In this episode, Andrew Auerbach welcomes Fred Pinto, CEO of CFA Society Toronto, for an insightful conversation on building a career marked by resilience, strategic risk-taking, and leadership in financial services. Fred shares his journey from the Bay Street investment world to leading the world’s largest CFA society. They discuss the evolution of CFA Institute, Fred’s unconventional career moves, and the invaluable lessons learned from managing firms both large and small. With over 25 years in asset management, Fred explains the impact of the CFA on his career and emphasizes the importance of ethics, trust, and innovation in the wealth management industry. Tune in to gain wisdom from Fred’s career journey and his perspectives on the future of finance and the CFA’s role in shaping the industry.