THANK YOU FOR MAKING OUR 7th ANNUAL FORECAST DINNER A SUCCESS
The Seventh Annual CFA Seattle Forecast Dinner took place on Thursday, February 18, 2010 at the Seattle Marriott Waterfront. The successful event began with a lively cocktail reception, followed by a multi-course surf-and-turf dinner, topped off with presentations from three renowned speakers of notable caliber and influence in the global capital markets. Event photos here. |
Speakers were:
James Paulsen, Ph.D.
Chief Investment Strategist, Wells Capital Management. Jim Paulsen is the chief investment strategist at Wells Capital Management. Jim develops strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds.
Download Presentation
Fran Kinniry
Principal, Vanguard
Fran Kinniry is a principal of Vanguard and a senior member of Vanguard's Investment Strategy Group. Mr. Kinniry and his team are responsible for ongoing capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research.
Download Presentation
Cindy Sweeting, CFA
President, Templeton Global Advisors
Cindy Sweeting is president of Templeton Global Advisors Limited, lead portfolio manager of Templeton Growth Fund and Templeton Growth (Euro) Fund, and co-portfolio manager of Templeton World Fund. Ms. Sweeting is also Director of Portfolio management for Templeton Global Equity Group.
Download Presentation
Enjoy photos from this elegant evening here.
Thank you, members!
CFA Seattle extends a sincere thanks to the event's speakers and emcee Yoram Bauman of the University of Washington. Many thanks as well to the volunteers who took part in making this event a success, under the leadership of this year's co-chairs, Doug Hockersmith and Kathryn Sullivan.
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CFA Institute Conference:
Register by 1 May and receive a US$200 discount.
As private wealth managers adapt to global market turmoil, the job of consistently demonstrating risk-weighted long-term returns for high-net-worth clients has taken on greater complexity. Transitioning from outmoded investments, evaluating new opportunities, and counseling worried clients through this process require greater resources and discipline. But the current investing environment may also represent a turning point with unique opportunities for those prepared to act.
This conference brings together leading practitioners to examine asset allocation strategies that family office investors and private wealth managers can use in the current economic environment.
Session topics to include:
- Wealth Preservation for Long-Term Global Investors: Actively Hedging U.S. Dollar Asset Values
- Asset/Liability Management for Private Clients
- Exploring the Frontier Emerging Equity Markets
- A New Era for Municipal Bonds: Opportunities and Risks
- Geopolitics in a World of Financial Instability
- How, When, and Why to Use Downside Measures of Risk
Additional 10% Discount for CFA Seattle Members!
Enter your CFA Seattle Member ID during the online registration process or on the paper registration form when you sign up for the conference, and get an additional 10% discount on posted registration rates. If you need your Member ID, please contact the CFA Seattle staffed office at cfa@cfaseattle.org or 206-304-5053.
For more information or to register, please visit the event website or call (800) 247-8132 (USA and Canada) or +1 (434) 951-5500.
Forecast Dinner 2010
Join us for a lively evening and interactive discussion about where to invest successfully in the year 2010.
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The Seventh Annual CFA Seattle Forecast Dinner will take place Thursday, February 18, 2010 at the Seattle Marriott Waterfront. Register today.
5 p.m. Hosted Cocktail Reception
6 p.m. Dinner and Speaker Event Begins |
Back by popular demand Emcee: Yoram Bauman, Ph.D., The world's first and only stand-up economist.
James Paulsen, Ph.D.
Chief Investment Strategist, Wells Capital Management Jim Paulsen is the chief investment strategist at Wells Capital Management. Jim develops strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. Wells Capital Management is an asset management organization that has over $350 Billion in assets under management.
Fran Kinniry
Principal, Vanguard
Fran Kinniry is a principal of Vanguard and a senior member of Vanguard's Investment Strategy Group. Mr. Kinniry and his team are responsible for ongoing capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research. Vanguard is a global asset management organization that has over $1.3 Trillion in assets under management
Cindy Sweeting, CFA
President, Templeton Global Equities
Cindy Sweeting is president of Templeton Global Advisors Limited, lead portfolio manager of Templeton Growth Fund and Templeton Growth (Euro) Fund, and co-portfolio manager of Templeton World Fund. Ms. Sweeting is also Director of Portfolio management for Templeton Global Equity Group. Franklin Templeton is a global asset management organization that has over $500 Billion in assets under management.
To register for this event, please go to Future Events webpage or click on the 02/18/10 Registration link, or contact the CFA Seattle office at info@cfaseattle.org or 206-304-5053.
For sponsorship opportunities and benefits, please contact our Forecast Dinner Co-Chair: Doug Hockersmith at 206-623-6641 or dhockersmith@pacific-portfolio.com or Co-Chair: Kathryn Sullivan at 206-818-2419 or kthrnsull@comcast.net
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Forecast Dinner on February 18
An event you won't want to miss!
The Seventh Annual CFA Seattle Forecast Dinner will take place Thursday, February 18, 2010 at the Seattle Marriott Waterfront. Register today.
For sponsorship opportunities and benefits, please contact our Forecast Dinner Co-Chair: Doug Hockersmith at 206-623-6641, dhockersmith@pacific-portfolio.com or Co-Chair: Kathryn Sullivan at 206-818-2419 or kthrnsull@comcast.net
Gold Sponsors:
Capital IQ Compustat
Capital IQ ClariFI
Rainer Investment Management, Inc.
CFA Seattle participates in global competition
First Annual Pacific Northwest Investment Research Challenge to Focus on Fisher Communications
Would-be investment analysts from local universities compete to represent Seattle in worldwide competition
CFA Society of Seattle announced that Seattle-based Fisher Communications, Inc. (Nasdaq GM:FSCI) is the subject company for the First Annual Pacific Northwest Investment Research Challenge (PNIRC). Fisher’s CEO Colleen B. Brown and CFO Joseph L. Lovejoy, CFA delivered a presentation on their company to the student teams on November 9, 2009.
The PNIRC, as part of the CFA Institute Global Investment Research Challenge, is an eight-month real-world educational initiative in which leading industry professionals teach business and finance students how to research and report on a publicly traded company. It consists of training in research and report writing, analysis of a public company, mentoring by a professional research analyst, assessment of written reports, and presentation of research to a high-profile panel of investment experts. The CFA Society of Seattle introduced the Challenge as a means to promote best practices in research among the next generation of investment analysts.
Participating universities in this year’s challenge are Pacific Lutheran University, Seattle University, University of Puget Sound, University of Washington, Bothell, University of Washington, Seattle, Western Washington University, and Washington State University.
The winning team will be selected based on the combined scores for a written report and presentation, and will advance to compete for the Americas Regional Investment Research Challenge title on March 17, 2010 in New York. The Global Finale will be held on April 16, 2010 in Hong Kong where the regional champions from Asia Pacific, Americas, EMEA and New York will vie for the Global Investment Research Challenge title.
Fisher Communications, Inc. is a Seattle-based communications company that owns and operates television and radio stations in the Western United States. The company also owns and operates online media properties, real estate, and a satellite and fiber transmission provider.
Visit the Pacific Northwest Investment Research Challenge page for more information.
35th ANNIVERSARY OF CFA SEATTLE
Founders, past presidents honored at 35th-anniversary celebration
Society founders and past-presidents were honored at CFA Seattle's 35th Anniversary Celebration on August 19. More than 100 members and guests attended the outdoor celebration, which was preceded by the society's inaugural golf tournament.
A stunning Seattle day set the backdrop for a nine-hole golf tournament with 36 participants of all skill levels. During the anniversary reception that followed, members enjoyed a friendly putting contest open to all.
Founders George Kaufmann, Louis Lundquist and Tom White spoke before the crowd of attendees, highlighting some of the pivotal events in the soociety's formation. Current president Phillip Vitale, on behalf of the entire board, presented an elegant crystal award to each past president in recognition of his or her service. Each award was engraved with the past president's name and term year.
Beloved past-president Rae Lynn Stannard, who passed away a few years ago, was honored with touching words from her contemporaries. Rae Lynn's son, Oliver Stannard, was present to receive her award.
The society was privileged to host CFA Institute representative Marla Harkness, who served as Western Region Presidents' Council Chair for the last several years. Marla had commending words for CFA Seattle, as well as an informative update on CFA Institute initiatives for the coming program year.
Golf Tournament Recap
Congratulations to the 36 members who participated in CFA Seattle's celebratory golf tournament. Winners received trophies and restaurant gift cards.
Putting Contest
Winner: David Anderson
Finalists: Dan McGilvray, Jay Schembs
Closest to the Pin
Winner: Brian Kerrigan
Longest Drive:
Winner: Michael Hughes
Winning Foursome:
Pam Cardone
Michael Hughes
George Kaufmann
Balu Nischal
A Sincere Thank You to the CFA Society of Seattle 35th Anniversary Event Committee
Andrew Bucher, Event Chair
Courtney Elsos
Jeff Lippens
Leisa Western
David Young
View event photos here.
Celebrate 35 Years of CFA Seattle
35TH ANNIVERSARY RECEPTION ON AUGUST 19
Let's celebrate...get ready to kick off the new program season at our Anniversary Reception.
Wednesday, August 19
Interbay Golf Center
1 p.m.
Golfers' lunch and warm up
2 p.m.
Four-player best ball
(the 35th anniversary event is sold out)
4 p.m.
CFA Seattle ANNIVERSARY RECEPTION for all members, including special recognition of our society's leaders through the years, as well as a putting contest for everyone. Cocktails and heavy hors d' oeuvres.
Great Prizes! Free Parking!
35th Anniversary Reception/Golf Tournament
Celebrate 35 years of CFA Seattle
TWO WAYS TO CELEBRATE:
1. You many attend the anniversary reception (SOLD OUT), or
2. You may attend both the golf social and anniversary reception (SOLD OUT)
Wednesday, August 19
Interbay Golf Center
Anniversary Reception
4 p.m. to 6:30 p.m.
Hors d'Oeuvres
Putting Contest with Prizes
Recognition of all CFA Seattle's Past Presidents
This event is sold out.
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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