recent speakers include Jim Rogers (founder with George Soros of the Quantum Fund) and Dr. Marc Faber (author of “The Gloom Boom & Doom Report”). These presentations also provide credit for the CFA Institute Professional Development program.
Corporate Relations: Whether networking or partnering, our relations with investment and hedge fund firms in the area are well recognized.
Jobline: If you are a job seeker or an employer, the Stamford CFA Society is the premier venue where the most-qualified professionals meet the fastest growing firms in the region.
Annual Forecast Dinner: This annual event features financial industry titans boldly making and publicly defending their investment forecasts for the coming year. Previous speakers include Ralph Acampora (Managing Director, Global Equity Research at Prudential Financial) and Richard Blumenthal (Attorney General, State of Connecticut).
University Relations: The Stamford CFA Society is the premier conduit for students to access the investment industry to make contacts, seek jobs and earn scholarships toward earning the prestigious CFA charter.