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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.

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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

Lindsay is a managing director in fixed income and liquidity solutions within Goldman Sachs Asset Management, serving as head of multi-sector investing. She joined Goldman Sachs as a managing director in 2023.

Prior to joining the firm, Lindsay was a portfolio manager on the fixed income multi-sector portfolio management team for PGIM, the investment management business of Prudential Financial, Inc., where she oversaw assets across core, core plus, absolute return and unconstrained bond strategies. Prior to joining PGIM in 2012, Lindsay worked for Barclays Capital where she was a convertible bond trader, working with both hedge fund and traditional money management clients. Before that, she worked at Lehman Brothers, also in convertible bond trading.

Lindsay is a co-founder of the New York chapter of the Bloomberg Women’s Buy-Side Network and a member of the advisory board for Girls Who Invest.

Lindsay earned a BA from the Woodrow Wilson School of Public and International Affairs at Princeton University. She is a CFA charterholder. 

Lindsay Rosner headshot
Rob Langrick , CFA, CIPM

Chief Product Advocate, CFA Institute

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Webinar

CFA® Program career paths webinar series: Portfolio Manager

Complimentary