Earning Investor’s Trust

A CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego and CFA Society San Francisco Sponsored Event

MEMBERS-ONLY RECORDING

Join CFA Society Los Angeles, CFA Society Orange County, CFA Society Sacramento, CFA Society San Diego and CFA Society San Francisco as we jointly host the Future of Finance team for a timely presentation on building investor trust and communicating value, which has never been more important. The Future of Finance team will present their research on Earning Investors’ Trust, which touches on building trust and demonstrating personal and firm value. The research focuses on answering the question “What does it take for someone to put their capital at risk and entrust their funds to someone else to manage?”

The presentation will be followed by a live Q& A with the presenters.

After the Q&A, attendees will join break-out sessions and develop practical action steps for building personal or firm-level trust, while networking with fellow attendees from all California Societies!

Register today as space is limited!

Rebecca Fender, CFA | Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor.

Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others.

Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia. Back To Top ^^

Robert Stammers, CFA | Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. 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. Back To Top ^^