CFA Institute

Callan Promotes Greg DeForrest, CFA, to Executive Vice President and Head of Fund Sponsor Consulting

Retrieved on: 
Thursday, March 30, 2023
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SAN FRANCISCO, March 30, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Greg DeForrest , CFA, has been promoted to executive vice president and head of Fund Sponsor Consulting, effective April 1, 2023.

Key Points: 
  • SAN FRANCISCO, March 30, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Greg DeForrest , CFA, has been promoted to executive vice president and head of Fund Sponsor Consulting, effective April 1, 2023.
  • He takes over the role from Millie Viqueira who is retiring after more than three decades at Callan.
  • Mr. DeForrest, who also manages the West Coast consulting team, will report to CEO & Chief Research Officer Greg Allen.
  • Ms. Viqueira, who joined Callan in 1991, took on the position of head of Fund Sponsor Consulting in 2018.

Private wealth emerging as the new frontier of alternative assets fundraising — Preqin reports

Retrieved on: 
Tuesday, March 28, 2023
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LONDON, March 28, 2023 (GLOBE NEWSWIRE) -- Today Preqin , the global leader in alternative assets data, tools, and insights, published its Fundraising from Private Wealth: A Guide to Raising Capital .

Key Points: 
  • LONDON, March 28, 2023 (GLOBE NEWSWIRE) -- Today Preqin , the global leader in alternative assets data, tools, and insights, published its Fundraising from Private Wealth: A Guide to Raising Capital .
  • Global private capital has seen over a trillion dollars in inflows from institutional investors for several years in a row.
  • The private wealth industry appears to be the part of the market with the most traction.
  • The global regulatory landscape is becoming more amenable to private wealth accessing private markets, while also attempting to safeguard investor interests.

CFA Institute Research Foundation Releases Investment Industry AI Handbook

Retrieved on: 
Tuesday, March 28, 2023
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NEW YORK, March 28, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched the Handbook of Artificial Intelligence and Big Data Applications in Investments, ("AI Handbook"), published by the CFA Institute Research Foundation. The Handbook reveals how asset managers are using AI and big data technologies to augment the investment process in pursuit of enhanced investment and business outcomes.

Key Points: 
  • NEW YORK, March 28, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched the Handbook of Artificial Intelligence and Big Data Applications in Investments , ("AI Handbook"), published by the CFA Institute Research Foundation.
  • The AI Handbook is the latest in a series of CFA Institute research aimed at equipping practitioners and policymakers with the tools to evaluate and incorporate AI and big data techniques with the highest standards.
  • CFA Institute President and CEO, Margaret Franklin, CFA, together with AI Handbook contributors and industry leaders will discuss the role of AI and big data in finance, including ChatGPT and its implications for investment management, at a webinar today, 28 March 2023 at 09:00 AM EST.
  • Previously published CFA Institute research on the growing importance and implementation of AI and data science in the investment industry, and which help set the stage for the AI Handbook, are T-Shaped Teams: Organizing to Adopt AI and Big Data at Investment Firms , and AI Pioneers in Investment Management , and Ethics and Artificial Intelligence in Investment Management: A Framework for Professionals .

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

Retrieved on: 
Tuesday, March 21, 2023
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WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.

Key Points: 
  • WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.
  • Together they will be responsible for all aspects of the Ballentine Partners investment strategy and the client investment experience.
  • "I am pleased to announce the appointment of Chris Chandler and Pete Chiappinelli as Co-Chief Investment Officers," said Drew McMorrow, President and CEO of Ballentine Partners.
  • Chris Chandler joined Ballentine Partners in April of 2015 as Partner and Senior Investment Officer.

Fiduciary Trust International Continues to Expand Presence in Atlanta

Retrieved on: 
Tuesday, March 21, 2023
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They are based in Atlanta, GA, a region where Fiduciary Trust International is expanding its presence.

Key Points: 
  • They are based in Atlanta, GA, a region where Fiduciary Trust International is expanding its presence.
  • “The Atlanta region is a terrific wealth management market with many families and institutions that can benefit from our customized investment, trust and estate, and wealth planning services,” said David W. Edmiston, Fiduciary Trust International’s regional managing director for Greater Atlanta.
  • “Allie and Tim are highly respected wealth management professionals with deep experience and strong ties to the Atlanta community.
  • The growing Atlanta hub strengthens Fiduciary Trust International’s East Coast presence from Massachusetts to Florida and west to California.

Nuveen Global High Income Fund Announces Update to Portfolio Management Team

Retrieved on: 
Tuesday, March 21, 2023
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Effective immediately, portfolio manager responsibilities for Nuveen Global High Income Fund (NYSE: JGH) have been updated.

Key Points: 
  • Effective immediately, portfolio manager responsibilities for Nuveen Global High Income Fund (NYSE: JGH) have been updated.
  • Mr. Persson will continue in his role at Nuveen as Chief Investment Officer of Nuveen Global Fixed Income.
  • John Espinosa oversees all investment research across Nuveen’s global fixed income team.
  • Brenda Langenfeld is a portfolio manager for Nuveen’s global fixed income team and a member of the preferred securities sector team.

CFA Institute Announces Significant Enhancements to the CFA Program to Meet the Needs of Candidates and Employers

Retrieved on: 
Monday, March 20, 2023
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CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program. These changes address the way today's candidates learn and prepare them for successful careers as investment professionals, while also supplying the industry with the well-trained, ethical professionals it so requires.

Key Points: 
  • CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program.
  • In fact, they constitute the most significant changes we have ever made to the CFA Program since its inception in 1963.
  • The CFA Program signals clearly that candidates are serious about a long and successful career in investment management."
  • The six changes are as follows:
    Self-contained, digital practical skills modules will be introduced to the CFA Program to teach candidates on-the-job, practical applications.

CFA Institute Announces Significant Enhancements to the CFA Program to Meet the Needs of Candidates and Employers

Retrieved on: 
Monday, March 20, 2023
Employment, CFA, Data science, Curriculum, Calendar, Research, Level 2, Level 3, II, Student, Level, CFA Institute, Artificial intelligence, Knowledge, Python, Society, Chartered Financial Analyst, Financial modeling, Management, Nursing

CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program. These changes address the way today's candidates learn and prepare them for successful careers as investment professionals, while also supplying the industry with the well-trained, ethical professionals it so requires.

Key Points: 
  • CHARLOTTESVILLE, Va., March 20, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces significant enhancements to the CFA Program as part of its continual efforts to evolve the Program.
  • In fact, they constitute the most significant changes we have ever made to the CFA Program since its inception in 1963.
  • The CFA Program signals clearly that candidates are serious about a long and successful career in investment management."
  • The six changes are as follows:
    Self-contained, digital practical skills modules will be introduced to the CFA Program to teach candidates on-the-job, practical applications.

Leading Asset Management and Investment Funds Partner Joins Dechert in Boston

Retrieved on: 
Thursday, March 16, 2023
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Mr. McGrath is an asset management and investment funds lawyer with deep experience in the U.S. financial services regulatory environment.

Key Points: 
  • Mr. McGrath is an asset management and investment funds lawyer with deep experience in the U.S. financial services regulatory environment.
  • His focus is on counseling global asset managers on the formation and operation of investment funds and other investment products, and successfully navigating their associated commercial, regulatory, and compliance matters.
  • Prior to joining Dechert, Mr. McGrath was a partner and co-practice area leader of the asset management and investment funds practice at another international law firm.
  • The firm is consistently recognized by independent experts as a leading law firm for investment funds.

Annaly Capital Management, Inc. Expands Board with Election of Martin Laguerre

Retrieved on: 
Wednesday, March 15, 2023
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Annaly Capital Management, Inc. (NYSE: NLY) (“Annaly” or the “Company”) announced today that the Board of Directors of the Company (the “Board”) has elected Martin Laguerre, Senior Advisor at Warburg Pincus, as an independent member of the Board, effective March 13, 2023.

Key Points: 
  • Annaly Capital Management, Inc. (NYSE: NLY) (“Annaly” or the “Company”) announced today that the Board of Directors of the Company (the “Board”) has elected Martin Laguerre, Senior Advisor at Warburg Pincus, as an independent member of the Board, effective March 13, 2023.
  • “We are thrilled to appoint Martin to our Board and as a member of our Audit and Corporate Responsibility Committees,” said Michael Haylon, Chair of Annaly’s Board of Directors.
  • From 2016 to 2019, Mr. Laguerre was a Senior Principal at CPP Investment Board (formerly CPPIB), a Canadian pension fund.
  • Representing CDPQ, Mr. Laguerre previously served as a board member of Sagen MI Canada, a Canadian mortgage insurance provider.