CFA Rochester

Premier organization for financial services professionals in Rochester, NY and throughout the Finger Lakes/Central New York region.

[CFA Rochester @CFARochester]

Our annual meeting will take place virtually on Wednesday, June 17th at 12:00 p.m. WisdomTree Investments will be presenting a discussion on The Evolution of ETFs and Investing in a Post-Pandemic Economy. Sign up here: https://t.co/RAbTQBE0Gs
#wisdomtree #cfarochester #pandemic

[CFA Rochester @CFARochester]

We are very excited to host a panel discussion: A View of the World from an Asset Allocator's Seat on Wednesday, November 20th at 11:30 a.m. with Doug Phillips, University of Rochester and Tom Mucha, Eastman Kodak. Sign up here: https://t.co/6356FFbMnj

[CFA Rochester @CFARochester]

CFA Institute Research Challenge of Western New York Kickoff Luncheon
#cfa #researchchallenge #GrahamCorporation #10years #Monroegolfclub

[CFA Rochester @CFARochester]

CFA Society Rochester and CFA Society Buffalo held their kickoff luncheon for the CFA Institute Research Challenge of Western New York.

[Morgan Housel @morganhousel]

New long-form piece:

The Big Things: The Most Important Forces Shaping The World

How demographics, inequality, and access to information influence seemingly unrelated events.

https://t.co/zUylIGJUip

[CFA Rochester @CFARochester]

We are very excited to have @morganhousel of @collabfund speak to our audience on the Psychology of Investing at 11:30AM on 10/7. Sign up here: https://t.co/gNpQlecjK3 #investing #behavioralfinance #markets

[CFA Rochester @CFARochester]

Three Mindsets of Great Investing Teams https://t.co/MzVMFFrhBs via @enterprising #investing #wealthmanagement

[CFA Rochester @CFARochester]

The Laws of Investing by @morganhousel https://t.co/RXgrYA9SuI via @collabfund

[CFA Rochester @CFARochester]

Keep It Simple: 11 Rules for Equity Valuations from Jim Valentine @analystsolution. Thanks for coming to do your training for us last year! https://t.co/eUuIVtltSi via @enterprising #equityresearch

[President and CEO at CFA Institute @CFAInstituteCEO]

Congratulations to all those @CFAinstitute candidates who passed Level I and II! Well done to you all. For those of you who did not get the good news you were hoping for, persevere and do not be daunted by this temporary setback.

[CFA Rochester @CFARochester]

Emotions and Decision Making: Five Steps to Improve Your Process https://t.co/WN2CPBKhse via @enterprising #investing

[CFA Institute Research and Policy Center @CFA_RPC]

From the archives: What Happens to the Market if America Goes to War?

Mark Armbruster, CFA @CFARochester

https://t.co/6TDp6TpK7M

[President and CEO at CFA Institute @CFAInstituteCEO]

My heartiest congratulations to Marg Franklin on her appointment as the next President and CEO of @CFAinstitute. As a former Board Chair and head of @CFAToronto, Marg has been a great friend to members, societies and the Institute over very many years.
https://t.co/UNsbihUaU3

[CFA Rochester @CFARochester]

Interested to learn how some emerging trends are impacting board governance? Join us for our Annual Meeting on June 6, 2019 at 11:45 a.m. and stay to hear Ed Kay, PwC Rochester, share his thoughts. Register here: https://t.co/okx3yfitat

[CFA Rochester @CFARochester]

Looking to better understand the role of psychological biases and the ways to mitigate them? Join us for our Annual Dinner with Ryan Murphy, PhD of @Morningstar at 5:30pm on May16th at Irondequoit Country Club. Register here: https://t.co/ZCBBp9G3WU #decisionscience #CFAevents

[Junior Achievement of Central Upstate NY @JAofCUNY]

Did you know❓Parents and caregivers play a significant role in teaching children about money. #juniorachievement has tools to help. #financialliteracy #entrepreneurship #didyouknow… https://t.co/lNSjR3cG9l

[CFA Rochester @CFARochester]

CFA will be hosting their Annual Dinner on May 16, 2019 with guest speaker Ryan O. Murphy, Ph.D., Morningstar Investment. Topic: Feelings and Forecast: Quantifying the Limits of What We Know. Register here: https://t.co/3ebaA5axWd

[CFA Rochester @CFARochester]

CFA is proud to host Ivan Cajic, and Chris Escobar of Investment Technology Group. They will be presenting "The Growth of Passive Investing and its Impact on the Market". Thursday, April 25th. #CFAEvents #CCR #Investing Register: https://t.co/FwfRQSEzH9

[CFA Rochester @CFARochester]

Hiring and Firing Portfolio Managers: Process and Outcomes https://t.co/gQfjgOGNzI via @enterprising #investing #wealthmanagement

[CFA Rochester @CFARochester]

Advanced analytics in asset management: Beyond the buzz https://t.co/tOVZnztS3J via @McKinsey #assetmanagement