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22 Oct 2023, 7:28 pm by Sabrina I. Pacifici
“Mercer and CFA Institute have released the 15th annual Mercer CFA Institute Global Pension Index (MCGPI). [read post]
31 Mar 2010, 2:40 am by Hedge Fund Lawyer
 In order to earn the CFA Designation and become a CFA Charterholder, you must first enroll in the CFA Program at the CFA Institute and then pass the CFA exam. [read post]
24 Sep 2019, 3:00 am by John Jenkins
This SEC Institute blog flags a recent CFA Institute member survey addressing quarterly reporting & ESG disclosure. [read post]
8 Jun 2023, 5:18 pm by Stoltmann Law
A new joint study from The Financial Industry Regulatory Authority (FINRA) and CFA Institute reveals a nuanced investing picture that defies generational stereotypes. [read post]
11 Oct 2020, 6:22 am
Posted by Matt Orsagh, Jim Allen, and Kurt Schacht, CFA Institute, on Sunday, October 11, 2020 Editor's Note: Matt Orsagh is a director, Jim Allen is head of Americas capital markets policy, and Kurt Schacht is managing director of the Standards and Financial Market Integrity division at CFA Institute. [read post]
24 Nov 2013, 7:58 am by Stefan J. Padfield
The CFA Institute, the Journal of Corporate Finance, and the Schulich School of Business are sponsoring a Conference on Financial Misconduct, April 3-4, 2014, in Toronto, Canada. [read post]
Editor's Note: The following post comes to us from Matt Orsagh, director at CFA Institute, and is based on the summary of a CFA publication, titled Proxy Access in the United States: Revisiting the Proposed SEC Rule; the complete publication is available here. [read post]
28 Sep 2010, 9:08 am by Hedge Fund Lawyer
 The event was sponsored by the San Francisco CFA society. [read post]
9 Oct 2011, 11:19 am by uwlegalscholarship
The CFA Institute, the Financial Analysts Journal, and the Schulich School of Business at York University will be hosting a conference entitled “Financing Public & Private Firms: Fraud, Ethics, & Regulation” on April 26-27, 2012 in Toronto, Canada. [read post]
15 Aug 2013, 6:41 am by Broc Romanek
Director Roles in Going Private Deals In this podcast, Matt Orsagh of the CFA Institute talks about the SEC's recent enforcement case in which it charged and fined Revlon for misleading shareholders - as well as the company's independent directors - as a result of a "going-private" transaction: - What was the SEC's recent Revlon enforcement action about? [read post]
30 Oct 2014, 10:30 am by Doug Cornelius
Kelly, Director, Training & Outreach for the Professional Conduct Program, CFA Institute Wendy L. [read post]
15 Aug 2020, 6:29 am
 This post is based on his recent remarks to the Corporate Disclosure Policy Council and the Capital Markets Policy Council of the CFA Institute. [read post]
7 Jun 2012, 8:21 am by James Hamilton
The CFA Institute and the Pew Charitable Trusts have joined with former FDIC Chair Sheila Bair to launch the Systemic Risk Council to increase the accountability of the Financial Stability Oversight Council created by Title I of the Dodd-Frank Act. [read post]
19 May 2010, 5:00 am by J Robert Brown Jr.
We were alerted by GovenanceMetrics on recent information about Japanese corporate governance practices, particularly the Inter-Corporate Network Dealings and Minority Shareholder Protection — Cases in Japan, published by the Asia-Pacific Office of CFA Institute/CFA Society of Japan. [read post]