Research Foundation Board of Trustees Thomas M. Richards, CFA (2013)ChairSenior Managing Director Emeritus Nuveen HydePark Group, LLC 333 West Wacker Drive, 30th Floor Chicago, IL 60606 Tel: +1 (312) 651-5650 Cell: +1 (312) 498-2525 MalkinRich@gmail.com Jeffery V. Bailey, CFA (2013)Vice ChairDirector, Financial Benefits & Analysis Target Corporation 1000 Nicollet Mall, TPS 1170 Minneapolis, MN 55403 Tel: +1 (612) 696-6010 Fax: +1 (612) 696-5584 Jeff.bailey@target.com “Bud” Walter V. Haslett, Jr, CFAExecutive DirectorCFA Institute 477 Madison Ave., 21st Floor New York, NY 10022 Tel: +1 (856) 780-5349 bud.haslett@cfainstitute.org John D. Rogers, CFACFA Institute President and CEOPO Box 3668 Charlottesville, VA 22903 Tel: +1 (434) 951-5300 Fax: +1 (434) 951-5302 john.rogers@cfainstitute.org Margaret E. Franklin, CFACFA Institute Past ChairKinsale Private Wealth Inc. 150 King Street West, Suite 2304 Toronto, ON M5H 1J9 Canada Tel: +1 (647) 281-4944 mfranklin@kinsaleprivatewealth.com Alan M. Meder, CFACFA Institute Vice ChairDuff & Phelps Investment Management Co. 200 S. Wacker Drive, Suite 500 Chicago, IL 60606 Tel: +1 (312) 917-6529 Fax: +1 (312) 876-1063 alan.meder@dpimc.com Renee Kathleen-Doyle Blasky, CFA (2014)Vista Capital Ltd. 82 Loresho Crescent, Loresho PO Box 10622-00100 Nairobi, 00100 Kenya Tel: +254 (725) 933800 rkblasky@africaonline.co.ke Dwight Churchill, CFA (2014)44 Gage Road Bedford, NH 03110 Tel: +1 (603) 571-7294 dwightchurchill@yahoo.com William Fung (2014)London Business School Regent's Park London NW1 4SA United Kingdom Tel: +44 (0)20 7000 8224 bfung@london.edu James P. Garland, CFA (2013)The Jeffrey Company 88 East Broad Street, Suite 1400 Columbus, OH 43215-3506 Tel: +1 (614) 221-6115 jgarland@jeffreyco.com "JT" John T. Grier, CFA (2013)Director of Internal Equity Virginia Retirement System 1200 East Main Street Richmond, VA 23219 Tel: +1 (804) 344-3171 jtgrier@varetire.org Raymond W. So, PhD (2012)Professor of Finance Dean, School of Business Hang Seng Management College Shatin, Hong Kong rayso@hsmc.edu.hk Lam Swee Sum, PhD, CFA (2012)Associate Professor of Finance NUS Business School National University of Singapore Tel: (65) 6516-3037 bizlamss@nus.edu.sg Wayne H. Wagner, CFA (2014)2201 Ocean Front Walk Venice Beach, CA 90291 Tel: +1 (310) 578-9395 waynewagner@stanfordalumni.org Arnold S. Wood (2013)Martingale Asset Management 222 Berkeley Street, 19th Floor Boston, MA 02116 Tel: +1 (617) 424-4700 Fax: +1 (617) 424-4747 awood@mgale.com Frank K. Reilly, CFA (Emeritus)University of Notre Dame 307 Mendoza College of Business Notre Dame, IN 46556-0399 Tel: +1 (574) 631-6393 Fax: +1 (574) 631-5255 freilly@nd.edu Fred H. Speece, Jr., CFA (Emeritus)Speece Thorson Capital Group Inc. 225 South Sixth Street, Ste. 2575 Minneapolis, MN 55402-4648 Tel: +1 (612) 338-7043 Fax: +1 (612) 338-7451 fspeece@stcapital.com Laurence B. SiegelResearch DirectorBlue Moon Communications 1229 Maple Ave. Wilmette, IL 60091 Tel: +1 (847) 256-7056 lbsiegel@uchicago.edu R. Christina "Tina" SapsaraSecretaryCFA Institute PO Box 3668 Charlottesville, VA 22903 Tel: +1 (434) 951-5556 Fax: +1 (434) 951-5370 tina.sapsara@cfainstitute.org Kim MaynardTreasurerCFA Institute PO Box 3668 Charlottesville, VA 22903 Tel: +1 (434) 951-5574 kim.maynard@cfainstitute.org