Conference / Seminar, Veterans, Virtual Events & Programming

6th Annual Thinking Beyond the Transition for Veterans

Monday, November 2 | 6:00 PM - 8:00 PM

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Overview

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance. 

Agenda

6:00 PM | OPENING REMARKS

Won Palisoul, Chair, Veterans Roundtable, CFA Society New York (Navy Veteran)

Andrew Auslander, CFA, FRM, Co-Chair, Value Investing Group, CFA Society New York (Navy Veteran)


6:10 PM | KEYNOTE SPEAKER

Mike Silva, Chief Compliance Officer, Americas, UBS (Navy Veteran)


6:30 PM | Q&A


6:40 PM | BREAK


6:45 PM | VETERANS TRANSITION PANEL

Moderator

Dan Hamilton, Special Assistant to Commissioner George P. Bush, Texas General Land Office and Host of the Next Gen Warrior, Texas Veterans Land Board (Marine Veteran)

Panelists

Brando Benedit, Fixed Income Specialist, Nasdaq (Marine Veteran)

William Bonner, CFA, President, Heyford Group (Air Force Veteran)

Alexis Mclaughlin, IB CM&A Media & Telecom Associate, Credit Suisse (Army Veteran)

Rachel Washburn, Associate, Geopolitical Strategy, Academy Securities, Intelligence Officer, U.S Army (Army Veteran)


7:30 PM | Q&A


7:55 PM |  CLOSING REMARKS

Leonardo Cardoso, CFA, Executive Member, Brazen Capital, LLC, Chief Executive Officer, QuantGate Systems

Additional Details

Learning Outcomes

  • Understand the value of hiring veterans and military spouses
  • Understand how to leverage background in military service to transition successfully
  • Gain better understanding of roles within the financial industry
  • Focus on key highlights for selling differentiated skill set
  • Learn how to translate language from military to finance
  • Learn what key points to focus on in job search, resume conversion, and interview prep
  • Learn about CFANY and CFA Institute’s Career Guide: Veterans Edition