Irene Cheung, CFA, CAIA, FRM

Irene Cheung, CFA, CAIA, FRM

Director, Standards of Practice, Asia Pacific

Irene Cheung is a director of standards of practice for the Asia-Pacific region of CFA Institute. She is responsible for leading efforts there to develop and promote CFA Institute codes, standards, policies, education products and positions. She serves as an Asia-Pacific spokesperson on CFA Institute ethics and standards at industry events and workshops. She also conducts ethics education seminars and webinars.

Prior to joining CFA Institute, Ms. Cheung has been an investment analyst, senior research analyst, and managing director of alternative investments at various investment companies, such as brokerage, fund of hedge funds, hedge fund, and registered investment adviser (RIA) firms. She has experience in investment manager selection, fundamental research, portfolio management, asset allocation, and risk management.

Ms. Cheung holds an MBA with a concentration in Finance from Boston University, and a BA Dual Honor Degree in Business Studies and Japanese Studies from The University of Sheffield, United Kingdom.

Glenn Doggett, CFA

Glenn Doggett, CFA

Director, Professional Standards

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosure initiatives, including XBRL.

Prior to joining CFA Institute, Mr. Doggett worked in the financial information sector with SNL Financial. There his work focused on the real estate and energy industries. Mr. Doggett holds a BA in economics from the University of Virginia.

Anju Grover, CIPM

Anju Grover, CIPM

Senior GIPS Analyst

Ms. Grover is a senior GIPS analyst in the Investment Performance Standards Policy Group of CFA Institute. She develops new project ideas for the GIPS standards. She also acts as a staff liaison for numerous global volunteer committees that oversee the development and promulgation of the GIPS standards. She is involved in the study of current practices in investment performance measurement globally, and in the development of educational materials and business lines that promote the Standards.

Previously, Ms. Grover worked with Morgan Stanley Investment Management. She holds an MBA from James Madison University and a BBA in finance and accounting from Georgia State University.

Leilani Sanders Hall, CFA

Leilani Sanders Hall, CFA

Co-Head of Ethics, Standards & Professional Conduct

Leilani Hall is Co-Head of Ethics, Standards & Professional Conduct at CFA Institute.  She is responsible for leading the CFA Institute Professional Conduct program, the Global Investment Performance Standards and other related standards.

Leilani has worked for over 25 years in the financial markets.  Prior to joining CFA Institute, she has served as director of strategic planning for the Financial Industry Regulatory Authority and as senior special adviser to the director of the Office of Compliance Inspections and Examinations at the US Securities and Exchange Commission. Leilani also served as senior vice president for Asian business development for the Pioneer Group at Unicredito Italiano, as chief compliance and senior risk officer at AARP Financial, as chief financial officer and chief operations officer of the Enterprise Group at Mutual of New York, as chief operations officer at Evaluations Associates, and as an auditor and consultant at Deloitte Touche. She also worked in product development with Financial Service Corporation.

Leilani is a CFA charterholder, Chartered Investment Performance Analyst, Chartered Alternative Investment Analyst and Certified Fraud Examiner.  She has also received certification as a Certified Public Accountant, Chartered Life Underwriter, and Chartered Financial Consultant. She holds a degree in accounting from Georgia State University.

Beth J. Kaiser, CFA, CIPM

Beth J. Kaiser, CFA, CIPM

Director, Global Investment Performance Standards

Beth Kaiser is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for new technical areas such as alternative strategies and risk, and works extensively with volunteer committees. She was previously a director of capital markets policy for CFA Institute where she focused primarily on advocacy issues related to derivatives and structured products. As founder and president of Kaiser Consulting Associates, Inc., she has worked with institutional investors on performance measurement and GIPS-related matters. Ms. Kaiser has worked for both investment managers and investors in various performance, risk, and operations-related roles both as an employee and a consultant. Before working for CFA Institute, she was a volunteer on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee.

Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.

Cynthia S. Kent

Cynthia S. Kent

Director, Investment Performance Standards
Cindy Kent is a director of investment performance standards for CFA Institute. She is responsible for developing, promulgating, and maintaining the Global Investment Performance Standards (GIPS). Her primary roles include managing the global adoption and alignment of country-specific investment performance standards to the GIPS standards; developing educational and training products to promote the GIPS standards; and serving as staff liaison to the various committees addressing specific issues of the GIPS standards.

Prior to joining CFA Institute in 1993, Mrs. Kent served in various capacities in the securities industry with an investment management firm (Darrell & King) and a bank trust department (Central Fidelity Bank).
Iain McAra

Iain McAra

Director, Global Investment Performance Standards
Iain McAra is a director of Global Investment Performance Standards for the Europe, Middle East, and Africa (EMEA) region of CFA Institute. He is responsible for leading CFA Institute activities in the EMEA region related to the GIPS standards, including managing and developing relationships with country sponsors and volunteers. He will serve as a spokesperson, conduct outreach to industry stakeholders, and provide oversight on regional and technical committees and working groups.

Prior to joining CFA Institute, Mr. McAra was a vice president of performance analysis at JPMorgan Asset Management. He is a past chair of the GIPS Investment Manager Subcommittee and past member of the GIPS Executive Committee.

He received a chemistry degree from Royal Holloway, University of London.
Antonella Puca, CFA, CIPM

Antonella Puca, CFA, CIPM

Director, Professional Standards

Antonella is a director of professional standards at CFA Institute. She is responsible for developing research in new technical areas related to investment performance, leading the CFA Institute’s industry and society relation activities for the GIPS standards, and developing the GIPS standards in the area of pooled funds and alternative investment strategies. She will act as a spokesperson for CFA Institute on investment performance and alternative investment topics and provide oversight on volunteer committees.

Before joining the CFA Institute, Antonella serviced the alternative investment industry at KPMG/Rothstein Kass, where she helped launch RK’s Bay Area practice, in the global hedge fund practice of EY in San Francisco and in New York, and at RSM US. Antonella served on the executive committee of the CFA Society of New York, and in various volunteer roles for CFA Institute. She has been a member of AIMA’s research committee and the co-chair of AIMA’s Sound Practice Guide to Liquid Alternative Funds. She has been an adjunct faculty member at New York University and is currently a member of the Italian professional association of journalists.

Antonella holds a degree in Economics with honors from the University “Federico II” of Naples, Italy, and an M.A. from New York University. She has been a research fellow at the Hebrew University of Jerusalem and a member of the 420 Italian National Sailing Team.

Kenneth Robinson, CFA, CIPM

Kenneth Robinson, CFA, CIPM

Director, Investment Performance Standards

Mr. Robinson is a director of investment performance standards at CFA Institute. He helps maintain the GIPS standards by managing the interpretations process, developing guidance for new technical areas, working extensively with volunteer committees, promulgating the GIPS standards, and serving as a thought leader.

Previously, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers LLP. He has served as an appointed member of the North American Investment Performance Committee and the Interpretations Subcommittee of the GIPS Executive Committee. Mr. Robinson holds a BS degree in finance from Indiana University.

Jonathan Stokes

Jonathan Stokes

Director, Professional Standards

Mr. Stokes is the director of professional standards at CFA Institute. He is responsible for development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, as well as design and management of the CFA Institute Ethical Decision Making training programs.

Previously, Mr. Stokes worked as an attorney specializing in civil litigation. Mr. Stokes holds a JD and a BA from the University of Virginia.

Read full profile.

Dr. Tony Tan, CFA

Dr. Tony Tan, CFA

Co-Head, Ethics, Standards & Professional Conduct

Tony Tan is the Co-Head of Ethics, Standards & Professional Conduct at CFA Institute. He is responsible for leading CFA Institute efforts in maintaining the Code of Ethics and Standards of Professional Conduct handbook, innovating and creating ethics educational products for the investment management industry and helping to maintain the integrity of the professional conduct of our members.

Tony has worked over 20 years in the international financial markets. During that period, he was involved in financing projects in the oil and gas industry, advised central banks and developmental financial institutions on risk management issues, and ran a global capital markets trading operation.

Prior to joining CFA Institute, he had an adjunct role with INSEAD, Singapore Management University, and Nanyang Technological University in Singapore and taught in the areas of ethics and corporate governance. He was also an active volunteer with CFA Institute as a member of their Capital Markets Policy Council and served on the Investment Committee of CFA Institute to manage their Reserves.

Tony received his doctorate from the University of Western Australia. Additionally, he holds a Master of Research degree from the same university and a Master of Science in Financial Economics degree from the University of London. He is also a CFA charterholder.