Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Alphabet Soup – A Practical Review of the Professional Designations CFA, CAIA, FRM, CFP, CMT
The evening will highlight the various financial designations to examine their usefulness and the steps required for attaining them. The moderated panel of industry practitioners will speak to how they have found the designations useful in their careers and what doors they have been able to open with them. After a question and answer period, the event will move to individual tables for each of the designations. Information materials will be available and people will be at the tables to answer questions about the process of attaining their designation. A catered networking reception will follow.
6:00 PM REGISTRATION
6:20 PM OPENING REMARKS
6:25 PM PRACTITIONER PANEL DISCUSSION
Jim Nevola, CFA, FRM, CAIA, CIPM
Chief Executive Officer, Burford Capital
Marnie Owens, CFA, CMT, CAIA, CFTe
Global Head of Technical Analysis, IGM
Jed Schneider, CIPM, FRM
GIPS® compliance and performance reporting, Lazard Asset Management
Andrea Urban, CFA, CAIA
7:15 PM PANEL Q&A
7:30 PM CLOSING REMARKS
8:00 PM NETWORKING & CATERED RECEPTION
CFA Society New York
New York City, NY 10036
$10.00 CMT members and $35.00 non-members
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