CFA Institute

Legal Opinion Letter Released by Business Climate Finance Affirms Companies' Ability to Consider ESG Factors in Employer-Sponsored Retirement Plan Selection Process

Retrieved on: 
Tuesday, August 29, 2023
Legal, Environment, Climate Change, Human Resources, Finance, Business, Professional Services, Sustainability, Environmental, Social and Governance (ESG), Investment policy statement, Letter, ERISA, JEDI, Opinion, DC, CFA Institute, Carbon, Employee Retirement Income Security Act of 1974, Retirement, Wagner Group, Biophysical environment, ESG, Policy, BCF, Financial adviser, Renewable energy, Social

In conjunction with Mercer and the CFA Institute, BCF published a comprehensive report on the carbon emissions associated with U.S.-sponsored retirement plans in 2022.

Key Points: 
  • In conjunction with Mercer and the CFA Institute, BCF published a comprehensive report on the carbon emissions associated with U.S.-sponsored retirement plans in 2022.
  • The Wagner Law Group ERISA Opinion Letter brings a sense of assurance to companies committed to aligning their financial activities with their sustainability goals.
  • Notably, the Opinion Letter provides affirmation of these companies' ability to consider climate-aligned investment funds, with a strong focus on ESG factors, as viable menu options for their DC retirement plans.
  • For more information, interviews and to access the complete ERISA Opinion Letter, please visit www.businessclimatefinance.org or contact Yejide Olutosin, Director of the Business Climate Finance Initiative at [email protected] .

Index Fund Advisors (IFA) Hires Former Senior Investment Consultant to Drive Expansion of Institutional Investment Plan Business

Retrieved on: 
Monday, August 28, 2023
Museum of American Finance, CFA, Senior, CFA Institute, Financial history of the Dutch Republic, History, Research, Trustee, Philosophy, Publication, Museum, Cryptocurrency

IRVINE, Calif., Aug. 28, 2023 /PRNewswire/ -- Index Fund Advisors (IFA) announced today that Mark J. Higgins, CFA, CFP® has joined the firm as a Senior Vice President, Institutional Advisor to expand its presence in the institutional market.

Key Points: 
  • IRVINE, Calif., Aug. 28, 2023 /PRNewswire/ -- Index Fund Advisors (IFA) announced today that Mark J. Higgins, CFA, CFP® has joined the firm as a Senior Vice President, Institutional Advisor to expand its presence in the institutional market.
  • Mr. Higgins brings more than twelve years of experience serving large institutional investors, such as endowments, foundations, public pension plans, and a variety of corporate plans.
  • His articles appear regularly in publications, such as the Museum of American Finance's Financial History magazine and the CFA Institute's Enterprising Investor.
  • His background in financial history, coupled with his extensive experience working with large institutional investors, will be crucial to delivering a more suitable governance and investment approach to institutional plan trustees."

U. S. Steel Names Goldman Sachs Alum Emily Chieng as Investor Relations Officer

Retrieved on: 
Wednesday, August 2, 2023
Steel, Manufacturing, Bachelor, Metal, Monash University, U.S. Steel, Multimedia, Research, BHP, CFA Institute, Goldman Sachs, Iron, Research fellow, Mining, Pharmacy, NYSE, Safety, Engineering, Central Europe, Ronny Chieng

S. Steel”) today announced the appointment of Emily Chieng as Investor Relations Officer, effective September 2023.

Key Points: 
  • S. Steel”) today announced the appointment of Emily Chieng as Investor Relations Officer, effective September 2023.
  • “As we continue to successfully execute our strategy to maximize stockholder value, I am thrilled to welcome Emily to U. S. Steel,” said Lewis.
  • Her extensive experience as a research analyst in the sector is an exciting addition to our existing investor relations team.
  • Prior to joining Goldman Sachs in 2014, she also spent time at BHP Billiton, a global leader in the mining industry.

Alcoa announces new Chief Commercial Officer

Retrieved on: 
Tuesday, July 25, 2023
Machine Tools, Metalworking & Metallurgy, Mining, Minerals, Manufacturing, Natural Resources, Other Manufacturing, Steel, Marketing, Harvard University, Advanced Management Program, Chartered, Electrical engineering, Research, Chartered Financial Analyst, Business administration, Corporation, CFA Institute, Chief innovation officer, Transport, Master of Business Administration, NYSE, AA, Management

Alcoa Corporation (NYSE: AA) today announced that it has named Renato Bacchi as Executive Vice President and Chief Commercial Officer, effective August 1, 2023.

Key Points: 
  • Alcoa Corporation (NYSE: AA) today announced that it has named Renato Bacchi as Executive Vice President and Chief Commercial Officer, effective August 1, 2023.
  • The company’s current Chief Commercial Officer, Kelly Thomas, will leave to pursue a career opportunity outside of Alcoa.
  • Bacchi will lead the Company’s sales and trading, marketing, supply chain, commercial operations, procurement, and transportation.
  • He previously served as Chief Strategy & Innovation Officer.

Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect

Retrieved on: 
Wednesday, July 19, 2023
First Boston, Reuters, CFA, Personal, Trusts & Estates (journal), Editorial, Wharton School of the University of Pennsylvania, Bloomberg News, National Speakers Association, National Association, Columbia University, Certification, University, Boston, Human, Institute for Mergers, Acquisitions and Alliances, The Wall Street Journal, CNBC, Certified Financial Planner Board of Standards, Chairperson, Finance, Miller, Financial Planning Association of Australia, CFA Institute, MarketWatch, Economics, BNN Bloomberg, Yahoo! Finance, New Jersey Institute of Technology, Reuters TV, Financial plan, National Association of Personal Financial Advisors, Mergers and acquisitions, Financial adviser, Management, Nursing

WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.

Key Points: 
  • WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.
  • Miller joined CFP Board as a Board Director in 2020 and is a member of CFP Board Center for Financial Planning's Campaign Development Committee.
  • "Liz is a remarkable leader whose contributions to the profession are substantial," said Board of Directors Chair Dan Moisand, CFP® .
  • Current Chair-elect Matt Boersen, CFP® will serve as Chair of the Board of Directors in 2024, and Miller will become Chair of the Board in 2025.

UWorld Welcomes Industry Veteran and Renowned Instructor Peter Olinto as Global Lead Instructor

Retrieved on: 
Tuesday, July 11, 2023
Becker, Learning, CFA, Q&A, EY, EST, Fordham University School of Law, II, Business administration, Pace University, CPA, Knowledge, City, Accounting, CFA Institute, Nursing, Management

DALLAS, July 11, 2023 /PRNewswire/ -- UWorld, a worldwide leader in online learning tools for high-stakes exams, is pleased to welcome Peter Olinto as the new Global Lead Instructor for UWorld Accounting and Finance. Peter brings a wealth of knowledge to the company following 25 years of experience at Becker. He will play a pivotal role in driving UWorld's goal to provide the best, most effective learning resources for aspiring CPAs, CFAs, and other accounting professionals.

Key Points: 
  • DALLAS, July 11, 2023 /PRNewswire/ -- UWorld , a worldwide leader in online learning tools for high-stakes exams, is pleased to welcome Peter Olinto as the new Global Lead Instructor for UWorld Accounting and Finance.
  • UWorld welcomes Peter Olinto as the new Global Lead Instructor for UWorld Accounting and Finance.
  • In his new role as Global Lead Instructor, Peter will develop content and create videos to accompany UWorld's learning resources for CPA and CFA exams.
  • Prior to UWorld, Peter was a CFA Review Lead Instructor for Wiley and a CPA National Instructor for Becker.

NACD North Texas Announces New Chapter Officers and Board Members for 2023–2024

Retrieved on: 
Friday, June 30, 2023
Business, Communications, Professional Services, Thought Leadership, Other Communications, Arrington, Hart Energy, World Communication Awards, Moses Austin, Ernst & Young, Corporate governance, American City Business Journals, Upstream, NACD, STEM, National Association, Corporate title, Beta Gamma Sigma, University, Foley & Lardner, Corporation, Woman, Foley, NGP, Commitment, University of Texas at Austin, CFA Institute, Fraud, UT, National Association of Corporate Directors, University of Texas at Dallas, Consultant, UTD, RISE, Management, Property management, Policy

The NACD North Texas Chapter , the advocate for the profession of directorship, today announced the election of new officers and board members for 2023–2024, effective July 1, 2023.

Key Points: 
  • The NACD North Texas Chapter , the advocate for the profession of directorship, today announced the election of new officers and board members for 2023–2024, effective July 1, 2023.
  • Ray Hemmig has been elected as board chair of the NACD North Texas Chapter.
  • “It is an honor to be in the chair role for the NACD North Texas Chapter’s board of terrific corporate board leaders and our amazing chapter partner sponsors,” Hemmig said.
  • Buechele had prior leadership roles in the NACD North Texas Chapter before his selection as treasurer.

First Wave BioPharma Strengthens Intellectual Property Estate

Retrieved on: 
Tuesday, June 27, 2023
Patent, EPI, CFA, Exocrine pancreatic insufficiency, United States Patent and Trademark Office, BOCA, First wave, Patent Cooperation Treaty, IP, PCT, CNA, World Organization of the Scout Movement, Publication, Patient, Cystic fibrosis, WIPO, SPAN, CFA Institute, Safety, Malabsorption, Pharmaceutical industry

The PCT includes 157 countries and covers virtually all worldwide industrialized markets.

Key Points: 
  • The PCT includes 157 countries and covers virtually all worldwide industrialized markets.
  • “The patent publications for our enhanced enteric microgranule delivery formulation of adrulipase and its use for the treatment of malabsorption highlight First Wave’s ability to introduce important drug innovations for the treatment of underserved disease indications,” said James Sapirstein, President and CEO of First Wave BioPharma.
  • The Phase 2b SPAN trial is designed to investigate the safety, tolerability, and efficacy of a new enteric microgranulation formulation of adrulipase.
  • Patients will be screened at baseline to ensure that they have a coefficient of fat absorption (CFA) of at least 80%.

CFA Institute Celebrates 60 Years of the CFA® Program

Retrieved on: 
Tuesday, June 20, 2023
Curriculum, CFA, CFA Institute, Fertilizer, Nursing

Toronto, June 20, 2023 (GLOBE NEWSWIRE) -- CFA Society Toronto is proud to be recognizing the 60th anniversary of the CFA Program, the leading credential for the investment profession globally.

Key Points: 
  • Toronto, June 20, 2023 (GLOBE NEWSWIRE) -- CFA Society Toronto is proud to be recognizing the 60th anniversary of the CFA Program, the leading credential for the investment profession globally.
  • The original CFA program focused on equity security analysis and emphasized ethical and professional standards.
  • Over six decades the CFA Program curriculum has introduced a range of market innovations, including:
    Recently, the CFA Program underwent significant enhancements as part of its continual efforts to meet the needs of a new generation of candidates.
  • CFA Society Toronto CEO, Fred Pinto, CFA, adds “With nearly 200,000 Charterholders, CFA Institute has every reason to celebrate this anniversary milestone.

IBAT appoints energy transition-resource expert Rita Adiani to advisory board

Retrieved on: 
Monday, June 19, 2023
Lithium, Linklaters, DLE, CSE, University, CFA, Senior, FSE, CFA Institute, Bastilla (moth), EVS, OTC, Supreme court, TSX, IBAT, Growth, ESG, Metal, Management, Mining

VANCOUVER, BC and HOUSTON, June 19, 2023 /PRNewswire/ - International Battery Metals Ltd. (CSE: "IBAT") (OTC: IBATF) (FSE: 8RE) has appointed Rita Adiani to its advisory board.

Key Points: 
  • VANCOUVER, BC and HOUSTON, June 19, 2023 /PRNewswire/ - International Battery Metals Ltd. (CSE: "IBAT") (OTC: IBATF) (FSE: 8RE) has appointed Rita Adiani to its advisory board.
  • Adiani has significant experience in capital raising, M&A and resource & energy transition technology integration.
  • Adiani serves as Senior Vice President, for strategy & corporate development at Arizona Sonoran Copper Company (TSX listed) and continues to serve on the board of Brixton Metals of Vancouver.
  • "We are fortunate to have someone of Rita's stature in the energy transition industry join our advisory board," said Garry Flowers, CEO of IBAT.