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Investment Employment Outlook and Professional Development Series

Annual Investment Job Market Outlook

Thursday, August 11, 2016


Deepika Sharma, CFA

6:00 – 6:20: KEYNOTE ADDRESS
Adam Zoia, Co-founder and Managing Partner, Glocap Search LLC

6:20 – 7:00: PANEL

Alexis Dufresne, Managing Director, Marketing & Investor Relations Search, Solomon Page Group

Michael Castine, Partner, Ridgeway Partners
David Cochran, Executive Search Group, TIAA Global Asset Management (TGAM)
Thomas Hudson, Executive Search Consultant, Head of Risk and Quantitative Services, Locke Careers, Inc.
Tracy Poulter Hart, SVP, Director of HR, York Capital Management


Evelyn Yeow, CFA, Vice Chair, Career Development Thought Leadership Group, CFANY


Event Overview

The Bureau of Labor Statistics reports that jobs in business and financial occupations are expected to grow eight percent by 2024. In spite of this growth, the finance industry is currently under pressure from regulatory requirements stemming from the Dodd-Frank Act, Basel III and other regulations.The Annual Investment Job Market Outlook will feature a panel of expert senior investment industry executive recruiters from leading search firms, who will not only provide color on the current hiring trends within the industry, but also their expectations during the next 12-18 months.

What You Will Learn:

Find out about the current state of the investment industry job market and where the opportunities exist from expert senior investment industry executive recruiters from leading search firms.

Who should attend?

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.


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CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.