Compensation Committee

Reference Materials

Compensation Committee Charter

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The purpose of the Compensation Committee is to carry out the responsibilities delegated by the Board of Governors of CFA Institute relating to the oversight of compensation policies and programs; review of compensation and all related plans, policies and programs of the executive officers of CFA Institute; review and determination of compensation of the President and Chief Executive Officer, Chief Legal Officer and Chief Compliance Risk and Ethics Officer, and, consideration of and action for matters pertaining to management succession in accordance with and subject to the Bylaws of CFA Institute, as such Bylaws may be amended from time to time. For purposes of this Charter, the term "executive officers" refers to the officers and managing directors in the positions for which compensation disclosure is included in the annual proxy statement to members.

Contact the Compensation Committee
Professional head shot photograph of Robert Jenkins

Robert Jenkins FSIP

Chair

London Business School
Regent's Park
London NW1 4SA
United Kingdom

+44-0-207000-8290

Member of CFA Society United Kingdom

Robert Jenkins, FSIP, is an external member of the interim Financial Policy Committee of the Bank of England and an adjunct professor of finance at London Business School. Previously, he was CEO and managing partner of Combinatorics Capital, a global macro investment partnership. Prior to his position at Combinatorics, Jenkins served as chief executive and then as chairman at F&C Asset Management, plc. Earlier in his career, at Citibank, he was responsible for trading and sales in Dubai, Bahrain, Switzerland, and Japan. After his time at Citibank, he served as chief investment officer and head of the asset management business at Credit Suisse in Japan and later as chief operating officer for Credit Suisse Asset Management's activities in the U.K. and central and eastern Europe. Jenkins chaired the Investment Management Association of the U.K. and co-chaired, together with the Chancellor of the Exchequer, a high-level group focusing on the future of the asset management industry in Britain. He has also served on the Panel on Takeovers and Mergers, U.K.; as a senior advisor to CVC Capital Partners; and as an independent director of the Aberdeen All Asia Investment Trust. He is a frequent speaker at industry conferences and regular contributor of articles and letters to the financial press. Jenkins attended university in the U.S., France, and Italy and holds a master's degree from the Johns Hopkins School of Advanced International Studies.

Heather Brilliant

Heather Brilliant CFA

Managing Director, First State Investments

10 East 53rd Street, Floor 21
New York, NY 10022

+1-212-497-9976

Member of CFA Society New York

Heather Brilliant, CFA, is Chief Executive Officer, Americas and acting Chief Operating Officer at First State Investments. Heather is responsible for managing the business in the Americas and further expanding First State Investments’ market presence across the region. As acting COO, she also provides strategic leadership and oversight to the firm’s global operations, technology, and project management teams. She is a member of the firm’s Global Executive Committee. Heather has worked in the industry for over 20 years. Prior to joining First State Investments in 2017, she spent 14 years at Morningstar most recently as Chief Executive Officer of Morningstar Australasia. In this role, Heather devised and drove various initiatives based on functional and local market priorities, including the development and implementation of a 10-year strategy to accelerate business growth. Preceding this, she led the equity and corporate credit research teams at Morningstar, consisting of more than 100 analysts based in offices around the world. Previously, Heather spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. She started her finance career at Bank of America as a corporate finance analyst covering the auto industry. Heather holds a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation and is chairman of the CFA Institute Board of Governors and past chair of the CFA Society of Chicago.

Zouheir Tamim El Jarkass

Zouheir Tamim El Jarkass CFA

Senior Adviser, Mubadala Development Company

Mamoura Buildings
Abu Dhabi, United Arab Emirates

+971 50 499 0250

Member of CFA Society Emirates

Zouheir Tamim El Jarkass, CFA, is a human capital leader and a senior adviser for learning and development at Mubadala, a business development and investment company in the United Arab Emirates. He is also the chairman of the advisory board of the LAB (Leadership Acceleration for Business), a learning and development partnership between Mubadala and General Electric. Prior to joining Mubadala, Tamim El Jarkass was on the faculty of the School of Business and Management at the American University of Sharjah, a CFA Program Partner. He is the past president of CFA Society Emirates and is its current education chair. Tamim El Jarkass served on the Annual Conference Committee of CFA Institute and is currently a member of the Middle East Investment Conference Committee. In addition to being on the global council at Queen’s School of Business in Canada, he is a member of the advisory board of the School of Business and Management at the American University of Sharjah. Tamim El Jarkass is a member of the board of trustees of the learning center of the Emirates Securities and Commodities Authority. He has worked over the past 28 years in different capacities in financial services, higher education, executive education, and learning and development in the United Arab Emirates, Canada, Germany, Lebanon, Egypt, and Nigeria. Tamim El Jarkass holds an MSc in research from Henley Business School in the United Kingdom and an MBA from the American University of Beirut.

Diane Nordin

Diane C. Nordin CFA

Director, Federal National Mortgage Association

Member of CFA Society Boston

Diane C. Nordin, CFA, is a director at Fannie Mae and Antares Capital and a former partner at Wellington Management Company. At Wellington, she held several roles—including director of fixed income, director of global relationships management, and director of fixed-income management—and served on numerous committees. Previously, Nordin worked at Fidelity Investments and Putnam Advisory Company. She is a trustee of Wheaton College and a board member of Massachusetts College of Art and Design Foundation and the Appalachian Mountain Club. Nordin is a member of the CFA Society Boston and a graduate of Wheaton College.

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