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Capital Markets Policy Council

The Capital Markets Policy Council (CMPC) works with the Capital Markets Policy Group staff by providing guidance on financial market regulatory and policy issues, all from the perspective of what is best for markets, investors, and clients. The CMPC also assists staff with perspectives on research and advocacy positions developed in response to critical issues in the capital markets, including:

  • Analysis and practitioner expertise on issues such as regulatory systems
  • Perspectives on local research topics, including country comparisons of regulation of trading different types of securities and derivative instruments
  • Comment letters regarding proposed policies to the European Commission, U.S. SEC, and others

Ada Litvinov CFA


Senior Economist, Government of British Columbia

Member of CFA Society Victoria

James J. Angel CFA

Associate Professor of Finance, McDonough School of Business, Georgetown University

Member of CFA Society Washington, DC

Peeyush Arora CFA

Principal Product Manager, BNY Mellon’s Asset Servicing & Digital Group

Kati Eriksson

Kati Eriksson CFA

Head of Institutional Banking Finland, Danske Bank


Member of CFA Society Finland

Kati Eriksson, CFA, has over 15 years’ experience in the financial markets and institutional investing. Currently she is working as the Head of Institutional Banking Finland at Danske Bank. In this role, she leads an organization responsible for Institutional Client Coverage, Institutional Advisory, Institutional Asset Management Sales and Investor Services Sales in Finland. Her role is to lead and develop the strategic dialogue with the clients and to guide and coordinate the bank-wide client team to service the clients in the best possible way.

Previously she worked as Head of Investments at Aalto University Endowment having overall responsibility for the endowment management. Her role was to steer the investment strategy and implementation in order to generate additional funding for top quality research and education. Prior to that, she worked for the State Pension Fund of Finland as Head of Strategic Analysis. She was responsible for planning strategic and dynamic asset allocation. She was in charge of the investment policy and investment risk management.

Ms. Eriksson holds M.Sc. in Economics and Business Administration from University of Oulu, Finland. She has earned the right to use the Chartered Financial Analyst designation. At CFA Institute, she currently serves in the Capital Markets Policy Council and has previously served as President Council Representative, EMEA West and as EU Standards & Advocacy Advisory Committee Chair. Ms. Eriksson contributes to the CFA Program Practice Analysis, giving practitioner input on the topic areas of Portfolio Management and Wealth Planning. She is Past President of the CFA Society Finland as well as past member of EDHEC Risk-Institute International Advisory Board.

Amanda Yu-Chi Fan CFA

Fixed Income Portfolio Manager, Nomura Asset Management, Taiwan

Member of CFA Society Taiwan, CFA Society Singapore


Rajendra Kalur CFA

Independent Consultant & Financial Educator

Member of CFA Society India

Rajendra Kalur, CFA, is an independent consultant and financial educator. Using his extensive experience in the financial services domain, he mentors first-time entrepreneurs and offers training on such subjects as leadership, entrepreneurship, and wealth management. Previously, Mr. Kalur was the founding director and CEO of TrustPlutus, a boutique wealth management firm. He also has worked in various capacities at RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch, and General Insurance Corporation of India. Mr. Kalur serves on the boards of CFA Society India and Multi-Act Trade and Investments Pvt Ltd. He is also a certified Ethics Trainer. Mr. Kalur holds an MBA from Cranfield School of Management, United Kingdom, and a postgraduate diploma in marketing from the Chartered Institute of Marketing, United Kingdom. He is also a long-distance runner and cyclist.

Bruce Wonil Lee CFA, PhD

Chair of the Board, Who’s Good

Member of CFA Society Korea

David Lewis CFA

Vice President and Membership Chair, CFA Society Seattle

Member of CFA Society Seattle

Ex-officio Board Member, CFA Society of Dallas/Ft. Worth

Maurice Martignier CFA

Senior Corporate Actuary, Nestle

Member of CFA Society Switzerland

Piotr Sieradzan CFA

Managing Director, Aforti Holding and Lecturer, Kozminski University, Warsaw

Member of CFA Society Poland

Vice President, CFA Society Poland

Conrad Yan

Managing Partner, Albamen Capital Partners, Hong Kong SAR

Founding Chair, Global Investment Performance Standard (GIPS) Committee, Hong Kong

Melvin Escudero

CMPC Observer

Melvin Escudero is founder and CEO of El Dorado Investments, an advisory and asset management company for Latin America. He is also a professor at Universidad del Pacífico, where he is director of the master's program in finance with a specialization in portfolio management. Previously, Professor Escudero was a regulator in charge of investment supervision for the Peruvian private pension funds industry, where he developed some of the most recognized emerging markets legislation for multi-fund pension systems and investing in international markets, derivative instruments, and alternative assets. He has participated in transactions in local, regional, and international markets. Professor Escudero holds an economics degree from Universidad del Pacífico.


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