The email sent will contain a link to this article, the article title, and an article excerpt (if available). For security reasons, your IP address will also be included in the sent email.
Briefed over 100 financial investors in Milwaukee over lunch today at the athletic club. They belong to the
Chartered Financial Analyst global network, which is:
Membership
CFA Institute is comprised of more than 89,000 individual voting members and 134 member societies across the globe that believe in setting a higher standard for the investment profession. Individual members either hold the Chartered Financial Analyst (CFA) designation or are active in the investment business and all agree to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct.
Governance
The CFA Institute Board of Governors consists of 20 individuals who represent a cross-section of the CFA Institute membership.
Locations
With members in 131 countries around the world, CFA Institute has headquarters in Charlottesville, Virginia, USA, and offices in Hong Kong, London, and New York. CFA Institute is a 501(c)(6) organization incorporated under the laws of the Commonwealth of Virginia.
It's basically a worldwide professional association that trains up its members to global standards of investing. Good definition of a New Core country? One that has a new CFA group, like Turkey.
What was fun for me: yesterday at CENTCOM I did a 50-minute brief. That's 25 "white slides" that I count at 2 minutes per slide (I don't count the black transition slides). To do the brief today for the investors, I keep 15 and swapped out ten. I love having a core brief that doesn't change much but which is easily adapted to different audiences through the swapping out of the secondary slides. Plus, I like the fact that I don't have to change the brief that much for senior officers at CENTCOM or financial investors in Milwaukee. In effect, the message is very similar, just delivered a bit differently.
Good questions afterwards, plus good discussion.
The title reference: I have the "Milwaukee package" in Packer season tix (2nd and fifth home games that used to be played in Milwaukee).