Tag Archives: Jonathan B Stein CFA

The Future of Financial Advice

Speaker:  Jonathan B. Stein, CFA, CEO and Founder, Betterment  Moderated by: Madhu Veeraraghavan, T.A. Pai Chair Professor of Finance, TAPMI  Contributed by: Manish Jain, CFA, Partner, Angaros Group Financial advice can be delivered in three ways – human, automated and … Continue reading

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India Investment Conference 2017 : Generating Alpha in a Divergent World

CFA Society India and CFA Institute India organized the seventh India Investment Conference (IIC17) on the theme “Generating Alpha in a divergent world” on January 13, 2017 in Mumbai. The conference was very well received. IIC17 witnessed the lineup of … Continue reading

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