Education Advisory Committee

Purpose

The Education Advisory Committee (EAC) advises the Education Division at CFA Institute on practice analysis relating to the CFA Program (including specialized pathways), various certificate programs, and other courses and programs as requested.

The EAC advises on the development of various Bodies of Knowledge (BOKs) for CFA Institute qualifications and provides feedback on various curricula developed and administered by CFA Institute.

An EAC Member:

Advises on the processes for detecting signals of change in investment management and related industries
Advises on body of knowledge (BOK) topics to be reviewed
Ensures the CFA Program and other program curriculum are aligned with Investment Practice
Helps the EAC to ensure that CFA Institute’s product offering remains relevant to the industry. EAC Members are expected to be actively engaged and contribute to the discussion and decision-making.
Conducts other activities as designated by the CFA Institute staff and Board of Governors.

Want to get in touch?
Contact the Education Advisory Committee.

Members

General Manager, BBVA Argentina Asset Management

Lautaro Veliz Espeche, CFA, is the General Manager of BBVA Argentina Asset Management, where he leads a team responsible for managing mutual funds for both individual and institutional investors. Prior to becoming the General Manager of the company, he held roles as Analyst, Portfolio Manager, and Chief Investment Officer (CIO).

He also serves on the Board of Directors of the Mutual Funds Association in Argentina (CAFCI), where he previously held the roles of Vice President and Secretary. In addition, Mr. Veliz Espeche teaches Equity Valuation for the Master of Finance program at Universidad del CEMA, where he is completing his PhD.

Lautaro earned the CFA charter in 2012, graduated from the London Business School Senior Executive Programme, and completed the Executive MBA program at IAE Business School in 2024.

Senior Vice President, Commerce Trust

Nick Fafoglia, CFA, is Sr. Vice President at Commerce Trust in St. Louis, Missouri where he leads a team of senior investment professionals dedicated to providing customized investment management and wealth advice to high-net-worth individuals and families. In addition, Nick manages $1.3 billion of private client and private foundation assets in public as well as private assets. Prior to Commerce Trust, Nick held leadership and client management responsibilities at Bank of America Private Bank. He began his investment career as a floor broker at the Pacific Stock Exchange in Los Angeles, California.

Nick has over 37 years of investment experience and has earned a Bachelor of Business in Finance degree from Western Illinois University. He is a Past President and board member of the CFA Society of St. Louis and is a current volunteer at the CFA Institute. He has also served as the Treasurer of the Repertory Theatre of St. Louis, a 700 seat, not-for-profit, live-theater company.

Managing Director, Equity and Derivative Strategy, UBS

Gerry Fowler leads the European Equity Strategy and Global Derivative Strategy teams at UBS. Prior to joining UBS, Gerry was a multi-asset absolute return portfolio manager at abrdn (formerly Standard Life Investments). Before that, he ran global equity and derivative strategy teams at BNP Paribas and Citi. In those roles, he had a strong focus on integrating macroeconomics and stock fundamentals into the investment research process. In addition to his strategy roles, Gerry was a Board member of CFA UK from 2012-2018 and was Chairman for the last two of those years.

Gerry is a CFA Charter holder and a Fellow of the Society of Investment Professionals. He also has a Post Graduate Diploma (applied finance and investments) and a Bachelor of Commerce degree (finance and economics). He has a wife and three young children who love family holidays as much as he does.

Managing Partner, InFi Strategies

Jodie M. Gunzberg, CFA, is Managing Partner of InFi Strategies, where she leads the development of innovative indexing and investment solutions. With more than 20 years of experience across the buy-side, indexing, and investment consulting, Jodie is a recognized authority in institutional investing and financial product strategy.

Previously, Jodie was Head of Strategic Partnerships at Cboe Global Markets, where she advanced key commercial initiatives, launched global fund issuer services, and contributed to investment oversight as a member of Cboe’s Investment Committee. Prior to that, she served as Managing Director at CoinDesk Indices, where she built the index business, created the first digital asset frameworks, and launched over 300 indices including offerings for 401(k) plans and advisors.

Jodie also held senior roles as Chief Institutional Investment Strategist at Morgan Stanley and Head of U.S. Equities at S&P Dow Jones Indices, where she oversaw the S&P 500 and Dow indices. Jodie’s market insights have been widely cited, and her work on women in the workforce received notable recognition. Jodie is a CFA charterholder and serves on several academic and industry advisory boards. She holds an M.B.A. from Chicago Booth and a B.S. in Mathematics from Emory University.

Chief Investment Officer, Private Equity, Ekuity Holding

Ashraf El Khatib is the Chief Investment Officer, Private Equity, at Ekuity Holding—the investment arm of Kuwait Investment Authority (KIA) in Egypt—where he oversees direct and indirect investment strategies.

Prior to Ekuity Holding, Ashraf worked at NI Capital, where he orchestrated the development of a leading microfinance institution that achieved a successful exit to EBRD, BII, and other leading private equity firms. At PwC, he led over 30 transactions across the Middle East & Africa region.

Ashraf serves as Vice Chair of CFA Society Egypt and Vice Chair of the CFA Institute Education Advisory Committee. He contributes to CFA Institute curriculum development, focusing on private markets and sustainable investing, and speaks at global investment conferences. He has held leadership roles in startup and innovation initiatives with IE Business School, PwC, CFA Institute, and the World Bank.

CFA Society Egypt received the CFA Institute Global Most Innovative Initiative Award in 2011 under his leadership, and he was honored with the Best EMEA Talk Award at the 2017 CFA Institute EMEA Society Leadership Conference.

Ashraf holds an MBA from IE Business School and is a CFA Charterholder. He has passed the CPA exams and earned both the CFA Institute ESG Investing Certificate and Climate Investing Certificate. He is fluent in Arabic and English, with working knowledge of Spanish.

Ashraf El Khatib professional photograph

Managing Director, Millennium

Anand Krishnan is a Managing Director and Portfolio Manager at Millennium, a $78 billion New York based global multi-strategy hedge fund. He joined Millennium in 2013, specializing in cross asset investing, managing a multi-asset portfolio with a primary focus on fixed income corporate bonds and credit derivatives.

Previously, he served as Global Head of Financials research for nine years at Fore Research and Management, a $3 bn New York based multi strategy hedge fund, identifying investment opportunities and helping manage a CLO and High Yield corporate bond portfolio. Anand began his career in the U.S. as a sell-side equity research analyst at Morgan Keegan covering the Consumer Durable and Home Products sector.

Anand’s educational background includes M.S. in Mathematical Finance from University of Southern California, M.B.A in Finance from BIM, India and B.S. in Electronics Engineering from PSG Tech, India. He became a CFA Charterholder in 2003. He is also a CIPM Charterholder and holds the Sustainable investing certificate of the CFA Institute.

Anand has volunteered with the CFA Institute as a Hearing Panel Pool member of the Disciplinary Review Committee and participated multiple times in the CFA exam standard setting process. He is a member of CFA Philadelphia society. He volunteers as an Assistant Scoutmaster in Boys Scout and enjoys traveling, hiking and playing tennis.

Director, Consultinvest SGR

Gabriele Montalbetti, CFA, CIPM, FRM, is currently a Director at Consultinvest SGR, an Italian asset manager. He is responsible for fund selection and he is a multi-asset fund manager.

Previously, Gabriele was General Manager and one of the founders of an Italian asset management company. Before that, he served as Vice President at JPMorgan Investment Management, where he worked as a fixed income and global balanced portfolio manager for private and institutional clients.

Gabriele holds a degree in Electronic Engineering from Milan Polytechnic and an MBA from POLIMI Graduate School of Management (GSOM). He has over 30 years of experience in asset management. He also teaches ESG asset management as part of the ESG Analysis and Investing course at POLIMI GSOM.

Gabriele joined the board of CFA Society Italy in 2001, later serving as Treasurer and then President. In 2021, he rejoined the board. Since 2005, he has served on numerous CFA Institute committees, including the GIPS Executive Committee, GIS Steering Committee, and the Standards of Practice Council. He also served as Chair of the CIPM Advisory Council. He is an active CFA Institute volunteer and has graded exams for over 20 sessions.

Client Portfolio Manager, Western Asset Management

Brishni Mukhopadhyay is a Client Portfolio Manager and Sustainable Investment Specialist at Western Asset Management, a specialist investment manager of Franklin Resources, Inc., the holding company for Franklin Templeton Investments and its subsidiaries. Prior to this, Brishni worked at Lazard Asset Management, J.P. Morgan Asset Management and J.P. Morgan Investment Bank.

Brishni holds a M.S. in Operations Research (Finance) from Columbia University, M.Eng. in Mechanical Engineering from the University of Sheffield, and is a CFA charterholder. Brishni previously served as Chair of the advisory panel responsible for the CFA Certificate in Sustainable Investing and as vice chair of the working group involved in the launch of the CFA UK ESG Certificate since 2017. He also served as Co-Head of CFA UK’s Value Investing special interest group.

CEO/CIO Peak Capital Management Pte. Ltd.

Simon has more than 25 years of experience in capital markets, investment and wealth management. He spent 15 years in his early investment management career with AXA Investment Managers Rosenberg Quantitative Equities, leveraged rigorous data-driven, systematic investment processes to enhance alpha generation, capitalized on market mispricing, and strengthened portfolio risk management. He was Asia Pacific Deputy Chief Investment Officer when he left in 2015.

Prior to co-founding Peak Capital Management Pte. Ltd. Simon was Chief Executive Officer at RHB Asset Management Pte. Ltd. And CCB International (Singapore) Pte. Ltd. respectively. With over two decades of portfolio management experience at leading asset management firms, he has guided institutional and high-net-worth clients through volatile markets. His consistent performance has earned the trust and confidence of his clients.

Simon is an adjunct lecturer at Singapore Management University Lee Kong Chian School of Business and Singapore University of Social Sciences School of Business. Simon obtained his MBA from the University of Chicago Booth School of Business and his Bachelor of Business Administration from the National University of Singapore. He is a Chartered Financial Analyst charter holder. Simon is also currently the President of CFA Society Singapore.

Head of Public Asset Investment, Shinhan Asset Management

Jaewon Park is Head of Public Asset Investment and Chief Strategist at Shinhan Asset Management SLAMS (Shinhan Life Asset Management Solutions), where she oversees portfolio strategy across both public and private assets while managing liquid portfolios totaling AUD 30 billion, including equities, fixed income, and credit for Shinhan Life Insurance. Her responsibilities span long-term asset allocation to day-to-day trading oversight, integrating top-down strategy with practical execution.

She previously held key roles at the National Pension Service (NPS), Korea Investment Corporation (KIC), and Schroders as a strategist and portfolio manager, and began her career as a FICC specialist at ANZ, Barclays, and Hana Bank. This combined experience across buy-side and sell-side institutions has given her a comprehensive perspective on global markets. From 2021 to August 2025, Jaewon served as a Chapter Executive of the Korea Chapter of the CAIA Association.

Jaewon holds a B.A. in Economics from Korea University and an M.S. in Applied Economics from Johns Hopkins University. She is a CFA Charterholder, a CAIA Charterholder, and is certified in economic forecasting by the International Institute of Forecasters (IIF).

Senior Director, Practice Analysis, CFA Institute

David leads the Practice Analysis function at CFA Institute and is based in Hong Kong SAR. Practice Analysis is responsible for identifying and analyzing the critical knowledge, skills, and abilities required for a role in investment management and for supporting the development of curricula to meet these needs. Prior to this role, David led the curriculum development team at CFA Institute.

Prior to joining CFA Institute in 2018, David spent over 14 years in the United Arab Emirates including holding various roles at Abu Dhabi-based institutions such as: Chief Investment Officer at Abu Dhabi Investment Company (ADIC), Senior Fund Manager at the National Bank of Abu Dhabi (NBAD), and Senior Analyst at the Abu Dhabi Investment Authority (ADIA).

Prior to moving to the Middle East, David worked in various roles in the Finance Division of Procter & Gamble (P&G) including roles in Global Pension Fund Management (based in USA) and in Asia Treasury (based in Japan). David holds an MA in International Relations, an MBA in Finance, and was awarded his CFA charter in 2006.

Managing Director, Cerberus Capital Management

Isaiah Schulze, CFA is a Managing Director for the frontier and emerging markets investment platform of Cerberus Capital Management, a global leader in alternative investing with approximately $70 billion in AUM. Isaiah's focus is on the underwriting and execution of private equity deals in geographies across Asia and Africa. Isaiah joined Cerberus in 2018 when Cerberus acquired SGI Frontier Capital where he was a Senior Partner from 2013 to 2018. Isaiah graduated magna cum laude from the School of Foreign Service at Georgetown University. He is proficient in Mandarin Chinese and has achieved the Chartered Financial Analyst designation.

Isaiah has contributed as a speaker at investment conferences including those hosted by Harvard Business School, JP Morgan, Private Equity International, EMPEA, and CFA Society New York, among others. In addition, Isaiah is an Enterprise Club member at the American Enterprise Institute. Isaiah lives in NYC and enjoys marathon training in his free time.

Independent Board Member, Fitch Ratings; Independent Trustee, CEF Accelerator Platform (U.S. Bank)

Marie Winters serves as an Independent Board Member for Fitch Ratings and an Independent Trustee for CEF Accelerator Platform (U.S. Bank), a platform for registered unlisted closed-end funds. Ms. Winters also is a Board Member and member of the Investment Committee for VNA Foundation, which supports the medically underserved in the Chicago area. Previously, she was a Senior Vice President at Northern Trust Asset Management where she launched the high yield bond business and co-led a research team supporting over $30 billion of credit portfolios. At Northern Trust, she also served as a voting member with fiduciary obligations overseeing $5 billion of employee benefit plans.

Ms. Winters began her career at JPMorgan Chase where she served as a leader and participant in new departments and initiatives for high yield securities, distressed investing, M&A, and credit risk management. Ms. Winters is a former Chair and Executive Officer of CFA Society Chicago and a former President and Board Member of Chicago Finance Exchange, a professional organization for senior women in finance. She earned her MBA in finance and economics at Washington University and her BA in mathematics at Knox College.

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