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Hosted by CFA Tampa Bay

Investment Professional of the Future


As the investment industry undergoes accelerating change, the investment professional of the future must adapt and embrace new challenges and opportunities for career success. This special session with Robert Dannhauser, CFA of CFA Institute explores recent research and we will consider how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.

5:15 pm - Networking, Cocktails and Appetizers
6:00 pm - Program
7:00 pm - Meeting Concludes

Please use one of the reservation options below.

Thursday, November 7, 2019
5:15 PM - 7:00 PM

Location

Fleming's Steakhouse
2001 Siesta Dr
Sarasota   FL   34239
(941)358-9463
 
Website for Location
Map for Location



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CFA Candidates & Students - $15

Non-Members - $40

Speaker Profiles

 


Robert W. Dannhauser, CFA, FRM, CAIA
Head, Global Private Wealth Management
CFA Institute

Robert W. Dannhauser CFA, FRM, CAIA is Head of Global Private Wealth Management at CFA Institute, based in their New York office. He is responsible for strategy and content development for private wealth management practitioners. Previously, Bob headed CFA Institute's Capital Markets policy group, including policy advocacy efforts in Washington and Brussels.

Bob has over 25 years experience as a practitioner in both the institutional investment and private wealth management arenas, serving in a variety of client portfolio management, sales, and marketing roles. He started his investment management career with the predecessor to Calvert Group, one of the first socially responsible investing firms in the US.

Bob earned his MBA from the Johnson Graduate School of Management at Cornell University, as well as a MPH in Health Policy from Rutgers University and a BA in Political Science from the George Washington University.



Sessions


DateCourse Title/DescriptionStart
Nov 17, 2019 Investment Professionals of the Future Robert W. Dannhauser, CFA, FRM, CAIA 6:00 P



Registration Fee
Member
No Charge
 
Non-Member
$40.00