Aug 24, 2022
Financial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing superior communication, and more comprehensive advisory services are now premium differentiators for advisors. Join us to discuss the future of work in financial advisory services and learn how you can skill up to better serve your advisory clients.
Bios:
Sameer Somal, CFA, CFP, CAIA
https://www.linkedin.com/in/sameersomal/
Sameer serves as Chief Executive Officer for Blue Ocean Global
Technology and is co-founder of Girl Power Talk. He is an active
member of the Future Business Leaders of America, the Society of
International Business Fellows, and is a board member for the
Future Business Leaders of America-Phi Beta Lambda, and formerly a
member of the CFA Institute Seminar for Global Investors Board of
Regents. He is a key contributor to numerous volunteer agencies
across a wide range of initiatives, and he has dedicated countless
hours to developing leaders across the globe. Adding to his long
list of competencies, he is a compelling author and keynote
speaker.
Ian Robertson, CFA, MBA, MA
https://www.linkedin.com/in/ian-robertson-0636901/
Ian is a Vice President, Director, Portfolio Manager and member
of Odlum Brown Limited’s Executive Committee. He is a regular
speaker and writer on investment issues.
Ian holds the CFA designation, which focuses on global investment
knowledge, professional standards and ethics, as well as the
Responsible Investment Advisor Certification (RIAC), which focuses
on the integration of environmental, social and governance (ESG)
factors in the selection and management of investments. Combining
his strong interest in the impact of ESG on corporate strategy and
valuation, and his commitment to providing clients with
leading-edge investment insight, Ian is pursuing his DPhil (PhD) in
responsible investment on a part-time basis at the University of
Oxford.
Prior to joining Odlum Brown in 1997, Ian spent five years with the
federal government, where he held several positions with a
financial or economic focus – including postings in Ottawa with the
Department of Finance and the Department of Foreign Affairs
Related links:
Explore a wide range of courses specifically designed for investment professionals such as Data Science and DeFi. Explore online, self-paced learning that fits around your day. Courses are open to the public and member discount is available. https://cfainst.is/GAPod
https://girlpowertalk.com/
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elevating young women to become global leaders who are recognized
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through education, opportunity, and the support of empathetic male
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better and providing all voices equal weight in a new narrative
defining the future.