Advocacy Talking Points 20 September 2022
Future of Skills and Learning: Planning Your Career for the Industry of Tomorrow
Webinar PresentationDownload PDF
In this recorded webinar, Rhodri Preece, CFA and Ryan Munson present key findings from the latest CFA Institute Research report, The Future of Work in Investment Management: Skills and Learning. The authors discuss the factors disrupting the investment industry today and how job roles will be affected. This session also explore the following:
- The impact of new analytical methods on roles
- The pathway of traditional investment careers
- The outlook for less traditional investment career paths
- The skills pathway
- The availability of high-demand skills and areas for development
- The talent factors employers seek
- Rhodri Preece, CFA, senior head, research, CFA Institute
- Ryan Munson, research program manager, CFA Institute
- Laurel Teo, CFA, PhD, board of director, CFA Society Singapore
Rhodri Preece is Senior Head, Research for CFA Institute and is responsible for leading the organization’s global research activities and publications, managing the research staff and collaborating with leading investment practitioners and academics. CFA Institute produces the highest-calibre research on issues and topics most relevant to the investment industry, including rigorous in-depth research, forward-looking thought leadership content, applied investment insights, and commentary on trending investment topics.
Rhodri previously served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.
Mr Preece is a current member of the PRI Academic Network Advisory Committee, and a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.
Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP in the investment funds group (2002-2008). He has a BSc and a MSc in Economics and is a CFA charterholder since 2006.
Ryan Munson is a research program manager at CFA Institute. He is the author of several CFA Institute publications, including the Future of Work in Investment Management series. He holds an MBA and MS in business analytics from the Kelley School of Business at Indiana University and a BS from the University of Virginia.
Laurel Teo, Ph.D., CFA, is a behavioural scientist who studies how new technologies such as artificial intelligence influence the way people think, feel, and behave in organizational settings. Her research interests include the impact of technological changes on privacy issues and the future of work. Dr. Teo is currently a senior research fellow at the Institute of Policy Studies at the National University of Singapore. Dr. Teo was previously Director, Society Advocacy Engagement, at CFA Institute, where she supported CFA member societies in Asia Pacific in regulatory outreach, market integrity research, and investor protection programs. Before joining CFA Institute, she was a consultant in investor relations. Dr. Teo began her career as a political and business journalist reporting in Singapore and Indonesia with leading newspapers. She earned her Chartered Financial Analyst® designation in 2011 and has been elected to the board of CFA Society Singapore since 2018. She is currently the honorary secretary of CFA Society Singapore. She obtained her Bachelor’s degree (magna cum laude) double majoring in Anthropology and Chinese from Yale University, and her Ph.D. in Business (Organisational Behaviour & Human Resources) from Singapore Management University.