cfa society of cleveland prospective member presentation
TRANSCRIPT
CFA Society of ClevelandProspective Member Presentation
The CFA Society of Cleveland│ 2
About the CFA Institute
Over 100,000 members in 57 countries with 136 member societies
65% of the membership base is in the USA, 65% of the candidates are international
111,000 candidates took the exam in June 2010, a record!
An organization with broad educational, practical and human resources
Who We AreWho We Are MissionMission
To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.In advancing our mission, we are dedicated to building a CFA Institute that:
− All serious investment professionals aspire to be a part of
− Investment professionals go to first when seeking credentials and continuing education
− Leads the industry’s thinking in the area of ethics, integrity, and excellence of practice
− Partners with its network of strong societies to deliver on the mission
− Forever derives its strength and energy from its highly qualified volunteers and professional staff
Employment of CFA Institute Members
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CFA InstituteAs of 1 July 2010
Americas Europe, Middle East, Africa
Asia Pacific
Members: 68,756CFA Program Registrations: 73,400 Members: 17,700
CFA Program Registrations: 44,600
Members: 14,859CFA Program Registrations: 82,700
Total
Members: 101,140CFA ProgramRegistrations: 200,700
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CFA Program Benefits
With a six-decade history of maintaining a rigorous focus on globally relevant investment knowledge, the CFA Program is the most widely known and respected investment credential in the world.
Career Advantage. Employers recognize the CFA charter as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals. Stand out at every stage of your career.
Practical Skills. The curriculum focuses on the practical knowledge and current skills necessary in the global investment management profession. These skills are immediately useful on the job.
Community. Earning the CFA charter places you in the company of an elite group of nearly 90,000 respected investment professionals. Access to their collective expertise, networks, and resources is an invaluable asset.
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About the CFA InstituteOur VisionOur Vision Growth ObjectivesGrowth Objectives
Our vision builds on our beliefs that:− Financial markets should be equitable,
free, and efficient so that every investor has a chance to earn a fair return
− The interests of the ultimate investor must take precedence over the interests of all other market participants
− High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations
To build CFA Institute global leadership in professional ethics, education, and excellence of practice in the investment management community by developing and delivering quality products and services that leverage the CFA brand to our expanding membership constituency.
Strategic Objectives − Enhance the CFA Program− Create and Source Relevant Lifelong
Learning for Members − Connect with Members through
Technology − Advocate Effectively for Members
and Ethical Markets− Solidify and Extend Our Global
Capabilities
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CFA Institute Education
Our learning topics are based on the Global Body of Investment Knowledge and provide lifelong learning opportunities to our members.
− Alternative Investments − Behavioral Finance − Corporate Finance − Derivatives − Economics − Equity Investments − Financial Statement Analysis − Fixed Income − Leadership, Management
& Communication Skills − Performance Measurement &
Evaluation − Portfolio Management − Private Wealth Management − Quantitative Methods − Risk Management − Standards, Ethics & Regulations (SER)
Learning TopicsLearning Topics Delivery MethodsDelivery Methods
CFA Institute offers educational resources in a variety of delivery formats designed to suit individual learning styles and to bring the highest degree of professionalism, relevancy, and rigor to the pursuit of lifelong learning.
Events: Our conferences, seminars, and workshops are geared to executive, general practitioner, and specialized audiences.
Publications: Stay current with the latest investment research, industry news, and relevant expert commentary with CFA Institute publications.
Webcasts & Podcasts: Keep up with industry luminaries and topical experts through the numerous multimedia products we produce each year. For “learning on the go,” download our podcasts to enjoy at your convenience.
Online Learning: CFA Institute online courses provide engaging opportunities
CFA Society of Cleveland – Who We Are Mission: Provide opportunities for professional development and fellowship
among Cleveland-area investment professionals, consistent with the ideals of excellence, integrity and education as set forth by the CFA Institute.
450 Members:– 360 Charterholders, 90 Non-Charterholders.
216 candidates enrolled in CFA exam program Approximately 40 events per year hosted between September and June
− Balanced Mix of Corporate Access, Industry Experts, Networking− Venues include casual after-work events, luncheons and webinars
Full Access to CFAI resources as well as CFASC programming, networking and resource base
Top Member Employers:– KeyCorp – PNC Financial– Fifth Third
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– Stifel Nicolaus– FirstMerit Corporation– Parkwood
– Hartland & Company– Integrity Asset Management– Longbow Research
Education
Professional Excellence
Ethics
CFA Institute
To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
The global standard for investment professionals
Committed to lifelong learning; working to provide value after the designation has been earned
A leading voice on issues of fairness, efficiency, and investor protection for global capital markets through the CFA Institute Standards and Financial Market Integrity Division
CFA Institute Mission
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Career Development
Professional Excellence
Programs
Networking
Network with peers in the industry
Be part of an effectual and common voice to develop and protect the interests of the profession
Socialize with industry insiders Take advantage of local professional development opportunities
Access additional resources, such as job announcements and newsletters
Stay abreast of trends that affect the industry in your market
Take advantage of discounts to dynamic and educational local programs
Access to approximately 40 events per programming year
CFASC Mission
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Webinars
Webinar: John Tamny presents "How We Got Here: The Weak Dollar and How It Caused the Global Financial Crisis"
Wednesday, September 29, 2010 from 12:00 PM - 1:00 PM
Hosted by the CFA Society of Cleveland
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Corporate Access
Luncheon + Webinar: "Creating Value Through a Global Enterprise," presented by Kevin McMullen, Chairman, Chief Executive Officer and President of OMNOVA Solutions Inc. (NYSE:OMN)
Wednesday, April 06, 2011 from 12:00 PM - 1:30 PM
Hosted by the CFA Society of Cleveland
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Expert Panels
Luncheon: The Future of U.S. Healthcare and Implications for Investors/Luncheon and Panel Discussion
Wednesday, June 30, 2010 from 11:30 AM to 1:30 PM at the Intercontinental Hotel’s Ballroom
Hosted by the CFA Society of Cleveland
Panelists: Gina Petredis: Director of Federal Government Relations for the Cleveland Clinic Health System, where she is responsible for advocating for the interests of Cleveland Clinic and its patients in federal legislative and agency matters. Gina has worked in government relations for more than 15 years in both the public and private sectors. She is a graduate of Cleveland State University with a degree in Business Communications and sits on the Government Relations Policy Committee for the American Medical Group Association and the Federal Affairs Network Policy Advisory Committee for Premier Inc. David Chu: Portfolio Manager with Emerald Advisers, Inc. Mr. Chu has 15 years of investment experience. He is Co-Manager of the Emerald Mid Cap Growth portfolio and a member of the Portfolio Management team. Additionally, Mr. Chu maintains research coverage of the healthcare Services industry. Prior to his position at Emerald, he was a portfolio manager with Invesco Fund Small Company Growth Fund, where he managed the Healthcare sector. Mr. Chu has also served in portfolio management roles for Morgan Stanley, Bank of America, and Wachovia Bank. Mr. Chu received a BS in Industrial & Operations Engineering from the University of Michigan and an MBA from the Wharton School of Business, University of Pennsylvania. He is a member of the CFA Institute. Alex Morozov: Associate Director of the health-care team at Morningstar. He covers medical instruments and diagnostics. Before joining Morningstar in May 2006, he worked in the insurance industry underwriting directors' and officers' coverage for publicly traded companies. Mr. Morozov holds a bachelor's degree in finance with a minor in mathematics from the University of Missouri, graduating cum laude. He has been a CFA Charterholder since 2005.
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Networking
After-Work Networking Event at Great Lakes Brewing Company
Thursday, March 10, 2011 from 5:00 PM - 8:00 PM
Hosted by the CFA Society of Cleveland
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Events Schedule2010 2011
Date Event Affiliation Date Event Affiliation09/08 Michael McMillan, Ph.D., CFA CFA Institute 01/12 Mark Parr, CFA, MD, Equity Research Key Bank Capital Markets09/15 Networking event Lockkeepers 01/19 Gil Van Bokkelen, Chairman & CEO Athersys, Inc09/22 Mr. Earl Ward, VP, IR Lincoln Electric Holdings Co. 01/26 Larry Speidell Frontier Market Asset Management10/07 Thierry d'Hauthuille Russian Fund of Funds 02/02 Richard Janus, CFA Victory Capital10/13 Dr. Bart DiLiddo, Chairman / Founder Vector Vest Inc. 02/09 Don Kimble, CFO Huntington Bank10/14 Bill Donnelly, Group VP and CFO Mettler-Toledo Int'l (MTD) 02/16 John Doherty Verizon Wireless10/20 Raj Aggarwal, CFA University of Akron 02/23 Tom Joyce Deutsche Bank DCM Strategist10/27 Don Chance, CFA Louisiana State University 03/10 Networking event Great Lakes Brewing Co.10/28 Networking event--Wine Tasting Union Club 03/16 Steve Nicola, CFO Mathews International11/03 Don Ross, CFA Global Strategist 03/22 Dennis Gartman The Gartman Letter11/10 Dr. Kevin Jacques Baldwin-Wallace College 03/23 CWRU Students Team GIRC Winning Team Presentation11/17 William Gamble, JD, LL.M. Author, Emerging Markets Specialist 03/30 Izabel Ramos Petrobras, Brazil12/01 Dr. Jay Muthuswamy Kent State University 04/06 Sandi Noah, Director Omnova Solutions Inc12/08 Alan Meder, CPA CFA CFA Institute 04/06 Jim Valentine, CFA AnalystSolutions12/15 Guy Jardine & Paul Miller, CFP Raymond James 04/13 Joel M. Dickson, Ph.D. Vanguard
04/20 Level II Event Panel Discussion04/27 John Farrall, CFA PNC05/04 Dan Greenfield Allegheny Technologies05/07 Mock Exam Prospective Members05/11 Mark Sutherland, Director, IR Lubrizol05/18 John L. Boylan, VP/CFO/Treasurer Lancaster Colony05/19 Annual Dinner Howard Schilit to Prsent05/25 Annette N. Arribas, CTP, CCEP, ANSYS, Inc. Canonsburg , PA06/01 Company Presentation Aptar Group (ATR)06/04 After-Exam Party Prospective Members06/08 Fred Cummings Elizabeth Park Capital07/15 Dr. Sam Thomas Case Wester Reserve University
CFA Society of Cleveland Website
www.cfacleveland.org
Contact
For more information, please contact
Craig Cimoroni,
Membership Chair
216-849-5050
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