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Title

Earning Investor’s Trust - Presentation, Networking and Break-out Sessions

Event Description

Join CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego and CFA Society San Francisco as we jointly host the Future of Finance team for a timely presentation on building investor trust and communicating value, which has never been more important. The Future of Finance team will present their research on Earning Investors' Trust, which touches on building trust and demonstrating personal and firm value. The research focuses on answering the question "What does it take for someone to put their capital at risk and entrust their funds to someone else to manage?"  

 The presentation will be followed by a live Q& A with the presenters. 

After the Q&A, attendees will join break-out sessions and develop practical action steps for building personal or firm-level trust, while networking with fellow attendees from CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego and CFA Society San Francisco!

Register today as space is limited!

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Panelists 

Rebecca Fender, CFA

Senior Director, Future of Finance

CFA Institute

Rebecca Fender.jpg


Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor.


.  


Robert Stammers, CFA

 Director, Future of Finance

CFA Institute

Robbert Stammers.jpg


Robert Stammers, CFA | Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments.

As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.

Mr. Stammers has his Bachelors of Arts in Economics from Connecticut College, his Masters in Business Administration from Emory University, and was awarded the CFA designation in 1997.

 


Event Type

Career; Featured

Education Topic

Leadership, Management, and Communication Skills

Start Time

10/20/2020 1:30 PM

End Time

10/20/2020 2:30 PM

City

Webinar

State/Province

 

Event Country

 

Event Region

Americas

Location Info

​Webinar

Speaker

 

CE Credits

0

SER Credit

0

Currency

USD

Member Price

0.00

Non-Member Price

0.00

Candidate Price

0.00

Registration

​https://zoom.us/meeting/register/tJwucuigpzIoHtey3NBmzL-R6IDZbuAW7Uc4

All Day Event

 

Recurrence

 

Event Link

 

Event Link Leads To New Tab

Yes

Event Short Info

<b> Earning Investor’s Trust - Presentation, Networking and Break-out Sessions </b> Presented by CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego and CFA Society San Francisco <a href="https://www.cfasociety.org/orangecounty/Lists/Events%20Calendar/DispForm.aspx?ID=990&Source=https%3A%2F%2Fwww%2Ecfasociety%2Eorg%2Forangecounty%2FPages%2FEvents%2DCalendar%2Easpx"> Read More. </a>

Attachments

Content Type: MyCFA Calendar
Created at 9/23/2020 2:39 PM by ashley@imigroup.org
Last modified at 10/8/2020 1:12 PM by ashley@imigroup.org