#34 Paul Smith – President and CEO of the CFA Institute

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This week, we had the pleasure to speak to the current (as of July 2019) CEO of the CFA Institute, Paul Smith. In our conversation, we cover some of Paul’s challenges in running the CFA Institute during his almost 5-year tenure, the future of the investment management industry, his vision for the organization, why he thinks it is important to have a mandatory Continuing Professional Development requirement for CFA Charterholders, as well as why he thinks young professionals interested in in investment management should strive to become CFA Charterholders.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

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Luke, Leo & Andy