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Cvent Transition Guide

Global Advocacy: Policymakers, Investors and Beyond – Americas

Monday, October 18

Global Advocacy:

Policymakers, Investors and Beyond – Americas

Overview

Hear what CFA Institute’s head of advocacy has planned for the Americas region. Join us for a midday conversation about the long- and short-term goals and how societies in North and South America can get involved.

Agenda

12:00 PM | WELCOMING REMARKS

Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments; Chair, Advocacy Council, LATAM and the Caribbean


12:05 PM | INTERVIEW

Interviewer

Debi Deyo Rossi, CIPM, President, Kyza Performance Consulting; Volunteer, CFA Society Boston


Interviewee

Paul Andrews, Managing Director – Research, Advocacy and Standards, CFA Institute


1:00 PM | CLOSING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System

Additional Details

Areas of Focus

  • CFA Institute’s Advocacy Plans
  • Global and regional actionable goals