2024-11-11T16:32:31-05:00 2024-06-30 990EZ 2023-07-01 061513527 CFA SOCIETY OF STAMFORD INC % Kanna Sriskanthan CFAS 9173449068 1127 HIGH RIDGE RD SUITE 307 STAMFORD CT 069051203 Timothy Van Hooser CFA Treasurer 2024-11-11 2023 2024-10-15 13:58:12Z X https: www.cfasociety.org stamford X X 134787 67840 10009 56671 267 0 0 0 134787 63593 42000 4749 110342 24445 464133 488578 464133 488578 0 0 0 0 464133 488578 0 0 464133 488578 X The CFA Society Stamford was incorporated in 1998 as a non-profit organization to serve the financial community and our CFA Charterholder members.We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest standards of ethics education and professional excellence. We offer high quality programs on topics that provide opportunities for our members and extended community to expand their knowledge professional development and network with others in our industry. CFA Society Stamfords 2024 Forecast Dinner was held on March 21st. This was the 22nd year we held this premier networking event bringing together leading investment and financial professionals in Westchester and Fairfield Counties. This years keynote speaker Gargi Pal Chaudhuri Head of iShares Investment Strategy and Markets Coverage Americas at Blackrock discussed the 2024 Outlook including investment themes the macroeconomic landscape and international investing. Rob Langrick CFA CIPM and Chief Product Advocate at CFA Institute served as the evenings moderator. PL Credits: CFA Society Stamford has determined that this program qualifies for 1.0 PL credit hours under the guidelines of the CFA Institute Professional Learning Program. # of attendees: 150 0 32739 Graduation Ceremony for new Charter Holders. We recognized new CFA charter holders and heard from guest speaker Greg Filbeck CFA. # of attendees: 68 0 7102 We held our annual meeting on June 20th at The Goose American Bistro and Bar in Darien CT. The annual meeting is when past board members are recognized and the results of votes for new board members are announced. # of attendees: 43 0 4685 Wine tasting event in New Canaan CT. 0 907 Private markets 0 3424 Summer Social August 24 2023 at the Crab Shell in Stamford CT. 0 2115 University Events - UCONN. On Monday October 23 we hosted with the Financial Management Club and the Undergraduate Program at the UCONN an event focused on the career value of the CFA Charter. Our thanks to UCONN and to our speakers & panelists: Panel Moderator Guest Speaker: Moderator: Laurie Vormawah Head of Partnerships & Client Solutions CFA Institute Guest Speaker: Rob Langrick CFA General Manager CFA Program Panelists: Sarah Beyrich CFA Associate Portfolio Manager at Jackson Grant Advisers Jeffrey Kalapos CFA Chief Investment Officer Coastal Bridge Advisors Gregory Kruger CFA Director of Funding Investments and Foreign exchange IBM Manish Maheshwari CFA Portfolio Manager THB Asset Management G. Robin Wells CFA Financial Advisor Senior Portfolio Advisor Merrill Lynch Wealth Management 0 195 Candidate Night. A very big thank you to all the CFA candidates who were able to be with us last night at "Candidate Night" 2024. We also want to thank our program speakers: Rob Langrick CFA General Manager of the CFA Program and Jeff Kalapos CFA Michelle Yang CFA and Anthony Salva CFA. our panel participants. Thank you also to our Board Members: Kanna Sriskanthan President Aubrey Foerster CFA and Amy Bibb CFA CFA Society Stamford Candidate & Membership Co-Chairs. 0 3077 Bloomberg event. April 11 2024: Our thanks to Mandeep Singh CFA Head of Global Tech Research at Bloomberg Intelligence for his insightful presentation on the generative artificial intelligence AI impact to tech spending. A copy of Mr. Singhs presentation can be found here: April_11_2024_Gen_AI_BI_Presentation.pdf Our thanks also to our Leadership Circle Sponsor Bloomberg for their sponsorship of this event. Bloomberg would value your feedback. 0 3801 Member networking event 0 1258 59303 George Rimakis Secretary and Volunteer Engagement Chair 3 0 0 0 Victoria Konstantinova VP and University Relations Chair 3 0 0 0 Timothy Van Hooser VP and Treasurer 3 0 0 0 Kanna Sriskanthan President 10 0 0 0 false false false false false 0 false false false CT Timothy Van Hooser 877 Oak Meadow Drive Apt 303 Franklin TN 37064 9173449068 false false false false false false false false NONE NONE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Part II, line 24 | Explanation:, BOYAmount:, EOYAmount:| Cash, $, $| Savings, $, $| Investments, $, $| Land and Buildings, $, $| Inventory, $, $| Prepaid Expenses, $, $| Organizations share of assets, $, $| Part II, line 26 | Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $|