CFA Society Women in Finance Networking Social

Thursday, November 7, 20245:00 PM – 7:00 PMSausalito, CAPricing: Free

We are thrilled to announce an exclusive Women in Finance Networking Social, hosted by CFA Society San Francisco in partnership with Main Street Research. This complimentary panel discussion and networking social will be held on Thursday, November 7, 2024, from 5:00 PM to 7:00 PM in Sausalito, California.

This is a unique opportunity for female-identifying university students and local industry professionals to connect with each other and hear from influential finance and investment leaders. The panel discussion will include insights from:

Inga Rachwald, Director and Senior Investment Portfolio Strategist at Charles Schwab & Co., Inc.
Jennifer Murphy, CFA, Founder & CEO at RUNA Digital Assets
Laura Linger, Partner and Wealth Advisor at William Blair
Lily Taft, CFA, Partner, Portfolio Manager at Main Street Research

Tickets for the panel discussion and social are free and space is limited. Be sure to register early to secure your spot: https://bit.ly/CFAWomenInFinance

CFA Institute Research Challenge

We’d also like to invite you to participate in this year’s CFA Institute Research Challenge! The Research Challenge gives students from around the world the chance to learn best practices in equity research through hands-on mentoring and intensive training in company analysis.

Participation is open to both graduate and undergraduate students. Teams are comprised of three to five undergraduate and/or graduate students. Teams research and analyze a designated publicly traded company; prepare a written report on that company that supports a buy, sell, or hold recommendation; receive advice and support from a faculty advisor and an industry mentor; and present and defend their findings to a panel of industry experts. Winners from the local competitions advance to subregional competitions, then on to regional competitions in the Americas, Asia, and Europe, culminating in a global final.

Along with gaining valuable experience in equity research, CFA Society San Francisco offers all Research Challenge participants a complimentary Society Student Membership, expiring in June 2025 ($50 value).

The kickoff for this year’s challenge is on November 7, 2024, with the local final occurring at CalState East Bay in Hayward on February 15, 2025. To learn more about participating in this year’s challenge, please email our Research Challenge Coordinator, David Kaczorowski, at irccoordinator@att.net.