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Enterprising Investor Writing Seminar

Enterprising Investor Writing Seminar

Thursday, August 9 | 6:00 – 7:30 PM

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FREE Members Only

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Career Development Group
CFA Institute’s Enterprising Investor has reached more than 9.3 million readers since 2011 with its signature mix of insights from CFA Institute members, staff, and leaders in the investment community. 

Its intentionally wide-ranging coverage is authored for investment professionals by investment professionals and benefits immensely from CFA Institute’s global network of societies. In addition to regular explorations of portfolio management techniques and analysis of the global investment industry, recent updates have included a detailed look at Switzerland’s Vollgeld initiative, the Bangladeshi capital markets, and Daniel Kahneman’s keys to better decision making

This 9th August, Paul McCaffrey (the Editor) and Sloane Ortel (a frequent contributor) will lead an interactive writing workshop for the members of CFA Society New York. 

Attendees will:

  • Have their creative pursuits affirmed.
  • Participate in a number of lighthearted writing exercises. 
  • Practice requesting, receiving, and delivering feedback on their written work. 
  • Learn how to access and add to the CFA Institute content library. 
  • Connect directly with Paul, Sloane, and each other at the reception to follow. 

5:30pm – 6:00pm | Registration


6:00pm | Introduction

Sloane Ortel, Content Manager, Writer, CFA Institute


6:10pm | First writing prompt


6:20pm | What you learn writing about finance for ordinary people

Alex Rosenberg, CFA, Co-Head of Content, Real Vision


6:30pm | Second writing prompt


6:40pm | Chart Crimes

Michael Batnick, CFA, Director of Research, Ritholtz Wealth Management


6:50pm | Fact Crimes

Paul McCaffrey, Editor, Enterprising Investor


7:00pm | Third Writing prompt


7:10pm | How to read between the lines of a news story

Charley Grant, CFA, Heard on the Street Columnist, the Wall Street Journal


7:20pm | How to publish your work and not get fired

Leanna Orr, Deputy Editor, Institutional Investor


7:30pm | Q&A


Continuing Education Credits – Sponsored by Kaplan Schweser

CFA: 1.5 CE Credits

As part of our commitment to raising professional standards in the industry, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform, thereby better enabling us to provide our community with high-quality content and opportunities.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures