Capital Markets Policy Council

Carole K. Crawford, CFA, is founder and managing partner of fincap360, where she develops bespoke solutions for entrepreneurial NextGen family offices, private venture capital funds and emerging firms, focused on leveraging innovation to grow capital. She is actively involved in the Fintech ecosystem, in and outside the U.S. Prior to fincap360 she built a successful wealth management practice at Morgan Stanley, in addition to leading branch wide business development for alternative investments and SMAs for two of the largest offices of the firm. Earlier in her career Ms. Crawford was a CFO for venture capital backed tech companies. Through the years she has counseled the White House, Congress and other political leaders on issues related to financial services and entrepreneurship, called on by both sides of the aisle. Ms. Crawford holds a Bachelor of Arts degree in Economics from the University of Michigan and completed the Certified Investment Management Analysts program at the Wharton School Aresty Institute of Executive Education. She is a CFA charterholder and chairs CFA Society New York’s Fintech Thought Leadership Group.

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.

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.