Stamford CFA blog

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Roth Capital Partner Chrmn. Donald Straszheim told 40 SCFAS members and friends that China is open to small foreign businesses, but state owned enterprises want no competition; growth will continue as will environmental concerns.

Over 90 members of SCFAS, FEI and NIRI gathered at the Greenwich Country Club to hear a panel of five industry experts discuss the prospects of major asset classes over the next 1 to 3 years.

Jeff Diermeier, CFA, CEO and President of the CFA Institute joined more than 70 SCFAS members and guests at Riverside Yacht Club to toast our new Charterholders and the holiday season.

By Marc B. Ira, CFA
About 17 Charterholders and area investment professionals registered for the Stamford CFA Society October Happy Hour yesterday, and an additonal seven were walk-ins at the SBC Restaurant and Brewery last week in Stamford. These professionals met and networked with each other, exchanging business cards, investment ideas and job prospects.

Stamford CFA Society October 2007 Happy Hour at the SBC Brewery & Restaurant in Stamford, CT

In the picture are Bo Hu, RBS Greenwich Capital and SCFAS Secretary, Cris Kory Level II candidate, Amit Chokshi, CFA and Hedge Fund Manager; Doug Krupa, CFA from Legg Mason, Jai Tanwar, CFA from UBS; Delian Naydenov, CFA from Gabelli Funds, Henry Woo, CFA from Johnston Asset Management and Austin Yuen, CFA from Partner Re.

The misson of the Stamford CFA Society is “To be …a well connected group of investment experts…helping other members find the opportunities or jobs they seek.” Certainly this was the spirit of the members during the event. We event got two volunteers who stepped up to organize one each of the next Stamford CFA Society Happy Hours. Stay tuned for information on the next Happy Hour event.

Save the date.  More details to follow.

By Jim Houston

are available for download via this link

Posted on 02 October 2007

By Deborah Weir, CFA
CFA Institute Liaison

Thanks to 117 members who took this Harris Poll sponsored by the CFA Institute. We were selected to help plan the future relationship between the Institute and all of its Societies. This poll is part of that process, and the results are already making a difference in your Stamford Society. You can get detailed poll results from debweir@verizon.net.

We sincerely appreciate all 117 Stamford CFA Society members who took time out of their busy days to participate in the Harris Poll. Our 25% response-rate is among the highest of the CFA Institute’s Beta societies in this Society Partnership Program. You are designing the future of both the Institute and your Stamford Society.

You may have the results of this poll by sending an email to Deb Weir: debweir@verizon.net.

We hear you say:

1. You want your Society to promote the value of the CFA charter to your future employers and clients.
2. You want informative meetings in the evening in the Greater Stamford area.
3. You want networking opportunities that will enhance your career.

We are responding with:

1. Corporate outreach to the major employers in our area such as GE, UBS and RBS Greenwich Capital.
2. Meetings that we expect to include speakers from major employers at evening events in the Greater Stamford area.
3. More networking opportunities:
1. Each meeting will start and end with networking opportunities over drinks in a relaxed, casual setting.
2. We plan to post a member directory on the website so you can connect with your colleagues.
3. We hope to hire a part-time Executive Director (perhaps through the CFA Institute) who will contact senior executives and bring you closer to your future employers, clients and industry thought-leaders.

Our goal is to make a critical contribution to your career. We want each member to secure his dream job because he activated his SCFAS membership. Thank you again for taking our Harris Poll and designing a better Society.

Deborah Weir, CFA
CFA Institute Liaison &
Past SCFAS President

By Deborah Weir, CFA
Acting Secretary

July 31, 2007: 7:30 at the Greenwich Country Club

In Attendance: Please see below

The meeting was called to order by Pres. Brett Dougherty, CFA. He announced that the members had duly elected the following slate of officers:

Pres. Dougherty graciously thanked the out-going Board of Directors and welcomed the new one. He then reviewed some of the major successes of 2006 - 2007 including the formation of an Advisory Board of finance industry leaders.

Vice President Valerie Connolly, CFA reviewed the plans for speakers during 2007 - 2008; she requested volunteers to work on short projects relating to each upcoming event and was met with an enthusiastic response after the meeting.

CFAI Liaison Deborah Weir, CFA announced that the CFA Institute selected the Stamford CFA Society to be one of ten beta societies acting as a focus group to help the Institute plan its future. She urged the attendees to participate in a Harris Poll that will collect data for this restructuring.

Respectfully submitted,
Deborah Weir, CFA
Acting Recording Secretary

The following were in attendance:

Fifty members enjoyed drinks on the porch of the Greenwich Country Club.

The summer evening lent itself to conducting the annual meeting on the porch.  Out-going President Brett Dougherty, CFA welcomed Jorge Portugal back for a second term.  Jorge was President in 2003-2004 and volunteered to lead us again.  He knows that his enthusiastic team will make his job fun and effective.