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Overview

The Chief Investment Officer (CIO) helps investment firms navigate the uncertainties of the financial marketplace. CIOs play an important role in ensuring that financial service providers satisfy the mandates given to them by their clients. From devising investment strategies and building portfolios to monitoring performance and interacting with stakeholders, CIOs manage and deliver on a number of sub-functions that are essential for executing investment policy needs.
 

Questions to be addressed in this webinar include:

 

  • How does the role of a CIO vary based on the type of institution served — from endowments to family offices and Financial Advisory Firms?
  • What does a typical CIO’s investment decision-making process require? 
  • What are some of today’s trends in the outsourced CIO world? 

 

This is the archived version of a live webinar that took place 12 July 2018.

About the Speaker(s)

Kejriwal
Aradhana Gupta Kejriwal CFA

Aradhana Gupta Kejriwal, CFA, is managing partner at Practical Investment Consulting (PIC) and an accomplished senior executive leader with more than 20 years of experience in both Asset and Private Wealth Management. She is a passionate advocate for women in finance and financial literacy; she also maintains a broad international perspective — having lived and worked globally.

Ms. Kejriwal’s professional experience includes her position as CIO at Behavioral Wealth Management and other roles at Prudential Financial, CIBC Mellon, and TD Bank, as well as her work managing more than US $2 billion in short-term debt for Home Depot. She has appeared on Atlanta’s CBS46 TV, CNBC, and 106.5 FM Radio.

Ms. Kejriwal is serving as the current President of ASFIP – formerly CFA Society Atlanta. She has a business degree from Schulich School of Business, York University, Canada.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.