CFA Institute, every mention

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every year anyone Ted Seides 3Hiro Mizuno 2Rajiv Jain 1Jean Hynes 1Chris Ailman 1Charlie Ellis 1Carol Geremia 1Ashby Monk 1Ana Marshall 1

Verbatim, from the transcripts: the passages where CFA Institute comes up

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SPECIAL ANNOUNCEMENT: Capital Allocators University Online Sep 3, 2026 · 2 mentions

  • ▶ 2:02 Ted Seides But are not the things you learn in an MBA course or the CFA.
  • ▶ 4:29 Ted Seides The CFA uses that for the body of knowledge of investing or the CFA course teaches all the basics of investing.

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention

Training Grounds: Wellington Management – Jean Hynes (EP.423) Dec 23, 2024 · 1 mention

  • ▶ 8:24 Jean Hynes So that meant for me coming from an undergrad degree at Wellesley, going back to Harvard Extension School and getting accounting background, taking my CFA, and then taking biology courses, which was really necessary to understand what was…

Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287) Dec 15, 2022 · 1 mention

Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196) May 24, 2021 · 1 mention

  • ▶ 37:21 Ashby Monk I'm on the Future of Finance Council at the CFA, and it's actually Roger Irwin who instructed me on this.

Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148) Jul 9, 2020 · 2 mentions

  • ▶ 55:34 Hiro Mizuno Also, I serve on the Future of Finance Advisory Council and CFA. 2 times in the scene

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111) Oct 21, 2019 · 1 mention

  • ▶ 5:51 Ana Marshall So even before I left school, one of the heads of the CFA programs was one of my professors, and she had me help her write part of her book, and so that just got me into the business all at once.

Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86) Feb 11, 2019 · 1 mention

Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08) May 22, 2017 · 2 mentions

  • ▶ 5:27 Ted Seides As an overseer at the Stern School of Business at NYU, and serving as chairman of the CFA Institute.
  • ▶ 1:14:25 Charlie Ellis Now, a little exaggeration because it's the CFA in-service program at Princeton, but it was kind of fun.
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