https://www.cfany.org/pdf/5afb07d70ff8c/11592/

Your Information
Your Name
  Maggie Wong
Your Email Address
  [email protected]
Nominate a Member
Relevant Leadership Group or Committee
  Young Leaders
Position
  Vice Chair
Nominee Name
  Rodrigo Cortez
Nominee Email Address
  [email protected]
Nominee is a:
  CFA Charterholder
# of years this nominee has been a Society member or Volunteer:
  9
Professional Role
  Sell-Side Research Analyst/Trader/Investment Banker/Salesperson
Below, please provide an explanation in support of your chosen nominee.
  Rodrigo has been a very active YLG volunteer in the last few years and has continued to provide great event suggestions.
– Participated in a number of University Speed Networking Events, including the ones in 2020 (NYU, 27 participants in March 2020, and Baruch College, 80 participants in Oct 2020, the YLG event with the highest virtual attendance in 2020 and the speed networking event with most students’ participation in YLG’s history), sharing his insights of working in Investment Banking and job search and networking strategies
– Expanded YLG’s event offering and organized inaugural “Day in the Life” event in Sep 2020, which provided 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
– Spearheaded a quarterly event series on “Investment Idea Virtual Happy Hour” since June 2020, where YLG members would share their investment ideas, improve presentation and critical analysis skills and meet other members
– Participated in the inaugural Level 2 Candidate Mentorship Program in 2019, when his mentee successfully passed level 2 exam and transitioned to an Investment Banking career
– Attended a number of YLG social, career development and thought leadership events, continued to advocate the benefits of joining CFANY and YLG to other members and industry professionals, as well as helped increase membership engagement with his personal outreach

To split up YLG’s event planning responsibilities and ensure we continue to deliver high quality events and valuable resources to our members, we plan to have each Co-Vice Chair take on one of the following roles. We believe having dedicated focus in a Vice-Chair role leverages each vice-chair’s past volunteer experience at YLG and their varied interests in giving back to the CFANY community. Having 5 vice-chairs and 2 co-chairs would minimize any potential burnout and will have sufficient back-up / coverage if any of the leadership team member would need to step down. To provide additional personal development opportunities for each Vice-Chair, we may look to rotate their role after 6-12 months to further enhance their leadership, communication, presentation and project management skills.
Initial vice-chair role assignment:
– VC Mentorships & Community Outreach (Rock the Street Wall Street, Universities) – Danielle McKenna
– VC Thought Leadership (Social and Market/Investment-Related events) – Rodrigo Cortez
– VC Partnerships – External (Kaplan / vendors, other societies, other professional organizations) – Alex Schumacher
– VC Partnerships – Internal (Intra-CFANY Groups' Liaison) – Rohan Parikh
– VC Communications (Distribution List – Email & LinkedIn, Event Promotions, Newsletter) – Tiffany Li

Nominee LinkedIn Profile
  https://www.linkedin.com/in/rodrigobernardocortez/
Total Vote Count
  0