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october 2019

16oct12:1513:45Thematic investing in ChinaLAUSANNEEvent Type:CE EventLocation:Lausanne 0 Add to wishlist

17oct12:1513:45FINANCIAL SHENANIGANSGENEVAEvent Type:CE EventLocation:Genève 0 Add to wishlist

18oct12:1513:45FINANCIAL SHENANIGANSZurichEvent Type:CE EventLocation:Zürich 0 Add to wishlist

22octAll Day2020 GIPS STANDARDS DAYZURICHEvent Type:Third Party EventLocation:Zürich 0 Add to wishlist

24oct12:1513:45ROLE OF ENERGY AND METALS IN AN INVESTMENT PORTFOLIOZURICHEvent Type:CE EventLocation:Zürich 0 Add to wishlist

24oct18:3022:00MEMBER AFTER-WORK DRINKSZURICHEvent Type:Social EventLocation:Zürich 0 Add to wishlist

29oct00:0023:592020 GIPS STANDARDS DAYGenevaEvent Type:Third Party EventLocation:Genève 0 Add to wishlist

31oct12:1513:45Buffet's AlphaZURICHEvent Type:CE EventLocation:Zürich 0 Add to wishlist

november 2019

02nov09:0017:00Mock Exam 1 (Level I only)ZurichEvent Type:CandidatesLocation:Zürich 0 Add to wishlist

05nov18:0021:00VIN (Zurich) - Value Investing SessionEvent Type:CE EventLocation:ZürichTopic:Equity Investments 0 Add to wishlist

06nov12:1513:45China - a local perspectiveGENEVAEvent Type:CE EventLocation:Genève 0 Add to wishlist

07nov12:1513:45China - a local perspectiveZURICHEvent Type:CE EventLocation:Zürich 0 Add to wishlist

08novAll DaySAVE THE DATE: Artificial Intelligence in FinanceLausanneEvent Type:Third Party EventLocation:Lausanne 0 Add to wishlist

13nov12:1513:45BREXIT - CONSEQUENCES FOR EUROPE AND SWITZERLANDZURICHEvent Type:CE EventLocation:Zürich 0 Add to wishlist

21nov18:0022:00Award CeremonyZurichEvent Type:Social EventLocation:Zürich 0 Add to wishlist

23nov09:0017:00Mock Exam 2 (Level I only)ZurichEvent Type:CandidatesLocation:Zürich 0 Add to wishlist

26novAll Day2020 GIPS DAY 2019ZURICHEvent Type:Third Party EventLocation:Zürich 0 Add to wishlist

27nov12:1513:45SUCCESSFUL INVESTMENT AND ENTREPRENEURIAL GOVERNANCE STRATEGY FOR THE NEXT DECADEZurichEvent Type:CE EventLocation:Zürich 0 Add to wishlist

28nov18:3022:00Award CeremonyGenevaEvent Type:Social EventLocation:Genève 0 Add to wishlist

december 2019

10dec18:3020:30CHINA'S IMPACT ON THE GLOBAL ECONOMY AND INVESTMENT IN THE COMING DECADELuganoEvent Type:CE EventLocation:Lugano 0 Add to wishlist

february 2020

05feb18:0022:00SAVE THE DATE: BULLS & BEARS DINNERZURICHEvent Type:Social EventLocation:Zürich 0 Add to wishlist

06feb18:3022:00SAVE THE DATE: BULLS & 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

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)