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january 2020

21jan(jan 21)10:0022(jan 22)17:00FINANZ '20, 22nd Swiss Finance Fair for professional investorsEvent Type:Third Party EventLocation:Zürich 0 Add to wishlist

28jan19:0021:00Round-Table: Macro InvestingGenevaEvent Type:CE EventLocation:Genève 0 Add to wishlist

29jan08:0018:00SWISS LATIN AMERICA PRIVATE WEALTH MEETING – GENEVAGenevaEvent Type:Third Party EventLocation:Genève 0 Add to wishlist

february 2020

05feb18:0022:00FeaturedBULLS & BEARS DINNERZURICHEvent Type:Social EventLocation:Zürich 0 Add to wishlist

06feb18:3022:00FeaturedBULLS & BEARS DINNERGENEVAEvent Type:Social EventLocation:Genève 0 Add to wishlist

19feb12:1513:45Fearless Girls?!ZURICHEvent Type:CE EventLocation:Zürich 0 Add to wishlist

20feb13:3020:00CFA Institute Research Challenge 2019/2020 in Switzerland and Liechtenstein FinalZurichEvent Type:Miscellaneous EventLocation:Zürich 0 Add to wishlist

27feb17:3021:00Talent summit 2020ZURICHEvent Type:Careers EventLocation:Zürich 7 Add to wishlist

march 2020

31mar18:3021:00VIN (Basel) - Value investing sessionEvent Type:CE EventLocation:BaselTopic:Equity Investments 0 Add to wishlist

may 2020

05may09:0017:00SWISS PENSIONS CONFERENCE 2020, More value for moneyGenèveEvent Type:ConferenceLocation:Genève 0 Add to wishlist

june 2020

15jun09:0017:00swiss pensions conference 2020, more value for moneyRüschlikonEvent Type:ConferenceLocation:Ruschlikon 0 Add to wishlist

october 2020

08oct09:0017:00Save the date: Generations Conference 2020RueschlikonEvent Type:ConferenceLocation:Ruschlikon 0 Add to wishlist

The Charter:

New Leadership at CFA Institute 4.9.2019 by Timo

Marg Franklin assumes role of CEO and President; New Board Members Announced

Margaret Franklin, CFA, begins today as the organization’s new President and CEO. Diane Nordin, CFA, becomes Chair of the Board of Governors, and Daniel Gamba, CFA, now serves as Vice Chair of the Board of Governors.

Marg Franklin has been a leader in the investment management industry for 28 years, most recently as President of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors. Her work has included advising individuals, families, pension plans, endowments, foundations and government agencies.

Diane Nordin assumed the role of Board Chair on Sept. 1, 2019, the start of the new fiscal year at CFA Institute, succeeding Heather Brilliant, CFA, who will continue on the Board. Diamond Hill Capital Management recently named Brilliant its new CEO.

Press Release (English)

Medienmitteilung (German)

Communiqué de presse (French)