Prior to joining Ocean Atlantic, Mr. Among other responsibilities, Mr. Motley is also a Principal of Jack Lingo Asset Management, LLC which is focused on the development of residential and commercial real estate projects in southern Delaware. A native of Delaware, Mr. Motley graduated magna cum laude from the University of Delaware with a Bachelor of Science in Economics.
Andrew Coler, Senior Vice President. The team delivers a diversified array of financial products to REITS, large private developers and fiduciary advisors. Coler is an avid runner completing many half and full marathons including the Philadelphia, Marine Corp. Pyramid Club is a private business club strategically placed 52 floors high at the "top of the town," above Philadelphia. The Club specializes in outstanding cuisine, personalized service, and superb meeting and dining facilities.
Pyramid Club boasts spectacular views of the city skyline and surrounding area. This is a free event for CFAP members. Note that you do not need to be registered for the Annual Conference to attend this reception. Michael O'Brien, PhD. While based in Sydney he was focused on enhancing QEP's stock selection models and implementing research ideas into the investment process. Prior to joining Schroders, Michael worked for the University of Queensland and University of Sydney for 4 years in a research and teaching position.
Heart Of The Finance
This research focused on Asset Pricing models and the influence of size, value and momentum factors on investment outcomes and lead to the publication of several papers in international finance journals. In addition Michael co-founded and developed an accounting database that stored annual report information of Australian stocks from to that is in the process of being sold to Sirca, a research institute and data provider in Australia.
Darek Wojnar is the head of exchange-traded funds for Hartford Funds. In partnership with senior management, Darek leads overall business strategy and strategy execution related to the Hartford Funds ETF business. Darek also serves as a member of the Hartford Funds Index Committee responsible for index design and oversight. Darek has more than 21 years of experience in the industry. Prior to joining Hartford Funds, he was a managing director and head of single asset strategies at Lattice Strategies, which was acquired by Hartford Funds.
Thank you to our conference sponsors:.
LinkedIn is the largest professional social network with more than million registered members. In an industry where you are often measured by the size of your network, LinkedIn is a low barrier, one-stop shop that opens the lines of communication between you and your clients, prospects, referral sources and future recruits. If you haven't fully tapped into LinkedIn's potential or are looking for strategies to strengthen your existing presence, you'll benefit from this actionable 'how-to' webinar hosted by Gregory FCA.
The discussion will include the following focus areas:. Then and now: Reviewing the latest updates and using LinkedIn today;. Creating a first-class profile;. Building a robust network from referrals to recruits;. Maximizing your LinkedIn presence: What is post-worthy? About Gregory FCA. We speak, we consult, we write, and most importantly, we build the credibility and awareness for financial services clients in every sector: banking, RIAs, ETFs and mutual funds, the retirement industry, and ancillary service providers.
Our clients are RIA firms, insurance companies, institutional money managers, registered investment advisories, independent broker-dealers, ETF and mutual fund companies, CPA firms, banks, trust companies, real estate investment management firms, asset managers, retirement plan companies, fintech firms, and other service providers to the financial industry. Our run is designed to welcome conference attendees by showcasing the numerous running spots in the city. We will gather across from the famous Art Museum steps for informal registration.
Runners will choose from a list of suggested routes. Guides will be available to direct runners along the way. Runners and their guests are invited to a breakfast reception immediately following their runs. Please note that you do not need to be registered for the Annual Conference to join the run. Immediately following the annual meeting, we will hold an exclusive wine-tasting event.
Sample wines in a relaxed setting with your fellow members. Our class is a comprehensive way to prepare for the rigors of the CFA exam. If you are serious about becoming a CFA Charter Holder, live instruction is a valuable resource to help you achieve your goal. It definitely gave me an advantage in taking Level I. The classes covered every part of the exam.
I would recommend the course. They definitely knew the material. Classes are held on the campus of Drexel University, with a number of parking and public transportation options available. This course covers 18 modules over 16 weeks of classroom instruction. Classes are led by a variety of CFA professional instructors who are well versed in the nuances of the test.
The course utilizes the curriculum resources of Kaplan Schweser. Once you register for the class, you will be given access to order the Kaplan study materials.
- (PDF) CFA Level 3 - Book cutodeconback.tk | Raheel Ahmad - cutodeconback.tk.
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Schweser is a leading provider of instruction material for the CFA designation. Schweser is a Kaplan Financial Education Company. Remember, the course registration fee does not include the cost of the required Kaplan Schweser course material.
Once you register for the class, you will be connected with Kaplan to order your discounted curriculum. Financial technology - or FinTech - is driving this transformation.
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FinTech is not just about digitizing money, it's about monetizing data. It's about how we can create and capture the value-add from data, previously limited by the technology we had available. It is the second-round value surge that is now starting to flow from an increasingly digitized economy. Businesses now have structured access to almost unlimited data that sophisticated algorithms can quickly interrogate and transform into new services and products. CFAP is proud to have assembled a panel of leading experts to discuss how fintech tools are transforming the investment management industry:.
RobustWealth's technology suite was developed by experienced industry experts to help investment advisors optimize their practices. The platform seamlessly integrates an array of features into one suite. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. He holds a B.
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He lives with his wife and three children in Lambertville, NJ. Their ability is then combined with a quantified willingness personality for risk in a scientific manner.
SchweserNotes. : 2011 CFA exam
Mark is also the president and CIO of Friedenthal Financial, which provides portfolio management and consulting services to individuals, families and businesses nationwide. He has extensive experience in portfolio management, asset allocation and investment strategy, multi-manager and multi-asset-class product development and portfolio construction, risk management, quantitative analysis, and front and middle office systems implementation.
His ability to transform industry and investment insights into marketable products and services has allowed him to lead several successful product and service launches during his career. He is also a Chartered Alternative Investment Analyst. Refreshments and lite bites will be served following the panel discussion.
Thank you to the sponsors of this event:. Mental Accounting in Retirement involves a key change in mindset. Time is no longer on our side and hopefully our level of wealth is higher.
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Rather than allocate some funds to many buckets we propose fully funding one bucket before moving on to the next. Diane is Managing Director and Chief Income Strategist at TIAA - the leading financial services provider for the not-for-profit market offering a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services. An industry thought leader with two decades of experience structuring retirement and investment solutions, Ms. Garnick is responsible for advancing the strategy, development, and modernization of TIAA's lifetime income solutions across the firm's portfolio of products and services.
In this role she is also charged with helping to simplify the complexities surrounding lifetime income products for the thousands of institutions and millions of individuals TIAA serves. She is a Certified Public Accountant. Participating Schools in the Challenge are encouraged to send student team members, faculty and mentors to this informative opening event. CFAP members are also welcome to the luncheon. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.
The Kick-Off Luncheon is a great way to learn more about the Challenge by providing the following information:. There is ample parking at the Tower Bridge complex.