Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders

Day in the Life Career Event Series : Portfolio Management

November 18, 2020 | 6:30 PM - 7:30 PM

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The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Portfolio Management
Join us to get an overview of the Portfolio Management industry as we invite members of CFA Society New York to share their roles, day-to-day tasks, and advice on how to break-in and/or transition from other areas of the financial services industry. We will discuss the recent trends affecting the sector, as well as career advancement and potential exit opportunities.

Young Leaders Group



Frederick Brimberg, Award-Winning, International Equity Portfolio Manager


Ryan Chin, CFA, Portfolio Manager, Fixed Income Rates & Asset Allocation, Macro Strategist

Jen Liang, CFA, Vice President, Emerging Markets Debt Portfolio Manager, Trader, AIG Investments

Rebecca Hsu, CFA, Portfolio Manager, J.P. Morgan

Jared Lou, CFA, Portfolio Manager, William Blair