Author Archives: Cheryl L. EvansCheryl L. Evans, JD, LLM, is a director in educational events and programs at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute. Prior to joining CFA Institute, she held various legal positions, including: senior counsel at the US Securities and Exchange Commission; trial attorney at the US Department of Justice; and Special Assistant US Attorney in the Eastern District of Virginia, handling criminal matters, among other positions. She holds bachelor of arts, juris doctor, and master of laws degrees.
The 71st CFA Institute Annual Conference has been designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment. Read More
An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship. Read More
By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More
New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms. Read More