CFA Institute

Gabelli Multimedia Trust Appoints Susan Watson Laughlin to the Board of Trustees

Retrieved on: 
Monday, March 25, 2024
Education, CFA Institute, City, EF Hutton, University, Cato Institute, Spencer Stuart, Morgan Stanley, MCI, Nielsen Media Research, Bangladesh Technical Education Board, GGT, City college, Fund, Economics, Metromedia

RYE, N.Y., March 25, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of The Gabelli Multimedia Trust Inc. (the “Board”) (NYSE: GGT ) (the “Fund”) announced the appointment of Susan Watson Laughlin to the Board of the Fund effective February 13, 2024.

Key Points: 
  • RYE, N.Y., March 25, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of The Gabelli Multimedia Trust Inc. (the “Board”) (NYSE: GGT ) (the “Fund”) announced the appointment of Susan Watson Laughlin to the Board of the Fund effective February 13, 2024.
  • Ms. Watson Laughlin brings to the Board an extensive career in investor relations with such notable firms as MCI, Interpublic Group, Pepsico, Nielsen Media Research, Gannett and Metromedia.
  • Most recently, she served in the Board of Directors Practice at Spencer Stuart.
  • She served as President of the Investor Relations Association from 1998-2000 and on the Board of Directors of the National Investor Relations Institute from 1994-1996.

Turing’s AI-Powered Ensemble Active Management Claims Mantle as Nation’s Strongest Lineup of Actively Managed US Equity Portfolios

Retrieved on: 
Wednesday, April 3, 2024
Software, Data Analytics, Finance, Asset Management, Artificial Intelligence, Professional Services, Technology, Fintech, CFA Institute, Growth, Moneyball, White paper, Vanguard, Lead, EAM, CFA, Ensemble, Paper, Major League Baseball, Cryptocurrency

Turing Technology is pleased to announce that the results are in, and Ensemble Active Management, or EAM, now boasts a stronger lineup of actively managed US equity portfolios than any mutual fund company in the nation.

Key Points: 
  • Turing Technology is pleased to announce that the results are in, and Ensemble Active Management, or EAM, now boasts a stronger lineup of actively managed US equity portfolios than any mutual fund company in the nation.
  • EAM was introduced to the market in 2018, deploying advanced technology coupled with a fundamental rethinking of active management.
  • Five years later, based on live and verifiable returns, EAM is now able to ‘claim the throne’ to an important performance validation.
  • Rob Nestor stated, “We know it defies conventional wisdom for EAM to elevate to these performance heights in just 5 years.

Kerrick Henderson at The Michalzuk Group at Morgan Stanley Receives CHARTERED FINANCIAL ANALYST® Designation

Retrieved on: 
Wednesday, April 3, 2024
Professional Services, Finance, Consulting, Asset Management, Banking, Personal Finance, CFA Institute, Trust, Chartered, Wealth, Wealth management, Morgan Stanley Wealth Management, Insurance, Morgan Stanley, CFA, Curriculum, Retirement, Economics, SIPC, Financial services

Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst® (CFA® ) designation.

Key Points: 
  • Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst® (CFA® ) designation.
  • Kerrick Henderson, CFA and his partner Kevin Michalzuk, formed The Michalzuk Group to simplify the complexities of multi-generational wealth for the 12 enterprising families they serve.
  • Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.

CAIA Association Announces Plans to Develop Modernized Core Ethics Principles For Both Its Members and Its Curriculum

Retrieved on: 
Tuesday, March 5, 2024
Professional Services, Education, Finance, Asset Management, Continuing, Training, Professional, Ethics, Research, Growth, CFA Institute, Curriculum, CFA, Chartered Alternative Investment Analyst, CAIA, Comment, Partnership

Recognizing the ongoing transformation within the investment industry, the CAIA Association identified the necessity for a set of ethics principles specifically crafted to address the growth and evolution of alternative investments.

Key Points: 
  • Recognizing the ongoing transformation within the investment industry, the CAIA Association identified the necessity for a set of ethics principles specifically crafted to address the growth and evolution of alternative investments.
  • These principles aim to reaffirm the CAIA Association's distinct position as a leader in the industry.
  • Once finalized, these principles will be adopted by the global CAIA Membership as part of their professional commitment in 2025 and will serve as the ethics component of the CAIA Charter Program curriculum beginning with the 2026 exams.
  • As a result of today’s increasingly complex capital markets system, practitioners are obligated to continuously redefine best practices on behalf of clients.” said William J. Kelly, CAIA, CEO of the CAIA Association.

Star Mountain Capital Bolsters its Secondaries and Client Services Team Adding Warren DeKinder as a Managing Director Based in Dallas

Retrieved on: 
Thursday, February 22, 2024
Asset Management, Professional Services, Finance, Janus, Philosophy, Senior, ING Group, Research, Janus Henderson, University of Oklahoma, Star, AUM, NN Group, CFA Institute, CFA, Consultant, Starr Mountain, University, FINRA, Intech, RIAS, Financial adviser

Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide.

Key Points: 
  • Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide.
  • View the full release here: https://www.businesswire.com/news/home/20240222525972/en/
    Star Mountain Capital Managing Director, Warren DeKinder, CFA (Photo: Business Wire)
    Warren DeKinder has 30+ years of leadership experience advising and recommending strategic investment solutions to some of the world’s largest and most sophisticated institutions and private clients.
  • “We are excited for Warren to join other Dallas based senior team members Managing Director Chris Goodwin and Senior Advisors Rob Kaplan and Tom Tull .
  • Mr. DeKinder is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute, as well as the Dallas Society of Financial Analysts.

Money Management Institute launches Academy in collaboration with NYU Stern Executive Education

Retrieved on: 
Thursday, February 29, 2024
MMI, Executive education, Education, CFA Institute, Curriculum, Learning, NYU, Business, Ecosystem, CAIA, NexGen, Knowledge, Investment, Management

NEW YORK, Feb. 29, 2024 /PRNewswire/ -- The Money Management Institute (MMI) is thrilled to announce the launch of Academy, its new professional development offering for future leaders in the financial services industry. Academy is a three-week career development program for NexGen investment professionals who have fewer than five years of experience. This program – delivered in collaboration with NYU Stern Executive Education – offers exposure to the latest management and leadership theories and applications as well as the varied roles, functions, and institutions of the financial services ecosystem.

Key Points: 
  • This program – delivered in collaboration with NYU Stern Executive Education – offers exposure to the latest management and leadership theories and applications as well as the varied roles, functions, and institutions of the financial services ecosystem.
  • Successful completion of this hybrid experience will equip participants with NYU Stern Executive Education co-branded certificates, professional upskilling, and an expanded network.
  • NYU Stern Executive Education certificate programs are led by Stern's world-renowned faculty and are designed for executives to retool, advance and expand their skills and knowledge.
  • Interested professionals and their management teams are encouraged to learn more about the Academy program on the MMI website ( www.mminst.org/academy ).

Peerceptiv Collaborates with CFA Institute to Bring Peer-to-Peer Assessment to Climate Certificate

Retrieved on: 
Wednesday, February 21, 2024
Education, Partnership, Certificate, CFA Institute, CFA, Tutoring

PITTSBURGH, Feb. 21, 2024 /PRNewswire/ -- Peerceptiv, a leading provider of peer assessment solutions, is pleased to collaborate with CFA Institute, the global association of investment professionals and a globally recognized leader in investment education, to deliver peer-to-peer assessment to participants undertaking the newly launched CFA Institute Climate Risk, Valuation, and Investing Certificate.

Key Points: 
  • PITTSBURGH, Feb. 21, 2024 /PRNewswire/ -- Peerceptiv, a leading provider of peer assessment solutions, is pleased to collaborate with CFA Institute, the global association of investment professionals and a globally recognized leader in investment education, to deliver peer-to-peer assessment to participants undertaking the newly launched CFA Institute Climate Risk, Valuation, and Investing Certificate.
  • "We are thrilled to collaborate with CFA Institute to bring a peer-led assessment process to their Climate Certificate," says Dr. Owen Brittan, VP of Partnership Development at Peerceptiv.
  • The Climate Certificate is a cohort-based learning experience that emphasizes community interaction and networking.
  • The CFA Institute Climate Risk, Valuation, and Investing Certificate launches later this month.

ZMH adds ESG Veteran Marie-Josee Privyk to the Advisory Board

Retrieved on: 
Monday, February 12, 2024
Advisory board, Certificate, AI, Sustainability accounting, Bloomberg, Enterprise data management, McGill University, ZMH, Socially responsible investing, Data management, ESG, Data analysis, CFA Institute, CFA, IPO, FSA, Good governance, Weitbrecht Communications, Knowledge, Research

RESTON, Va., Feb. 12, 2024 (GLOBE NEWSWIRE) -- ZMH Advisors , a leader in using AI & Data for ESG and Shareholder Engagement, has added industry veteran Marie-Josee Privyk to its Advisory Board.

Key Points: 
  • RESTON, Va., Feb. 12, 2024 (GLOBE NEWSWIRE) -- ZMH Advisors , a leader in using AI & Data for ESG and Shareholder Engagement, has added industry veteran Marie-Josee Privyk to its Advisory Board.
  • Before returning to independent advisory, Marie-Josee was Chief ESG Innovation Officer at Novisto, a leading ESG data management software company.
  • “We are excited about our clients benefiting from Marie-Josee’s extensive ESG experience in reporting, data management, and global regulations.
  • Marie-Josee Privyk is an independent advisor helping companies develop fit-for-purpose ESG and sustainability reporting to unlock value.

Nuveen Real Asset Income and Growth Fund Announces Update to Portfolio Management Team

Retrieved on: 
Thursday, February 8, 2024
Banking, Professional Services, Finance, Cloud, Business administration, National Wind, CFA Institute, Standard Chartered, Head, Research, Wind, Tryg, Retirement, Commerce, Indian Sugar Mills Association, JRI, St. Cloud State University, International business, McGill University, State university system, University, High-yield debt, CFA

Nuveen announces today the upcoming retirement of Jay L. Rosenberg, Head of Public Real Assets and portfolio manager for Nuveen Real Asset Income and Growth Fund (NYSE: JRI).

Key Points: 
  • Nuveen announces today the upcoming retirement of Jay L. Rosenberg, Head of Public Real Assets and portfolio manager for Nuveen Real Asset Income and Growth Fund (NYSE: JRI).
  • Benjamin T. Kerl is a portfolio manager on all of the strategies and account managed by the Nuveen Listed Real Assets team.
  • Brenda A. Langenfeld, CFA, is a portfolio manager for Nuveen’s global fixed income team and a member of the preferred securities sector team.
  • She is the lead manager of the Nuveen High Yield Income strategy and a co-manager on the High Yield, Real Asset Income and Credit Income strategies.

Grant Thornton names new executives to its Audit Quality Advisory Council

Retrieved on: 
Thursday, February 1, 2024
Consulting, Banking, Socially Responsible Investing, Personal Finance, Accounting, Professional Services, Small Business, Other Policy Issues, Legal, Public Policy, Government, Insurance, CFA Institute, Grant, GAAP, International, Audit, Division, Schacht, Jan Vansina, Chemistry, PCAOB, Council, Grant Thornton International, Risk, Sarbanes–Oxley Act, Trust, University, Pleasure, GAAS, Hughes

As part of its continued commitment to audit quality, Grant Thornton LLP, one of America’s largest providers of audit and assurance, tax and advisory services, has named two new independent members to its Audit Quality Advisory Council : Kurt Schacht and Helen Munter.

Key Points: 
  • As part of its continued commitment to audit quality, Grant Thornton LLP, one of America’s largest providers of audit and assurance, tax and advisory services, has named two new independent members to its Audit Quality Advisory Council : Kurt Schacht and Helen Munter.
  • Schacht assumes his new role immediately and succeeds Ann Yerger, who became a founding member of the Audit Quality Advisory Council when Grant Thornton initially created it.
  • “Kurt and Helen are two of the business community’s most accomplished leaders when it comes to audit integrity, and we welcome them to our Audit Quality Advisory Council,” said Seth Siegel , CEO of Grant Thornton.
  • To learn more about Grant Thornton’s focus on audit quality, read the firm’s most recent audit quality and transparency report .