Global Advocacy: Policymakers, Investors and Beyond – Americas

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Global Advocacy: Policymakers, Investors and Beyond – Americas

October 18, 2021

Global Advocacy:

Policymakers, Investors and Beyond – Americas

Overview

A Global Policymakers Series (GPS) Event

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

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

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CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Refunds, Cancellations, and Substitutions

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    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York 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 CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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