12
July
14:00 — 15:00

Loading Events

Join this webinar to learn how CIOs help investment firms navigate the uncertainties of the financial marketplace.

Topics: Leadership Skills, Firm Management & Client Relationships, Client Relationships, Firm Management, Investment Industry, Private Wealth Management

Hosted by CFA Institute – CFA

Overview

The Chief Investment Officer (CIO) helps investment firms navigate the uncertainties of the financial marketplace. CIOs play an important role in ensuring that financial service providers satisfy the mandates given to them by their clients. From devising investment strategies and building portfolios to monitoring performance and interacting with stakeholders, CIOs manage and deliver on a number of sub-functions that are essential for executing investment policy needs.

Questions to be addressed in this webinar include:

  • How does the role of a CIO vary based on the type of institution served — from endowments to family offices and Financial Advisory Firms?
  • What does a typical CIO’s investment decision-making process require?
  • What are some of today’s trends in the outsourced CIO world?

Speakers

Aradhana Gupta Kejriwal, CFA

Kejriwal

Aradhana Gupta Kejriwal, CFA, is managing partner at Practical Investment Consulting (PIC) and an accomplished senior executive leader with more than 20 years of experience in both Asset and Private Wealth Management. She is a passionate advocate for women in finance and financial literacy; she also maintains a broad international perspective — having lived and worked globally.

Ms. Kejriwal’s professional experience includes her position as CIO at Behavioral Wealth Management and other roles at Prudential Financial, CIBC Mellon, and TD Bank, as well as her work managing more than US $2 billion in short-term debt for Home Depot. She has appeared on Atlanta’s CBS46 TV, CNBC, and 106.5 FM Radio.

Ms. Kejriwal is serving as the current President of ASFIP – formerly CFA Society Atlanta. She has a business degree from Schulich School of Business, York University, Canada.

Shreenivas Kunte, CFA

Shreenivas Kunte

Shreenivas Kunte, CFA, is director of content at CFA Institute, where he contributes financial market insights about India and the developed world. Previously, he taught at and managed SP Jain’s Trade and Applied Research lab, which he helped found. Kunte also served as a country trading strategist at Citigroup’s Tokyo office. He actively contributes to the development sector in India and is an external research scholar at the Indian Institute of Technology Bombay.

Registration

Please register here

CFA CE credit hours

If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool. This program qualifies for ​1.0 CE credit hours.

Details

Date:
12 July
Time:
14:00 - 15:00
Event Category: