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.
Chief Executive Officer, Pendal Australia
Member of CFA Society Sydney
Richard Brandweiner, CFA, is chief executive officer of Pendal Australia (formerly BT Investment Management Australia), one of Australia’s leading independent fund managers. He has over 20 years of experience working across all asset classes in the fund management and pension fund industries. Previously, Mr. Brandweiner was chief investment officer at First State Superannuation and group executive at Perpetual Investments. He is a member of the NSW Government Social Impact Investment Expert Advisory Group, chair of the NRL Players Retirement Account, co-chair of the Australian Advisory Board on Impact Investing, and a member of the CFA Institute Future of Finance Content Council. Mr. Brandweiner has served as president of CFA Society Sydney and has been named Chief Investment Officer of the Year by Conexus. He earned a bachelor of economics from the University of New South Wales.
Head, Research Institute, Alexander Forbes Financial Services (Pty) Ltd
Member of CFA Society South Africa
Anne Cabot-Alletzhauser is the Practice Director and Co-Founder of the Responsible Finance Initiative at the Gordon Institute of Business Sciences. Before co-founding the RFI, Anne headed up the Alexander Forbes Research Institute - an initiative that looks at the full spectrum of savings, investment, and wellness issues that confront South Africans in particular and Africans in general. The Institute was responsible for providing thought-leadership to the Alexander Forbes Group through its research publications. Anne also spent 32 years managing pension fund assets in North America, Japan, the UK, Europe, and South Africa. Global asset allocation, risk management, and quantitative modelling were her focus. In 1992, she moved to South Africa and pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today. She sits on the ASISA Social Security Standing Committee, the FTSE/JSE Index Advisory Council, the CFA South Africa Advisory Committee, and the INSETA Research and Learning Committee.
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, CFA is a Visiting Professor-in-Practice at the London School of Economics (LSE IDEAS) and an Adjunct Professor at the National University of Singapore (Risk Management Institute). He was previously Global Head of Emerging Markets for Foreign Exchange, Rates & Credit at UBS Investment bank, and prior to that, MD at Barclays with a remit across Asia-Pacific. Lutfey was recognized as a Young Global Leader by the World Economic Forum in 2012 where he has served on their global future councils since 2014 and spoken on the official program at Davos for several years. He is a member of the advisory boards of LSE Systemic Risk Centre, The Centre for Governance (CGIO, Singapore), and the governing boards of UWC Atlantic College and New City College London. A CFA Charterholder and former board member of CFA Singapore, he is a member of the CFA Future of Finance content council. He has completed leadership courses at Harvard, Oxford, IMD and the LKY School of Public Policy, and holds the Financial Times diploma for non-executive directors.
Global Head of Investment Content, Willis Tower Watson, United Kingdom
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.