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Webinar

CFA® Program career paths webinar series: Corporate Finance

Overview

We continue the series by focusing on Corporate Finance, the banking role which proposes, plans and fuels corporate deals, mergers, acquisitions, security offerings and initiatives.

Timings:
08:00 AM ET | 1:00 PM GMT | 05:30 PM IST

Key takeaways

Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:

  • What is the difference between a sell-side and a company-side Corporate Finance role?
  • What do Corporate Finance professionals do day-to-day?
  • How do they serve the big players of the industry?
  • Which other corporate advisors do they partner with?
  • What are the key skills and attributes you need to be a successful Corporate Financier?
  • What are the most common ways to land a job in Corporate Finance?

Speakers

Rob Langrick , CFA, CIPM

Chief Product Advocate, CFA Institute, New York

Rob is Chief Product Advocate for CFA Institute based out of the New York office. He was previously GM of the CFA Program and before that Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program. Before joining CFA Institute, he lead Bloomberg’s finance education division where he built and launched Bloomberg’s certification product, which has now garnered 1M designation holders. He began his career as a sell-side equity research analyst in London and after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York.
Profile picture of Rob Langrick
Duncan Herrington , CFA

Managing Director, Shareholder Engagement and M&A Capital Markets, JP Morgan, New York

With over 20 years advisory experience as a banker and lawyer, Duncan Herrington has extensive expertise providing financial advice to clients on high-profile situations in all sectors and across the globe.
Duncan Herrington
Maher Roz , CFA

Managing Director, Head of Corporate Finance, SNB Capital, Riyadh

Maher advises boards, shareholders, and management teams on capital structure, capital allocation, and strategic financing decisions—particularly in situations involving complexity, scale, and long-term value creation.
Maher Roz
Catherine Yien , CFA

Managing Director and Head of Listing Regulation and Enforcement, HKEX, Hong Kong

Before joining HKEX in 2023, Catherine spent nearly 28 years at Rothschild & Co, rising to Managing Director, where she specialized in M&A and strategic financial advisory.
Catherine Yien
Nic Panatopoulos , CFA

VP of Finance, Synaptics Incorporated, San Francisco

Nic brings over 15 years of experience in finance, strategy, corporate development, treasury in both large/public and small/private organizations. He leads and advises businesses in FP&A, strategy development and execution, and M&As.
Nic Panatopoulos

Webinar

CFA® Program career paths webinar series: Corporate Finance

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