Nov 19, 2019
Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as MiFID II and its impact on investment research. While global firms tend to see MiFID II rules as...
Nov 19, 2019
Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as PRIIPS and UCITS. Particular attention is paid to the importance of fiduciary responsibility as we...
Oct 22, 2019
The European Commission, which is the executive branch of the European Union welcomes incoming president elect Ursula von der Leyen. Formerly minister of defense for Germany, von der Leyen and her team of commissioners are bringing new energy to the Commission. In this podcast, Josina Kamerling, head of regulatory...
Jun 18, 2019
For years the EU, The European Parliament, and most recently, the capital markets union have wrestled with the notion of sustainable finance and how to strengthen the long term connection between society and the financial services business. With the emergence of environmental, social, and governance (ESG) standards,...
May 22, 2019
In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, explains how CFA Institute fits into overall EU policy development. She takes listeners through the labyrinth of recent initiatives concerning capital flows, governance, securitization,...