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2017 Annual Charter Recognition and Holiday Dinner

Event Description

Please join us in honoring 2017's newest CFA Charterholders

and celebrating the holiday season.  

Pacific Club Xmas Tree.jpg

Special Guest:  
 Tom Collimore, CFA 
Head, Institutional Partnerships
CFA Institute
A Warm Welcome to the Profession
from CFA Institute
Tom Collimore is head, industry relations, for CFA Institute, the global not-for-profit association of investment professionals. In this role, he is responsible for establishing and enhancing industry and employer partnerships with CFA Institute. Previously, Mr. Collimore managed the investor education group of CFA Institute.

Before joining CFA Institute, he served as managing director, investor relations, for CIFG Holding, a group of bond insurance companies based in Paris and Bermuda. In past positions, Mr. Collimore managed asset-backed investor marketing initiatives for Enhance Financial Services Group (now Radian Group) and private asset-backed sales for Société Générale.
Earlier in his career, he managed portfolios of financial institution and real estate credits for several North American banks, including Canadian Imperial Bank of Commerce and predecessors of J.P. Morgan Chase. Mr. Collimore previously served as adjunct professor of finance at the College of Insurance, now St. John's University School of Risk Management, Insurance and Actuarial Science. He also worked as a high school teacher of mathematics.
Mr. Collimore holds a Master's in Business Administration, with a finance concentration, from New York University's Stern School of Business and a Bachelor's in Foreign Service, with a concentration in international finance and commerce, from Georgetown University. He has held the Chartered Financial Analyst (CFA) designation since 1997.

Event Type

Society; Social

Education Topic


Start Time

12/7/2017 5:30 PM

End Time

12/7/2017 8:30 PM


Newport Beach



Event Country


Event Region


Location Info

​The Pacific Club

4110 MacArthur Blvd.

Newport Beach, CA 92660


Tom Collimore, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 11/7/2017 12:52 PM by
Last modified at 11/7/2017 12:54 PM by