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Title

3rd Annual Women in Investment Management Event

Event Description

CFA Society New Mexico's Women's Advisory Committee is pleased to be hosting our 3rd annual Women in Investment Management event, hosted by our Women's Advisory Committee. This event is open to the public, male and female professionals, non-society and non-charterholders alike and great for networking with other finance and investment professionals in your own backyard.​

Networking & Registration: 3:30-4:30PM

Panel Discussion and Q&A: 4:30-5:30PM

Speakers Include:​​

  • ​​Christa Maxwell, CFA, CIPM, Director of Business Development, Kennedy Capital Management
  • Lori Mullen, CFP, MSFP, Vice President Branch Office ​Manager, Fidelity Investments
  • Vikki Hanges, Chief Investment Officer, New Mexico State Treasurer's Office
  • Brad Cates, CIMA, Senior Vice President, RBC Wealth Management
  • Brian Stangel, Deputy Chief Investment Officer & co-founder, Hanseatic

This event is proudly hosted by CFA Society New Mexico's Women's Advisory Committee whose members include:

Chair: Regina Gaysina - Municipal Finance Associate at RBC Capital Markets

Society President - Elect: JJ Milder - Senior Vice President at Callan

Devona Benavidez, CFP - Associate Vice President at Acequia Investment Group

Anna Murphy, MBA - Portfolio Manager at Public Employees Retirement Association of New Mexico

Callie Poerio - Brokerage Operations Representative at Fidelity Investments

Molly Ritz, CFP - Financial Advisor at Ulrich Investment Consultants

Amy Stangel, IACCP - Chief Compliance Officer and Financial Planner at Hanseatic Investment Management

Sarah Valdez - Client Services Associate at Merrill Lynch

Registration closes May 24

Education Topic

 

Start Time

5/30/2019 3:30 PM

End Time

5/30/2019 6:30 PM

City

Albuquerque

State/Province

New Mexico

Event Country

 

Event Region

Americas

Location Info

​Tanoan East Country Club

The entrance to the Club is one block east of Eubank at 10801 Academy Rd NE

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

$30.00

Non-Member Price

$20.00 for University Students

Candidate Price

$30.00

Registration

Register_Blue.png 

All Day Event

 

Recurrence

 

Event Type

Career

Begin

5/30/2019 3:30 PM

Nice Date

2019-05-30

End

5/30/2019 6:30 PM

Hosted by

New Mexico Society

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Recordings

 

Recording

 

Recordings

 

Attachments

Content Type: MyCFA Calendar
Created at 1/18/2019 5:13 AM by sharon.holman@cfainstitute.org[CASMSTS:username]
Last modified at 3/28/2019 8:35 AM by chris.scott@cfainstitute.org