Society Partnership Advisory Council

Reference Materials

Society Partnership Advisory Council Charter

View charter (PDF)

The Society Partnership Advisory Council is a committee established by the CFA Institute Board of Governors to assist CFA Institute with the followings matters related to member societies:

  • Facilitate the alignment between CFA Institute and member societies that is critical in advancing our mission globally and delivering value to our members
  • Establish a unified voice on member society-related matters in order to represent member society interests to the Board
  • Ensure continued strength in the relationship between CFA Institute, the Presidents Council, and member societies
  • Provide feedback and guidance on member society business to the Board, Presidents Council, CFA Institute staff, and member societies

Contact the Society Partnership Advisory Council
Emily Dunbar professional photograph

Emily Dunbar

Managing Director, Member Value and Society Relations, CFA Institute

As managing director of Member Value and Society Relations, Emily Dunbar brings together relationship management for both members and societies. Dunbar is an experienced and creative leader with a strong record of success in building high-performing, international teams in the financial services and not-for-profit sectors. In her 10 years at CFA Institute, Emily has developed an unerring sense of what matters to our members and our society partners and is aligning those interests to advance our shared mission. Prior to joining CFA Institute, Dunbar was a fundraiser for non-profits in the UK social welfare sector, including AddAction and Centrepoint. She has also worked in property management and the reinsurance industry. Dunbar holds a BA (Hons) degree in French Language and Literature from University College London (UCL). She is an alumna of the General Management Program at Harvard Business School.

Hua Yu

Hua Yu CFA

Co-Chair

Chairman, Morgan Stanley Huaxin Fund Management Co., Ltd.

17F, Tower Two, Kerry Plaza
1 Zhongxinsi Road, Futian District
Shenzhen, P.R. China 518048

+86-0-755-8831-8801

Member of CFA Society Beijing, CFA Society Shenzhen

Hua Yu, CFA, is Chairman of the Board at Morgan Stanley Huaxin Fund Management Co., Ltd., a joint venture that focuses on investing in stocks and bonds in China. Before his transfer to the joint venture in 2008, Yu served as Managing Director and Head of China Business at Investment Management Division of Morgan Stanley Asia Co. Prior to 2008, Yu held different positions as board director and CEO of Dacheng Fund Management Company, Chief Representative of London Life Insurance Co. in China, Vice President of financial service business at Power Corporation of Canada, and Head of research at Shenzhen Stock Exchange. Yu received a BA in economics from Peking University, an MBA and a PhD in finance from Catholic University of Leuven, Belgium. After his graduation in Europe, he was a faculty member in finance at several universities in the United Kingdom and Canada before commencing his career in business finance. Yu has served as Deputy Chairman of the Asset Management Association of China since 2012. He was Board member of International Investment Funds Association (IIFA) from 2008 to 2010.

James Bailey, CFA

James Bailey CFA

Senior Institutional Client Advisor

Cleveland, OH, USA

aaron brown bio photo

Aaron Brown CFA

Co-Chair

Manager, Treasury & Deputy City Treasurer, City of Calgary

800 Macleod Trail S.E., 8th Flr., Municipal Building, Calgary, AB T2P 2M5

+1-780-999-0644

Jennifer R. Garbowicz CFA, CIPM

Principal, Sabal Trust Company

St. Petersburg, FL USA

maria-wilton

Maria Wilton CFA

Director, Victorian Funds Management Corporation

Level 13
101 Collins Street
Melbourne, VIC 3000
Australia

Member of CFA Society Melbourne

Maria Wilton, CFA, has a thirty 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.

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