Certificate in ESG Investing

MEMBERS-ONLY RECORDING

Are you interested in accelerating your career? With the Certificate in ESG Investing, you can master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset. The Certificate in ESG Investing offers you both practical application and technical knowledge in the fast-growing field of ESG Investing - an opportunity to both accelerate progress and demonstrate purpose.

Join Shaheen Verjee, CFA, Head of Educational Partnerships with CFA Society of the United Kingdom, and Daniel O'Connor, CAIA, Director of Institutional Relations at CFA Institute, to learn more about the Certificate in ESG Investing.

SPEAKERS

Daniel D. O’Connor, CAIA | Dan O’Connor joined CFA Institute as a Director of Institutional Relations in 2014 and works with key institutions and universities regarding their adoption of CFA Institute’s educational programs, initiatives, and policies.

Most recently Dan was a Senior Vice President at City National Rochdale Investment Management in New York responsible for managing the sales and capital-raising efforts for its alternative investment strategies. He has over 20 years of investment industry experience, and has worked extensively with mutual funds, SMAs, ETFs, hedge funds, private equity LPs, real estate funds and other traditional & alternative investment vehicles throughout his career.

Previously, Dan was the Head of North American Development & Investor Relations at FQS Capital Partners, a multi-strategy hedge fund of funds. Prior to FQS, he was a Senior Managing Director for Sales at Asset Alliance, and earlier in his career held several sales & relationship management roles within Citigroup’s alternative investments and asset management businesses.

Dan graduated with a B.S. in Psychology and Economics from Tulane University and is a past president of the Tulane Alumni Association. He later earned his M.B.A. in Finance from Fordham University’s Graduate School of Business Administration. Dan holds the Chartered Alternative Investment Analyst designation, has completed the Harvard Business School-CFA Institute Investment Management Workshop, and has earned the CFA Institute Investment Foundations Certificate. He is currently studying for the Certificate in ESG Investing. Back To Top ^^

Shaheen Verjee, CFA | Shaheen Verjee is the Head of Partnerships at CFA UK. She works with firms across the investment management industry to improve their access and understanding of CFA UK qualifications in investment and sustainability as well as professional learning in ethics.

She is a CFA Charterholder and holds an MBA from INSEAD. She previously worked as a Fund Manager at Cazenove Capital Management, running portfolios for high net worth private clients. Back To Top ^^