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Annual Conference Advisory Group

This advisory group works with CFA Institute staff to develop the program for our annual conferences. Drawing on their experience and knowledge of timely educational topics, group members provide guidance on the overall program plan as well as input on specific speakers and topics. Group members may also be involved with coordinating and/or moderating individual sessions at the conference.

Eelco Fiole CFA

Chair

Managing Partner, Alpha Governance Partners

Member of CFA Society Switzerland

Anne Cabot-Alletzhauser

Anne Cabot-Alletzhauser CFA

Head, Research Institute, Alexander Forbes Financial Services (Pty) Ltd

Member of CFA Society South Africa

Anne Cabot-Alletzhauser heads up the Alexander Forbes Research Institute – an initiative that looks at the full spectrum of issues that confront the savings and investment issues for South Africa and Africa in general. Prior to that she was an asset manager and CIO for 32 years, managing pension fund assets in North America, Japan, the UK, Europe and South Africa. In 1994, she pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today.

Anish Chopra CFA

Managing Director, Portfolio Management Corporation

Member of CFA Society Toronto

Blair duQuesnay, CFA

Blair duQuesnay CFA

​Investment Adviser, Ritholtz Wealth Management

Member of CFA Society Louisiana

Blair duQuesnay, CFA, is a New Orleans–based investment adviser at Ritholtz Wealth Management, LLC, where she is a member of the investment committee. She is author of personal finance blog the Belle Curve and is an active contributor and commenter on the financial services industry. Ms. duQuesnay has appeared in such publications as the Wall Street Journal, Forbes, Investment News, Morningstar Advisor Magazine, and Business Insider. She was named to the 2015 Investment News “40 Under 40” list of top advisers and associated professionals in the financial planning industry and is a frequent speaker and panelist at financial service events and conferences. Ms. duQuesnay is a former president of CFA Society Louisiana, where she continues to serve on the board. She holds a BBA in finance from the University of Georgia, where she graduated magna cum laude, and she is currently pursuing a masters in financial planning from the College for Financial Planning.

Margaret Franklin

Margaret Franklin CFA

President and CEO, CFA Institute

915 E High Street
Charlottesville, VA 22902

Member of CFA Society Toronto

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.

Prior to joining BNY Mellon, Margaret held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, Margaret had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.

Margaret began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.

Nathan Kowalski CFA

Chief Financial Officer and Senior Portfolio Manager, Anchor Investment Management Limited

Member of CFA Society Bermuda

Asjeet S. Lamba CFA

Associate Professor, The University of Melbourne

Member of CFA Society Melbourne

Asjeet S. Lamba, CFA, is an associate professor with the Department of Finance at the University of Melbourne. His main research and teaching interests are in the areas of corporate finance, international finance, investments, and financial markets. Professor Lamba’s research has been published in several leading academic journals, and he regularly presents his ongoing research at academic and professional conferences. He serves on the program committees of over 10 international conferences, where he is frequently invited to organize academic and discussion sessions. Professor Lamba has been actively involved with CFA Institute over the past several years, reviewing and developing candidate curriculum readings and serving a six-year term on the Disciplinary Review Committee, with the last four years served as part of the Executive Team. He is a member of the CFA Institute Standards of Practice Council and a founding member of the CFA Institute Asia-Pacific Research Exchange Society Engagement Committee. Professor Lamba earned a BA (honors) in economics from the University of Delhi, an MBA in finance from the University of Michigan, and a PhD in finance from the University of Washington.

photo

Gerard Lee CFA

CEO, Lion Global Investors Ltd

Member of CFA Society Singapore

Gerard Lee, CFA, is CEO at Lion Global Investors. Previously, he served as chief investment officer of Temasek’s Fund Management Division and CEO of Fullerton Fund Management Company. Mr. Lee has also served as deputy chief investment officer at Deutsche Asset Management Singapore, head of fixed-income sales at SBC Warburg Singapore, and head of the Government of Singapore Investment Corporation’s New York City office. He is an IBF Distinguished Fellow, and he has a bachelor of science degree (honours) from the National University of Singapore.

Rani Piputri CFA

Principal Equity Strategies, Aspect Capital

Member of CFA Society VBA Netherlands

Lynn Raebsamen CFA

CEO, Swiss Vanquest AG

Mohammad Shoaib CFA

CEO, Al Meezan Investment Management Limited

Member of CFA Society Pakistan

brian-singer

Brian D. Singer CFA

Head of Dynamic Allocation Strategies, William Blair & Company

Member of CFA Society Chicago

Brian D. Singer, CFA, is head of global investment solutions and regional chief investment officer, Americas, for UBS Global Asset Management. He is a member of the UBS Group Managing Board, Executive Committee, and Global Investment Committee. Vice chair of the CFA Institute Board of Governors and Research Foundation of CFA Institute Board of Trustees, Mr. Singer is the recipient of a 1991 Graham and Dodd Award of Excellence from the "Financial Analysts Journal". He holds a BA from Northwestern University and an MBA from the University of Chicago.

Susan Spinner CFA

Managing Director, CFA Society Germany

Member of CFA Society Germany

Richard Stott

Founding Partner and CEO, Connectum

Member of CFA Society Norway

Richard Stott is a founding partner, CEO, and CIO of Connectum Capital Management AS, one of Norway’s first fee-only wealth management companies. Apart from management and key relationship responsibilities, Mr. Stott has responsibility for the company’s investment policy and heads its investment committee. Prior to moving to Norway and starting Connectum, he worked in both the UK and Switzerland for a number of institutions such as Coutts and J. Rothschild International. Mr. Stott was also a co-author of the book "The 7 Secrets of Money – the insider’s guide to personal investment success." A founder member and past president of CFA Society Norway, he has also served as the Chairman of the British Norwegian Chamber of Commerce. Mr. Stott has a degree in finance and accounting from Leeds Metropolitan University and Hochschule Bremen.

Phillip Sundquist CFA

Managing Director, Sundquist Advisory LLC

Member of CFA Society Switzerland

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