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People and Culture Committee

Reference Materials

People and Culture Committee Charter

View charter (PDF)

The purpose of the People and Culture Committee (the “Committee”) is to carry out the responsibilities delegated by the Board of Governors (the “Board”) of CFA Institute relating to the following items which are focused on building organisational capability and ensuring the organization is viewed as an Employer of Choice in the markets in which we operate:

  • Review output of the annual Talent Review producing a robust succession plan and high potential slate ensuring the organization has top talent in critical roles and internal talent pipelines are being developed with a focus on enhancing organizational capability. 
  • Provide oversight of compensation policies, programs and related plans, with an emphasis on those pertaining to the executive officers of CFA Institute.
  • Review annual goals, performance against those goals and recommend compensation of the President and Chief Executive Officer (the “CEO”).
  • Review compensation recommendations for all key executives named in the 990 filing.
  • Review annual development plans of executive officers and discuss retention issues for this group and other critical talent in the organization.  
  • Discuss key activities focused on evolving employee engagement and organizational culture.
  • Discuss any People-related issues (labor practices, EEO activity, executive separation events, etc) that may create risk for the organization.  Depending on the level of risk associated, these issues may also be reviewed by the Risk Committee.

These matters, and all other matters discussed by the Committee will be executed in accordance with and subject to the Bylaws of CFA Institute, as such Bylaws may be amended from time to time (the “Bylaws”). 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 People and Culture Committee
maria-wilton

Maria Wilton CFA

Chair

Director, Victorian Funds Management Corporation

Member of CFA Society Melbourne

Maria Wilton, CFA, has a 30-year history in the investment industry with leadership experience in asset management and superannuation. She is a member of the Board of Governors of the CFA Institute, deputy chair of Infrastructure Victoria and a director of Victorian Funds Management Corporation. She is chair of the National Diversity Committee and a member of the Advocacy Council of the CFA Societies Australia. Maria is the former managing director and chair of Franklin Templeton Investments Australia and senior director of International Advisory Services - a role she held for 12 years. She was responsible for the management of Franklin Templeton's activities in Australia and New Zealand, and for driving the strategic direction of the Australian business. Prior to joining Franklin Templeton, Ms. Wilton was with BT Financial Group (formerly Rothschild) and County Investment Management where she was a diversified fund and fixed income portfolio manager. She began her investment management career at JP Morgan Investment Management as an economist and portfolio manager. Before joining the investment management industry, Ms. Wilton worked for the Commonwealth Treasury in Canberra in an economic research capacity. Maria is a fellow of the Australian Institute of Company Directors and the Australian Institute of Superannuation Trustees. She was a board member of the Financial Services Council and co-chair of the Investments Board Committee. She was a trustee director of AGEST and Emergency Services and State Super and a member of their Investment Committees. She was a director of Melbourne Water, the Transport Accident Commission, the National Breast Cancer Foundation and Victoria Legal Aid (VLA), and chair of the VLA Audit Committee. Ms. Wilton holds a bachelor of economics from the University of Tasmania and is a Chartered Financial Analyst (CFA) Charterholder.

Daniel Gamba

Daniel Gamba CFA

Managing Director, Co-Head Fundamental Equities, and a member of the Global Operating and Human Capital Committees, BlackRock, Inc.

Member of CFA Society New York

Daniel Gamba, CFA, is managing director, co-head of fundamental equities, and a member of the Global Operating Committee and Human Capital Committee at BlackRock. He leads BlackRock's fundamental equities business across US, Europe, global, emerging markets, hedge funds, thematic and sectors, and sustainability active equity strategies.

He previously served as global head of active equity product strategy at BlackRock, responsible for platform strategy, product development, and business activities to drive growth across active equities in the Americas, EMEA and Asia-Pacific. Prior to that role, Gamba was head of iShares Americas Institutional Business and co-head of US iShares 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 CEO of the Latin America and Caribbean business. Prior to BGI, Gamba was a consultant with AT Kearney’s financial institutions group and worked at Procter & Gamble in Latin America.

In his volunteer capacity at CFA Institute, Gamba served as Chair of the Audit and Risk Committee and previously as 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 (now Investment Foundations) Advisory Committee. Gamba is also co-chair of Somos Latinx network at BlackRock and is a board member of Northwestern University’s alumni association. Gamba earned a BS degree in industrial engineering from Pontificia Universidad Católica del Perú and an MBA in finance and economics from the Kellogg School of Management at Northwestern University.

Zouheir Tamim El Jarkass

Zouheir Tamim El Jarkass CFA

Senior Adviser, Mubadala Development Company

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.

Governance