CFA Institute

BlockQuarry Corp. and Pantheon Resources Approve Change of Control, Welcome New Interim CEO and CFO, Stephen Stenberg

Retrieved on: 
Monday, December 18, 2023
Spectre, IBN, CFA Institute, CFO, Python, Army, Columbia University, JavaScript, OTC, Management

A pivotal key member of the executive leadership team is also being announced with the appointment of interim CEO/CFO, Stephen Stenberg.

Key Points: 
  • A pivotal key member of the executive leadership team is also being announced with the appointment of interim CEO/CFO, Stephen Stenberg.
  • As part of this strategic evolution, Pierce and Davis express confidence in the shared commitment between BlockQuarry and Pantheon.
  • A major key move to ensure the future success of the Company is the appointment of Stenberg as interim CEO and CFO of BlockQuarry.
  • Stenberg's multifaceted proficiency, including alternative asset management, financial data analysis and software development, aligns seamlessly with the dynamic needs of BlockQuarry.

Bryn Mawr Trust Announces Chris Ginder as Senior Vice President, Senior Investment Advisor

Retrieved on: 
Monday, December 18, 2023
Banking, Asset Management, Professional Services, Finance, CFA Institute, Chartered, Private equity, Research, University, WSFS, Stork, Senior

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce the hire of Chris Ginder as Senior Vice President, Senior Investment Advisor.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce the hire of Chris Ginder as Senior Vice President, Senior Investment Advisor.
  • In his role, Ginder will provide investment management for individuals, nonprofit organizations and pension plans in the Central Pa. region and will be based in Hershey, Pa.
  • He will report to David Stork, Senior Vice President and Wealth Director.
  • “Chris brings more than 20 years of experience in financial services to Bryn Mawr Trust and our Clients,” said Stork.

Gallup Welcomes William Kruse Back as General Counsel

Retrieved on: 
Wednesday, December 6, 2023
Professional Services, Communications, Data Analytics, Legal, Consulting, Other Communications, Public sector, Law, Business, General counsel, University, CFA Institute, Non-governmental organization, Gallup

Gallup, the global analytics and advisory firm, today announced the return of William Kruse as General Counsel.

Key Points: 
  • Gallup, the global analytics and advisory firm, today announced the return of William Kruse as General Counsel.
  • Kruse rejoins Gallup after nearly five years serving as Deputy General Counsel for CFA Institute.
  • William Kruse is a seasoned legal professional with a distinguished career in military and civilian roles.
  • “We are thrilled to welcome William back to Gallup,” said Gallup CEO Jon Clifton.

Financial information platform Finimize partners with CFA Institute to empower investors through education

Retrieved on: 
Monday, December 4, 2023
Professional Services, Marketing, Education, Communications, Finance, Fintech, Training, CFA, Business, Partnership, Market, Climate finance, CFA Institute, ESG

The global financial education brand is now working with Finimize on a nine-month campaign which aims to support beginners through to investment professionals.

Key Points: 
  • The global financial education brand is now working with Finimize on a nine-month campaign which aims to support beginners through to investment professionals.
  • CFA Institute’s vision is to establish itself as the investment industry go-to when it comes to skilling, upskilling, and reskilling.
  • "Our partnership with CFA Institute is a milestone for both Finimize and the industry at large.
  • The partnership is built on a shared belief in making financial education more accessible and engaging for investors at all levels."

Capacity-building Alliance of Sustainable Investment (CASI) Launched at COP28

Retrieved on: 
Tuesday, December 5, 2023
Disclosure, Policy, CASI, HSBC, COP28, Chairperson, ISSB, University, CFA Institute, Silk Road Fund, Growth, Capacity building, HKMA, Standard Chartered, Non-governmental organization, Renewable energy, Tourism, Hong Kong

DUBAI, UAE, Dec. 5, 2023 /PRNewswire/ -- Ma Jun, President of the Beijing-based Institute of Finance and Sustainability (IFS) and former Co-Chair of the G20 Sustainable Finance Working Group (SFWG), together with representatives from six other founding members, launched the Capacity-building Alliance of Sustainable Investment (CASI) today at COP28.

Key Points: 
  • DUBAI, UAE, Dec. 5, 2023 /PRNewswire/ -- Ma Jun, President of the Beijing-based Institute of Finance and Sustainability (IFS) and former Co-Chair of the G20 Sustainable Finance Working Group (SFWG), together with representatives from six other founding members, launched the Capacity-building Alliance of Sustainable Investment (CASI) today at COP28.
  • "The demand for sustainable investment is huge in EMDEs, but most of these economies are yet to put in place the key elements of a green financial system.
  • Eddie Yue, Chief Executive of HKMA, said "EMDEs are facing steep pathways to meet their sustainable development goals, requiring substantial investment.
  • Bill Winters, CEO of Standard Chartered Bank, said "CASI demonstrates the value of constructive partnerships to accelerate sustainable investment.

Capacity-building Alliance of Sustainable Investment (CASI) Launched at COP28

Retrieved on: 
Tuesday, December 5, 2023
Disclosure, Policy, CASI, HSBC, COP28, Chairperson, ISSB, University, CFA Institute, Silk Road Fund, Growth, Capacity building, HKMA, Standard Chartered, Non-governmental organization, Renewable energy, Tourism, Hong Kong

DUBAI, UAE, Dec. 5, 2023 /PRNewswire/ -- Ma Jun, President of the Beijing-based Institute of Finance and Sustainability (IFS) and former Co-Chair of the G20 Sustainable Finance Working Group (SFWG), together with representatives from six other founding members, launched the Capacity-building Alliance of Sustainable Investment (CASI) today at COP28.

Key Points: 
  • DUBAI, UAE, Dec. 5, 2023 /PRNewswire/ -- Ma Jun, President of the Beijing-based Institute of Finance and Sustainability (IFS) and former Co-Chair of the G20 Sustainable Finance Working Group (SFWG), together with representatives from six other founding members, launched the Capacity-building Alliance of Sustainable Investment (CASI) today at COP28.
  • "The demand for sustainable investment is huge in EMDEs, but most of these economies are yet to put in place the key elements of a green financial system.
  • Eddie Yue, Chief Executive of HKMA, said "EMDEs are facing steep pathways to meet their sustainable development goals, requiring substantial investment.
  • Bill Winters, CEO of Standard Chartered Bank, said "CASI demonstrates the value of constructive partnerships to accelerate sustainable investment.

CFA Institute Launches Cryptoassets Valuation Guide for Investment Professionals

Retrieved on: 
Tuesday, November 28, 2023
Literature, DCF, Comment, Security analysis, Research, CFA Institute Research Challenge, CFA Institute, Growth, Cryptocurrency, Policy, Pharmaceutical industry, Ethereum

NEW YORK, Nov. 28, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has released a new cryptoassets valuation guide.

Key Points: 
  • NEW YORK, Nov. 28, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has released a new cryptoassets valuation guide.
  • Developed by the CFA Institute Research and Policy Center , the guide seeks to equip investment professionals with the most relevant valuation models and tools to support analysis of cryptoassets, in connection with smart contract platforms, decentralized applications, and bitcoin.
  • The valuation models in the guide include fundamental valuation approaches such as discounted cash flow analysis and relative valuation approaches adapted from traditional finance, where appropriate, as well as newer models specific to cryptoassets.
  • To access the complete guide Valuation of Cryptoassets: A Guide for Investment Professionals, visit here .

New Survey Shows Fragmented Viewpoints Among ALTS Investors on Environmental, Social, Governance (ESG) and Diversity, Equity, Inclusion (DEI) Strategies and Priorities; Both Greenwashing and AI Noted as Challenges

Retrieved on: 
Thursday, November 9, 2023
Software, Insurance, Finance, Artificial Intelligence, Banking, Professional Services, Technology, Fintech, GSIA, SFDR, Water, GP, Ethics, ESG, CFA Institute, PwC, Like a Boss (film), PRI, Carbon, Research, ROI, LP record, Artificial intelligence, Learning, DEI, TCFD, Lipper, Partnership, Principle, Traction, GRI, CNN, AI, Investment, Socially responsible investing, WDI, Limited, Global Sustainable Investment Alliance, Acceleration, Rare-earth element, Risk management, Dynamo

In Dynamo’s survey, participants showed some reticence around ESG investment performance.

Key Points: 
  • In Dynamo’s survey, participants showed some reticence around ESG investment performance.
  • Respondents were evenly split on believing ESG-focused investments perform better (45%) and perform the same (44%) as non-ESG investments.
  • Some frameworks that are gaining traction are SASB, GRI, TCFD, and the closely-related SFDR, WDI, but it is still early.
  • “Our survey findings are likely a reflection of the still-nebulous nature of DEI strategy, and how it ties to ROI.

Metropolitan Bank Holding Corp. Promotes Treasurer to CFO

Retrieved on: 
Monday, November 6, 2023
Banking, Professional Services, Finance, MCB, NYSE, CFA Institute, Treasury, North Fork Bank, Investors Bank, Astoria Bank, Senior, Asset–liability mismatch, Business administration, Business, Discounting, CFA, Green building in the United States, Master of Business Administration, Accounting, Stony Brook University, First, Chartered Financial Analyst, Cryptocurrency, Management, Economics

Metropolitan Bank Holding Corp. (NYSE: MCB) (the “Company”), the parent company of Metropolitan Commercial Bank (the “Bank”), is pleased to announce the promotion of Daniel F. Dougherty, CFA, to Executive Vice President and Chief Financial Officer, effective November 6, 2023.

Key Points: 
  • Metropolitan Bank Holding Corp. (NYSE: MCB) (the “Company”), the parent company of Metropolitan Commercial Bank (the “Bank”), is pleased to announce the promotion of Daniel F. Dougherty, CFA, to Executive Vice President and Chief Financial Officer, effective November 6, 2023.
  • Mr. Dougherty joined Metropolitan Commercial Bank in July 2022 as First Vice President and Treasurer, bringing a distinguished 25-year banking career with significant roles at local and national banks.
  • His prior positions include Executive Vice President and Treasurer at Investors Bank, Senior Vice President and Treasurer at Astoria Bank, Senior Vice President and Assistant Treasurer at Israel Discount Bank of New York, and Portfolio Manager positions at North Fork Bancorporation and GreenPoint Financial Corp.
  • Mark DeFazio, CEO, said, “I am delighted that we were able to select our new CFO from within MCB’s talented team.

CFA Institute launches new Climate Risk, Valuation, and Investing Certificate

Retrieved on: 
Monday, November 6, 2023
Knowledge, Learning, CFA, Climate, Learners, Climate risk, Motivation, Curriculum, Certificate, Investment, Certificate Management Protocol, Investment certificate, Climate change, CFA Institute, Tutoring, Financial adviser

NEW YORK, Nov. 6, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the launch of a new Climate Risk, Valuation, and Investing Certificate.

Key Points: 
  • NEW YORK, Nov. 6, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the launch of a new Climate Risk, Valuation, and Investing Certificate.
  • Investment firms seeking to adapt to the risks associated with climate change increasingly require staff with specific climate analysis skills, and this new certificate meets that market demand.
  • Richard Fernand, Head of Certificate Management at CFA Institute comments:
    "Our new Climate Risk, Valuation, and Investing Certificate will be insightful, practical, and address the needs of those investment professionals looking to apply climate analysis to investments.
  • For more details, please visit the Climate Risk, Valuation, and Investing Certificate page