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Industry Related Events

May 2, 2017 11:30 am – 1:00 pm 
Boston Harbor Hotel 70 Rowes Wharf, Boston, MA 


Join Macquarie and a small group of professional investing peers for a discussion about the outlook for US infrastructure investing in 2017, the issues affecting public policy today, and putting real assets into a portfolio amid the uncertainty. David Agnew, Managing Director of governmental affairs, Macquarie Asset Management, and former White House Director of Intergovernmental Affairs and Deputy Assistant to President Barack Obama, discusses US infrastructure outlook and leads a panel of Macquarie managers in a discussion about implementing infrastructure investments. The event is on May 2nd from 11:00am to 1:00pm at the Boston Harbor Hotel. Registration prior to the event is required. To register please email

David Agnew, Managing Director of governmental affairs, Macquarie Asset Management, and former White House Director of Intergovernmental Affairs and Deputy Assistant to President Barack Obama, discusses US infrastructure outlook and leads a panel of Macquarie managers in a discussion about implementing infrastructure investments.

Brad Frishberg, Chief Investment Officer of Infrastructure Securities-Macquarie Capital Investment Management LLC

Daniel G. McCormack, Senior Economist -Macquarie Infrastructure and Real Assets

Babak "Bob" Zenouzi, Chief Investment Officer - Real Estate Securities and Income Solutions (RESIS), Macquarie Investment Management


Three Live Webinars
One on April 27 and Two on May 4

Free and open to everyone regardless of membership status.

Registered individuals who are unable to join in the live presentations will receive information via email about how to access the archived recording of the webinars.

Continuing education for CFA Institute members:
Provide your CFA Institute ID number upon registration to facilitate the automatic entry of CE credit into your record at the close of the live webinar.

Personal Branding for Your Career Success
April 27, 2017
12:00–1:00 p.m. EDT
Presenter: Jean Oplinger



In this webinar, you will gain an understanding of what personal branding is and an appreciation for why it matters to your career. Jean Oplinger, executive coach and master personal branding specialist, will share strategies for defining and building your personal brand.

Presenter Jean Oplinger is a Master Certified Coach and Master Personal Brand Strategist combining care and craft to quickly connect with her clients, tap into their authentic strengths, clarify their destination, and initiate action. She has worked with Fortune 500 companies including Microsoft, Google, and Nike, as well as organizations like LinkedIn, Washington Trust Bank, and the Bill & Melinda Gates Foundation.


Defining Value in an RIA: Perspectives of Buyers and Sellers
Date: 4 May 2017
Time: 11:00 a.m.–12:00 p.m. PDT (2:00–3:00 p.m. EDT)
Speaker: Jonathan R. Foster
CE Credit: 1 CE credit

Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time that many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates. As older owners consider options for exiting their businesses, how can they assess the value and desirability of their practice to others? What are the key differentiators for buyers, and how should both sides of a potential transaction evaluate the potential for success?

Jonathan R Foster, president and CEO of Angeles Wealth Management, has extensive experience in RIA M&A. Jon is responsible for all aspects of the operations of Angeles Wealth. Jon has over 25 years of experience in wealth management as an investment manager, client advisor, and in senior management positions. Jon will review the current landscape for buyers and sellers of RIAs and suggest strategies for RIAs to maximize their value.

From 2009 to 2011, prior to co-founding Angeles Wealth, Jon was president of two related companies, Carson Wealth Management Group, one of the nation’s premier full-service wealth management firms, and Peak Advisor Alliance, the largest independent coaching and consulting service focused on financial advisors. Jon is also the former Head of Wealth Management for E-Trade Financial, and CEO of Howard Capital Management.

Jonathan received an MBA in Finance from Northeastern University, and is a member of the Beta Gamma Sigma International Honor Society. He received his BA in Political Science from the University of Pennsylvania, where he was captain of the varsity squash team and an All-American.


Asset-Based and Earnings-Based Valuation Tools and Their Applicability
May 4, 2017
7:00–8:00 a.m. EDT)
Speaker: Baijnath Ramraika, CFA
CE credit: 1 CE credit

This webinar will discuss valuation frameworks based on assets and earnings and their applicability based on classification of the business as "moat" or "non-moat". A moat business, owing to its sustainable competitive advantage, creates significant value over and above the value of assets employed in the business and thus needs to be valued based off of its income stream. Baijnath Ramraika, CFA, will present a practitioner's perspective on these valuation approaches through the examples of the Colgate-Palmolive company and ACC Limited.

Baijnath Ramraika, CFA, CEO and CIO, Multi-Act EquiGlobe Limited co-manages the Global Moats Fund (GMF). GMF is a long-only equity fund that invests in a portfolio of high-quality businesses globally. Baijnath writes on several investment and other topics of interest to him. Baij's author page at SSRN lists some of his research papers, including papers on high-quality stocks. With George (Yiorgos) Allayannis, Baij co-authored an academic case study (Comerica Incorporated: The Valuation Dilemma) and a technical note (Bank Valuation Issues).

Baijnath earned his MBA from Darden Graduate School of Business at the University of Virginia in 2009 where he was the Sr. Portfolio Manager of the Cavalier fund at Darden Capital Management (DCM). In 2004, he finished completing all three levels of the CFA Program at CFA Institute and is a CFA charterholder. He earned his chartered accountant qualification in 2001 from the Institute of Chartered Accountants of India with a 41st rank in the final examinations on an all-over India basis.


Contact CFA Institute with questions


May 21-24, 2017
Pennsylvania Convention Center,  Philadelphia, PA
Hosted with CFA Society Philadelphia

Register Online


The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests. To stay informed, make sure you attend the 70th CFA Institute Annual Conference. For 70 years, CFA Institute has brought you the latest thinking, expert opinions, thought leadership, and unrivaled networking opportunities through our Annual Conference. It is the investment industry’s largest and longest-running educational gathering of investment professionals, attracting as many as 2,000 delegates from 70 countries and territories in recent years. Don’t miss out on this unparalleled opportunity to:
  • Learn from noted economists, best-selling authors, leading researchers, and successful practitioners;
  • Refresh and hone your skills with new ideas and research on a full range of investment topics;
  • Meet and network with investment peers from around the world;
  • Explore global and regional financial trends; and
  • Examine new investment opportunities and risks.

View the latest details about the 70th CFA Institute Annual Conference.


Register Online