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Topical Experts

CFA Institute offers journalists access to topical experts who can speak to the latest issues of the day such as:

Full and fair disclosure
Ethical conduct in the investor's best interest
Global reporting and performance standards

To speak to a CFA Institute topical expert, get in touch with one of our media contacts.

Topics

Jim Allen, CFA Head, Capital Markets Policy

Expertise: Analyst Objectivity; Financial Reporting and Accounting; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Jonathan A. Boersma, CFA Executive Director, Global Investment Performance Standards

Expertise: Analyst Objectivity; Investment Performance Measurement; Investment Standards of Practice

Global Investment Performance Standards (GIPS); Investment Management; Securities Market Regulation

Thomas Collimore, CFA Head, Industry Relations

Expertise: Investment Management

Robert W. Dannhauser, FRM, CAIA, CFA Head, Standards of Practice and Outreach

Expertise: Corporate Governance; Environmental, Social, and Governance Issues; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Raymond J. DeAngelo Managing Director, CFA Institute Stakeholder Services, Marketing, and Communications Division

Expertise: CFA Institute

Marketing and Communications

Bud Haslett, FRM, CFA Head of Risk Management, Derivatives, and Alternative Investments

Expertise: Investment Management

Derivatives

Risk Management

Stephen Horan, PhD, CFA, CIPM Head, University Relations and Private Wealth

Expertise: Investment Performance Measurement; Investment Standards of Practice; Investment Management; Private Wealth

Lee Kha Loon, CFA Head, Standards and Financial Market Integrity Division - Asia Pacific

Expertise: CFA Program; Corporate Governance; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Asia Pacific

Timothy G. McLaughlin, CFA, CPA Chief Administrative Officer and Chief Financial Officer

Expertise: CFA Institute

Operations; CFA Program; Financial Reporting and Accounting

Nitin Mehta, CFA Managing Director for Europe, Middle East, and Africa (EMEA)

Expertise: CFA Institute; Investment Management

Sandra J. Peters, CPA, CFA Head, Financial Reporting Policy Group

Expertise: Financial Reporting and Accounting

Thomas R. Robinson, PhD, CFA Managing Director, Educational Division

Expertise: CFA Institute

Educational Resources; Financial Reporting and Accounting; Private Wealth

John D. Rogers, CFA President and Chief Executive Officer

Expertise: CFA Institute; CFA Program

Kurt N. Schacht, JD, CFA Managing Director, Standards and Financial Market Integrity Division

Expertise: Corporate Governance; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Jan Squires, DBA, CFA Managing Director, Strategic Products and Technology

Expertise: CFA Program; Financial Reporting and Accounting; Private Wealth

Robert Stammers Director, Investor Education

Expertise: Investment Management

Jonathan Stokes, JD Director, Standards of Practice Development and Education

Expertise: Analyst Objectivity; Corporate Governance; Investment Standards of Practice; Investment Management; Securities Market Regulation

Rodney Sullivan, CFA Head, Publications

Expertise: Analyst Objectivity; CFA Institute; Economics; Investment Management

Alternative Investments

Fixed-Income Investing

Equity Valuation

Risk Management

Ashvin P. Vibhakar, PhD, CFA Managing Director, Asia-Pacific Operations

Expertise: CFA Program; CIPM Program; Economics; Financial Reporting and Accounting; Investment Management; Private Wealth

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