Morningstar Equity Event
The Power of Moats: Competitive Advantages Drive Superior Performance Heather Brilliant, CFA, discussed Morningstar’s Economic Moat framework and how it applied to selecting great companies. She shared specific examples that illustrate how moats can improve investment outcomes. This event qualified for Continuing Education credits. A moat is the competitive advantage that one company has...
Read MoreHarlan Social
The CFA Society of Stamford had our first social event of the year! At Harlan Social on February 13, we had an evening of casual networking. It was a great opportunity to meet and mingle with fellow CFA members and guests, as well as to check out Harlan Social, a new spot in Stamford’s restaurant scene. Appetizers and your first drink were on us. Several members brought...
Read MoreHoliday Party and Charter Recognition
We had an evening of holiday festivities, including our annual charter recognition ceremony. The evening included a cocktail hour and dinner, providing a great opportunity to meet and mingle with fellow Stamford CFA members and congratulate new charter holders. Peter Mackey, Head of CFA Examinations at the CFA Institute entertained us with extreme examples from the CFA level exams. One...
Read MoreBar Q Happy Hour
The start of fall was celebrated with the CFA Society Stamford on October 17 at Bar Q in Stamford. We had the opportunity to meet and mingle with fellow Society members and guests. The Society treated everyone to the appetizers and first drink. The pulled pork sliders were extremely popular. Also, with Halloween right around the corner, we had a candy counting contest. After the contest was over,...
Read MoreHappy Hour at the Crab Shell
With summer winding down and fall getting underway, we went to the Crab Shell on Wednesday, September 26th. We took advantage of the last days to enjoy the sunset and the great views of the water. The first drink and appetizers were on the society at this casual event with fellow Stamford CFA Society friends.
Read MoreRisk Management with Tom Coleman
In recent years, risk tools and techniques have grown increasingly mathematical and technical. Yet risk management is much more than just numbers, and must be placed in the context of the broader goals of managing a firm. Tom Coleman spoke with us at the Greenwich Library in September. His talk focussed on three important items: Management – managing people, processes, institutions....
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