The integrated reporting ecosystem includes companies, accounting firms, organizations and investors. After a great start to our new conversation series with two corporate profiles (AEP and Prudential), this time we’ll explore the investor point of view.
Our goal with this conversation is to help you learn about the changing priorities and needs of investors, and how these changes relate to the integrated reporting movement.
Our guest for this program will be Jason Voss., Director of Content, CFA Institute
Jason is the ideal person to help us start the investor conversation with our community based on three of his key experiences: Track record as a highly successful portfolio manager at Davis Selected Advisers,
L.P., where he co-managed the Davis Appreciation and Income Fund. Over the course of his investment career as co-Portfolio Manager of the Fund, it bested the S&P 500 by 49.1%, with two-thirds of the volatility. The Fund was one of Morningstar's first 10 mutual funds to receive its Stewardship Grade "A" for ethical stewardship of investor monies.His position as Director of Content at the CFA Institute connects him with the content needs for the organization’s 150,000+ global members.
Current work as Director of Content at CFA Institute
, where he is responsible for creating content for the organization’s 150,000+ global members. He is the author of multiple books, among them, The Intuitive Investor
, Valuation Techniques
, Lie Detection for Investment Professionals
, and the cutting-edge Meditation Guide for Investment Professionals
Perspectives gained as an original member of the IIRC Framework Committee
giving him an intimate understanding of the multiple perspectives that were synthesized in the Framework and the opportunities it represents for advancing the conversation about better management and reporting.
Come hear Jason's point of view and share your own.
As always, we will welcome an interactive discussion with diverse members of the U.S. integrated reporting ecosystem!
Mary Adams, Founder, Smarter-Companies
Bob Laux, North American, U.S. Lead, International Integrated Reporting Council (IIRC)