Future of Finance Content Council
The Future of Finance Content Council was established in January 2017 to assist with Future of Finance content creation and dissemination.
Member of CFA Society Switzerland
Dr. Giuseppe Ballocchi, CFA, is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards. He is an adjunct professor and member of the Steering Committee for the Master in Finance at the University of Lausanne and a visiting professor at the University of Malta.
Dr. Ballocchi is a member of the Future of Finance Content Council of CFA Institute and represents CFA Institute on the IFRS Advisory Council. He served on the Board of Governors of CFA Institute, where he chaired the Audit and Risk Committee. He also served as president of CFA Switzerland. Dr. Ballocchi was head of financial engineering and risk analytics at Pictet & Cie, chief investment officer at Olsen Ltd, a fixed-income manager at the Asian Development Bank in Manila and a high-energy physicist at CERN.
He holds a laurea (MS) in physics from the University of Bologna (Italy), an MBA from the Open University (United Kingdom), and a PhD in high-energy physics from the University of Rochester (United States). He is the author of more than 50 academic publications in physics and finance, including a reading for the CFA curriculum. He is currently writing a book on pitfalls in wealth management.
Member of CFA Society Sydney
Richard Brandweiner joined LeapFrog Investments as a Partner in 2017. He has a long history within the investment industry in Australia. In 2015, Mr. Brandweiner was named in the Power 100 of Top CIOs in the World and in 2016 he was awarded the Australian CIO of the Year. Richard has more than twenty years’ investment experience across all asset classes. Before joining LeapFrog, Richard was the Chief Investment Officer (CIO) at First State Super, one of Australia’s largest superannuation funds with over $75 billion in funds under management at the time of his departure.
Head, Research Institute, Alexander Forbes Financial Services (Pty) Ltd
Member of CFA Society South Africa
Anne Cabot-Alletzhauser heads up the Alexander Forbes Research Institute – an initiative that looks at the full spectrum of issues that confront the savings and investment issues for South Africa and Africa in general. Prior to that she was an asset manager and CIO for 32 years, managing pension fund assets in North America, Japan, the UK, Europe and South Africa. In 1994, she pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today.
Member of CFA Society Victoria
Chelsea Kittleson, CFA, is senior manager, client relations at British Columbia Investment Management Corporation, where she advises statutory pension clients and trust funds on investment matters, including performance, strategy, and policy. Previously, she worked as a director at CIBC World Markets and led the financing and investor relations function at British Columbia Ferry Services Inc. Ms. Kittleson is president of CFA Society Victoria. She holds a bachelor of commerce degree
Professor of Wealth Management, ORT University, Torcuato Di Tella University
Member of CFA Society Uruguay
Barbara Mainzer, CFA, is a professor of wealth management at ORT University, Uruguay, and at Torcuato Di Tella University, Argentina. She is currently an independent advisor and former head of Julius Baer Advisory S.A. whose experience in private banking includes client service, portfolio analysis, fiduciary, and business management roles. Ms. Mainzer is a regular columnist for Economía y mercado - EL PAIS Uruguay and she has served as chair of finance at ORT University and as president of CFA Society Uruguay. She holds an economics degree from Universidad de la República.
Member of CFA Society Singapore
Lutfey Siddiqi is a visiting professor-in-practice at LSE where he is also a governor and advisory board member of the Systemic Risk Centre. He is an adjunct professor at the National University of Singapore, and was a founding faculty member of the Risk Management Institute. He is a member of the World Economic Forum Council on Long-term Investing and Infrastructure, the Bretton Woods Committee, and advisory board of the Official Monetary and Financial Institutions Forum (OMFIF). Mr. Siddiqi is a former board member of CFA Singapore and an inaugural member of CFA Bangladesh. He was previously a managing director and member of the global executive committee for FX, Rates & Credit at UBS with responsibility for emerging markets. At UBS, he was also a member of the Group Sustainability Council, the investment bank innovation board and the cross-divisional panel of opinion leaders. Prior to that, he ran business lines across Asia-Pacific as an MD for UBS and Barclays.
Roger Urwin is global head of investment content and advisory director at Towers Watson. Previously, he was global head of its investment practice and worked at William Mercer and Gartmore Investment Management. Mr. Urwin is the author of a number of papers on asset allocation policy and manager selection and serves on the board of the Institute for Quantitative Investment Research and as advisory director to MSCI. He holds a master's degree in applied statistics from Oxford University and has qualified as a fellow of the Institute of Actuaries.