CFA Society Stamford



Join us as business and thought leaders from CFA Institute and FactSet share insights into the changing skills and mindset that will be needed to succeed in the investment industry. 


Hear more about:

  • The learning programs and on-the-job training that will help investment professionals thrive in their careers. 
  • The growing importance of FinTech skills.

Who should attend: Students, Recent Graduates, and Mid-Career Investment Professionals.


Program Agenda:


4:00 pm: Welcome & Introductory Remarks: 

Amy Bibb, CFA, University Relations Chair, CFA Society Stamford, Philip Snow, CFA, Chief Executive Officer, FactSet.

4:05 pm: Investment Professional of the Future Presentation: 

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

4:30 pm: New Era Skills & Roles: Moderated Panel Discussion & Q&A: 

  • Rebecca Fender, CFA, Senior Director, Future of Finance CFA Institute
  • David Mellars, CFA, Senior Director of Core Analytics, FactSet
  • Donell Young, CFA, Senior Director of Portfolio Services & Benchmarks, FactSet 

5:00 pm: End of program



*PL Credits: 1.0

*CFA Society Stamford has determined that this program qualifies for 1.0 PL credit hours under the guidelines of the CFA Institute Professional Learning Program.


CFA Institute Members can record their PL credit by using the online tracking tool.