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MFS Investment Management, Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, Westin Hotel, October 4th 12PM

CFA Society Cleveland

Wednesday, October 4, 2017 from 12:00 PM to 1:30 PM (EDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
CFA Society Cleveland Member Oct 3, 2017 Free $0.00
CABE Members and Guest of CFA Society Cleveland Member Oct 3, 2017 $25.00 $0.00
CFA Candidate   more info Oct 3, 2017 $25.00 $0.00
Student Oct 3, 2017 $20.00 $0.00
Non-CFA Cleveland Members / Non-Candidates / Non-Students   more info Oct 3, 2017 $40.00 $0.00

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Event Details

MFS Investment Management, Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, Westin Hotel, October 4th 12PM

 Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework. 

Luncheon Sponsored by MFS Investment Management

Most institutions are not set up to maximize the "collective intelligence" within their organizations or on their boards leading to sub-optimal investment outcomes. In addition, there are tremendous pressures within our industry focusing investment decisions on short-term metrics that can be destructive to long-term value creation.  This discussion will focus on how organizations can utilize diverse teams to promote innovative thinking and better informed decisions as well as develop a framework for these teams to start focusing capital on the long term. 

Sean M. Kenney, CFA
- Managing Director, Institutional Sales
- Joined MFS in 2004; previous positions include Senior Regional Manager; Senior Retirement Sales - - - Specialist; Inbound Sales and Marketing Representative. Board Member, G.O.T. Orphans; Advisory - - Committee Member, Tenacity Inc.
- Affiliations include CFA Institute, CFA Society of Boston, National Association of Governmental Defined Contribution Administrators (NAGDCA). - Massachusetts Institute of Technology, MBA
- Assumption College, BA, magna cum laude

Managing Director, Consultant Relations
- Joined MFS in 1995.
- Previous experience includes 2 years as Vice President, Consultant Relations and previously Director, Sales/Marketing at Prudential Asset Management Company, Inc.; 4 years as Senior Research Analyst at SEI Corporation; 4 years as Money Market Sales Assoc., Trading Underwriter, and Treas. Ops. - Analyst at Goldman Sachs & Co.
- Member, The Economic Club of Chicago, 2016 - present; Member, The Association of Investment Management Sales Executives (AIMSE). - Northwestern University - Kellogg School of Management, MBA
- Boston College, BS


PLEASE NOTE THIS MEETING IS AT THE WESTIN HOTEL, 777 ST. CLAIR AVENUE 6TH FLOOR

Tables are available for this event.  Email cfa@cleveland.cfasociety.org for more information


 

Have questions about MFS Investment Management, Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, Westin Hotel, October 4th 12PM? Contact CFA Society Cleveland
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When & Where


Westin Hotel
777 St. Clair Ave NE
Cattleya Room 6th Floor
Cleveland, OH 44114

Wednesday, October 4, 2017 from 12:00 PM to 1:30 PM (EDT)


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CFA Society Cleveland

 

CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has approximately 500 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 127,000 members, who include the world's 130,000 CFA charterholders, in 150 countries and territories.

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MFS Investment Management, Teams, Time, and Alignment: Building effective teams and orienting them along a longer-term framework, Westin Hotel, October 4th 12PM
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