Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming, Young Leaders

Panel Moderation Training

June 22, 2021 | 1:00 PM - 2:00 PM

Share Event

Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Overview

Looking to hone your presentation and panel moderation skills? Join CFA Society of New York Young Leaders Group for a training session on how to effectively moderate a panel of speakers, host a fireside chat and lead a small group discussion.  Our speaker, Katrina Dudley, CFA (Senior Vice President, Investment Strategist and Portfolio Manager at Franklin Mutual), will share best practices, discuss potential pitfalls and provide time for Q&A.

Speaker

Katrina Dudley, CFA
Senior Vice President, Investment Strategist, Portfolio Manager
Franklin Mutual Series

Katrina Dudley, CFA is a Senior Vice President, Investment Strategist and Portfolio Manager at Franklin Mutual Series a deep value investment manager, founded in 1949, part of NYSE listed Franklin Resources, Inc. with over $1 trillion of assets under management. Prior to joining Mutual Series, Ms. Dudley worked at Federated Investors, Inc and Ernst & Young LLP. Ms. Dudley has a passion for advocating for women in investment management.  She is the author of the introduction to the Vault Career Guide to Mutual Funds, and her upcoming book, co-authored with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”, will be published in Spring 2021. Read more here