In Partnership with South Eastern CFA Societies

And In Support of the Future of Finance

Are you and your organization prepared for the impact that sustainability will have in investing going forward?  This growing area of the industry provides many opportunities, and this 60-minute interactive session will bring you up to speed on where the industry is headed and help you identify areas of professional development to build your skills and knowledge in the area. 

It will cover:

• Why sustainable investing is critical to the sustainability of investing, and how investment organizations are adapting 

• How alternative data, improved data quality, and technology advancements are enabling better decision-making

• Skills needed for the future, the structure of effective teams, and the supply and demand of sustainability talent 

• A rubric for investment organizations, investment professionals, and the industry to support the pathway of sustainable investing 

Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Industry & Company Analysis + The World Economy

Rebecca Fender, CFA | Senior Director, Future of Finance, CFA Institute

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.

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.

Dan O’Connor, CAIA  | Director of Institutional Partnership, CFA Institute

Dan O’Connor joined CFA Institute as a Director of Institutional Partnerships 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.