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Robert Stammers

CFA
Director, Investor Engagement
CFA Institute
Country or state 
United States
Available to 
Global
Fee 
Ask for pricing
Languages 
Italian,
Spanish
Volunteer
Yes

Personal Details

Bio

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute. He works with a team focused on creating publications, events, videos, and other content to encourage best practices in investment management and debate industry megatrends. His role is to research partnership opportunities, commission projects, and work with an Advisory Council of thought leaders from industry, academia, the media, and the regulatory community. In addition, he speaks at industry events and with the media to share his views.

Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. There he developed strategy for obtaining debt and preferred equity capital as well as created finance related marketing materials and research papers for various clients. Mr. Stammers has authored over 100 articles on various financial and investment topics for several investment periodicals such as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.

Mr. Stammers obtained his Bachelors of Arts in Economics from Connecticut College, his Masters in Business Administration from Emory University, and was awarded the CFA charter in 1997.

Current position (1)

Director, Investor Engagement

CFA Institute

Degrees (2)
Masters of Business Administration
Emory University - Goizueta Business School
1992 to 1993
Economics
Connecticut College
1980 to 1984

Presentations

Presentations (1)
The Future of the Investment Profession

The investment management industry is facing significant disruptive forces, internally and externally. Shifting regulatory environments and new macroeconomic conditions in addition to current trends in digitization and commoditization and new tech-centric business models will necessitate changes in the industry.

The CFA Institute Future Of Finance Team developed The Future State of the Investment Profession study to explore what these changes might look like and identifies ways to influence the future state of the profession for best possible outcomes.

https://cfainstitute.org/learning/future/Pages/future_investment_profess...

  • All (2)
  • Videos (2)
  • Photos
Losing money on the stock market | GetSmarterAboutMoney.ca
Future of Finance | Director of Investor Engagement, Bob Stammers, CFA
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Books & Articles (4)

Stammers Huff Po Articles
Stammers MarketWatch Articles
Stammers Enterprising Investor Articles
Stammers Investopedia Articles

Expertise (14)

Business
Skills & Trades
PR & Communications
Investment Management Retirement Planning Personal Finances Choosing a Financial Professional Building Trust The Future of the Investment Profession Avoiding Common Investment Miistakes Discovering PHI Motivation Seven Steps to Financial Fitness Understanding Fees Real Estate Investment

Awards & certifications (1)

CFA Charter
CFA Institute
1997
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Affiliations
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