Investing with ETFs

Co-hosted by The Stamford CFA Society The Financial Planning Association CT-Fairfield County Chapter Join us for an informative evening as we discuss use of innovative ETF strategies in client portfolios. TOPICS: Van Eck Global – Discovering value in the municipal market and the
SCFAS at Fairway Market and Fairway Wine & Spirits

FAIRWAY MARKET AND FAIRWAY WINES & SPIRITS INVITES THE STAMFORD CFA SOCIETY TO THE STAMFORD STORE Learn how Sterling Investment Partners and Fairway’s founding family are transforming a local supermarket into a regional food retail powerhouse, and expanding Fairway’s reach as a widely known leader
March Madness Happy Hour at SBC

Join us for a March Madness Happy Hour at SBC in Stamford. First drink is on us! With March Madness nearly upon us we would like to invite you to join us for a night of basketball chat and forecasting, refreshments, and informal networking with
SCFAS Presents the Yale School of Management Investment Research Challenge
The Stamford CFA Society is proud to present the Yale School of Management (SOM) Investment Research Challenge (IRC) in partnership with Gurufocus.com. The IRC is the first event between Yale and SCFAS and should set the stage for a growing relationship over time. The IRC
Strategic Career Management for Finance Professionals

Strategic Career Management for Finance Roy Cohen – Master Coach Returns to SCFAS Join us for an evening of career strategy and practical advice with career coach Roy Cohen, author of The Wall Street Professional’s Survival Guide. He will cover a range of challenges
Systemic vs. Fundamental Risk and the High Yield Asset Class
Mr. Reynolds will look at the interplay of the systemic risk factors in the market and where that flows back into the high yield markets and the prospects for that market in the spectrum of risk between high grade and equities. We consider the yield
Wine as an Investment (Tasting Included): SWAG!

No, it’s not an evening to stock up on the trinkets everyone likes to take home from a conference or event. SWAG stands for Silver, Wine, Art and Gold, and we’re pleased to have Tim Clew and Brian Mota from The Wine Trust to explain how
Holiday Party and Charter Recognition Ceremony

Members, please join us on December 15th for our annual Holiday Party and Charter Recognition Event. Come 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
The Stamford CFA Society 2012 Forecast Dinner

SCFAS 2012 Forecast Dinner: Mayan Apocalypse or Age of Transition? Popular interpretations of the Mayan calendar indicate the ‘end of times’ in 2012, but the true message foretells of a transition to a new ‘World Age’ and offers a choice of a tumultuous or peaceful
Geopolitical Risk: Emerging Trends and Hot Spots

In today’s markets, investors ignore geopolitics at their peril. That is why the Stamford CFA Society is sponsoring a night of discussion around the key political fault lines that will shape international finance in the coming years. Join us as Willis Sparks discusses the rising
Applied Volatility: Implementation Using Exchange Traded Products

VIX, commonly referred to as the “fear gauge”, is frequently used as the measure of equity market volatility. Investors are often interested in the VIX for its negative correlation and ability to hedge tail risk events. Unfortunately the VIX is not investable, and many investors have experienced
The State of Equity Research : 2011

Whither, Equity Research Profession? 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
Summer Society Outing & Volunteer Appreciation Night

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.
[TRANSCRIPT] Mauboussin on Untangling Skill and Luck
Below is the transcript of the Stamford CFA Society (SCFAS) event: Mauboussin on Untangling Skill and Luck held on June 22, 2011 at the Greenwich Country Club, Greenwich Connecticut. Transcript of the talk in the yellow box below. Audio (MP3) file of the talk (Mauboussin
[TRANSCRIPT] Howard Schillit, PhD: FINANCIAL SHENANIGANS

Dr. Howard Schilit talked to the Stamford CFA Society about How to Detect Accounting Gimmicks & Fraud in Financial Reports. The event was well attended both by local investment practitioners as well as students, mainly from the Sacred Heart University Investment Management Program. For those
RIA Kickoff Meeting

If you are a member of the Stamford CFA Society and a Registered Investment Advisor, please say hi! Incoming Corporate Outreach Committee chair Steve Mula, CFA and I will be working hard over the summer to come up with a program of activities that will
Mauboussin on Untangling Skill and Luck

Untangling Skill and Luck How to Think About Outcomes–Past, Present, and Future 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
FINANCIAL SHENANIGANS: How to Detect Accounting Gimmicks & Fraud in Financial Reports
Dr. Schilit is a pioneer in the field of detecting accounting tricks in corporate financial reports that often mislead investors. He is author of the acclaimed book, Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports, now in its 3rd Edition. Dr. Schilit heads an investment research and training consultancy, the Financial Shenanigans Detection (FSD) Group that helps clients spot companies using accounting tricks in corporate filings.
Promoting Yourself Is 80% Human Behavior and 20% Technique!
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. The Stamford CFA Society, in conjunction with Sandler Training, LLC, is offering a career development session on Saturday, March
