Seminar for Global Investors Board of Regents
Previously known as the Financial Analysts Seminar, the CFA Institute Seminar for Global Investors is widely known as one of the most comprehensive continuing education programs for investment professionals. The Seminar for Global Investors (SGI) Board works with CFA Institute staff to develop the program for the week-long seminar. Members of the board provide advice and direction on topics, speaker, and the overall program. They also assist with marketing and awareness of the seminar.
Managing Member and Chief Investment Officer, Coloma Capital Futures, LLC
Member of CFA Society San Francisco
David W. Burkart, CFA, is managing member and chief investment officer of Coloma Capital Futures LLC, an absolute return commodities hedge fund manager. Previously, he worked at Barclays Global Investors, where he created and managed many institutional and exchange-traded commodities products. Mr. Burkart has lectured on commodities investing in the North America, Europe, and the Middle East on behalf of CFA Institute. He holds a BA degree in economics from the University of California, Santa Barbara; an MA degree in foreign affairs from the University of Virginia; and an MBA degree in finance from the Wharton School of the University of Pennsylvania.
Founder, Institute for Private Investors
Member of CFA Society New York
Charlotte B. Beyer is founder of the Institute for Private Investors, where she also served as CEO. She was also named the Fellow of the Aresty Institute at the Wharton School. Ms. Beyer collaborated with the Wharton School of the University of Pennsylvania to create the first private wealth management curriculum developed specifically for ultra-high-net-worth families, and she is the author of Wealth Management Unwrapped. She served as president of the board of trustees of the Westover School and founded the Principle Quest Foundation, a private nonprofit foundation working to support innovative education and mentoring programs for women. Ms. Beyer also served as the vice chair of the board of trustees of the Museum of American Finance. She currently serves on the global association board of 100 Women in Finance. Ms. Beyer is a graduate of Hunter College, the University of Pennsylvania, and the New York University Stern School of Business.
Managing Director and High-Yield Credit Portfolio Manager, Marathon Asset Management LP
Andrew Brady, CFA, is a managing director and high-yield credit portfolio manager at Marathon Asset Management LP, where he is also a member of the executive committee. Previously, he was a director and senior investment analyst at Indosuez Capital, the merchant banking and high-yield asset management division of Crédit Agricole. Mr. Brady holds a BS in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.
Member of CFA Society Chicago
Katherine Buck, CFA, retired in March 2018 from a 21-year career as an investment professional and portfolio manager. Her experience has spanned all aspects of the investment practice—from developing strategies, business plans, and prospectuses to marketing, portfolio management, and risk management. Most recently, Ms. Buck was a portfolio manager at Fidelity Management & Research Company. Previously, she served as a managing director and portfolio manager at Wintrust Capital Management, where she launched the Small Cap Opportunity Fund. While at Magnetar Capital, a diversified strategy hedge fund, Ms. Buck led the startup of an asset management group, managing capital raising, developing investment processes and procedures, and constructing the portfolio. She started her investment career at Fidelity, rapidly advancing from research associate to portfolio manager for the Small Cap Value Fund. Ms. Buck served as a board member for CFA Society Chicago and is a member of the Chicago Finance Exchange, a community of women leaders in finance. She served on a volunteer basis as interim chief operating officer at the People’s Music School, a non-profit tuition-free music school serving 700 children in Chicago. Ms. Buck graduated from Georgetown University with a BSBA in finance.
Director, Healthcare Equity Research and Equity Strategy, Morningstar
Member of CFA Society Chicago
Damien L. Conover, CFA, is a director at Morningstar, where he covers equity strategy and the health care industry. Previously, he held senior equity analyst positions at Raymond James, Bank of Montreal, and Tucker Anthony. Mr. Conover holds a bachelor's degree and a master's degree in finance from the University of Wisconsin, where he was a member of the Applied Security Analysis Program.
Managing Partner and Chief Investment Officer, MRA Associates
Member of CFA Society Phoenix
Nathan Erickson, CFA, is a managing partner and chief investment officer at MRA Associates, where his primary focus is to lead the firm’s research efforts. He also provides private wealth and investment management services to foundations, retirement plans, and high-net-worth clients and is a member of the firm’s Investment Policy Committee and Compliance Committee. Mr. Erickson has a diverse background in the investment industry, having worked in commercial real estate sales and lending, as well as in investment brokerage at Charles Schwab. He has also served as an equity analyst at Kaplan Funds Management and as a portfolio manager at Foothills Asset Management. Mr. Erickson is a CAIA charterholder and serves on the board of directors of CFA Society Phoenix and Altier Credit Union. He has served in various volunteer roles for CFA Institute and has been selected to serve on the CFA Institute Disciplinary Review Committee, which is responsible for the enforcement of the CFA Institute Code of Ethics and Standards of Professional Conduct. Mr. Erickson earned a bachelor of arts degree in psychology from Kenyon College and a master of commerce (finance) from the University of Sydney.
Partner, Focus Consulting Group
Michael S. Falk, CFA, is a partner with the Focus Consulting Group. He has been a chief strategist on a global macro hedge fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory. Mr. Falk has also taught at DePaul University in the Certified Financial Planner (CFP) Certificate Program. In addition, he is the author of the CFA Institute Research Foundation book, Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth, on entitlement policies for sustainable economic growth. Mr. Falk is also part of the CFA Institute Approved Speaker List and a contributing member in the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative group, and he teaches on behalf of CFA Society Chicago in its CFA Institute Investment Foundations™ certificate program. He is frequently quoted in the financial press. Mr. Falk holds the Certified Retirement Counselor (CRC) designation and a BS in finance from the University of Illinois.
Monika Freyman, CFA, is director at Ceres, where she works with institutional investors on deepening their integration of environmental, social and governance factors, and in particular water, into portfolio management and engagement processes. She directs the Investor Water Hub, a working group of over 90 institutional investors across that globe who recently developed the Investor Water Toolkit, a how-to guide on ESG and water integration. Ms. Freyman actively contributes to the CFA Institutes Enterprising Investor Series along with the CFA Institute’s ESG continuing education curriculum. A major theme in all of her work is to more closely connect the scientific and financial fields. Prior to Ceres, Ms. Freyman worked as a research consultant for the Initiative for Responsible Investment at Harvard that explored the roots of the concept of sustainability from a variety of fields to inform the Sustainable Accounting Standards Board (SASB). Previous to this she worked as an emerging market equity analyst at Driehaus Capital Management and conducted fixed income emerging market research at Trans-National Research Corporation.
Executive Director, Head of EM Corporate Strategy, J.P. Morgan
Yang-Myung Hong, CFA, is executive director and head of EM Corporate Strategy at J.P. Morgan, where he leads EM Corporate Strategy Research. Previously, he was in charge of covering Asian bank and sovereign credits at Nomura and Lehman Brothers. In addition, Mr. Hong has worked in equity research at Goldman Sachs. He is a native Korean speaker, is also fluent in German, and has a working knowledge of Japanese and Chinese. Mr. Hong graduated from Seoul National University with a major in economics.
Executive Vice President, Thomas White International, Ltd.
Member of CFA Society Chicago
Douglas M. Jackman, CFA, is an executive vice president at Thomas White International, Ltd., where he is also a member of the Thomas White investment committee and director of the institutional client area. Previously, he worked at Morgan Stanley in New York developing equity and foreign exchange trading systems. Mr. Jackman has been an active speaker on global and emerging market equities at various industry and state conferences. An active member of CFA Society Chicago, he has served as the chair and co-chair of its Annual Dinner committee for the past three years. Mr. Jackman holds a BA and an MBA with a major in finance and accounting from the University of Chicago.
Founder, President, and Chief Investment Officer, Sionna Investment Managers
Member of CFA Society Toronto
Kim Shannon, CFA, is founder, president, and chief investment officer at Sionna Investment Managers. Previously, she served as chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada Inc. Ms. Shannon is a past president of CFA Society Toronto. She is currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Financial Analysts Seminar Board of Regents (where she previously served as chair), and the board of the Brandes Institute. Ms. Shannon also serves as a board member of the Canadian Coalition for Good Governance, the Canadian Business Diversity Council, the Women’s College Hospital investment committee, and the United Corporation (a listed closed-end fund). She holds a bachelor of commerce and economics degree and an MBA degree from the University of Toronto.
Chief Financial Officer, Blue Ocean Global Wealth and Blue Ocean Global Technology
Member of CFA Society India
Sameer S. Somal, CFA, is chief financial officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to cofounding Blue Ocean Global Wealth, he was a senior investment analyst at the Bank of Nova Scotia and a financial adviser and intermediary at Morgan Stanley and Merrill Lynch. As part of the Investment Strategy Group at the Bank of Nova Scotia, Mr. Somal actively contributed to the firm’s white paper and institutional business development efforts, delivered keynote presentations, and fostered education partnerships nationally. Previously, he carried out fiduciary responsibilities at Ernst & Young and Adviser Compliance Associates, including helping asset management and alternative investment companies adapt to the Sarbanes–Oxley Act of 2002. Mr. Somal is a board adviser at the iPlan Education Institute in New Delhi. A member of the Speakers Series at Johns Hopkins Carey Business School, he is a frequent speaker on succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership. Mr. Somal earned a BS in finance and accounting from Georgetown University.
Partner, William Blair
Member of CFA Society Chicago
Christopher T. Vincent, CFA, is a partner and head of the fixed-income team at William Blair. He is a portfolio manager for the firm’s Core Fixed Income, Intermediate Fixed Income, Low Duration Fixed Income, and Ready Reserves strategies. Previously, Mr. Vincent was a portfolio manager at Kemper Financial Services (and its successor firms), where he managed core and core plus fixed-income portfolios for institutional clients. He began his investment career as a pension plan sponsor at Ralston Purina. Mr. Vincent has served as chairman, vice chair, and secretary/treasurer of the board of directors of CFA Society Chicago and has served on the CFA Institute Annual Conference Advisory Group. He earned a BSBA from the University of Missouri and an MBA from Saint Louis University.