public

Alphabet Soup – A Practical Review of the Professional Designations CFA, CAIA, FRM, CFP, CMT

When:
July 18, 2019 @ 6:00 pm – 9:00 pm
2019-07-18T18:00:00-04:00
2019-07-18T21:00:00-04:00
Where:
CFA Society New York
1540 Broadway
Cost:
$10 CMT Members, $35 Non-members

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.

AGENDA
6:00 PM    REGISTRATION

6:20 PM    OPENING REMARKS

6:25 PM    PRACTITIONER PANEL DISCUSSION

  MODERATOR
Jim Nevola, CFA, FRM, CAIA, CIPM
Chief Executive Officer, Burford Capital

  PANELISTS
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
Director, KPMG

7:15 PM    PANEL Q&A

7:30 PM   CLOSING REMARKS

8:00 PM   NETWORKING & CATERED RECEPTION

LOCATION
CFA Society New York
1540 Broadway
New York City, NY 10036

REGISTRATION
$10.00 CMT members and $35.00 non-members

Please email chapters@cmtassociation.org for the Discount Code.

Presenter(s)

Marnie Owen

Marnie Owen, CMT, CAIA, CFA

Marnie Owen, CMT, CAIA, CFA, is the Global Head of Technical Analysis at IGM, an independent research firm. As a member of the Informa Financial Intelligence editorial team, she oversees research on the foreign exchange, fixed income, commodity and equity markets. Prior to

Jed Schneider, CIPM, FRM

Jed is responsible for GIPS® compliance and performance reporting at Lazard Asset Management. He has over 25 years of experience in the performance measurement industry and investment operations. Before joining Lazard, Jed was head of performance reporting for J.P.