Overview
Join us for an enriching experience where you can invest in your future and gain invaluable insights from our signature sessions featuring the CFA Program and career sharing from CFA charterholders.
Discover recent hiring trends, explore careers in sustainability, delve into the latest in private markets, and learn how to thrive in the evolving finance and investment industry.
This is your chance to gain knowledge, and be inspired to take your career to new heights. Don’t miss out on this opportunity to shape your future in finance!
Watch on demand
Day 1
Dive deep into what makes the CFA® Program the gold standard in investment education. This session opens the door to a world of knowledge, rigor, and distinction. Discover how the program not only enhances your technical expertise but also shapes you into a trusted and ethical leader in the finance and investment industry. Join us to learn how the CFA Program can enhance your competitive advantage, and envision your future filled with limitless potential.
Moderator:
Scott Lee, Head, Strategic Partnerships, CFA Institute
Speaker:
Grace Yeung, CFA, Senior Director, Exam Development, Asia Pacific, CFA Institute
Step into the diverse and dynamic world of the APAC region through the eyes of seasoned CFA® charterholders. In this session, uncover personal stories of ambition, resilience, and success within the finance sector's varied landscapes. Learn from their challenges and triumphs, and gather invaluable advice on navigating your own career journey. This is an opportunity to connect, learn, and be inspired by leaders making a difference in the financial markets across APAC.
Moderator:
Simon Ng, CFA, President, CFA Society Singapore
Speakers:
Chetali Gupta, CFA, Market Risk Associate, MSCI
Timothy Dowling, CFA, Investment Specialist, Aquasia
Wenyi Ma, CFA, Vice President, APAC Business Development, Matthews Asia
Qinyan Tian, CFA, Investment Manager, Asset management firm in Mainland China
Stay ahead of the curve with insights into the current hiring landscape in the finance and investment industry. This session, featuring presentations from LinkedIn and leading employer panelists, will explore emerging opportunities and skills in high demand today. Gain strategic guidance on positioning yourself effectively in your career pursuits, and understand how evolving roles in finance and investment can shape a prosperous future. Let’s unlock the keys to your career advancement together.
Moderator:
Brenda Hou, CFA, Senior Head, APAC, CFA Institute
Speakers:
Jimmy Jim, CFA, Managing Executive Officer & Head of Global Markets, ICBC Asia
Nathan Khan, Head of Partnerships, LinkedIn Hong Kong & Taiwan
Satish Betadpur, CFA, Managing Director, Head of Investments, India, State Street Global Advisors
As the world shifts toward sustainability, so too do the opportunities within finance and investment. Explore how you can merge purpose and profit within your career by diving into sustainable finance. This session provides insights into the critical trends and innovations leading the charge for a greener future. Empower yourself with the tools you need to contribute to a world where finance and investment champions sustainable development and positive impact.
Moderator:
Mary Leung, CFA, Senior Advisor, Research and Advocacy, Asia-Pacific, CFA Institute
Speakers:
Anu Gupta, CFA, Senior Principal Consultant, Investment Business, Mercer
Dachuan Zhang, CFA, Executive Director, Head of ESG Business, J.P. Morgan Asset Management China
Pailin Rojrattanachai, Assistant Vice President, Sustainable Investment, The Stock Exchange of Thailand (SET)
Tim Chan, CFA, Executive Director, CFA Society Hong Kong
Day 2
Dive deep into what makes the CFA® Program the gold standard in investment education. This session opens the door to a world of knowledge, rigor, and distinction. Discover how the program not only enhances your technical expertise but also shapes you into a trusted and ethical leader in the finance and investment industry. Join us to learn how the CFA Program can enhance your competitive advantage, and envision your future filled with limitless potential.
Moderator:
Priya Ramsden, Director, Partnerships & Client Solutions, CFA Institute
Speaker:
Rob Langrick, CFA, Chief Product Advocate, CFA Institute
Hear from CFA® charterholders as they share transformative career stories. Each narrative is a unique tapestry of cultural and professional experiences, lessons learned, and inspirational achievements. These voices offer firsthand advice on leveraging global opportunities and overcoming obstacles in diverse markets. Let their journeys guide and inspire your own path to success in the global finance arena.
Moderator:
Joo Hee Lee, PhD, CFA, Senior Advisor, Funding Solutions Deutschland
Speakers:
Dias Bekzhanov, CFA, Senior Project Manager, ADNOC
Maan Alkheleiwi, CFA, Board Member, Career Consult Chair, CFA Society Saudi Arabia
Patricia Ribelles, CFA, Investment Fund Specialist, Sabadell Urquijo Banca Privada
Typhanie Pinot, CFA, Global Tech Equity Analyst at La Financière de l’échiquier, a boutique asset manager
Discover the burgeoning world of private markets and where your career fits within it. This session will unveil the latest hiring trends and the competencies required to thrive in this evolving landscape. Learn from industry experts who will demystify the intricacies of private markets and guide you in carving out your niche. Equip yourself with the insights needed to navigate and seize opportunities in the private investment sphere.
Moderator:
Azmi Özünlü, CFA, Senior Director, Content Development, CFA Institute
Speaker:
Rustum Bharucha, Group Director, Mercuri Urval
Gain an in-depth understanding of sustainable practices and trends shaping finance around the globe. This session illuminates the strategies and innovations leading the way in environmentally conscious investing. Join us to explore how you can advance sustainability in your own work and gain the right skills to succeed. Through expert insights, you'll be empowered to integrate sustainability into your work and know how to stay ahead of the curve.
Moderator:
Sonia Gandhi, CFA, Senior Director, Content Development, CFA Institute
Speaker:
Hardik Shah, CFA, Head, Sustainable Investment, DSP Asset Managers
Day 3
Uncover the extensive landscape of private markets and arm yourself with the knowledge to excel in this dynamic field. This session provides deep dives into market intricacies, influential players, and emerging opportunities. Prepare to engage with industry experts who will unravel the complexities and share strategies for mastering private markets. Step confidently into this sector, equipped with the insights needed for a thriving, impactful career.
Moderator:
Azmi Özünlü, CFA, Senior Director of Content Development, CFA Institute
Speaker:
Eihorere Wesigye, CFA, Manager, Special Situations Group British International Investment
Explore the transformative potential of sustainability within the finance and investment sector and discover how you can be at the forefront of this pivotal movement. This session delves into the abundant career opportunities arising from the global shift toward responsible and sustainable investment practices. Learn from renowned experts who provide actionable insights on integrating environmental considerations into financial strategies and making a meaningful impact.
Moderator:
Sonia Gandhi, CFA, Senior Director, Content Development, CFA Institute
Speaker:
Stephanie Potter, Former Director, Sustainable Private Markets, S&P Global
Join accomplished charterholders as they share personal stories of career growth and evolution. Through their narratives, gain a richer understanding of the challenges and opportunities presented in the Americas' financial industry. These experiences offer a wealth of knowledge to help you forge a path defined by resilience and innovation. Learn from those who have walked the path to illuminate your own future in finance.
Moderator:
Claire Lampazzi, CFA, Relationship Manager, Portfolio Management, Officer, Glenmede
Speakers:
Korak Ghaffour, CFA, Director, Corporate Development, NexGen Energy
Roberto Vázquez, CFA, Chief Investment Officer, Grupo Santoyo Lara
Tatiana Hakim, CFA, Director, Asset Management & Account Manager, JLL Canada
William Reynolds, CFA, Senior Investment Associate, Fire Capital Management
Dive deep into what makes the CFA® Program the gold standard in investment education. This session opens the door to a world of knowledge, rigor, and distinction. Discover how the program not only enhances your technical expertise but also shapes you into a trusted and ethical leader in the finance and investment industry. Join us to learn how the CFA Program can enhance your competitive advantage, and envision your future filled with limitless potential.
Moderator:
Julia Orlich, Director, Partnerships & Client Solution, CFA Institute
Speaker:
Anne Fahlgren, Senior Head, CFA Program, Education, CFA Institute