John L Bowman, Cfa

John L Bowman, Cfa Email and Phone Number

President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair @ CAIA Association
John L Bowman, Cfa's Location
Salt Lake City, Utah, United States, United States
John L Bowman, Cfa's Contact Details

John L Bowman, Cfa personal email

n/a
About John L Bowman, Cfa

John is an inspirational leader who has devoted over 25 years to the asset management industry in order to recover the virtuous narrative that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession.John is a passionate coach and mentor and consistently builds high performing, diverse teams through a culture of accountability, trust, curiosity, and servant leadership. He has led regional, global, and virtual teams of large operational scale, often in transformational change circumstances.John currently serves as President, overseeing the industry leading CAIA charter, thought leadership agenda, content marketing, operations, and CAIA's Asia Pacific growth aspirations. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean with a budget of more than $140m. Earlier in his career, John honed his investment prowess when he co-managed $2.3 billion in non-US equity strategies and led several global teams of analysts whose teamwork represented a dynamic and bold set of ideas for the portfolio.John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Institutional Investor, Barron's, Financial Advisor, FundFire, The Independent, Wealthmanagement.com and CNBC.John’s proudest and most important roles, however, are that of husband and father of six. In his spare time, he enjoys traveling, reading, Boston and UVA sports, and a great glass of red wine.

John L Bowman, Cfa's Current Company Details
CAIA Association

Caia Association

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President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair
John L Bowman, Cfa Work Experience Details
  • Caia Association
    President
    Caia Association Dec 2023 - Present
    Amherst, Massachusetts, Us
    As Deputy to the CEO, John oversees the industry leading CAIA Educational Program, Thought Leadership agenda, Content Marketing, and Operations activities--Finance, IT, Legal, HR. He is also responsible for the Asia Pacific region as the organization looks to expand its presence and reach across the profession. He organizes and hosts roundtables in the Americas, Europe, and Asia with the largest asset owners in the world. He is a key member of the global executive team and a board member.
  • Caia Association
    Executive Vice President
    Caia Association Sep 2021 - Dec 2023
    Amherst, Massachusetts, Us
  • Caia Association
    Senior Managing Director
    Caia Association Jul 2019 - Sep 2021
    Amherst, Massachusetts, Us
  • Capital Decanted
    Founder And Co Host
    Capital Decanted Aug 2023 - Present
    John imagined, crafted and hosts the Capital Decanted podcast--the show where we avoid market takes and sound bytes and instead explore investment topics with more rigor, balance and nuance. We tackle the issues on the hearts and minds of those playing a role in capital allocation and with the help of some prominent leaders in the industry, let them …just like a fine wine…open up and breathe.
  • Emergis Global Capital Advisors
    Acting Deputy Chair And Executive Managing Director
    Emergis Global Capital Advisors Jun 2018 - Sep 2018
    John was retained by the Founder and CEO of a new global merchant bank as a business partner to bring an entrepreneurial vision to operational status. John led organizational design and talent acquisition of asset management, investment banking, and business transformation divisions. He designed Executive Committee’s 90 Day go to market and cultural assimilation strategy. He recruited leadership teams in NYC, London and Madrid offices. He spearheaded engagement with PR and Marketing agencies to craft thought leadership, communications, media relations plan for launch. He Identified and evaluated potential board members. Finally, John contributed to the private placement offering pitch and process and pursued prospective anchor investors.
  • Cfa Institute
    Managing Director, Americas
    Cfa Institute Jun 2015 - Jan 2018
    Charlottesville, Va, Us
    As Managing Director for the Americas region, John provided leadership and strategic direction for the largest region globally, which consisted of 40+ countries, 980 million people, and USD$41+ trillion in assets under management (AUM), representing 54 percent of global AUM. He traveled extensively to meet with C-suite leaders, regulators, and thought leaders to advocate for high standards of practice, market integrity and professionalism. He was responsible for overseeing a ~$140m regional budget and leading a 43-member team that partnered with 90 societies and 90,000 members across Canada, the U.S., the Caribbean and Latin America. John was a member of the CFA Institute executive leadership team, composed of staff members who manage their respective divisions and work in conjunction with the CFA Institute Board of Governors to fulfill the organizational mission.
  • Cfa Institute
    Managing Director And Co-Lead, Education
    Cfa Institute Apr 2013 - Jun 2015
    Charlottesville, Va, Us
    John held joint responsibility to provide the vision and leadership for a 100-member global team that generated $180 million+ in annual revenue from a portfolio of world-class educational programs, including the CFA Program, Claritas® Investment Certificate, and Certificate in Performance Measurement (CIPM).
  • Cfa Institute
    Head, Investment Foundations Program (Formally Claritas)
    Cfa Institute Nov 2011 - Apr 2013
    Charlottesville, Va, Us
    In 2011, John accepted a special assignment to lead the effort to develop the Claritas® Investment Certificate (now Investment Foundations Program), which was launched in May 2013. John led the global team responsible for developing brand identity, product design, go-to-market strategy, and content. He also served as the primary external face of the program with employers, regulators, and the media.
  • Cfa Institute
    Head, Innovation And Content Development
    Cfa Institute Jul 2004 - Oct 2011
    Charlottesville, Va, Us
    John led a 40-member, innovative and content development team that produced a range of traditional to digitized learning resources and tools for investment professionals. He oversaw emerging media and mobile device strategies and spearheaded the design and implementation of interactive and personalized MyCFA platform to deliver educational products, member resources, financial news, and social networking functionality.
  • The Boston Company Asset Management
    Portfolio Manager
    The Boston Company Asset Management Sep 2001 - Mar 2004
    Boston, Ma, Us
    John co-managed $150 million in international and global equities across multiple fundamentally driven investment vehicles including mutual funds and taxable private client accounts; contributed to asset growth and marketing effort by conducting client reviews and prospective client sales pitches; leveraged and engaged a research team of 7 global sector analysts to ensure the portfolio was a dynamic representation of the group's best ideas.
  • State Street Global Advisors
    Portfolio Manager
    State Street Global Advisors Jun 1997 - Sep 2001
    Boston, Ma, Us
    John worked as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management at SSgA, he was an equity analyst focused on domestic and international strategies. He co-managed $2.3 billion in international equities across multiple investment vehicles including mutual funds, endowments, ERISA pooled funds and high-net worth taxable accounts; contributed to asset growth and marketing efforts; leveraged and engaged team of 13 global sector analysts.

John L Bowman, Cfa Skills

Portfolio Management Investments Strategy Equities Leadership Asset Management Management Financial Modeling Financial Analysis Strategic Planning Marketing Mutual Funds Business Strategy Corporate Finance Valuation Risk Management Finance Sales Financial Services Capital Markets Hedge Funds Private Equity Asset Managment Public Speaking Fixed Income Product Development Alternative Investments Analysis Economics Wealth Management Business Analysis Mergers And Acquisitions Derivatives Banking Due Diligence Investment Banking Trading Team Building Investment Strategies Venture Capital Financial Markets Research Accounting Presentations Management Consulting Social Networking Strategic Financial Planning Financial Planning Mobile Devices

John L Bowman, Cfa Education Details

  • University Of Mary Washington
    University Of Mary Washington
    Business & Finance

Frequently Asked Questions about John L Bowman, Cfa

What company does John L Bowman, Cfa work for?

John L Bowman, Cfa works for Caia Association

What is John L Bowman, Cfa's role at the current company?

John L Bowman, Cfa's current role is President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair.

What is John L Bowman, Cfa's email address?

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What schools did John L Bowman, Cfa attend?

John L Bowman, Cfa attended University Of Mary Washington.

What skills is John L Bowman, Cfa known for?

John L Bowman, Cfa has skills like Portfolio Management, Investments, Strategy, Equities, Leadership, Asset Management, Management, Financial Modeling, Financial Analysis, Strategic Planning, Marketing, Mutual Funds.

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