Alphabet Soup - A Practical Review of the Professional Designations CFA, CAIA, FRM, CFP, CMT 2019 | CFA Institute | 18 July 2019 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA
Venue
CFA Society of New York
CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA
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| Event Date | Thu Jul 18 EDT (over 5 years ago) |
| Location |
CFA Society of New York
1540 Broadway #1010, New York, NY 10036, USA |
| Region | Americas |
Details
The event will be to highlight the various financial designations: CFA, CAIA, FRM, CFP, CMT to examine both their usefulness and the steps required for attaining them. It will begin with a moderated panel of industry practitioners who can speak to how they have found each of the designations useful in their careers and what doors they have been able to open with them.
After a question and answer period for the panel, the event will move to individual tables that have been set up for each of the designations where information materials will be available and people will be at the tables to answer questions about the process of attaining the particular designation. Following this, a catered networking reception will follow.
Speakers
2019 Speakers
MODERATOR:
Jim Nevola, CFA, FRM, CAIA, CIPM
Business Development & Lead Investment Risk Consultant, NY Mellon
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