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This event will bring together thousands of top finance students from around the Americas region for an afternoon of thought-provoking conversations and insights about trends and careers in investment management.


Hosted by CFA Institute

At the CFA Institute Student Career Day, students will have the opportunity to interact and network with industry firms and service providers within our virtual event environment. Exhibitors can showcase their firm and share career opportunities with high caliber students.

Speakers

Ed Campbell
Edward L. Campbell CFA

Edward L. Campbell, CFA, is a Managing Director and Portfolio Manager for QMA working within the Global Multi-Asset Solutions team. As the Director of Dynamic Asset Allocation, he is responsible for portfolio management, analysis, and economic and market valuation research, and he oversees a team of investment professionals. Ed also represents the firm through appearances in major media outlets, most notably as a regular guest on CNBC’s Squawk Box. Prior to joining QMA, Ed served as a Portfolio Manager and Senior Analyst for PGIM Investments’ Strategic Investment Research Group (SIRG). Previously, Ed was a Partner and Vice President at Trilogy Advisors. He earned a BS in economics and international business from The City University of New York and an MBA in finance, global business and organizational leadership from the New York University Stern School of Business.

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Abby Joseph Cohen CFA

Abby Joseph Cohen, CFA, is an advisory director and senior investment strategist at Goldman Sachs in New York. Abby joined the firm in 1990 and was named partner in 1998. She began her career as an economist at the Federal Reserve Board in Washington, DC.

Abby is a presidential councillor at Cornell University, where she chairs the steering committee for the Jacobs Technion-Cornell Institute for Innovation at Cornell Tech and is a life overseer of Weill Cornell Medicine. Abby is a member of the board executive committees of the Brookings Institution and the Jewish Theological Seminary, where she previously served as board chair. She is a former board chair of the Chartered Financial Analyst Institute and received the Distinguished Service Award. Abby is an advisor to several investment committees. She previously served as vice chair of the board of the New York Economic Club, and on the national board of the Smithsonian Institution. She is a member of the Council on Foreign Relations. Abby is an adjunct professor at Columbia University and frequent speaker at other graduate schools of business.

Abby earned degrees in economics and has received three honorary doctorates. She is recognized as a leader in US portfolio strategy and was previously ranked No. 1 by Institutional Investor and Greenwich Associates. Her career is the subject of a Harvard Business School case study, a BusinessWeek cover story, and a profile in the New Yorker, including cartoon.

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Robert C. Doll CFA

Robert C. Doll, CFA, is a managing director, senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equities markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.
Prior to joining the firm, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc.
Bob graduated with a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the CFA designation from the CFA Institute.

Allison Doyle
Allison Doyle

Ali Doyle is a member of the Nasdaq North American Markets team where she plays a few roles. Ali predominantly works with a variety of the broker dealers and market makers trading on Nasdaq's equity exchanges to help build market share and develop long term relationships with Nasdaq clients. She also works as a liaison to Nasdaq’s ETF business, helping to support business development initiatives and new listings. Prior to joining Nasdaq in late 2019, Ali spent a number of years at State Street Global Advisors where she most recently worked on the Institutional ETF Sales team, marketing the SPDR ETF lineup to Asset Managers. Ali received a bachelor's degree in Sociology from College of the Holy Cross and is based in New York. She is also a Level II CFA candidate.

Margaret Franklin
Margaret Franklin CFA

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.

Prior to joining BNY Mellon, Ms. Franklin held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.

Ms. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. Ms. Franklin is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Ms. Franklin earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.

bob-froehlich
Bob Froehlich PhD

Dr. Bob Froehlich brings more than 40 years of Wall Street experience where he chaired investment committees for multiple global asset management organizations including Deutsche Bank, Hartford and Kemper Funds. He was elected to 3 "All American" institutional research teams. Dr. Bob has delivered investment speeches spanning 107 different countries, as well as having 6 investment books published and translated into 10 different languages. Since his retirement from Wall Street, he has served on the board of 15 different companies. Dr. Bob currently serves on the board of Galen Robotics, Inc. (a spin off from Johns Hopkins University), Vault Data, LLC.(a spin off from IMB Watson Wealth Management) and Highland Capital Mutual Funds. Dr. Bob is also the Owner of the Kane County Cougars Professional Baseball Team, the Class "A" affiliate of the Arizona Diamondbacks.

Katy Greene, CFA, CFP
Katy Greene CFP, CFA

Katy joined True Wealth Advisors after a decade of experience in the financial services industry. As a partner and consultant to individuals, families and small businesses, she takes time to guide clients through life’s financial seasons.

Teach, Guide, and Serve are True Wealth Advisors’ fundamental values. This vision is what drew her to join this team. To live out these values, she takes an in-depth approach and invest her time in you.

She earned her Chartered Financial Analyst (CFA) designation and hold the series 7, 24 and 66 licenses with LPL Financial. She has a bachelor’s degree in Business Administration from the Leeds School of Business at the University of Colorado. She has earned the right to use the Certified Financial Planning (CFP®) designation. She is registered in the states of Colorado, Nebraska and California.

She is also a SmartVestor Pro Provider in the area of investing, and is very passionate about helping families that are referred to True Wealth Advisors from this program.

In her free time, she is an avid outdoors enthusiast and likes to cycle, ski, backpack, garden and test out new recipes.

Sean Heberling
Sean Heberling CFA

Sean Heberling, CFA is CEO of Marion Street Capital, a consulting firm that helps innovative growth companies solve their most pressing challenges. He is a Director and Vice President at the CFA Society of Philadelphia, where he has been involved with the Research Challenge since 2013. He is also a Director at the Global Interdependence Center, an organization headquartered inside the Federal Reserve Bank of Philadelphia, and whose mission is to reduce international conflicts and improve worldwide living standards. Sean held various positions in Finance at Morgan Stanley, BNY Mellon and Navigant Consulting. Sean is a candidate for a PhD in Finance at EDHEC, and he studied Finance and Computer Science at Villanova University, where he now teaches Equity Markets & Valuation to undergraduates. Sean also teaches various topics to professionals studying for all three levels of the CFA Exam.

Lori Heinel
Lori M. Heinel CFA

Lori M. Heinel, CFA is Deputy Global Chief Investment Officer for State Street Global Advisors. In this capacity, Lori is responsible for a range of activities that impact the effective delivery of investment strategies and solutions to our global client base, including representing our market outlook and investment themes, taking a lead role in investment strategy oversight, governance and innovation and managing the implementation of enterprise-wide initiatives.

Prior to this role, she was Chief Portfolio Strategist, leading a team of professionals responsible for helping advisors, consultants and institutional clients analyze economic and market developments, assess the impact to their portfolios and identify specific products and solutions to help them manage risk and take advantage of market opportunities. She is a member of the company's Executive Management Group, Investment Committee and Global Product Committee.

Before joining State Street Global Advisors, Lori was Chief Investment Strategist and Head of Investment Products for OppenheimerFunds, Inc., a $250 billion asset management firm. In that capacity, she and her team identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a managing director and head of Investments for Citi Private Bank. She and her team worked with ultra-high net worth clients, family offices, private foundations and institutional clients to develop investment strategies designed to meet financial, cash management and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets, launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality.

Earlier in her career, Lori managed the new business development effort for Mellon Financial's Eastern Region, and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments. She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients. Lori received her MBA from Carnegie Mellon University and her AB in religion from Princeton University. She earned the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Boston.

Stephen Horan professional photograph
Stephen M. Horan PhD, CAIA, CFA, CIPM

As managing director of the Americas region, Stephen M. Horan, PhD, CAIA, CFA, CIPM, leads a team focused on fulfilling the organization’s mission in the region with 92 societies and more than 90,000 members across the United States, Canada, Latin America, and the Atlantic Islands. Mr. Horan is responsible for strengthening relationships with CFA member societies, financial institutions, universities and regulators in the region. He is also responsible for delivering to members a world-class post-charter learning experience that allows CFA Institute members to be the best professionals they can be. He previously led the design, development, and delivery of CFA Institute designation and certificate programs, including the CFA Program and the CIPM Program as the managing director of Credentialing. He also serves as leadership sponsor for the organization’s internal diversity and inclusion council.

Mr. Horan brings a unique combination of buy-side and sell-side industry experience as well as academic experience to CFA Institute. He previously served as an expert witness in securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker.

On the academic side, Mr. Horan served as a professor of finance and is a recognized researcher in wealth management, tax efficient investing, and derivatives. He has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award, and his research has been profiled in leading publications. Mr. Horan has authored or co-authored several books, including the highly regarded book Strategic Value Investing (which has been on Warren Buffet’s Recommended Reading five consecutive years) and The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets. His work has been cited in the Wall Street Journal, New York Times, Financial Times, and the Financial Analysts Journal. He has been a frequent invited speaker at professional, academic, and CFA Institute events. Before joining CFA Institute, Mr. Horan was an active volunteer both locally and globally with CFA Institute.

Mr. Horan holds a PhD in finance at the State University of New York/Buffalo and a BBA degree in finance at St. Bonaventure University. He earned the CFA charter in 1993, the CIPM designation in 2011, and the CAIA designation in 2018.

Bryant Krongard
Bryant Krongard CFA, CIPM

Bryant Krongard, CFA, CIPM received his B.S. in Finance from Colorado State University in 2008. He went to work for Fisher Investments in Vancouver, Washington upon graduation. After a year and a half, he took a job for Ashland Partners, a GIPS verification firm headquartered in Southern Oregon. In 2011, he was offered a position at Goldman Sachs in New York in the Controllers division, moving him across the country. In 2012, Bryant was asked to move to Salt Lake City to help expand a new group of controllers in the growing office. As a Vice President, he currently manages the Investment Management Division Controllers Group in Salt Lake City.  Bryant is a Chartered Financial Analyst and also holds a Certificate in Investment Performance Measurement. 

Stephen Mamay
Stephen Mamay CAIA, CFA

Stephen Mamay, CAIA, CFA is a Director in Client Management for PGIM Fixed Income. Mr. Mamay is responsible for providing comprehensive support for PGIM Fixed Income’s institutional clients. Prior to joining Client Management in January 2017, Mr. Mamay was a Senior Client Reporting Analyst where he was responsible for managing the client reporting team for the Asia region and formerly oversaw reporting for the EMEA region. Mr. Mamay joined the Firm in 2010 as a member of the Fixed Income Operations rotation program. He has held positions on multiple teams within Operations including Trade Operations, Portfolio Administration, Derivative Operations, and Bank Loan Settlements. Mr. Mamay received a BS in Finance from Rutgers Business School. Mr. Mamay holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Gustavo Moreira, CFA
Gustavo Herkenhoff Moreira MSc, CFA

Gustavo Herkenhoff Moreira, MSc, CFA covered Latin American companies as an Equities Research and as Equities Sales analyst at UBS Investment Bank in the Rio de Janeiro, São Paulo, New York and Stamford offices. He then moved out of the industry to take charge of a senior role in an Engineering company, where he develops renewable energy and infrastructure projects. Concurrently, he is a Finance Professor at Ibmec Business School where he teaches three Finance classes, and he is also CFA Society Brazil’s Vice-President.

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Nischal R. Pai CFA

Nischal Pai, CFA is Head, Institutional Relations for the Americas at CFA Institute, where he is responsible for driving the strategy and execution of CFA Institute's engagement with the investment management industry and related stakeholders within the entire Americas region. These stakeholders include financial institutions (asset managers, pension funds, sovereign wealth funds, endowments, etc.), universities, and regulators.

Nischal has spent over two decades in asset management, capital markets, and wealth management, focusing primarily on ultra-high-net-worth and institutional mandates. Prior to joining CFA Institute, he was at a boutique capital markets advisory firm, where he served as Managing Director, Head of Hedging & Structured Solutions, bringing sophisticated equity and fixed-income risk management solutions to ultra-high-net-worth individuals, family offices, and publicly-held corporations. Prior to that, he was at U.S. Trust/Bank of America, where he served as Managing Director, Senior Portfolio Manager, managing over $1.5 billion in tax-optimized quantitative equity strategies for ultra-high-net-worth and institutional clients, as well as co-managing a highly-ranked mutual fund. In addition, Nischal has also had stints at Bankers Trust/Deutsche Bank and State Street Global Advisors.

Besides being a charterholder, Nischal holds an MBA in Finance and a MS in Physics, both from The University of Akron.

Kelli Palmer
Kelli E. Palmer PhD

Kelli Palmer is a multidimensional leader who focuses on historically underrepresented populations and has done so throughout her career. She leverages education and analytics to provide insights that galvanize change.

Kelli is currently the Head of Global Inclusion & Diversity and Corporate Citizenship for CFA Institute. She is a strategist and business leader with expertise in IDEA (inclusion, diversity, equity, and accountability), sustainability, philanthropy, people and systems management, and the performing arts. Her talent for developing strategy and translating it into action have allowed her to serve organizations ranging from institutions of higher education to leading membership organizations and non-profit start-ups. In these spaces, she improves business processes and operations; builds policies and procedures; creates and oversees high-talent and diverse teams; and aligns business goals with corporate citizenship opportunities.

Kelli earned her Ph.D. from the University of Virginia in Higher Education Administration with a focus on Social Foundations of Education. A scholar of diversity, she published Faculty Service in Black and White, a quantitative study of the impact of faculty service on tenure attainment. This was the first quantitative analysis of “cultural taxation”, a term first used by Amando Padilla in 1994. She also coauthored Driving Change: Diversity & Inclusion in Investment Management, a research based practical guide for industry leaders. Her M.A.Ed. was earned at Wake Forest University in Counseling and her B.A. from Elon University in Elementary Education.

Agenda

Friday, 06 November

Location

Venue

This event will take place virtually online.

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Pricing

Group Price
Regular Registration for Students/Professors USD 10
2021 Research Challenge Students USD 0