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2019 Investment Professional Employment Outlook

Event Description

2019 Investment Professional Employment Outlook

for hire.jpg 

Start the year off right in tackling various issues, including job-hunting strategies, tips on how to navigate mid-career changes, and current hiring trends within the finance and investment industry.  On Tuesday, January 22, 2019 come and hear from Anna Frick, World Bank, Tim Horgan, McCormick Group, Kate Shattuck, Korn Ferry Financial Services and Karen Edwards, CFA, Partner, Boyden USA as they discuss those topics and more. Learn the benefits of being a CFA Charterholder and how to best highlight your accomplishment during the interview process.

Learning Objectives

  1. Explore the issues of talent management from both the firm perspective as well as the employee’s perspective. 
  2. Learn why senior executives need to understand how to recruit and retain the best talent and current trends in doing so.
  3. How and when to use external recruiting firms and what to expect.
Who Should attend:

  • Senior executives to understand more about recruiting and retaining the best talent.
  • Mid managers trying to assess opportunities at higher levels
  • New grads interested in determining where to find the fastest growing areas
  • Investment professionals who are in transition 

Tim Horgan.png 

Consultant, McCormick Group


Anna Frick.jpg 

HR Talent Acquisition, The World Bank Group

Kate Shattuck.jpg
Principal, Korn Ferry Financial Services Sector ​

Karen Edwards photo.jpg
Partner, Boyden USA

Event Type


Education Topic

Corporate Finance; Derivatives

Start Time

1/22/2019 5:30 PM

End Time

1/22/2019 8:00 PM





Event Country

United States

Event Region


Location Info

SunTrust Bank
1445 New York Ave NW, 
Washington, DC 20005
**Please use the main entrance located on New York Avenue. When you enter the lobby you will be greeted by a security guard who will direct you to the event. 
Click here for map.

Metro: McPherson Square (Blue, Orange, and Silver Lines) and Metro Center (Blue, Orange, Red, and Silver Lines)



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Online registration is closed for this event. If you plan to attend there will be an additional $10 fee for late registration.

Discounts/Refund Policy
Group Discount:

Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to

Cancellations, Substitution, and Refund Requests​
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to​​​ on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows ​​

All Day Event











1/22/2019 5:30 PM


Content Type: MyCFA Calendar
Version: 1.0
Created at 11/21/2018 2:47 PM by[CASMSTS:username]
Last modified at 1/22/2019 7:22 AM by[CASMSTS:username]