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.
Managing Partner, Alpha Governance Partners
Member of CFA Society Switzerland
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.
Managing Director, Portfolio Management Corporation
Member of CFA Society Toronto
Investment Adviser, Ritholtz Wealth Management
Member of CFA Society Louisiana
Blair duQuesnay, CFA, is an investment advisor at Ritholtz Wealth Management and a member of the firm’s investment committee. She is an active financial commenter whose writing has been published in The New York Times and on her personal finance blog, The Belle Curve. Ms. duQuesnay has spoken at the CFA Institute Annual Conference, Morningstar Investment Conference, and CFA Institute Wealth Management Conference. She is also a former president of CFA Society Louisiana, where she continues to serve on the board. Ms. duQuesnay holds a BBA degree in finance from the University of Georgia.
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, Ms. Franklin 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, Ms. Franklin 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, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.
Ms. Franklin 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. Ms. Franklin 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. Ms. Franklin 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.
Chief Financial Officer and Senior Portfolio Manager, Anchor Investment Management Limited
Member of CFA Society Bermuda
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.
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.
Head of Automated Intelligence Investing, NN Investment Partners
Member of CFA Society VBA Netherlands
Rani Piputri, CFA, is the head of Automated Intelligence Investing at NN Investment Partners. The Automated Intelligence Investing team focuses on extracting behavioural premiums from financial markets by implementing data-driven strategies, largely based on factor approach and artificial intelligence technologies. Previously, she worked at Aspect Capital, a London-based quantitative multi-asset solution provider. Ms. Piputri has also served as a partner and portfolio manager at Saemor Capital and as a European equity portfolio manager at Aegon Asset Management. She started her career as an investment consultant at Ortec Finance. Ms. Piputri has served as a board member of CFA Society Netherlands and is a member of the CFA Institute Annual Conference Advisory Group. She holds the CAIA designation and earned an MSc degree in financial econometrics from Erasmus University Rotterdam.
Partner, HSZ Group
Lynn Raebsamen, CFA, founded her own investment business in 2017 focusing on real estate and China and partners with HSZ Group in Hong Kong to develop their business in Europe. Throughout her career in Europe and Asia, she has explored many different disciplines, ranging from derivatives structuring to leading interdisciplinary teams in financial technology and building businesses from scratch. Ms. Raebsamen has worked for major investment banks, such as Credit Suisse and UBS in Switzerland, made an adventurous move to a Korean bank in Seoul, and subsequently moved to Hong Kong to work for Bloomberg.
CEO, Al Meezan Investment Management Limited
Member of CFA Society Pakistan
Mohammad Shoaib, CFA is the founding CEO of Al Meezan Investment Management Ltd., the first and the only full-fledged Shariah Compliant Asset Management Company in Pakistan. Al Meezan is also the largest asset management company in Pakistan managing about USD 950 million on behalf of clients. Shoaib holds an MBA degree from IBA besides being a Chartered Financial Analyst (CFA) charterholder.
Shoaib has not only been the driving force behind building a Shariah Compliant Asset management industry in Pakistan but is also the founding President of CFA Society Pakistan, a member society of CFA Institute. He has to his credit many accolades and awards, including "Most Influential CFA charter holder" awarded by CFA Institute in 2006, and "Lifetime Achievement Award" in 2019.
Shoaib has an impeccable track record of serving in volunteer capacity for various bodies and local, regional and global level. This includes serving as Presidents' Council Representative for Asia Pacific Region (APAC) of CFA Institute (Asian and Australian continents) representing the entire APAC membership of CFA Institute at the Board of Governors Level. He has also served a several and global committees of CFA Institute over the last 18 years. Some of the other prominent volunteer roles that he has performed include the following:
· Nominee director of SECP on Board of Pakistan Stock Exchange
· Board member of Institute of Financial Capital Markets in Pakistan
· Chairman, Mutual Funds Association of Pakistan
· Board member Pakistan Institute of Corporate Governance
· Member of the Academic Board of Institute of Business Administration, Pakistan
· Member of the Central Bank's Committee on Islamic Capital Markets
Currently he is Board Member, Advocacy and GIPS Chair for CFA Society Pakistan. He has participated in various seminars, conferences and workshops across the globe during his 30-year career in managing investments. He has been a speaker / panelist at various conferences on Islamic Asset Management in Middle Eastern and Far Eastern countries. He has also been featured in CFA Magazine with reference to his contribution to Islamic asset management, corporate governance and volunteer leadership roles. He has authored various articles and chapters in local and international publications including Islamic Finance News and Redmoney.
Partner, Head of Dynamic Allocation Strategies Team, William Blair
Member of CFA Society Chicago
Brian Singer, CFA, partner, is the head of William Blair’s Dynamic Allocation Strategies (DAS) team, on which he also serves as portfolio manager. He is also a member of the Investment Management leadership team. Before joining William Blair in 2011, Brian was the head of investment strategies at Singer Partners, LLC. Before that, Brian was the head of global investment solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group’s managing board and global asset management executive committee. Brian is extensively involved with the CFA Institute. He formerly served as a board member and chair of the CFA Institute board of governors. He is a member of the CFA Society Chicago and a former chair and member of the CFA Institute Research Foundation board of trustees, and in 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. Brian has written extensively on global portfolio, currency, and performance issues, and co‐wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 Brian was the lead author of Investment Leadership and Portfolio Management from Wiley Publishing. In 2018 the CFA Society Chicago awarded Brian the Hortense Friedman Award for Excellence, and in 2015 The Spaulding Group inducted Brian into the Performance and Risk Management Hall of Fame. Brian serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Keystone board. Brian received a B.A. in economics from Northwestern University and an M.B.A. from the University of Chicago’s Booth School of Business.
Managing Director, CFA Society Germany
Member of CFA Society Germany
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.
Managing Director, Sundquist Advisory LLC
Member of CFA Society Switzerland