Past Events

Event Date: May 17, 2012 06:15 p.m. - 09:30 p.m.

 

Overview: Registration is open only to society members.

Event Date: May 13, 2012 09:00 a.m. - 05:00 p.m.

 

Event Date: Apr 25, 2012

 

Event Date: Apr 18, 2012 06:00 p.m. - 09:00 p.m.

 

Overview: Join us at SBC in Stamford to celebrate the March Madness season and meet fellow charterholders and society members. There will also be an opportunity to participate in our NCAA tournament bracket contest. Register today!

Event Date: Mar 29, 2012 06:00 p.m. - 09:00 p.m.

 

Event Date: Jan 01, 1970

 

Event Date: Mar 06, 2012 06:00 p.m. - 09:00 p.m.

 

Event Date: Mar 01, 2012 12:00 p.m. - 01:30 p.m.

 

Event Date: Feb 03, 2012 08:00 a.m. - 12:00 p.m.

 

Event Date: Feb 29, 2012 06:00 p.m. - 09:00 p.m.

 

Overview: Timothy Clew and Brian Mota, Co-Managing Partners of TWT Investment Partners, L.P., will present their investment case for IGW, as well as their Fund's own investment approach, together with asset's potential investment risks and pitfalls. Clew and Mota will also dissect IGW's unique fundamentals and risk-adjusted return profile, as well as IGW's diverse global market dynamics, drivers of price, how individuals can gain exposure to this asset class, liquidation options, how to select which wines to invest in and how exposure to IGW can enhance overall portfolio returns.

Event Date: Feb 22, 2012 06:00 p.m. - 09:00 p.m.

 

Event Date: Feb 23, 2012 06:00 p.m. - 09:00 p.m.

 

Overview: Members, please join us on December 15th for our annual Holiday Party and Charter Recognition Event. Come to celebrate the holiday season, congratulate new charter holders, network with other society members and special guests; meet with some of the board of directors of the Stamford CFA Society and find out about the most recent development of the society. We will be joined by Daniel Wagner, Founder and CEO of Country Risk Solutions, who will be sharing his expertise in country risk analysis and management.

Event Date: Dec 15, 2011 06:00 p.m. - 09:00 p.m.

 

Overview: The Stamford CFA Society is pleased to present a provocative evening of discussion on the socio-economic, political and market events that will challenge investors in 2012. Join us for cocktails and dinner followed by comments from our distinguished panel of experts: Marc Chandler, Brown Brothers and Harriman; Glenn Reynolds, CreditSights; Robbert van Batenburg, Louis Capital Markets; Greg Hartch, GE Asset Management; and Dr. Miles Cary Leahey, Decision Economics.

Event Date: Jan 26, 2012 06:00 p.m. - 10:00 p.m.

 

Event Date: Dec 15, 2011 06:00 p.m. - 10:00 p.m.

 

Overview: Registration is open only to society members.

Event Date: Nov 05, 2011 09:00 a.m. - 05:00 p.m.

 

Overview: Geopolitical analysis: emerging markets, energy resources, country-specific analysis, forward looking trends

Event Date: Nov 17, 2011 06:30 p.m. - 09:00 p.m.

 

Event Date: Nov 17, 2011 06:30 p.m. - 08:30 p.m.

 

Event Date: Sep 15, 2011 06:00 p.m. - 09:00 p.m.

 

Event Date: Sep 11, 2011

 

Overview: Department of Economics and Finance Community Forum “Recent Developments in Financial Risk” Sacred Heart University – Schine Auditorium (Library Building), Thursday, September 15, 2011 at 6:00-8:00 pm

Event Date: Sep 15, 2011 06:00 p.m. - 08:00 p.m.

 

Overview: Risk Management: Overview of volatility investing/pitfalls and effective tail risk hedging strategies.

Event Date: Oct 12, 2011 06:30 p.m. - 09:00 p.m.

 

Overview: What is the state of the Equity Research profession? How has it been affected by the structural changes in the finance industry? What has happened to the traditional institutional investor market for hiring equity research professionals? What are rising areas of growth for the elite of those practicing the equity research profession? Is international still the main growth area for equity research as discussed in last year's State of Equity Research program? Who is hiring and where is the hiring being done? These and many more questions pertaining to the core of the equity research profession will be discussed in the Second Annual State of Equity Research program of the Stamford CFA Society.

Event Date: Sep 22, 2011 06:15 p.m. - 09:00 p.m.

 

Overview: Please join us for an informal get-together. Meet other members, learn about initiatives for the year ahead, get involved! We can promise you a low-key, pleasant evening in a casual, relaxed setting.

Event Date: Aug 25, 2011 06:45 p.m. - 09:00 p.m.

 

Overview: We would like to chat with a small group of Registered Investment Advisors on Tuesday, June 28th 2011 over some burgers and beer at the SBC Restaurant and Brewery on 131 Summer Street in Stamford, CT. We will tell you about the exciting changes going on at the CFA Institute regarding the PWM community (hint: it's one of the fastest growing), and what resources are available now to help you manage your business. Then we'll talk about what meetings we have had with local service providers and PWM stakeholders to help guide us within the community

Event Date: Jun 28, 2011 06:00 p.m. - 08:00 p.m.

 

Overview: Most people readily recognize that the outcomes in most activities combine skill and luck. However, most have a poor sense of the relative contributions of each. In this talk, Mauboussin offers some ways to untangle skill and luck and applies the ideas to the worlds of sports, business, and investing. The discussion finishes by defining the essential features of a good investment process

Event Date: Jun 22, 2011 06:00 p.m. - 09:00 p.m.

 

Overview: Learn the powerful impact your behavior can make when it comes to successfully promoting yourself for a new job, an elevated role, or to drive revenue.

Event Date: Mar 27, 2010 09:00 a.m. - 03:00 p.m.