Join us for a very special evening. We’ll celebrate the accomplishments of CFAW’s newest charterholders by presenting them with ceremonial CFA charters. Following the ceremony, you’ll enjoy an engaging talk by John Bowman, CFA, the CFA Institute’s Managing Director of the Americas region. John will speak to us about the value of the CFA charter and the Future of Finance. The Future of Finance is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. Its goal is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow.
This special event only happens once a year and is something you won't want to miss.
John L. Bowman, CFA
Managing Director, Americas, CFA Institute
John Bowman provides leadership and strategy to CFA Institute’s largest region – the Americas –
including Canada, the US, the Caribbean, and Latin America. He serves as the face and voice of the
region with the media, regulators and employers to advocate for high standards of practice, market
integrity and professionalism.
Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio
manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and
stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also
served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global
Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management
at SSgA, he was an equity analyst focused on domestic and international strategies.
At CFA Institute, he has held roles of increasing responsibility. He has served as Director, Business
Development; Vice President, New Product Development; and Head, Educational Products. In 2010,
Bowman accepted a special assignment as Head, Claritas® Investment Certificate, and led the effort to
develop the Certificate, which was launched in May 2013. In these roles, he was responsible for product
strategy, innovation, and product solutions.
He then served as Co-Lead, Education providing global program leadership for the CFA Program, the
Certificate in Investment Performance Measurement (CIPM), and the Claritas Program. He oversaw
regulator and program recognition, university relations, scholarship programs, and regional education