On this episode we are joined by Margaret Franklin, CFA, President and CEO of CFA Institute for a discussion on how the finance industry has evolved in recent years, and how those changes are impacting the future of finance. Marg and Matthew discuss the changes brought about by the COVID-19 Pandemic and whether they are here to stay, how the increased focus on DEI is shaping the industry, and ultimately, where we go from here.

 

Marg leads CFA Institute and its more than 175,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She has built her career over the course of more than 30 years in the investment and wealth management industries and she is the first female CEO of CFA Institute in its 75 year history.

 

Since the recording of this episode CFA Institute has released its DEI Code for the US and Canada, explore the DEI Code here.