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.
Giuseppe Ballocchi most recently served as the head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master in Finance. He also serves as a foreign exchange advisor to a microfinance fund. Previously, he was chief investment officer at Olsen Ltd, a fixed-income manager at the Asian Development Bank in Manila and a high-energy physicist at CERN. Mr. Ballocchi served two terms as chair of the Audit and Risk Committee of the CFA Institute Board of Governors and is a past president of the Swiss CFA Society, where he also served as chair of continuing education and university relations. He has been a CFA exam grader, served on the Executive Advisory Board of the Education Advisory Committee of the CFA Institute and on the Annual Conference Committee, and was on the Board of Regents of the Financial Analysts Seminar. Mr. Ballocchi 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 30 academic publications in physics and finance, and served as adjunct professor at the University of Genoa (Italy).
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.
Head of International, North America and President, BNY Mellon Wealth Management, Canada
Member of CFA Society Toronto
Margaret E. Franklin, CFA, leads International Wealth Management for North America and is president of BNY Mellon Wealth Management, Advisory Services. She has more than 20 years of investment and wealth management experience. Previously, Ms. Franklin held multiple senior management positions, most recently as president of Marret Private Wealth and chief operating officer of Marret Asset Management, a credit and hedge fund asset manager, where she had direct oversight of all aspects of the private wealth business. She also was a partner at KJ Harrison & Partners, a boutique private client investment management firm. Ms. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors. She is a former chair of the CFA Institute Board of Governors, a former president of the CFA Society Toronto board, and a recipient of the Alfred C. “Pete” Morley Distinguished Service Award from CFA Institute. Ms. Franklin is a board member for the Michael Garron Hospital Foundation, BNY Trust Company of Canada, and BNY Mellon Trust Company (Cayman). She earned a bachelor of arts in economics at McMaster University.
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.