Tune In Today
CFA Seattle is On The Air
The message is out, and it's lound and clear: ethics, tenacity, rigor, analytics!
You may have heard our underwriting spots on the local NPR affiliates over the last week. As part of a conjunctive effort with CFA Institute to reach private wealth investors, acquainting them with the benefits of choosing a CFA Charterholder, your local society has launched a radio campaign to motivate investors to consider working with a CFA member.
A meticulous amount of research and toil went into formulating and executing this campaign, produced by a hard-working team of volunteers under the leadership of CFA Seattle member Martha Freitag, and included the help of the CFA Institute advertising staff. A sincere thank you to member Martha Freitag and her working group, including Susan Moore and Jeff Lippens.
The radio campaign will air daily and at varying times throughout the day until the end of June.
Approximate air times are 7 a.m., 1 p.m. and 6:30 p.m. on KUOW (94.9 FM) and KPLU (88.5 FM), but you may listen to the message right now by clicking here.
If you have not already done so, please take a moment to add your name to the publicly searchable database of CFA Seattle members.
Your feedback is always welcome at info@cfaseattle.org.
Society President Releases 'State of the Society' Letter to Members
Dear CFA Society of Seattle Members:
Our principal event of the year, the annual gala Forecast Dinner, is now behind us and set to be counted as another success in CFA Seattle history, thanks to event co-chairs Dan Rutter, Aimée Huff and their team of volunteers. And thanks to the participation of our metal and table sponsors, all of whom recognized the impact of an event of this magnitude and chose to step up.
As president of the CFA Society of Seattle, I will piggy back on the Forecast Dinner’s momentum and request your attention while I take this opportunity to offer an update on the society. Consider this my State of the Society address.
Click here for the full text of the President's Letter.
Thank you for making the Sixth Annual Gala Forecast Dinner a success!
More than 400 attended the annual gala on Tuesday, March 10, at the Seattle Marriott Waterfront. Guest expert strategists provided thought-provoking presentations and responded to questions about the direction of markets and sectors in 2009.
Renowned Faculty of Speakers:
Sheryl King, Bank of America-Merrill Lynch
Please find Ms. King's presentation materials here.
Tim Leach, Chief Investment Officer, US Bank Wealth Management
Please find Mr. Leach's presentation materials here.
Linda Duessel, CFA, CPA, CFP, Chief Investment Strategist, Federated Securities
Please find Ms. Duessel's presentation materials here.
Emcee was Yoram Bauman, Ph.D., Economics professor at the University of Washington, and the world's "first and only stand-up economist."
The Society would like to thank its 2009 Metal and Table Sponsors:
Gold Sponsors
FactSet Research Systems
Rainer Investment Management, Inc.
Silver Sponsors
Charles Schwab Institutional
Citi Private Bank
Fidelity Investments
Russell Investments
Standard & Poor's Compustat
The Bank of New York Mellon
Table Sponsors
Absolute Performance Verification
Bank America Securities - Merrill Lynch
Cantor Fitzgerald
Fulcrum Capital LLC
Invesco PowerShares/Invesco Aim
iShares
Kaplan Schweser
Northern Trust
Pugh Capital Management
Parametric
Rotella Capital Management
SeaCap Investment Advisors
Seattle University - Albers School
State Street Global Advisors (SSGA)
Strategas Research Partners
The Vanguard Group
TheMarkets.com
Thomson Reuters
U.S. Bank, The Private Client Reserve
UMB Asset Management
Wells Fargo Advantage Funds
Wells Fargo Private Bank
Wentworth, Hauser & Violich – Investment Counsel
Wurts & Associates
At Our Last Meeting...
Associate professor Dr. Nofsinger of Washington State University presented on behavioral finance. Find a .pdf of his presentation here.
Energy analyst and portfolio manager Bob Preston spoke on the connection between profitability and low-carbon energy technology. Find his presentation here.
Experts on the Global Investment Performance Standards, or GIPS, discussed the proposed upcoming changes to the standards as well as the marketing benefits of being a GIPS-compliant firm. Speakers were John Simpson of The Spaulding Group and Wes Western of Absolute Performance Verification. Click here for presentation materials.
Eighth Annual CFA Seattle Homeless Shelter Dinner Feeds 120
Once again, members came through with donations of everything from scrumptious entrées to delightful desserts to serving products to feed the homeless at the Family and Adult Service Center in downtown Seattle. View photos here.
One Hundred Members Attend Holiday Social
Thank you for attending CFA Seattle's inaugural Holiday Social at Tap House Grill. We hope you enjoyed the opportunity to network with your fellow Society members. Click here to view photos from this successful event. And mark your calendar: the next social networking event will take place in February 2009.
130/30 Strategies
Ken Masse of Invesco spoke about the increasingly popular overlay strategies. Find his presentation, 130/30 Strategies Past and Future here.
The Regional Economy of Puget Sound
Self-taught economist Michael J. Parks, editor of Marple's Pacific Northwest Letter, discussed the outlook for our state's economy, with particular attention to the Puget Sound region. The Seattle Times has called him the "dean of the Pacific Northwest economy watchers." Find his Nov. 11 presentation to CFA Seattle here.
Thank You For Participating in CFA Seattle's Member Survey
Thank you for providing such valuable feedback on the direction and priorities of your society. Twenty percent of you (185 of 921) completed the survey. Please follow this link to view results: CFA Sociey of Seattle Members survey
Many of you indicated that you are interested in becoming more involved with the society through volunteering. Would you kindly forward your contact information to: info@cfaseattle.org.
Congratulations to Lori Kaufman of Kaufman Kampe.
Winner of the case of wine!
CFA Day Celebration a Huge Success!
Thank you for attending our successful “An Evening with Puget Sound Media,” in celebration of the second annual CFA Day on June 20th at KCTS 9 Studios.
The event featured a panel of the area's prominent print and broadcast business journalists, moderated by KCTS 9 About The Money's Christine Chen, former anchor at Q13 Fox, with panel members: Barbara Morgan, Executive Editor of Washington CEO magazine; Al Scott, Managing Editor at the Puget Sound Business Journal; and Jon Talton, Senior business writer and columnist at The Seattle Times.
Click here to view photos from this dynamic event.
Private Client Workshop
A four-hour CFA Institute Traveling Conference Series entitled Investing for Private Clients: Defining the Issues took place on April 22nd.
Presentations were:
Liz Ann Sonders of Schwab Presents at CFA Seattle
Schwab's Chief Investment Strategist, Liz Ann Sonders, presented on Strategies for Navigating the Current Economy. Please click here to view the presentation slides.
Fifth Annual CFA Seattle Forecast Dinner
Thank you for making the Fifth Annual CFA Seattle Forecast Dinner a huge success.
You may download the speaker presentation slides via the following links:
Doug Cliggott of Dover LLC
Tobias Levkovich of Citi Investment Research
Please click here to view photos from the 2008 CFA Society of Seattle Forecast Dinner.
2007 Homeless Shelter Dinner
What an amazing event again this year! Participation by CFA Society members and friends was outstanding. We had about 40 who contributed – either by cooking, bringing food, serving, donating supplies, or making cash donations to the shelter. On Sunday evening, January 28th, we served over 130 people at the Family & Adult Service Center. Our dinner was greatly appreciated.
Special thanks – well, to everyone, really. Once again, Liza outdid herself in organizing the event. Patrick, Hoon Kim, Andrea, Steve Cole, Nick Zeppa, Heidi Davis – wonderful servers!
It was also a pleasure for people in our group to get to meet Lenora (Volunteer Coordinator) and Pauline – (Program Director) at the Family & Adult Service Center. What a fine group of people providing such important services in our community.
Once again, thanks to everyone who helped out. I know you brought nourishment and light into a lot of people’s lives.
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