Standards of Practice Council
The Standards of Practice Council helps develop and promulgate our Code of Ethics and Standards of Professional Conduct. The Council's commitment to ethical standards requires us to review the current CFA Institute standards continually for completeness and clarity. The Standards of Practice Council also works with the Global Industry Standards staff to develop new standards.
Julia K. Bonafede, CFA, is Co-Founder of Rosetta Analytics, an asset management firm that uses proprietary deep learning and deep reinforcement learning models to manage investment strategies. Previously, Ms. Bonafede served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She was listed as a top Knowledge Broker in Chief Investment Officer magazine’s annual list of the world’s most influential investment consultants in 2015. She is a member of CFA Institute and is a founding member of the United Kingdom Society of Investment Professionals. She currently serves on the CFA Institute Standards of Practice Council and the Advisory Board of the Financial Data Professional Institute of CAIA Association.
Corey Cook, CFA, has more than two decades of experience in financial services, technology, and consulting as a senior executive and board director. Currently, he is an independent consultant, a Trustee of Goodenough College, and an Advisor with the UK Pensions Ombudsman where he assists members of the public with pension disputes.
Mr. Cook was formally the Chief Administrative Officer in Europe for RBC Global Asset Management, where he led the implementation of MiFID II. He is both a Chartered Financial Analyst and a member of the Chartered Institute of Information Security. Mr. Cook holds a MSc in Management from the London School of Economics and a BA in Economics from McGill University in Montreal, Canada.
Member of CFA Society New York
Jayesh Bhansali is the chief investment officer at IRIQIV, a multi-family office. He currently serves as an independent director for VanEck Mutual Funds and as an independent advisor to Connecticut Public Broadcasting Retirement Plan. Additionally, he serves as an independent trustee for the Judge Baker Children's Center, a Harvard Medical School affiliate that focuses on children's mental health. He also serves in a similar capacity at Under One Roof, which is dedicated to offering quality affordable housing for elderly people.
Previously, he served over two decades as the managing director, Lead Portfolio Manager for General Account’s Fixed Income Immediate Annuity portfolio and Head of Quantitative Fixed-income Portfolio Management and Global Derivatives at TIAA with $70 bln in combined AUM. During his tenure at TIAA, he was a member of the core Chief Investment Officer team to the General Account ($240 bln. in AUM), where his responsibilities ran the gamut of strategic and tactical asset allocation, portfolio construction, risk budgeting, ALM, tail risk management as well as capital optimization decisions. Prior to TIAA he worked with Citibank / Citicorp’s Analytics & Information Technology Solutions Group and in investment banking division with ICICI, respectively.
He has presented at various institutional investors’ conferences both in the US and overseas, on contemporary topics such as managing systemic risk, the alpha / beta optimization, asset allocation under uncertainty, smart beta strategies, harvesting volatility risk premia, and longevity risk management. He also chaired a thought leadership roundtable on “ETFs Systemic Risk: Fact or Fiction?” jointly organized by the CFA Institute, CFA Society of New York and NASDAQ.
He is a member of the CFA Institute’s Standards of Practice Council, which is responsible for fostering the integrity of the capital markets through the development of professional standards. Mr. Bhansali has taught at Columbia Business School as an adjunct professor of finance and currently is an adjunct faculty member at Fordham University’s Gabelli Business School. He holds the CFA and CAIA designation. Mr. Bhansali has earned a MS in financial engineering from the NYU Polytechnic School of Engineering. He is a former Chartered Accountant and Cost Accountant from India. He is also an avid follower of the ancient Vipassana meditation practice over the past 25 years.
Member of CFA Society Austin, CFA Society Dallas/Ft. Worth
General Manager, Securities Commission Malaysia
Kuala Lumpur, Malaysia
Member of CFA Society Malaysia
Member of CFA Society Calgary
Chris Hooper, CFA, is the Chief Investment Officer at Alberta Indigenous Opportunities Corporation ("AIOC"), a $1 billion corporation that supports Indigenous participation in major projects. As CIO, Chris is responsible for leadership of the investment group, including screening and providing direction on promising projects, recommending transactions for approval to the Investment Committee and the board of directors, and leading the AIOC team on consummating approved transactions.
Prior to AIOC, Chris was a Managing Director at a Canadian private equity firm that invested over $3 billion into growth companies in the energy space. He has also worked at AIMCo. in the Private Equity and Infrastructure groups. Chris holds a Bachelor of Commerce, with Distinction, from the University of Alberta School of Business, is a CFA Charterholder, a past President of the Calgary CFA Society, and holds the ICD.D designation.
Member of CFA Society Sacramento
Geraldine Jimenez, CFA, CalSTRS Director of Investment Strategy and Risk, is responsible for implementing and monitoring CalSTRS overall investment portfolio’s strategy and risk profile focusing on the strategic portfolio positioning to meet the long-term liabilities. Geraldine serves on the CalSTRS Asset / Liability team reviewing and setting the strategic asset allocation, chairs the Risk Allocation Committee setting shorter term portfolio positioning, and is part of the CalSTRS leadership team reporting to the Deputy Chief Investment Officer.
Ms. Jimenez’s Investment Strategy and Risk team is comprised of three components- Total Fund Portfolio Management, Risk Management and Innovative Strategies- and provides a single dedicated team looking at the overall risks, investment opportunities and collaborative partnerships.
Prior to this position, Ms. Jimenez was the portfolio manager leading the CalSTRS Investment Engagement Unit. In this capacity, she responded to stakeholder priorities and worked with the Teachers’ Retirement Board, senior investment team and executive staff to research investment information on external issues such as legislation or environmental, social and governance issues.
Before joining CalSTRS in 2015, Ms. Jimenez spent over 25 years at the California Public Employees’ Retirement System with substantial time working in the global equity markets and managing the affiliate funds. She holds a Bachelor of Science in business administration, with a minor in economics from California State University, Sacramento. She is actively involved with the CFA Institute as a Chartered Financial Analyst, as a member of the Standard of Practice Council, and as the past President of the CFA Society of Sacramento. She is a board member for a California non-profit organization providing services to at-risk kids.
Associate Professor, The University of Melbourne
Member of CFA Society Melbourne
Asjeet S. Lamba, Ph.D., CFA, is Head of the Department of Finance at the University of Melbourne. His main research and teaching interests are in the areas of corporate finance, international finance, and financial markets. Professor Lamba has published over 35 articles, monographs and papers in several leading academic and practitioner outlets, and is the co-author of the Asia-Pacific edition of Investment Analysis and Portfolio Management published by Cengage Learning. He is the recipient of several research and teaching awards including the Ross Williams Career Achievement Award in Teaching.
As a CFA charterholder and an active volunteer at CFA Institute, Professor Lamba has been involved with reviewing and writing candidate curriculum material for several years. He has previously served on the CFA Institute’s Disciplinary Review Committee and as a founding member of the CFA Institute’s Asia-Pacific Research Exchange Society Engagement Committee. Professor Lamba has a BA (Honors) in Economics from the University of Delhi, an MBA in Finance from the University of Michigan, and a Ph.D. in Finance from the University of Washington.
Founder, Zebra Investment Management
Dr. Bruce Wonil Lee is the CEO and president of the value in action team at Allianz Global Investors in Seoul, Korea. Previously, Mr. Lee served as the CIO for Hana Allianz Asset Management also in Seoul, and Investment Director of Nicholas Applegate Capital Management, Emerging Markets, based in San Diego, United States. He has also held senior positions at Soloman Smith Barney, Credit Lyonnais, and Daishin Securities, Daishin Investment Trust Management Co. Limited. Mr. Lee has received many accolades including best Korean CEO of the Year in 2011. He is a CFA charterholder and holds a PhD from Rutgers University, an MBA majoring in finance from Seoul National University, and a BA of foreign studies from Hankook University.
Member of CFA Society New York
Young Lee, CFA, is General Counsel at MacKay Shields, a global asset management firm with over $150 billion in assets under management. He possesses a unique combination of financial, legal, corporate governance, operational and transactional expertise that has empowered him to shape the global strategic vision of the firm and drive transformative initiatives.
Beginning in 2014, Young has authored multiple papers that serve as the core ESG curriculum of the CFA program, including “Corporate Governance and ESG: An Introduction” (CFA Level I) and “Corporate Governance and ESG Considerations for Investment Analysts” (CFA Level II). Young is a frequent speaker at legal, technology, blockchain, NFT and finance conferences, including the CFA Institute Annual Conference.
Young is a graduate of Cornell University, where he was a double major in Government and Sociology, and is a graduate of New York University School of Law. He was awarded the CFA charter in 2009.
Member of CFA Society South Africa
Godfrey Marozva, Ph.D., CFA, is a Full Professor in the Department of Finance, Risk Management and Banking in the School of Economics and Financial Sciences at the University of South Africa. He has been with the University of South Africa since 2010. Godfrey is also an Adjunct Professor at the University of Cape Town-Business School. He holds a Ph.D. in Finance (South Africa), an MSc in Banking and Financial Services (Zimbabwe), he is a Chartered Financial Analyst (CFA) Charterholder (USA), and a holder of a BCom Hons in Finance and Banking (Zimbabwe). His skills and experience are essential in fostering the University’s academic programmes in finance, investments, and financial markets in general.
Prior to joining the University, Godfrey worked in a quoted financial institution as a Treasury Manager/Fixed Income Portfolio Manager for 7 years. Godfrey has previously facilitated on FinTech and Digital Disruptions for Standard Bank and Nedbank. Since 2020, Godfrey has been a Captain in grading CFA Level III exams. Godfrey has managed to supervise several Masters’ and Ph.D. students to completion. He is multilingual and fluent in English, Shona, and Zulu.
Vineet Yash, CFA, comes with over 20 years of multi-domain & multi-jurisdictional experience split between leading regulatory authorities and financial institutions covering Regulatory Compliance, Risk Management, Legal Procedures & Core Enforcement, Capital Market, Team leadership and process improvement across industry verticals. He is skilled in Banking / Insurance / Treasury Products, Anti Money Laundering (AML) inclusive of applicable Sanctions Regime, FCPA, the UK Bribery Act, Data Privacy and issues related to Securities Market.
Currently Vineet is VP, Group Financial Crime Advisory at Bank ABC. Prior to that, Vineet has worked with Central Bank of Bahrain within the Inspections Directorate and has worked with authorities like SEBI (Indian Capital Market Regulatory Authority) and Dubai Multi Commodities Centre Authority. Vineet has a bachelor's and master's degree in Commerce and is a qualified lawyer (India) with certifications such as Risk Management (FRM®), Chartered Financial Analyst® (CFA) and Certified Anti-Money Laundering Specialist (CAMS).