CFA Institute Bylaws - Executive CommitteeView Article 7.2 (PDF)
Executive Committee CharterView charter (PDF)
The purpose of the Executive Committee is to assist the Board of Governors of CFA Institute in the orderly and fair governance of CFA Institute by, among other things, acting on behalf of the Board within the scope of the Committee’s authority and overseeing the functions, operations and activities of the Board and its committees.Contact the Executive Committee
Managing Director, First State Investments
10 East 53rd Street, Floor 21
New York, NY 10022
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.
Managing Director and Global Head of Active Equity Product Strategy, BlackRock, Inc.
55 East 52nd Street
New York, NY 10055
Member of CFA Society New York
Daniel Gamba, CFA, is a managing director, the Global Head of Active Equity Product Strategy and a member of the Global Operating Committee and Human Capital Committee at BlackRock. Gamba is responsible for platform strategy, product development, and business activities to drive growth across Active Equities in the Americas, EMEA and Asia Pacific. Prior to this role, Gamba was Head of iShares Americas Institutional Business where he led business strategy, client service and business development for iShares ETFs in the Americas. Gamba joined Barclays Global Investors (BGI) in 2000, before its merger with BlackRock in 2009. At BGI, he was the chief executive officer of the Latin America and Caribbean business. In this role, he grew business from Latin American clients from nil to over $40 billion and expanded BGI’s footprint into Mexico City; Sao Paulo; Santiago, Chile; and Bogota, Colombia, including local asset management operations. Gamba began his career with BGI as a director of global strategy. Previously, he was a senior consultant for financial institutions at A.T. Kearney. From 1990 to 1995, Gamba worked in marketing and product management in Latin America. Gamba is a member of the CFA Institute Board of Governors and currently sits as the Co-Chair of the Society Partnership Advisory Council. Previously he was a member of the Executive Advisory Board of the Education Advisory Committee and of the Claritas Advisory Committee. Gamba is also board member of the Council of Urban Professionals, supporting the career progression of professional people of color, and board member of Northwestern University’s Alumni Association. Gamba earned a BS degree in industrial engineering from Pontificia Universidad Católica del Perú in 1989 and an MBA in finance and economics from the Kellogg School of Management at Northwestern University in 1997.
London Business School
London NW1 4SA
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.
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.
President and CEO, CFA Institute
915 E High Street
Charlottesville, VA 22902
23/F Man Yee Building
68 Des Voeux Road
Central, Hong Kong
Paul Smith leads CFA Institute in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Smith joined CFA Institute in 2012 as Managing Director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He was appointed president and CEO in January 2015. He brings extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. Smith started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris, and Dublin) over 11 years — the last seven as the firm’s CEO. Smith moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of funds services. After HSBC’s acquisition of the bank in 2004, he served as HSBC’s global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with more than US$250 billion of assets. He has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Early in his career, he worked as an auditor at Pricewaterhouse in London. With more than 20 years of experience in Asia, Smith is active in the region’s investment community and has served on the boards of a number of Asia-based funds over the years. He is a CFA charterholder and a fellow of the Institute of Chartered Accountants of England and Wales. Smith holds a master’s degree in history from Oxford University.