Global Advocacy: Policymakers, Investors and Beyond – EMEA

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Global Advocacy: Policymakers, Investors and Beyond – EMEA

November 22, 2021

Global Advocacy:

Policymakers, Investors and Beyond – EMEA

Overview

A Global Policymakers Series (GPS) Event

Hear what CFA Institute’s head of advocacy has planned for the EMEA region. Join us for a conversation about the long- and short-term goals and how societies in Europe can get involved.

Agenda

9:00 PM | WELCOMING REMARKS

Helen Thomas, CEO, BlondeMoney; Former Board Member, CFA Society United Kingdom

9:05 AM | INTERVIEW

Interviewer

Edward O’Loghlen, CFA, Head of Investor Relations, Caixabank S.A.; Member, CFA Society Spain

Interviewee

Paul Andrews, Managing Director – Research, Advocacy and Standards, CFA Institute

10:00 AM | CLOSING REMARKS

Ilke Takimoglu Homris, CFA, Executive Director, CFA Society Istanbul

Additional Details

Areas of Focus

  • CFA Institute’s Advocacy Plans
  • Global and regional actionable goals

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

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CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.