Babson College Professor of Financial Planning Glenn Migliozzi, CFA, and Erik Jefferson, CFA, CAIA, CWS, Managing Partner, TrestleBridge Capital, offer a practical, candid walkthrough of the planning gaps that commonly appear even among sophisticated investors.
02-04-2026 | 12:00 PM - 01:00 PM ET
Join us on June 18th for this session on Value vs. Growth | Large vs. Small/Mid!
06-18-2026 | 12:00 PM - 01:00 PM ET
Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!
04-30-2026 | 12:00 PM - 01:00 PM ET
Join us on February 26th for this Fundamental vs. Technical session!
02-26-2026 | 12:00 PM - 01:00 PM ET
Join CFA Society Boston for an inspiring multi-session program spotlighting the voices, stories, and impact of women at the forefront of the financial industry. This series brings together influential leaders who are redefining what it means to lead in today’s evolving investment landscape.
02-24-2026 | 12:00 PM - 01:00 PM ET
03-03-2026 | 12:00 PM - 01:00 PM ET
02-10-2026 | 12:00 PM - 01:00 PM ET
02-03-2026 | 12:00 PM - 01:00 PM ET
Join CFA Boston in a spirited discussion of real-world strategies and explore how leading financial institutions are recalibrating client communication, product positioning, and investment processes to remain client-centric while meeting regulatory and fiduciary expectations.
03-05-2026 | 01:00 PM - 06:00 PM ET
Wednesday January 7, 2026 7:00pm - 8:00pm Rent vs Buy
01-07-2026 | Short Task (a few hours)
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