Date(s) - 2019-09-09
17:30 - 21:00
Investment Professional of the Future
Date: 9 September 2019, 5.30 PM – 21 PM
Venue: Sheraton Grand Kraków, Powiśle 7, Kraków
Event for CFA Society Poland members and candidates in CFA Program plus invited guests. For non-members and professionals outside the CFA community in Poland a participation in the event costs 300 PLN + VAT. More details: firstname.lastname@example.org
Investment Professional of the Future will examine career paths for professionals working in the investment industry globally. It is the third in a series of reports for current and future investment leaders. In Future State of the Investment Profession, four scenarios were outlined to describe the influences on the industry in the next 5-10 years, and in Investment Firm of the Future these were applied more directly to the functional areas of investment firms. Now, Investment Professional of the Future describes the role that individuals will play in shaping that future amidst significant industry change.
During the his presentation on September 9th, Bob Stammers, CFA, Director, Investor Engagement, will present the results of the May 2019 Report on the Future of Finance focusing on the Investment Professional of the Future. This report will complete the series by providing a deeper analysis of career paths for professionals working in the investment industry. Bob will discuss the key themes from the report by questioning what roles will be most valuable to the industry, what career paths will be most adaptable and what organizations will be most effective.
Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. In addition to the development of thought leadership content, he is responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts. Mr. Stammers has his Bachelors of Arts in Economics from Connecticut College, his Masters in Business Administration from Emory University, and was awarded the CFA designation in 1997.