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Webinar

CFA® Program career paths webinar series: Portfolio Manager

Overview

We continue the series by focusing on Portfolio Manager, the quintessential role for CFA charterholders. These professionals are responsible for creating, implementing, and managing investment strategies to meet the specific financial goals and risk tolerance of individual or institutional clients. Over 33,000 CFA charterholders currently work in this role worldwide.

Timings:
Time: 8-9am ET | 1-2pm GMT

Agenda

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

  • What do Portfolio Managers do day-to-day?
  • How do they interact with and leverage the sell-side?
  • How do they serve Chief Investment Officers and the ultimate asset owners?
  • What are the key skills and attributes you need to be a successful Portfolio Manager?
  • What are the most common ways to land a role as a Portfolio Manager?
  • How does the CFA Program set you up for success as a Portfolio Manager?

Speaker

Michelle Louie , CFA

Principal, Head of Trading and Portfolio Management | Vanguard

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Delphine Arnaud , CFA

Portfolio Manager, Multi-Asset & Overlay | Edmond de Rothschild Asset Management

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Lindsay Rosner , CFA

Head of Multi-Sector Investing, Goldman Sachs Asset and Wealth Management

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Rob Langrick , CFA, CIPM

Chief Product Advocate, CFA Institute

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Webinar

CFA® Program career paths webinar series: Portfolio Manager

Complimentary