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.
Director, Investor Engagement
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.