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Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
Managing Director
Head of CROCI, Americas: New York
Rejoined the Company in 2013 with 28 years of industry experience. Prior to rejoining, Joe was a global equity hedge fund manager at Gainsborough Capital Management. Prior to that, he served as Head of European Equity Sales and was Chairman of the European Equity Investment Committee at Deutsche Bank. He started the Equity Focus Group and was part of the team which developed the CROCI strategy. Previously, Joe was Head of European Equity Sales at both S. G. Warburg & Co. and at Savory Milln and Co., where he started his career as an analyst BA and MA in Modern Languages from University of Oxford.
