Society Partnership Advisory Council
Society Partnership Advisory Council CharterView charter (PDF)
The purpose of the Society Partnership Advisory Council (the “Council”) is established by the Board of Governors (the “Board”) to assist CFA Institute with the followings matters related to CFA Societies:
- Facilitate the alignment between CFA Institute and CFA societies that is critical in advancing our mission globally and delivering value to our members.
- Establish a unified voice on CFA Society related matters in order to represent CFA Society interests to the Board.
- Ensure continued strength in the relationship between CFA Institute, the Presidents Council, and CFA Societies.
- Provide feedback and guidance on CFA Society business to the Board, Presidents Council, CFA Institute staff, and CFA Societies.
Co-Council Chair, Governor
National Director of Portfolio Management, BNY Mellon
Member of CFA Society Boston
Dan Fasciano, CFA, is national director of portfolio management at BNY Mellon Wealth Management. He has been with the firm since 2010. In this role, Mr. Fasciano is a member of the firm's Investment Strategy Committee and chairs its National Account Review Committee. Prior to this role, he worked closely with the firm's larger, more sophisticated families on all phases of their investments. Prior to re-joining BNY Mellon, Mr. Fasciano served as the treasury director for the state of Florida where he was responsible for all investment activities related to the state's $16 billion portfolio. He was also head of the U.S. investment office for UK-based Aviva Investors. Mr. Fasciano formerly served as the chair of the CFA Institute Presidents Council and as the Presidents Council representative for the Eastern United States. He is a past board member and chair of CFA Society Boston. Mr. Fasciano received his BA from the University of New Hampshire and his MBA from Boston University. In addition to the CFA designation, he also holds the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations.
Co-Council Chair, Presidents Council Chair
Manager, Treasury & Deputy City Treasurer, City of Calgary
Member of CFA Society Calgary
Director, Fortress Capital Asset Management
Member of CFA Society Malaysia
Geoffrey Ng, CFA, is a director at Fortress Capital Asset Management, a Pan-Asian investment management company. He has over two decades of investment management and leadership experience. Previously, Mr. Ng served as chief executive officer and executive director at Hong Leong Asset Management; senior vice president, global emerging markets, at Dubai Investment Group; and chief investment officer at Pacific Mutual Fund. He is a member of the CFA Institute Board of Governors, where he is vice chair of the Audit and Risk Committee. Mr. Ng is the independent non-executive chairman of Kronologi Asia Berhad, where he previously served as an independent non-executive director and is a member of the Audit, Nomination, Remuneration, and Share Grant Plan Committees. He holds the Certified Financial Planner designation and earned the Fintech: Future Commerce certification from the Massachusetts Institute of Technology and a CFA Institute Investment Foundations Certificate. Mr. Ng earned a bachelor of commerce (high honors) with a double major in accounting and finance from the Sprott School of Business at Carleton University.
Geoffrey is an in-coming governor to the CFA Institute’s Board of Governors. He has served on the Education Advisory Committee (vice chair and chair of the Practice Analysis subcommittee) and Council of Examiners, as well as vice president and treasurer for CFA Society Malaysia. Geoffrey has a B.Commerce (High Honours) in Accounting and Finance from Carleton University, Canada. He is a CFA charterholder, holds a CFP certification, and has completed the MIT Fintech: Future Commerce program by the Massachusetts Institute of Technology.
Professional Non-Executive Director on the boards of London Stock Exchange Group (LSEG), LCH Group (Chairman), UK Financial Services Compensation Scheme (Chairman), CIBC World Markets PLC (Chairman), and Representative of the Saudi Public Investment Fund on the Board of National Commercial Bank
Member of CFA Society United Kingdom
Marshall has substantial experience of leading complex international committees and boards. His background spans a range of sectors, including banking and capital markets, insurance, and government regulation. He has a career in finance spanning over 30 years on three continents, and remains active at Group Board level. In June 2018 he was made an Officer of the Most Excellent Order of the British Empire (OBE) for his contribution to financial services, and to charity.
Marshall Bailey is Chairman of MUFG Securities EMEA and he is also Chair of the Financial Services Compensation Scheme, as appointed by the FCA and Bank of England. He is also the non-executive Chairman of CIBC World Markets Plc in London. Finally, he is a Representative of the Saudi Arabian Public Investment Fund on the board of the largest bank in the Kingdom, National Commercial Bank, Jeddah, where he Chairs the Group Risk Committee. In combination, this gives him substantial investment banking and regulatory leadership experience at an international level.
Recently he has stepped down as Chairman of LCH Group Holdings, the world’s largest derivatives central clearing house, and sits on the Board of its parent, the London Stock Exchange Group. On these boards he has Chaired or been a member of the Nominations Committee, Remuneration Committee. Additionally, he is a non-executive Director and Chair of the Risk Committee of Chubb European Group Insurance Ltd. He has been an Independent Director on the board of UK Financial Investments Ltd (UKFI), the government body overseeing the UK government's ownership of banking assets after the 2008 financial crisis.
Marshall holds a BA in Political Science from the University of Winnipeg, a Master of Arts in International Affairs and History from the Graduate Institute of International and Development Studies in Geneva, Switzerland and is a Chartered Financial Analyst. He has also completed the FT Non-Executive Directors' Diploma. In his spare time, Marshall sails and is a qualified Ocean Yachtmaster with the Royal Yachting Association. He also buys himself a new putter each year in his endless pursuit of lower golf scores.
Presidents Council Vice Chair
Head, Global Institutional Product, RBC Global Asset Management (U.S.) Inc.
Presidents Council Appointment - AMER
Member of CFA Society Brazil
Presidents Council Appointment - APAC
Chief Executive, Nael Capital (Pvt) Limited
Presidents Council Appointment - EMEA
Deputy Director, Budapest Stock Exchange
Head, Global Society Relations, CFA Institute
Head, Global Society Relations, CFA Institute