CFA Institute

Sector: Trade unions and professional associationsHQ: UNITED STATES

EU Lobbying Profiles

CFA Institute

Declared Spend (Max)

€199,999

Regulatory Meetings

Dinner to discuss the CFI Diversity, Equity and Inclusion Code

2/26/2025

Met with Cristina Dias (EU)

Online call with Ms Josina Kamerling from CFA Institute

1/14/2025

Met with Cristina Dias (EU)

Retail Investment Strategy, the implementation of the rules on Sustainable Finance, and Digital Finance.

9/4/2023

Met with John Berrigan (EU)

Sustainable finance

1/22/2020

Met with John Berrigan (EU)

1. CMU and the Asset manager profession, as an investor and pillar of the capital markets, 2. The role of the Systemic risk council created by the CFA and what it could potentially do in the EU, Investor protection issues and CMU.

10/15/2015

Met with Olivier Guersent (EU)

Government Procurement

No government procurement contracts found.

Executive Insider Trades

No executive insider trades reported.