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Newport Beach, CA
Joined November 2013
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A majority of investors with advisers would like personalized products and would be willing to pay for them. Find out what else investors want in return for their trust in our latest report. cfainst.is/3rBQcjc #CFAInstitute #Trust #Finance #FinancialServices
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#Cryptoasset prices vary among markets. Can local #regulations and #tax considerations explain the differences? #ARXCFAInstitute cfainst.is/3qVE9MC
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This is your opportunity to shape the future of the investment management industry. Our three-part event series is designed to deliver knowledge and professional connections to help you think beyond the horizon. Register today. cfainst.is/30xEV98 #AlphaSummit
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Check out the latest piece from @CFAInstituteCEO, "The financial path to a sustainable world," published today in the print edition of The Guardian and online: bit.ly/3C4UEcH #SustainableInvestingCampaign
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From #ESG and #diversity to insider trading and reporting, our content experts explore timely issues in financial regulation and other issues affecting the global #capitalmarkets. Read the blog: bit.ly/2Ze1KOW #AVoiceforValues
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Whether you’re a CFA Institute member or Program candidate, our self-administered quizzes are designed to test ethical awareness and knowledge on a range of topics such as transparency and client interactions. 📝 bit.ly/3nFdovw #AVoiceforValues
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“I think that there is nothing worse for someone of integrity than to question his honesty.” 🔎 Explore the full story of a CFA Institute member who left his employer and the series of ethical missteps that ensued: cfainst.is/3Hk5UWs #AVoiceforValues
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Designed for #investment professionals, the second edition of our #Ethics in Practice Casebook features 100 thought-provoking scenarios drawn from real-world circumstances. Download the 📘 bit.ly/3GMjkKH #AVoiceforValues
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Register for the Level I February CFA® Exam. The registration ends October 26, so secure your spot now. Register today: cfainstitute.org/en/programs…
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On #GlobalEthicsDay2021, and every day, let’s act with prudence, adhere to the highest standards, and actively create a culture of transparency and trust. Discover our programs and resources: cfainst.is/3aRknKK #AVoiceforValues @carnegiecouncil
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Efficiency is up when working from home. 53% of investment professionals say remote working has increased efficiency with less than 20% stating the opposite according to our recent survey on the Future of Work. Read the initial report today cfainst.is/3yHrGP6 #futurework
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In a recent study, 65% of CFA Institute members shared that they believe there will be a rise in the general level of taxation to finance government economic relief programs. Read the latest report from CFA Institute on the impact of the COVID-19 crisis cfainst.is/3CeSfgO
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Want to know what @Paul_Smith told students at our @ResearChallenge in Boston this week? Check out some excerpts by visiting: cfa.is/RCPaul #ResearchChallenge
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Congratulations to all of the participating students in the 15th annual CFAOC SMIF RFP Competiton. CFA Society Orange County (CFAOC) CFA Institute Jake Abbott, CFA Paisley Nardini, CFA Ramin Modiri, CFA Dominic Nolan, CFA Krista Zipfel, CFA …lnkd.in/gyh7HuJ
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CFAOC retweeted
What can CFA Society Orange County and the CFA Institute do for you? goo.gl/q3rsZK
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Look for a fiduciary who carries the #CFA credential via @WSJ lnkd.in/dJQ9Uvb
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About to share my vision for how we can create a more inclusive culture in our industry @PIMCO @CFAOC @USTrust @BankofAmerica
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CFAOC retweeted
Congratulations to Chapman University for winning the Local Investment Research Challenge!! @CFAinstitute @ChapmanU #researchchallenge
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#FamilyOffice discussion tomorrow: Building a practice for today’s emerging #HNW clients. 12 PM EST: cfa.is/2mBbhr7 #Wealth17
Minus 0.87%! Record low for 2-year govt #bonds in #Germany as signs of stronger #growth / #inflation offset by #Eurozone #political concerns
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