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

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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.

Young Leaders Group


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