CFA Society Nashville

CFA Society Nashville will host the 2025 Annual Forecast Dinner & Charterholder Recognition Event on Wednesday, January 29, 2025 at the Westin with a reception and dinner. This flagship event, which attracts hundreds of investment professionals and regional financial leaders, will kick off an exciting calendar year of educational programming and networking opportunities. Our keynote speaker is Dan Clifton, Partner and Head of Policy Research for Strategas Securities. Dan’s presentation is "Trump, Tariffs, and Taxes: How Policy Will Shape Financial Markets in 2025." After a long election season with multiple tail risks, the dust is now settling and a change in Administration brings new policies which can impact company earnings and global growth. Just one week after the presidential inauguration, Dan will lay out the likely policy actions taken in 2025 with the economic and investment implications of these actions. Register here: https://cvent.me/nvvxOv

WEBINAR AI and EU Regulations: Navigating Compliance in Financial Services Date: Thursday, February 20, 2025 Time: 10:00 AM CST / 11:00 AM EST AI is transforming finance, but are you ready for the regulatory landscape? Join us to explore howthe AI Act, GDPR, DORA, and NIS2 impact AI use in financial services and gain insights oncompliance strategies for seamless AI integration. Register here: https://cfainst.is/3VxMaYt

An Effective Tool for Net Zero: A Foundational Overview of Global Carbon Markets This report highlights that global carbon markets (GCMs), are market-driven tools to efficiently price carbon and manage emissions. Investors must understand the role that GCMs can play in investment strategies, including impact investing and to exploit trading opportunities as these markets evolve. Read more here: https://lnkd.in/gG7SWupe

The CFA Program Careers Webinar Series continues by focusing on economist, the sell-side and buy-side role which analyzes economies, countries and governments and their connection with the financial markets through government bonds, currencies, fiscal policies, monetary policies, interest rates and inflation. Alongside a panel of experts, Rob Langrick, CFA, CIPM, will help you understand: - What do traders do day-to-day? - How do they serve security analysts, portfolio managers, and chief investment officers? - What are the key skills and attributes you need to be a successful trader? - What are the most common ways to land a trader role? - How does the CFA Program set you up for success as a trader? Date: Wednesday, 11 December Time: 11:00 AM CT / 12:00 PM ET Register today: https://lnkd.in/e63HS5Rx

Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons This paper discusses the challenges of adding net-zero objectives and climate risk management to a traditional investment program, and explores how traditional benchmarks, incentives, and time horizons can hinder progress toward net-zero objectives. Read more here: https://lnkd.in/gY92x_Qv

Investment Innovations Toward Achieving Net Zero The CFA Institute Research and Policy Center recently launched a milestone net-zero investing series. This guide convenes 50 net-zero thought leaders and investment luminaries, breaking down the big ideas around achieving net zero. Six of the total 16 papers have been published – with more coming every two weeks through January. Special member-only In Practice content and author videos will accompany the papers. Read more here: https://lnkd.in/g6Km7_DZ

INVESTING IN THE BLUE ECONOMY: THE RISE OF BLUE BONDS Our oceans are critical to life on earth, they play a crucial role in the earth’s climate systems for example, absorbing nearly a third of all CO2 emissions related to human activity each year as well as being vital to our food security and the global economy. According to the United Nations, ocean-originating protein is the primary source of protein for 50% of the world’s population, and the ocean food sector provides jobs to over 230 million people. Recent years have seen the introduction of blue bonds to help finance the blue economy and the marine and ocean-based projects that yield positive environmental, economic, and climate benefits. What are the key characteristics that differentiate blue bonds from other sustainability bonds? How do blue bonds support local economies and communities? What are the long-term economic benefits of investing in blue bonds? Join CFA Institute and T. Rowe Price to dive into these questions during an insightful webinar on the role of Blue Bonds in financing the Blue Economy. Date: Tuesday, 10 December 2024 Time: 8:00 AM CT / 9:00 AM ET Register here: https://lnkd.in/gNZhWrkc

With the launch of specialized pathways, the CFA Program opens doors to even more career paths for our candidates. But which one is right for you? Join the next installment in CFA Institute’s series of career-focused webinars exploring each of these roles, this time focusing on career path to trader. Date: Wednesday, 11 December Time:11:00 AM CT / 12:00 PM ET Register today: https://lnkd.in/e63HS5Rx

CFA Society Nashville will host the 2025 Annual Forecast Dinner & Charterholder Recognition Event on Wednesday, January 29, 2025 at the Westin with a reception and dinner. This flagship event, which attracts hundreds of investment professionals and regional financial leaders, will kick off an exciting calendar year of educational programming and networking opportunities. Our keynote speaker is Dan Clifton, Partner and Head of Policy Research for Strategas Securities. Dan’s presentation is "Trump, Tariffs, and Taxes: How Policy Will Shape Financial Markets in 2025." After a long election season with multiple tail risks, the dust is now settling and a change in Administration brings new policies which can impact company earnings and global growth. Just one week after the presidential inauguration, Dan will lay out the likely policy actions taken in 2025 with the economic and investment implications of these actions. Register here: https://cvent.me/nvvxOv

We had an engaging panel discussion on T-Bills last Friday. Thanks to our panelists Ronit Walny and Carrie Green, M.A., CFA (she/her) and our moderator Anders Hall, CFA. This event was generously sponsored by Northern Trust; we appreciate Ronit and Hunter Knapp, CIMC for their support.