Young Leaders Group
About This Group
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials, industry panel discussions, career development workshops, among other events, so to get involved either email Maggie Wong ([email protected]), Michael Sicari ([email protected]) or join their LinkedIn Group to be added to the distribution list.
Co- Chair: Michael Sicari, CFA
Co- Chair: Maggie Wong, CFA
Co- Vice Chair: David Geng, CFA
Co- Vice Chair: Brant Cavagnaro, CFA, CFP
Co- Vice Chair: Caroline Busby, CFA
Chair Emeritus: Atit Amin, CFA
Atit Amin, CFA, is an Associate at Pivot Investment Partners, a New York-based, FinTech-focused venture capital firm. In his role, he is tasked with evaluating late stage venture and growth equity types of financial services and financial technology businesses globally. Most recently, he co-led Pivot’s expansion into insurance technology, where the company has already made two successful investments in Gusto and Trov. Prior to joining Pivot in December 2015, Atit spent five years at CEB, an Arlington, VA-based management consultancy, as a Senior Research Analyst building out the firm’s financial services practice. There, he provided senior leaders at Fortune 500 firms and their teams with insight and actionable solutions to transform operations. From July 2013 to November 2015, Atit was also a member of the Boston Security Analysts Society, where he contributed to the growth and development of the Young Leadership Committee. He earned a BA, Cum Laude, in Economics and International Relations from Colgate University in May 2008, and as of August 2016, became a CFA Charterholder.
David Geng, CFA, is an Associate at Tiedemann Advisors, a privately-held Registered Investment Advisor which manages investment portfolios for high net worth individuals and families. As a member of the advisory team, David manages client relationships and is involved with all client investment and portfolio performance related matters. In addition to this role, David also works with the firm’s Chief Investment Strategist on asset-class valuations. Prior to joining Tiedemann, David earned a BS in Finance & Accounting from New York University’s Stern School of Business in 2011. David became a CFA Charterholder in October 2016 and is based in New York.
Maggie is currently a product specialist at Principal Global Investors and works on fixed income business development, asset-raising and strategy marketing. With over 10 years of experience in the financial services industry, she is responsible for working closely with portfolio management teams to service current and prospective clients, responding to client requests and internal queries, presenting fixed income product capabilities, conducting portfolio reviews, drafting and reviewing presentations and requests for proposal, providing analytical support, and assisting in product development and maintenance of consistency and accuracy across marketing materials and consultant databases. Prior to her current role, she served as an Debt Capital Markets Associate Director in Standard Chartered Bank, responsible for the origination and execution of Greater China debt transactions based in Hong Kong. Maggie received a Bachelor’s degree in Finance from New York University. She is fluent in Mandarin and Cantonese and has limited proficiency in Spanish.
Caroline Busby, CFA, is a member of the US iShares Fixed Income Institutional Sales Team. She is responsible for working with dedicated FI investors at asset management firms as their resource for the iShares FI ETF ecosystem. She educates investors on the mechanics of ETFs, relays trading color and product innovation, and advises on ETF strategy/use cases.Upcoming Events & Meetings
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
Continuing our success with Alpha in the Millennial Era in January 2019, the Young Leaders Group and potentially the PWM would like to host an event geared towards helping our generation make one of the most important decisions of their financial lives, choosing the right advisor.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
This event will explore the issues of compensation and talent management from both the firm perspective as well as the employees’ perspective. Managers need to understand how to recruit and retain the best talent and individual employees need to know how to ask for the compensation they need. The discussion will be led by subject matter experts in HR, Employment, Law, Recruiting and Executive Coaching.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
The Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another.