CFA Institute

Girls Who Invest and CFA Institute Enhance Partnership to Bring More Women into the Investment Management Industry

Retrieved on: 
Tuesday, March 7, 2023
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Girls Who Invest (GWI), a non-profit organization dedicated to transforming the investment management industry by educating and advancing the next generation of women investors, and CFA Institute, the global association of investment professionals, today announced an expansion of their long standing partnership, offering the CFA Institute Investment Foundations® Certificate to benefit GWI scholars.

Key Points: 
  • Girls Who Invest (GWI), a non-profit organization dedicated to transforming the investment management industry by educating and advancing the next generation of women investors, and CFA Institute, the global association of investment professionals, today announced an expansion of their long standing partnership, offering the CFA Institute Investment Foundations® Certificate to benefit GWI scholars.
  • The Investment Foundations Certificate is designed to provide the global workforce with a clear understanding of how the investment industry works.
  • I’m excited to see the ways our partnership with Girls Who Invest will continue to address the ongoing challenge of supporting women in their careers.”
    Girls Who Invest and CFA Institute share joint goals to diversify the field of investment management.
  • This alignment supports the education of the women and gender non-binary people in the Girls Who Invest program through CFA Institute educational offerings.

Northern Trust Appoints Beth Opperman Southwest and Rocky Mountain Regions President

Retrieved on: 
Wednesday, March 1, 2023
Consulting, Banking, Professional Services, Finance, Minnesota Children's Museum, CFA Institute, Region, Trust, Chartered, MBA, Humanity, Junior Achievement, Equal housing lender, University, Business, Investment management, Economics, St. Olaf College, Wealth management, University of Chicago Booth School of Business, Multimedia, Personal fiduciary services, National Association of Affordable Housing Lenders, Opperman, FDIC, Management, Investment, Northern Trust

Northern Trust has appointed Beth Opperman as President of the Southwest and Rocky Mountain regions, where she will lead teams focused on serving high-net-worth individuals and families in Arizona, Colorado, Nevada and Texas.

Key Points: 
  • Northern Trust has appointed Beth Opperman as President of the Southwest and Rocky Mountain regions, where she will lead teams focused on serving high-net-worth individuals and families in Arizona, Colorado, Nevada and Texas.
  • View the full release here: https://www.businesswire.com/news/home/20230301005246/en/
    The Southwest and Rocky Mountain regions include eight markets in 10 offices that deliver exceptional service, renowned expertise and an innovative goals-driven wealth management approach for clients.
  • “Adding Beth’s leadership and expertise to our Southwest and Rocky Mountain regions will propel our Wealth Management business forward and allow us to continue to build upon the already strong client experiences the team is providing,” said Michele Havens, President of West Region for Northern Trust Wealth Management.
  • Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Martin Laguerre Joins Warburg Pincus as Senior Advisor

Retrieved on: 
Monday, February 27, 2023
McGill University, Knowledge, Credit Suisse, Financial services, CFA Institute, University, DLJ, Votorantim Energia, University of Chicago Booth School of Business, Senior, MBA, Warburg Pincus, CFA, Business, Caisse, CPP Investment Board, CPPIB, Canada, Private equity, CDPQ, Corporate services, Pritzker School of Molecular Engineering at the University of Chicago, General Electric, Bachelor of Commerce, Commerce, Security (finance)

NEW YORK, Feb. 27, 2023 /PRNewswire/ -- Warburg Pincus, a leading global growth investor, today announced the appointment of Martin Laguerre as a Senior Advisor working with its Capital Solutions, Financial Services and Business Services groups. Mr. Laguerre will support the firm in identifying and evaluating new investment opportunities, while leveraging his knowledge of the Canadian markets as well as his vast sector expertise and decades of leadership experience.

Key Points: 
  • NEW YORK, Feb. 27, 2023 /PRNewswire/ -- Warburg Pincus, a leading global growth investor, today announced the appointment of Martin Laguerre as a Senior Advisor working with its Capital Solutions, Financial Services and Business Services groups.
  • Mr. Laguerre has broad experience in private equity, mergers and acquisitions, investment strategy, and finance.
  • From 2016 to 2019, Mr. Laguerre was a Senior Principal at CPP Investment Board (formerly CPPIB), a Canadian pension fund.
  • "Martin's deep industry expertise, coupled with his relationships and diverse skill set, will be uniquely valuable to Warburg Pincus.

2023 Hillsdale Investment Management – CFA Society Toronto Research Award

Retrieved on: 
Wednesday, February 22, 2023
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Toronto, Feb. 22, 2023 (GLOBE NEWSWIRE) -- (GLOBE NEWSWIRE) -- CFA Society Toronto and Hillsdale Investment Management Inc invites submissions for the 2023 Hillsdale Investment Management – CFA Society Toronto Research Award.

Key Points: 
  • Toronto, Feb. 22, 2023 (GLOBE NEWSWIRE) -- (GLOBE NEWSWIRE) -- CFA Society Toronto and Hillsdale Investment Management Inc invites submissions for the 2023 Hillsdale Investment Management – CFA Society Toronto Research Award.
  • We are both committed to furthering investment research and this award is an opportunity for professors, students, and practitioners to share their findings with us.” Fred Pinto, CFA, CEO CFA Society Toronto.
  • "Since Hillsdale and CFA Society Toronto introduced the research award in 2010, we have been able to bring well-deserved recognition to practitioners of high-quality investment research.” said Chris Guthrie, CFA, President and CEO, Hillsdale Investment Management.
  • Visit cfatoronto.ca/hillsdaleaward to learn more about the 2023 Hillsdale Investment Management – CFA Society Toronto Research Award.

Northern Trust Announces New President of Asset Management Business

Retrieved on: 
Thursday, February 9, 2023
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Northern Trust (Nasdaq: NTRS) announced today that Daniel Gamba will serve as Northern Trust’s new President of Asset Management (NTAM), effective April 3.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) announced today that Daniel Gamba will serve as Northern Trust’s new President of Asset Management (NTAM), effective April 3.
  • He will join Northern Trust’s Management Group and report to Chief Executive Officer Michael O’Grady.
  • View the full release here: https://www.businesswire.com/news/home/20230209005283/en/
    Gamba joins Northern Trust from BlackRock, Inc., where he spent 22 years and served as co-head of Fundamental Equities and as a member of BlackRock’s Global Operating, Portfolio Management Group Executive and Human Capital committees.
  • “Daniel has a unique set of experiences well suited for the continued growth of Northern Trust Asset Management, with a track record of delivering strong results,” O’Grady said.

Wasatch Announces 17 New Employee Shareholders

Retrieved on: 
Wednesday, February 1, 2023
Finance, Banking, Professional Services, Asset Management, Human Resources, Prospectus, Cyprus Securities and Exchange Commission, Security (finance), CFA Institute, ALPS, CFA, Research, Culture, Risk, Fund, Investment Advisers Act of 1940, Marketing, Allianz Global Investors, Growth, ADI, Bank

Wasatch Global Investors is pleased to announce the addition of 17 new employee shareholders, bringing the total number of employee shareholders to 49.

Key Points: 
  • Wasatch Global Investors is pleased to announce the addition of 17 new employee shareholders, bringing the total number of employee shareholders to 49.
  • As a result of the new equity distribution, more than half of all employees at Wasatch are now owners of the firm.
  • “We are thrilled to welcome 17 new employee shareholders,” said Eric Bergeson, President of Wasatch Global Investors.
  • Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

CFA Institute Launches Refreshed Investment Foundations® Certificate

Retrieved on: 
Tuesday, February 14, 2023
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NEW YORK, Feb. 14, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched a new edition of its CFA Institute Investment Foundations® Certificate ("Investment Foundations Certificate"), a self-paced online certificate-level program that provides learners with a clear understanding of how the global investment industry works.

Key Points: 
  • NEW YORK, Feb. 14, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, has launched a new edition of its CFA Institute Investment Foundations® Certificate ("Investment Foundations Certificate"), a self-paced online certificate-level program that provides learners with a clear understanding of how the global investment industry works.
  • Our vision for CFA Institute is to be where the investment industry comes to skill, upskill, and reskill.
  • "This opportunity to be a part of the relaunch of the CFA Institute Investment Foundations Certificate provides Mercer team members more structured investment education, broadens their career opportunities, and contributes to our mission of inspiring a culture of lifelong learning.
  • For the full Investment Foundations Certificate details, visit: https://investmentfoundations.cfainstitute.org/
    The Investment Foundations Certificate registration is priced at is US$350.

Investment Industry Embraces DEI Code led by CFA Institute, with More Than 100 Firms Signed up in Less Than a Year

Retrieved on: 
Wednesday, February 1, 2023
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Signatory organizations together represent around US$11.2 trillion in assets under management -- approximately 10 percent of the investment industry's assets under management globally* -- as well as some US$9.5 trillion assets under advisement.

Key Points: 
  • DEI Code signatories commit to providing a confidential, annual progress report to CFA Institute using an accompanying reporting framework.
  • In addition, CFA Institute has started working with European investment industry leaders to explore how the DEI Code can be introduced in the UK and across Europe.
  • DEI Code signatories have the support of an operationalized reporting process that helps firms to plan and evidence their progress.
  • DEI Code Signatory assets under management and assets under advisement are self-reported at the point of becoming a DEI Code signatory.

Steward Partners Welcomes H.L. Wiginton as First Team on Pershing Platform and First in Alabama

Retrieved on: 
Monday, January 30, 2023
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Wiginton Capital Management, an independent boutique investment and financial planning firm based in Jasper, Alabama.

Key Points: 
  • Wiginton Capital Management, an independent boutique investment and financial planning firm based in Jasper, Alabama.
  • The four-person team, led by Mike Wiginton, CFA, has approximately $220 million in AUM and is the first Steward Partners' team to join with Pershing as their custodian.
  • Wiginton as our first partner in Alabama and even more significantly, as the first of many teams we expect to join Steward using the Pershing platform over the next few months," said Jeffrey Gonyo, Head of Recruiting, Senior Divisional President, Southeast, Steward Partners.
  • "We are proud to be able to offer our partners a choice of custodians and look forward to helping H.L.

New Research on the Impact of Modern Monetary Policy on Equity Markets During the Covid-19 Pandemic Wins 2022 Graham and Dodd Award of Excellence

Retrieved on: 
Monday, January 23, 2023
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NEW YORK, Jan. 23, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the winners of the 2022 Graham and Dodd Awards of Excellence. These prestigious awards are bestowed annually for the best research articles published in the Financial Analysts Journal, the flagship publication of CFA Institute, and recognize the contribution of the articles to the practice of investment management. The awards are named in honor of Benjamin Graham and David L. Dodd for their enduring contributions to the field of investment analysis.

Key Points: 
  • NEW YORK, Jan. 23, 2023 /PRNewswire/ -- CFA Institute, the global association of investment professionals, announces the winners of the 2022 Graham and Dodd Awards of Excellence .
  • The awards are named in honor of Benjamin Graham and David L. Dodd for their enduring contributions to the field of investment analysis.
  • The 2022 winner of the Graham and Dodd Top Award is Free Markets to Fed Markets: How Modern Monetary Policy Impacts Equity Markets , Financial Analysts Journal, by Tālis J. Putniņš, Professor of Finance at the University Technology of Sydney and the Stockholm School of Economics in Riga.
  • The 2022 winner of the Graham and Dodd Scroll Award is Which Corporate ESG News Does the Market React To?