We’re not yet where we want to be, but we’re excited about our progress. We’ve set some goals: By 2028, we aspire to have female and minority leadership representation at each level be at parity with overall representation.

BC: Lastly, a hot topic lately has been about the value of a CFA charter. As someone who works with many CFA charterholders, where do you fall on the CFA-MBA debate?

SD: I did an MBA at Wharton; it was a phenomenal experience. I also received certification as an Associate of the Society of Actuaries, which was valuable. It gave me a strong foundation in quant skills, even though I’m not practicing as an actuary. And I do work with many CFAs who I admire.

I’m a big supporter of constant learning and ongoing development. I don’t think you can go wrong by investing in yourself, whether it be an MBA, the CFA, Associate of the Society of Actuaries or other accreditations. It’s a personal choice based on what’s right for you, your skillset and your career aspirations. 

Brian Chappatta is a Bloomberg Opinion columnist covering debt markets. He previously covered bonds for Bloomberg News. He is also a CFA charterholder.

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