Alan M. Meder, CFA, is a senior vice president of Chicago-based Duff & Phelps Investment Management Co., a wholly owned subsidiary of Virtus Investment Partners, Inc. He is the chief risk officer of Duff & Phelps and the principal financial [+]

Alan M. Meder, CFA, is a senior vice president of Chicago-based Duff & Phelps Investment Management Co., a wholly owned subsidiary of Virtus Investment Partners, Inc. He is the chief risk officer of Duff & Phelps and the principal financial officer of four other investment companies. Mr. Meder has served the client base of Duff & Phelps as an analyst, portfolio manager, and director of quantitative research. Currently, he is the chair of the Board of Governors of CFA Institute. Mr. Meder is also a former chair of the CFA Institute Audit and Risk Committee, External Relations and Volunteer Involvement Committee, Education Advisory Committee, Candidate Curriculum Committee, and the Practice Analysis Task Force. In addition to holding a CFA charter, Mr. Meder is a Certified Public Accountant, and is a member of the Financial Accounting Standards Advisory Committee, American Institute of Certified Public Accountants, and the Ohio Society of CPAs. He holds a BBA from Cleveland State University and an MBA from Baldwin-Wallace College. [-]

Charles J. Yang, CFA, is the chief investment officer of T&D Asset Management, which is the asset management arm of T&D Holdings, a listed company in Japan that focuses on the life insurance business. Previously, he worked for the asset [+]

Charles J. Yang, CFA, is the chief investment officer of T&D Asset Management, which is the asset management arm of T&D Holdings, a listed company in Japan that focuses on the life insurance business. Previously, he worked for the asset management divisions of Merrill Lynch and Société Générale. Mr. Yang began his career as a quantitative analyst at the asset management division of J.P. Morgan and served as a portfolio manager in New York City and Tokyo. Currently, he is the vice chair of the CFA Institute Board of Governors, and previously served as chair of the Audit and Risk Committee. Mr. Yang is also a former chair of the CFA Institute External Relations and Volunteer Involvement Committee and former president of the CFA Society of Japan. He holds a BA from the University of California at Berkeley and an MBA from New York University Stern School of Business. [-]

Giuseppe Ballocchi, CFA, is head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master in Finance. He also [+]

Giuseppe Ballocchi, CFA, is head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master in Finance. He also serves as a foreign exchange advisor to a microfinance fund.  Previously, he was chief investment officer at Olsen Ltd, a fixed-income manager at the Asian Development Bank in Manila and a high-energy physicist at CERN. Mr. Ballocchi currently chairs the Audit and Risk Committee of the CFA Institute Board of Governors and is a past president of the Swiss CFA Society, where he also served as chair of continuing education and university relations. He has been a CFA exam grader, served on the Executive Advisory Board of the Education Advisory Committee of the CFA Institute and on the Annual Conference Committee, and was on the Board of Regents of the Financial Analysts Seminar. Mr. Ballocchi holds a laurea (MS) in physics from the University of Bologna (Italy), an MBA from the Open University (United Kingdom), and a PhD in high-energy physics from the University of Rochester (United States). He is the author of 30 academic publications in physics and finance, and served as adjunct professor at the University of Genoa (Italy). [-]

Beth Hamilton-Keen, CFA, is a director of private client portfolio management at Mawer Investment Management Ltd., where she advises and manages portfolios for private and institutional clients. Over the past 20 years of her career, she has also worked [+]

Beth Hamilton-Keen, CFA, is a director of private client portfolio management at Mawer Investment Management Ltd., where she advises and manages portfolios for private and institutional clients. Over the past 20 years of her career, she has also worked for CIBC, CIBC Private Investment Counsel, and TAL Private Investment Counsel. For the past decade, Ms. Hamilton-Keen has been an active volunteer and engaged CFA Institute member, currently serving as the External Relations and Volunteer Involvement Committee chair on the CFA Institute Board of Governors. She has served as a director and president for CFA Calgary, as a Presidents Council Representative for Canada, as a member of the Private Wealth Advisory Council, and as a CFA exam grader. Ms. Hamilton-Keen is an active member of her local community and has been recognized as one of Calgary’s "Top 40 Under 40." She has served as a board member and chair of the board of Junior Achievement of Southern Alberta. She currently serves as a board member and on the investment committee of the Bethany Care Foundation. Ms. Hamilton-Keen has been a guest lecturer at the University of Calgary, a guest commentator on CBC Radio, and a regular commentator on investment issues for CBC NewsWorld and BNN (Business News Network). She is a regular money panelist for Alberta Prime Time. Ms. Hamilton-Keen is a graduate of the Acadia University business program and a fellow of the Canadian Securities Institute. [-]

James G. Jones, CFA, is the founder and managing member of Sterling Investment Advisors, LLC, a fee-based private client investment management firm. Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University. [+]

James G. Jones, CFA, is the founder and managing member of Sterling Investment Advisors, LLC, a fee-based private client investment management firm. Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University. He was the 1990 recipient of the Orien B. Hendrex Distinguished Teacher Award. He currently serves as the Planning Committee chair on the CFA Institute Board of Governors and has previously been a CFA exam grader and served on the Council of Examiners, with a term as chairman. Other service includes membership in the 2006 Practice Analysis Task Force, the 2007 Continuing Education Task Force, and the 2012 Society Partnership Working Group. Mr. Jones was awarded the C. Stewart Sheppard Award in 2008. He has a BS in economics/business administration from Southwest Baptist University and an MBA from the University of Arkansas. [-]

John D. Rogers, CFA, joined CFA Institute in January 2009 after more than two decades of global experience as an investment practitioner and executive in the Asia-Pacific region and the United States. He served as president and chief investment officer [+]

John D. Rogers, CFA, joined CFA Institute in January 2009 after more than two decades of global experience as an investment practitioner and executive in the Asia-Pacific region and the United States. He served as president and chief investment officer of Invesco Asset Management Ltd., Japan; CEO and co-CIO of Invesco Global Asset Management, N.A.; and as CEO of Invesco's worldwide institutional division, where he led up to 2,500 individuals. Mr. Rogers began his career in investment management at Citibank, N.A., where his responsibilities steadily grew in scope and breadth. He then worked for CIGNA as a portfolio manager and held positions of increasing responsibility before moving in 1997 to Invesco. After leaving Invesco in 2007, he founded Jade River Capital Management. [-]

Saeed M. Al-Hajeri, CFA, is the head of the Emerging Markets Department at the Abu Dhabi Investment Authority. In 2007, he was elected by the World Economic Forum as one of the top 250 Young Global Leaders for his contribution to the public and financial [+]

Saeed M. Al-Hajeri, CFA, is the head of the Emerging Markets Department at the Abu Dhabi Investment Authority. In 2007, he was elected by the World Economic Forum as one of the top 250 Young Global Leaders for his contribution to the public and financial sectors in the United Arab Emirates (UAE). Mr. Al-Hajeri currently serves as a board member on the CFA Institute Board of Governors and previously served on the External Relations and Volunteer Involvement Committee. He is a member of the Executive Advisory Board of MSCI Barra and the board of Zayed University. He also serves as a board member at a number of other Abu Dhabi and UAE government entities. Mr. Al-Hajeri holds a BA from Lewis and Clark College. He has over 15 years of experience in international finance and has attended the executive education program of Harvard Business School. [-]

Attila Koksal, CFA, is the managing partner of Standard Unlu Securities, Turkey’s leading investment house. Standard Unlu is a market leader in corporate finance advisory transactions, specializing in cross-border mergers and acquisitions in Turkey. Mr. [+]

Attila Koksal, CFA, is the managing partner of Standard Unlu Securities, Turkey’s leading investment house. Standard Unlu is a market leader in corporate finance advisory transactions, specializing in cross-border mergers and acquisitions in Turkey. Mr. Koksal began his career in 1985 at the Center for International Financial Analysis & Research, Inc., in Princeton, New Jersey, as a research analyst covering emerging market equities. Between 1988 and 2001, Mr. Koksal held senior positions in Turkey’s leading financial institutions until he became a partner at Dunas Unlu. In addition to being an investment banker, Mr. Koksal acted as an adviser to major Turkish state-owned banks for the development of their asset/liability management functions. He has been a board member of several Turkish corporations and financial institutions, including the Istanbul Stock Exchange, the Turkish Derivatives Exchange, the Association of Capital Market Intermediaries, and the Corporate Governance Association of Turkey. Mr. Koksal currently serves as a board member on the CFA Institute Board of Governors and has previously served as president and board member of the Istanbul Society. He also was Presidents Council Representative of the Eastern Europe, Middle East, and Africa region. Mr. Koksal holds a BS in mechanical engineering from Bogazici University and an MBA from Drexel University. [-]

Mark Lazberger, CFA, is the Chief Executive Officer for Colonial First State Global Asset Management (CFSGAM) and First State Investments. In his role, Mr. Lazberger leads the global asset management business, which is a wholly owned division of the [+]

Mark Lazberger, CFA, is the Chief Executive Officer for Colonial First State Global Asset Management (CFSGAM) and First State Investments. In his role, Mr. Lazberger leads the global asset management business, which is a wholly owned division of the Commonwealth Bank of Australia. The business operates under the name of Colonial First State Global Asset Management in Australia and as First State Investments internationally. The business is a global specialist investment manager operating in 13 locations across the world, covering Europe, the Middle East, Africa, Asia, North America, Australia and New Zealand. Mr. Lazberger has responsibility for more than $150 billion in funds and assets under management across equities, fixed interest and credit, cash, infrastructure and property. He oversees the performance and strategic direction of all vehicles managed by the business. Prior to joining CFSGAM in September 2008, Mr. Lazberger was president, international and executive vice president of State Street Global Advisors (SSgA). Before this, he was head of International Businesses, president and CEO of State Street, Japan and a Principal and Regional managing director of SSgA's businesses in Japan and Australia. He joined State Street in 1991. Prior to this, Mr. Lazberger also held positions at New South Wales State Superannuation Board, Citibank Australia and Hamersley Iron Ltd (a subsidiary of Rio Tinto Ltd). Mr. Lazberger has a Bachelor of Commerce from the University of Western Australia, earned the Chartered Financial Analyst (CFA) designation, and is a member of CFA Institute. [-]

Jeffrey D. Lorenzen, CFA, is the chief investment officer for American Equity Investment Life Holdings and president and CIO of American Equity Advisors, located in West Des Moines, Iowa. Previously, Mr. Lorenzen was the president and chief investment [+]

Jeffrey D. Lorenzen, CFA, is the chief investment officer for American Equity Investment Life Holdings and president and CIO of American Equity Advisors, located in West Des Moines, Iowa. Previously, Mr. Lorenzen was the president and chief investment officer of WB Capital Management Inc., a wholly owned subsidiary of West Bancorporation, Inc. He also served on the board of directors for WB Capital Management Inc. and was a member of the Management Committee of West Bancorporation. Prior to 2006, Mr. Lorenzen was president and chief investment officer of Investors Management Group, where he spent 14 years in a variety of investment leadership positions. He started his career at the Statesman Group as a high-yield credit analyst in 1989. Currently, Mr. Lorenzen is a member of the CFA Institute Board of Governors. He has served as chair of the Planning Committee and Council of Examiners, participated as a CFA exam grader, and served on an expert panel for the Candidate Body of Knowledge Job Analysis. Mr. Lorenzen is also past president and board member of the CFA Society of Iowa. He holds a BBA in finance from the University of Iowa and an MBA from Drake University. [-]

Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. Previously, Mr. Low was a senior portfolio manager and head of Asia-ex-Japan [+]

Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. Previously, Mr. Low was a senior portfolio manager and head of Asia-ex-Japan at PIMCO, where he oversaw Asia investment strategies and managed global and emerging market bond portfolios. Prior to working at PIMCO, he was head of Asia and senior portfolio manager for RCM Global Investors in San Francisco and Asia, managing balanced portfolios. Mr. Low currently serves as a board member on the CFA Institute Board of Governors and previously served as chair of the External Volunteer Relations & Involvement Committee. He is a past chair of the Capital Markets Policy Council and the Asia Pacific Advocacy Committee. He was also actively involved with the CFA Society of Singapore, where he served as Deputy President for various terms. Mr. Low serves on the Board of Trustees for the Singapore Government Pension Fund and is also a senior adviser to Minsheng Tonghui Asset Management in Shanghai. He is a Board Director at the Wealth Management Institute and Advisory Board of the BNP Paribas Hedge Fund Center. Mr. Low earned a PhD in international finance from the UCLA Anderson School of Management and an undergraduate degree in engineering from National University of Singapore. [-]

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd, an independent fund management group based in Edinburgh, United Kingdom, which he founded in 1990. SVM specializes in U.K., European, and global equities and global fund of funds. Prior to founding [+]

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd, an independent fund management group based in Edinburgh, United Kingdom, which he founded in 1990. SVM specializes in U.K., European, and global equities and global fund of funds. Prior to founding SVM, Mr. McLean was managing director of Templeton’s European operations and previously held senior positions in two UK life assurers.  Mr. McLean is a regular member of CFA Institute and a Fellow of the CFA Society of the UK. He currently serves on the CFA Institute Investment Fundamentals Advisory Committee, CFA UK Professional Standards & Market Practice Committee and CFA UK Scottish Committee. Mr. McLean is a past chairman and board member of CFA UK. Mr. McLean holds an MA (Hons) in Political Economy & Economic Statistics and an MBA (Distinction) from Glasgow University. He is a Fellow of the Institute & Faculty of Actuaries and of the Chartered Institute for Securities & Investment. Mr. McLean is currently an adviser to the Centre for Finance & Investment at Heriot-Watt University and previously was a visiting professor at Glasgow Caledonian University. He is a frequent conference speaker and contributor to press, TV and radio. [-]

Matthew H. Scanlan, CFA, is chief executive officer of RS Investments and serves as president and trustee of the RS Investment Trust and RS Variable Products Trust. He joined RS Investments in 2012 and has more than 30 years of experience in the [+]

Matthew H. Scanlan, CFA, is chief executive officer of RS Investments and serves as president and trustee of the RS Investment Trust and RS Variable Products Trust. He joined RS Investments in 2012 and has more than 30 years of experience in the investment management industry. Mr. Scanlan previously served as president and CEO of Renaissance Institutional Management, where he was responsible for overseeing the firm's institutional investment business. Prior to that, he managed Barclays Global Investors’ institutional business, focusing on the corporate and public defined benefit and defined contribution markets, as well as endowments and foundations. Mr. Scanlan also previously served as a senior portfolio manager at The Northern Trust Company in Chicago. Mr. Scanlan received his master’s in accounting and finance from the J.L. Kellogg School at Northwestern University and his BS from the University of Southern California. He is a CFA charterholder, and serves as a board member on the CFA Institute Board of Governors and is a past chair of the Executive Advisory Board of the Education Advisory Committee. Mr. Scanlan also serves on the Board of the Marshall School of Business at the University of Southern California and the Board of Trustees of the Mechanics Institute in San Francisco. He is the 2006 winner of the C. Steward Sheppard Award for outstanding contributions to the global curriculum of the CFA Institute, and is also a winner of the 2006 Jacobs/Levy Award for Outstanding Article appearing in the Journal of Portfolio Management. [-]

Jane Shao, CFA, is founder and director of Lumiere Pavilions, a leading media company focusing on investing and operating premier cinemas in China. The company was awarded by the Chinese government as one of the top 100 companies in the creative industry [+]

Jane Shao, CFA, is founder and director of Lumiere Pavilions, a leading media company focusing on investing and operating premier cinemas in China. The company was awarded by the Chinese government as one of the top 100 companies in the creative industry and by the International Council of Shopping Centres as the “Future Star in Asia.” Previously, she was a managing director at Istithmar World Capital, an investment fund owned by the Dubai government. Ms. Shao started her career in investment banking and investment management in 1995 and has worked for Chase Securities, CSFB, and J.P. Morgan. She has extensive experience in fundraising, mergers and acquisitions, and corporate governance. In 2008, Ms. Shao was named by Forbes as one of the 15 Power Women to Watch in Asia. She currently serves as a board member on the CFA Institute Board of Governors and as a member of the Audit and Risk Committee. Ms. Shao, the first recipient of Tam Yik Fong Scholarship, received her MBA from Columbia Business School and her BA from Beijing University. [-]

Roger Urwin became the global head of investment content at Watson Wyatt (now Towers Watson) in July 2008, after serving as the global head of the Watson Wyatt investment practice from 1995 to 2008. His current role includes work for some of the firm’s [+]

Roger Urwin became the global head of investment content at Watson Wyatt (now Towers Watson) in July 2008, after serving as the global head of the Watson Wyatt investment practice from 1995 to 2008. His current role includes work for some of the firm’s major investment clients both in the United Kingdom and internationally. Mr. Urwin is also involved with the Watson Wyatt thought leadership group (Thinking Ahead Group). In another executive role, he serves as advisory director to Morgan Stanley Capital International. Mr. Urwin joined Watson Wyatt in 1989, when he started the firm’s investment consulting practice; and, under his leadership, the practice grew to a global team of over 500 employees. His prior experience consisted of heading the Mercer investment practice and leading the business development and quantitative investment functions at Gartmore Investment Management. Mr. Urwin is the author of a number of papers on asset allocation policy, manager selection, sustainability, and governance. He qualified as a Fellow of the Institute of Actuaries in 1983. He currently serves as a board member on the CFA Institute Board of Governors and previously served as chair of the Planning Committee. Mr. Urwin has a degree in mathematics and a masters in applied statistics from Oxford University. [-]