Welcome New Charter-holders: CFASS Holiday Dinner
The CFA Society of Sacramento (CFASS) held its CFA Charter Award Ceremony and Holiday Dinner on De-cember 9th at the Citizen Hotel to honor two individuals who earned their CFA designations this year. Over sixty indi-viduals enjoyed dinner and drinks at the annual event. The venue offered spec-tacular views of Downtown Sacramento and the Capitol Building.
Candace Ronan, CFASS President, wel-comed everyone and introduced board members in attendance as well as gave an update to the attendees on current and upcoming activities of the society such as the Market Forecast Dinner to be held in January, as well as CFASS’s sponsorship of the Global Investment Research Challenge where students are offered a unique opportunity to learn from area investment experts and com-pete with peers from other top business schools.
Jason Bell, CFA Presidents Council Representative for the U.S. Western
Region, gave the keynote address. He discussed how the CFA charter is be-coming more and more recognized as a worldwide standard of excellence. In fact, there are a greater majority of peo-ple outside the U.S. and Canada now tak-ing the exam. He also discussed the im-portance of Charter-holders adhering to the highest of ethical conduct and stan-dards.
Mr. Bell, Ms. Ronan, and Roy Clothier, membership chair of CFASS, recognized and presented charters to Denver Travis, CFA and Chris Calderon, CFA. Seven other society members also received their Charters this past year. These indi-viduals were Ping Liu, CFA, Simon Lim, CFA, Richard Santos, CFA, Jonathan Welch, CFA, George Allen, CFA, Arthur Han, CFA and Jeffery Jaro, CFA.
Ms. Ronan then closed the ceremony thanking those in attendance and con-gratulating again the newly minted Charterholders.
Other Committee Updates:
The Technology Committee,
co chaired by Jon Welch/Orintheo Swanigan, is in the midst of updating our website. One of the major goals is to provide members and candi-dates a user-friendly website that will serve as an excellent resource for everything from upcoming events to study groups. In addition, we are pleased to announce the launch of the CFASS Facebook page. Here you can find out about upcoming events, start discussions, even set up your own CFA related events. Candidates can ask questions or set up study groups and members of the group can organize a so-cial event at a local restaurant or tavern. We hope that members and candidates will use the CFASS Facebook page as a platform to network with other professionals in the area and facilitate the growth of the CFA community in Sacramento.
The Marketing Committee, was assembled with in-tentions of understanding its reach within the local com-munity. From the Market Forecast Dinner to the Golf Tournament, the Committee took a broad look at all of the Societies events. Formed with board members Can-dace Ronan, Lara Luo, Brian Leu, Roy Clothier and Darrin Dennings, the Committee walked away with a comprehen-sive understanding of CFASS’s intrinsic values. Currently, the Marketing Committee is fostering its local presence and looks to expand its network across the West Coast with the support of the Investment Research Challenge.
Investment Research Challenge (IRC): CFASS is fielding a Sacramento based team in the regional CFA In-stitute Investment Research Challenge on January 15 in Las Vegas. The team is comprised of four graduate stu-dents from University of California at Davis and mentored by Brian Leu. The professor working with the students is Joseph Chen. The team is performing a full company analysis of locally based telecom company Surewest.