​Investment Professional of the Future: New Research from CFA Institute

Capital Suites 14/15/16 │ Level 3 · · ·

Helen Brand
Chief Executive

Rebecca Fender, CFA
Head, Future of Finance
CFA Insitute

Paul Smith, CFA
President and CEO
CFA Institute

Roger Urwin, FSIP
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

  • Changing roles: How trends in the industry will affect investment roles, including tech substitution and the gig economy, and differences by region
  • Changing skills: What skills will be most in demand and how investment professionals can “future-proof” their careers
  • Changing cultures: Expectations of the pipeline of investment professionals, building effective teams, and differentiating firm culture to attract the top talent