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Bridge over ocean
14 May 2018 Multimedia

The Investment Firm of the Future

  1. Roger Urwin, FSIP
  2. Richard Howitt

Roger Urwin, lead author of the CFA Institute report Investment Firm of the Future, and Willis Towers Watson's global head of content, along with Richard Howitt, CEO of the International Integrated Reporting Council, discuss the report, as well as pertinent details with which all investment pros should familiarize themselves.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

"The Investment Firm of the Future " - Richard Brandweiner, CFA, Virginie Maisonneuve, CFA, Roger Urwin, FSIP - Conference Live | Day 2 | CFA Institute Annual Conference | 14 May 18
Topics discussed include: Scenarios for future strategy and the implications for business models Building effective teams and the skills needed for success Changes to operational and distribution models, and leveraging technology Investment products.
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