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Title

[Webinar] Earning Trust, What Investors are Expecting from Financial Professionals? 

Location

Online event

Start Time

15/06/2020 17:00

End Time

15/06/2020 18:00

Category

 

All Day Event

 

Recurrence

 

Location Info

​Online event

Event Description

[Webinar] 
Earning Trust, What Investors are Expecting from Financial Professionals?
The Global View & the French Perspective


What does it take for someone to put their capital at risk and entrust their funds to someone else to manage? 
The concept of trust lies at the heart of this question. In a new CFA Institute report, Earning Investors Trust, we examine how the desire for information, innovation, and influence are shaping client relationships. 

This presentation will provide an overview of the key findings, and examine how professionals can build trust aganst the current backdrop of uncertainty and market disruption.



 


The conference will be held in English but questions in French are welcome.


Speaker

Rhodri Preece is Senior Head of Industry Research for CFA Institute. He is responsible for building and maintaining the global thought leadership function at CFA Institute, including leading the planning, coordination and creation of research content across CFA Institute research platforms including the Future of Finance, the CFA Institute Research Foundation, the Financial Analysts Journal, and the Enterprising Investor blog. 

Rhodri formerly served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement. 

Mr. Preece is a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis. 

Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP where he specialized in investment funds.


CE Credits

1

Cost

 

Registration

Register HERE

Education Topic

 

Event City

 

Event State/Province

 

Event Country

 

Event Region

EMEA

SER Credit

 

Currency

 

Member Price

 

Non-Member Price

 

Candidate Price

 

Event Manager Email

events@cfafrance.org

Non-payment Event

No

Waiting List

No

Target Audiences

No targeting

Date

15/06/2020

EventDate

43 997,708333333

SeatsPerTable

 

TableCost

 

Event Link

 

Event Link Leads To New Tab

Yes

Event Short Info

 

Event Type

Society

Attachments

Content Type: Event
Created at 16/06/2020 12:11 by marie-alix.demeyer@cfafrance.org
Last modified at 17/06/2020 08:12 by marie-alix.demeyer@cfafrance.org