Loading Events

« All Events

  • This event has passed.

Decoding the CFA Institute Member Survey: Is the Coronavirus Rocking the Foundation of Capital Markets?

Jul 15, 2020 11:00 am 12:00 pm

This one-hour live virtual event will decode the survey’s findings and outline how Society Leaders can leverage the results to raise awareness locally.

Join us to learn how to:

  • Use the survey results to build your brand and strengthen your relationships 
  • Seize on opportunities to mobilize your members on topics of immediate relevance
  • Understand the dichotomies at play within your membership in terms of economic theory or between emerging and developed markets
  • Clearly demonstrate members’ attachment to ethics and professionalism, while raising the issue of the heightened risks related to ethical behaviour in times of crisis.

The event will include an interactive Q&A session. We look forward to meeting with you virtually!


About the Speakers:

Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research, EME
Olivier Fines, CFA, joined CFA Institute in March 2019 as Head of Advocacy and Capital Markets Policy Research for EMEA. With teams based in London and Brussels, Fines leads the effort in researching, and commenting on, the major trends that affect the investment management industry, changes to the profession, policy, and regulatory developments.

Josina Kamerling, Head of Regulatory Outreach, EMEA
Josina Kamerling is head of regulatory outreach for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting CFA Institute’s EMEA policy development, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.

Mary Leung, CFA, Head, Standards and Advocacy, APAC
Mary is the Head, Standards and Advocacy, Asia Pacific. She is responsible for the development, maintenance, and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management.

Jim Allen, CFA, Head of Capital Markets Policy, AMER
Mr. Allen is head of the Capital Markets Policy Group in the Americas at CFA Institute where he is responsible for developing and promoting capital markets positions and policies within the region. He also leads the organization’s capital markets outreach with policymakers and regulators in Washington D.C.

Gary Baker, CFA Managing Director, CFA Institute EMEA region, Advocacy and Research, CFA Institute
Gary Baker joined CFA Institute as managing director for Europe, Middle East, and Africa (EMEA) in September 2016. Based in London, Baker aims to strengthen the voice of CFA Institute to institutions, member societies, universities, regulators, and institutional partners in the region. He is responsible for supporting CFA Institute policy development in EMEA, advancing the impact of advocacy efforts, and supporting EMEA member societies in delivering value to members and candidates.

CFA Institute

COVID-19 UPDATE

At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.


The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.