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Webinar

CFA® Program career paths webinar series: Chief Investment Officer

Overview

We continue the CFA Program career paths webinar series by focusing on Chief Investment Officer (CIO), the role which oversees investing activities, strategic and tactical asset allocations and security selection for an investment firm.

Agenda

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

  • What do CIOs do day-to-day?
  • Who do CIOs interact with both internally and externally?
  • What sort of decisions are the domain of CIOs?
  • What are the key skills and attributes you need to be a successful CIO?
  • What are the most common ways to ascend into a CIO role?
  • How does the CFA Program set you up for success as a CIO?
  • How many of our CFA Charterholders are CIOs?

Speakers

Amanda Agati , CFA

Chief Investment Officer and Executive Vice President | PNC Asset Management Group
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Keith Lerner , CFA

Chief Investment Officer, Chief Market Strategist | Truist Wealth (Truist Advisory Services, Inc)
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Bob Michele , CFA

Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities Group | J.P. Morgan Asset Management
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Webinar

CFA® Program career paths webinar series: Chief Investment Officer

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