Keith P. Ambachtsheer is director emeritus at the International Centre for Pension Management (ICPM) at the Rotman School of Management at the University of Toronto. He is also president at KPA Advisory Services. Mr. Ambachtsheer is a cofounder of CEM Benchmarking Inc. and founder of ICPM at the Rotman School of Management, where he also serves as an adjunct professor of finance. He initiated the Rotman-ICPM Board Effectiveness Program for Pension Funds and Other Long-Horizon Investment Organizations. Mr. Ambachtsheer is the author of four books, including The Future of Pension Management, and has been a regular contributor to industry publications. He serves on the CFA Institute Future of Finance Advisory Council and has been the recipient of two awards from CFA Institute: the Award for Professional Excellence and the James R. Vertin Award. Mr. Ambachtsheer holds a BA in commerce and economics from the Royal Military College of Canada and an MA in economics from Western University.
John Authers is the senior investment commentator at the Financial Times (FT). He writes “The Long View” and “Smart Money” columns and presents the “Authers’ Note” daily stream of videos. During his tenure at the FT, Mr. Authers has been the global editor of “Lex,” a daily opinion column; investment editor; US markets editor; Mexico City bureau chief; US banking correspondent; UK education and local government correspondent; and personal finance correspondent. He has been named senior journalist of the year by the Wincott Foundation, has won Best in Business awards from the Society of American Business Editors and Writers, and has been named the UK investment journalist of the year for national newspapers twice in the State Street Institutional Press Awards. Mr. Authers is the author of The Fearful Rise of Markets: Global Bubbles, Synchronized Meltdowns, and How to Prevent Them in the Future and its sequel, Europe’s Financial Crisis. He also co-wrote The Victim’s Fortune: Inside the Epic Battle over the Debts of the Holocaust with Richard Wolffe. Mr. Authers received his undergraduate degree in philosophy, politics, and economics from University College, Oxford; his MBA from Columbia Business School; and his MS from Columbia School of Journalism.
Bonnie Baha, CFA, heads the Global Developed Credit Group as the lead portfolio manager at DoubleLine, where her team manages the firm’s investments in fixed- and floating-rate corporate and sovereign securities issued within developed market economies. Prior to joining DoubleLine, Ms. Baha was a managing director and portfolio manager overseeing the corporate bond investments at TCW Group. She has also worked for Deloitte & Touche; Standard Research Consultants; and Kidder, Peabody & Co. Ms. Baha has contributed guest columns to American Banker and Pensions & Investments and writes a column for Forbes. She received her BA in political science from the University of California at Irvine and her MBA from the University of Southern California.
Kamran S. Bajwa is a partner at Kirkland & Ellis LLP, where he handles complex international legal matters with a focus on the Middle East and on emerging markets. Previously, he worked as a corporate lawyer and business adviser in the United Arab Emirates and Egypt. Mr. Bajwa served as the chief legal officer for a leading investment bank in the Middle East and North Africa region. He also has served as an adviser to international nongovernmental organizations in the United States, Europe, and the Middle East. Mr. Bajwa holds a BA in sociology from the University of Michigan and a JD from the University of Michigan Law School.
Michael Batnick, CFA, is director of research at Ritholtz Wealth Management. He is also a member of the investment committee and heads up the company’s internal research efforts. Mr. Batnick develops and implements risk management and portfolio strategies for the firm’s clients, and he writes at The Irrelevant Investor blog.
Peter Berezin is chief strategist at BCA Research, where he helped develop BCA’s recently launched equity trading strategy service and served as chief strategist of The Bank Credit Analyst. Previously, he served as a senior global economist and market strategist at Goldman Sachs. Dr. Berezin also worked at the International Monetary Fund (IMF), where he was involved in program negotiations and surveillance in a variety of countries, with a special focus on bank restructuring in Asia. He was also a member of the IMF’s research department, where he contributed to the IMF’s flagship publication, World Economic Outlook. Dr. Berezin holds a BA in economics from McMaster University, an MS in economics from the London School of Economics and Political Science, and a PhD in economics from the University of Toronto.
Rupal J. Bhansali is executive vice president of Ariel Investments, a money management firm with a specialty in small- and mid-capitalization US equities. As chief investment officer of international and global equities, she oversees the entire research effort for Ariel’s international and global strategies, focusing on the financial and telecommunications sectors. Previously, Ms. Bhansali was senior managing director, portfolio manager, and head of international equities at MacKay Shields. Prior to joining MacKay Shields, she was portfolio manager and co-head of international equities at Oppenheimer Capital. Ms. Bhansali has also held various roles at other investment firms, including Soros Fund Management. She holds a bachelor of commerce degree in accounting and finance as well as a master of commerce degree in international finance and banking from the University of Mumbai; she also holds an MBA in finance from the University of Rochester.
Tom Brakke, CFA, is a consultant and author of The Research Puzzle, a blog focused on investment decision making. Previously, he has served as an analyst, portfolio manager, director of investment research, head of the new products group, and president of alternative investment business at American Express Financial Advisors. Mr. Brakke also served as a professional adviser at Carlson Funds Enterprise at the Carlson School of Management at the University of Minnesota. He is the author of Letters to a Young Analyst and has written for a number of publications, including the Wall Street Journal, the Financial Times, and CFA Institute Magazine. He is a member of CFA Society Minnesota. He holds a BSB (bachelor of science in business) degree in management from the University of Minnesota.
Marie Brière is head of the Investor Research Center at Amundi. She is also an affiliate professor at Paris Dauphine University and an associate researcher at the Centre Emile Bernheim at Solvay Brussels School of Economics & Management. Dr. Brière began her career as a quantitative researcher at the proprietary trading desk at BNP Paribas. She also served as a fixed-income strategist at Crédit Lyonnais Asset Management and as head of fixed income, foreign exchange, and volatility strategy at Crédit Agricole Asset Management. Dr. Brière has published numerous articles in academic journals and is the managing editor of the academic journal Bankers, Markets & Investors. She received the Harry M. Markowitz Award for her article with Zvi Bodie on “Sovereign Wealth and Risk Management: A Framework for Optimal Asset Allocation of Sovereign Wealth,” published in the Journal of Investment Management. She holds a PhD in economics from the University Paris X and graduated from ENSAE.
Eric Cole is chief scientist at Secure Anchor Consulting, which provides security services and expert witness work. Previously, he served as chief technology officer at McAfee and as chief scientist at Lockheed Martin. Dr. Cole is the author of several books, including Advanced Persistent Threat, Hackers Beware, Hiding in Plain Site, Network Security Bible, and Insider Threat. He has widespread experience in information technology, with a focus on helping clients by building dynamic defense solutions to protect organizations from advanced threats. Dr. Cole is actively involved with the SANS Technology Institute, where he works with students, teaches, and maintains and develops courseware. He holds a master’s degree in computer science from the New York Institute of Technology and a PhD, with a concentration in information security, from Pace University.
Karen Firestone is president, CEO, and co-founder of Aureus Asset Management. Previously, she held several roles at Fidelity Investments, most recently as a diversified fund manager of Destiny 1 Fund, the Large Cap Fund, Advisor Large Cap Fund, and several institutional not-for-profit and pension funds. Ms. Firestone also served as an assistant fund manager to Peter Lynch on the Magellan Fund and later served as an analyst covering numerous industries in the research department. She is the author of Even the Odds: Sensible Risk Taking in Business, Investing, and Life and is a regular contributor to Harvard Business Review. Ms. Firestone is chair of the board of trustees of the Commonwealth School and has served on various committees and task forces for Harvard University. She holds a BA in economics from Harvard College and an MBA from Harvard Business School.
Martin S. Fridson, CFA, is chief investment officer at Lehmann Livian Fridson Advisors LLC. Previously, he worked at Salomon Brothers, Morgan Stanley, and Merrill Lynch. Mr. Fridson has served as president of the Fixed Income Analysts Society, governor of CFA Institute, and director of the New York Society of Security Analysts. He has also served as special assistant to the director for deferred compensation in the Office of Management and Budget of the City of New York. Mr. Fridson is the author of several books, including Financial Statement Analysis and Unwarranted Intrusions: The Case against Government Intervention in the Marketplace. He holds a BA in history from Harvard College and an MBA from Harvard Business School.
Sir Bob Geldof is a businessman, political activist, songwriter, musician, and author. Previously, he was the lead singer of the Boomtown Rats and a prominent figure in the 1980s punk rock movement. After leaving the band, Mr. Geldof launched a successful solo career and published his autobiography, Is That It? He also worked as a radio DJ, journalist, and television presenter. Mr. Geldof was co-owner of the television production company Planet 24 and a founding partner of Groupcall, an IT company specializing in communication software and data extraction. In response to the famine in Ethiopia in 1984, he wrote and performed “Do They Know It’s Christmas?” with a variety of other artists under the name Band Aid. The success of Band Aid led Mr. Geldof to organize Live Aid, to organize the Live 8 concerts, and to found the 8 Miles Fund, a pan-African private equity firm focused on investing in Africa. He was granted an honorary knighthood for his charity efforts. Mr. Geldof received a Man of Peace award in 2005 and was nominated for the Nobel Peace Prize in 2006 and 2008.
Daniel Goleman is a psychologist and the author of Emotional Intelligence and A Force for Good: The Dalai Lama’s Vision for Our World. He is also the author of Focus: The Hidden Driver of Excellence and coauthor of Primal Leadership: Unleashing the Power of Emotional Intelligence, among other books. Dr. Goleman was a science journalist for the New York Times and has been recognized with the Washburn Award and the Lifetime Career Award from the American Psychological Association. He cofounded the Collaborative for Academic, Social, and Emotional Learning at the Yale Child Study Center and is co-chair of the Consortium for Research on Emotional Intelligence in Organizations at the Graduate School of Applied and Professional Psychology at Rutgers University. Dr. Goleman graduated from Amherst College and holds an MA and PhD from Harvard University.
“J.T.” John T. Grier, CFA, is a managing director at the Virginia Retirement System, where he is primarily responsible for the Internal Asset Management program. Previously, he was an investment officer at Crestar Securities Corporation, where he consulted downstream correspondent banks. Mr. Grier is chair of the CFA Institute Research Foundation, chair of the Virginia Commonwealth University Foundation Investment Committee, and an associate director of the Virginia Credit Union board of directors. He holds a BS degree in economics from James Madison University and an MA degree in financial economics from Virginia Commonwealth University.
Lawrence E. Harris, CFA, holds the Fred V. Keenan Chair in Finance at the USC Marshall School of Business. His research, teaching, and consulting address regulatory and practitioner issues in trading and investment management. Dr. Harris also serves as lead independent director of Interactive Brokers, Inc.; director of the Selected Funds; research coordinator of the Institute for Quantitative Research in Finance; and executive director of the Financial Economists Roundtable. Previously, he served as chief economist of the SEC, associate editor of several academic journals, and director of CFA Society Los Angeles; he also has worked for an institutional broker and for a proprietary trading firm. Dr. Harris is the author of Trading and Exchanges: Market Microstructure for Practitioners, an introduction to the economics of trading. He received his PhD in Economics from the University of Chicago.
Morgan Housel is a columnist at the Motley Fool and the Wall Street Journal. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers and was selected by the Columbia Journalism Review for the anthology Best Business Writing 2012. Mr. Housel was a finalist for the Gerald Loeb Award and Scripps Howard Award. He holds a BA in economics from the University of Southern California.
Jeremy Hunter is an associate professor of practice at the Peter F. Drucker Graduate School of Management and the founding director of the Executive Mind Leadership Institute. He created and teaches The Executive Mind, a series of executive education programs, and he co-leads the Leading Mindfully executive education program at the University of Virginia’s Darden School of Business. Professor Hunter has been featured in the Wall Street Journal, the Economist, the Financial Times, the Los Angeles Times, and National Public Radio’s Morning Edition. He received a degree in East Asian studies from Wittenberg University, a degree in public policy from the Kennedy School of Government at Harvard University, and a PhD from the University of Chicago.
Amy Myers Jaffe is executive director for energy and sustainability at the University of California, Davis. She is also chair of the World Economic Forum (Davos) Global Agenda Council on the Future of Oil and Gas. Ms. Jaffe is a leading expert on the geopolitics of oil and gas and energy security and is a thought leader on global energy policy and sustainability. Previously, she served as director of The Energy Forum and was a Wallace S. Wilson Fellow in Energy Studies at Rice University’s Baker Institute for Public Policy. Ms. Jaffe was also senior editor and Middle East analyst at Petroleum Intelligence Weekly. She is the coauthor of Oil, Dollars, Debt, and Crises: The Global Curse of Black Gold. Ms. Jaffe is a frequent speaker at major energy industry and investment conferences and appears regularly in a variety of media outlets. She has been published in the New York Times, Dow Jones International, and Petroleum Intelligence Weekly and is a contributor on energy and climate change to the Wall Street Journal blog The Experts. Ms. Jaffe is a member of the National Petroleum Council and serves as an advisory board member of GE Ecomagination and as a technical committee member on shale gas for the Union of Concerned Scientists. She holds a BA in Near Eastern studies and Arabic from Princeton University.
Nicholas F. Kaiser, CFA, is director, chairman, chief investment officer, and equity portfolio manager at Saturna Capital. Previously, he purchased control of Unified Management Corporation and built it into a mid-sized investment management and brokerage firm. Mr. Kaiser served as a governor of the Investment Company Institute, as a CFA Institute society president, as a chapter president of the Financial Planning Association, and as a national president of No-Load Mutual Fund Association. He serves on the boards of St. Paul’s Academy, Mount Baker Council of the Boy Scouts of America, the Mount Baker Scholarship Foundation, and Shawnigan Lake School. Mr. Kaiser is a graduate of Yale College and holds an MBA in international economics and finance from the University of Chicago.
Rakhi Kumar is a managing director and head of corporate governance at State Street Global Advisors (SSGA), where she is responsible for developing and implementing SSGA’s global proxy voting policies across all investment portfolios and managing issuer engagement. She is a member of SSGA’s senior leadership team, global proxy review committee, and international class actions committee; a co-chair of SSGA’s environmental, social, and governance working group; and a member of SSGA’s corporate responsibility working group. Ms. Kumar is a member of the Institute of Chartered Accountants of India and a recipient of the North American Industry Leadership Award from 100 Women in Hedge Funds. She holds a BC degree from Bombay University and an MBA degree from Yale University.
Jacques Lussier, CFA, is CEO and chief investment officer at IPSOL Capital, a firm dedicated to the development and management of efficient portfolio solutions for institutional investors. Previously, he served as chief investment strategist at Desjardins Global Asset Management and as an academician at HEC Montréal. Dr. Lussier also served as president of CFA Montréal. He is currently a board member of Régie des rentes du Québec and a member of its investment and audit committees; he also serves as a member of the advisory board of InvestorLit. Dr. Lussier is the author of Successful Investing Is a Process and is currently completing another book. He holds an MSc in finance from HEC Montréal and a PhD in international business from the University of South Carolina.
Steve Lydenberg, CFA, is partner, strategic vision, for Domini Social Investments; founder and CEO of The Investment Integration Project; and founding director of the Initiative for Responsible Investment. He is active in responsible investment with the Council on Economic Priorities, Trillium Asset Management, and KLD Research & Analytics. Mr. Lydenberg is author of numerous articles on responsible investment, including “Reason, Rationality, and Fiduciary Duty” and “On Materiality and Sustainability: The Value of Disclosure in the Capital Markets.” He is also author of several books on responsible investment, including Corporations and the Public Interest and Dilemmas in Responsible Investment (with Céline Louche).
Steven John Major, CFA, is global head of fixed-income research at HSBC. He leads a team of analysts that includes specialists covering credit and rates in both developed and emerging markets. He has more than 25 years of experience in fixed-income research. Mr. Major holds a BA degree in business finance.
Christopher J. Malloy is the Sylvan C. Coleman Chaired Professor of Financial Management at Harvard Business School and a faculty research fellow at the National Bureau of Economic Research. His research focuses on asset pricing, investment and portfolio choice, labor economics, behavioral finance, and empirical corporate finance. Previously, Professor Malloy taught at London Business School and worked at the Board of Governors of the Federal Reserve System in Washington, DC. His research has appeared in the Journal of Finance and has been discussed in the Financial Times and other media outlets. He holds a BA degree in economics from Yale University and MBA and PhD degrees from the University of Chicago Graduate School of Business.
Hansi Mehrotra, CFA, is editor of Money Management India, an investment research–based industry portal for the Indian financial services industry. She also runs a financial literacy/investor education blog called The Money Hans. Before launching Money Management India, Ms. Mehrotra set up Mercer’s investment consulting business and served as its Asia Pacific head of wealth management. She also led a number of projects in India, including design of the investment options for the New Pension System. Ms. Mehrotra received her BA from Delhi University.
Ron Mock is president and CEO of the Ontario Teachers’ Pension Plan (Teachers’). Previously, he served as senior vice president of fixed-income and alternative investments at Teachers’. Mr. Mock was also a board member of the Cadillac Fairview Corporation Limited (the pension plan’s commercial real estate subsidiary), a member of Teachers’ audit committee, and chair of its human resources committee. Mr. Mock is a former board member of Maple Financial Group and Cordiant Capital. Previously, he held various positions at Ontario Hydro and directed sales and trading staff in derivatives products at Burns Fry (now BMO Nesbitt Burns). Mr. Mock also served as a board member of the Montréal Exchange and was founder and CEO of Phoenix Research and Trading. He holds a BASc degree in electrical engineering from the University of Toronto and an MBA from York University.
Ashby Monk is the executive and research director of the Stanford Global Projects Center. He is also a senior research associate at the University of Oxford and a senior adviser to the chief investment officer of the University of California. Dr. Monk’s research and writing has been featured in numerous media outlets, including the Economist, the New York Times, the Wall Street Journal, the Financial Times, Institutional Investor, Forbes, and National Public Radio. His current research focus is on the design and governance of institutional investors, with particular specialization in pension and sovereign wealth funds. Dr. Monk holds a bachelor’s degree in economics from Princeton University, a master’s degree in international economics from the Université Paris 1 Panthéon-Sorbonne, and a PhD in economic geography from the University of Oxford.
Dana M. Muir is an Arthur F. Thurnau Professor of Business Law at the University of Michigan’s Ross School of Business. She has published extensively in the fields of pensions, investments, and governance. Professor Muir’s research has been cited by the US Supreme Court, and she is a fellow of the American College of Employee Benefits Counsel (ACEBC), a member of the ACEBC’s board of governors, and a Wall Street Journal expert panelist. She is also a member of the World Economic Forum’s Global Agenda Council on Insurance and Asset Management. Professor Muir served as a board member and chaired the compensation committee at Aerospace Corporation and currently serves on the board of the Ann Arbor Summer Festival. She has been active in a variety of government-related policy roles, including on the Employee Benefits Security Administration’s Advisory Council and the Pension Benefit Guaranty Corporation’s Advisory Committee. Professor Muir holds an MBA and a JD.
Sebastien Page, CFA, is co-head of the Asset Allocation Group at T. Rowe Price, overseeing a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is also a member of the Asset Allocation Committee, which is responsible for tactical investment decisions, as well as co-chairman of the Asset Allocation Steering Committee, which is responsible for management and oversight of the asset allocation division. Mr. Page is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Previously, he was an executive vice president and global head of client analytics at PIMCO. He has also served as a senior managing director and head of the portfolio and risk management group at State Street Global Markets. Mr. Page has written and spoken extensively on issues pertaining to asset allocation and risk management throughout his career. He has won Bernstein Fabozzi/Jacobs Levy Awards from the Journal of Portfolio Management and the Graham and Dodd Scroll Award for excellence in research from the Financial Analysts Journal, where he serves as a member of the editorial board. Mr. Page holds a bachelor’s degree in business administration and a master’s degree in finance from Sherbrooke University.
Michael Pettis is a professor of international finance at Peking University’s Guanghua School of Management and a senior associate at the Carnegie Endowment for International Peace. His work and research focuses on monetary policy, trade policy, and the development of the banking and financial markets in China. Previously, Professor Pettis worked as a banker and trader on Wall Street, as an adjunct professor at Columbia Business School, and as a professor at the School of Economics and Management at Tsinghua University. He was also managing director and ran the Liability Management and Latin American Capital Markets groups at Bear Stearns. Professor Pettis has also run fixed-income trading and capital market desks at Credit Suisse First Boston and Manufacturers Hanover (now JP Morgan). During this time, he advised the Mexican government on the privatization of the national banking system, the Macedonian government on its commercial bank debt restructuring, the South Korean government on its 1998 commercial bank debt restructuring, and various Latin American governments on their debt issuance strategies. Professor Pettis has published widely and is the author of several books, most recently of Avoiding the Fall: China’s Economic Restructuring. Professor Pettis holds an MBA degree in finance and an MIA degree in development economics from Columbia University.
Marissa Pick is director of social media at CFA Institute, where she oversees efforts to reach journalists, legislators, policymakers, and investment professionals. She oversees the global social media campaigns and leads a global team with staff in New York City, London, and Hong Kong. Prior to joining CFA Institute, Ms. Pick was the social media director at Euromoney Institutional Investor. She holds a BA in American studies from Brandeis University and an MPP from Farleigh Dickinson University.
David M. Rubenstein is co-founder and co-CEO of The Carlyle Group, a private equity firm. Previously, he practiced law with Shaw, Pittman, Potts & Trowbridge. Mr. Rubenstein has also served as Deputy Assistant to the President for Domestic Policy under President Carter and as chief counsel to the US Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. He began his career practicing law with Paul, Weiss, Rifkind, Wharton & Garrison. Mr. Rubenstein is chairman of the boards of trustees of the John F. Kennedy Center for the Performing Arts and of Duke University, a regent of the Smithsonian Institution, co-chairman of the Brookings Institution, vice-chairman of the Council on Foreign Relations, a trustee of the National Gallery of Art, and president of the Economic Club of Washington. He also serves on the boards of a number of other organizations. Mr. Rubenstein holds degrees from Duke University and the University of Chicago Law School.
Michael Sabia is president and CEO at the Caisse de dépôt et placement du Québec, where he also leads the executive committee and sits on the board of directors. Previously, he served as president and CEO at Bell Canada Enterprises (BCE), Canada’s largest telecommunications company. Mr. Sabia also served as CEO at Bell Canada International, as executive vice president and chief operating officer at BCE, and as chief financial officer at Canadian National Railway. He is a member of the governing council of Finance Montréal and was a member of the North American Competitiveness Council. Mr. Sabia holds a BA degree in economics and politics from the University of Toronto and graduate degrees in economics and politics from Yale University.
Marc P. Seidner, CFA, is chief investment officer of nontraditional strategies and managing director and head of New York portfolio management at PIMCO, where he is also a generalist portfolio manager and a member of the investment committee. Previously, he served as head of fixed income at GMO LLC. Mr. Seidner was also a managing director and domestic fixed-income portfolio manager at Harvard Management Company. He also served as director of active core strategies at Standish Mellon Asset Management and as a senior portfolio manager at Fidelity Management and Research. Mr. Seidner holds an undergraduate degree in economics from Boston College.
Jonathan B. Stein, CFA, is CEO and founder of Betterment. With experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Mr. Stein passed the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 exams. He is a graduate of Harvard University and Columbia Business School.
Donald A. Steinbrugge, CFA, is founder and managing partner at Agecroft Partners, a global hedge fund consulting and marketing firm. Previously, he served as the head of sales for one of the largest hedge fund organizations and for one of the largest institutional investment management firms. Mr. Steinbrugge was a founding principal of Andor Capital Management, where he served as head of sales, marketing, and client service and was a member of the firm’s operating committee. He also was a managing director and head of institutional sales at Merrill Lynch Investment Managers and head of institutional sales for NationsBank. Mr. Steinbrugge frequently writes white papers on the hedge fund industry, has spoken at more than 100 hedge fund conferences, and has frequently been quoted in the media and featured on business television. He is a member of numerous boards and committees, including the investment committee for the City of Richmond Retirement System and the board of directors of the Hedge Fund Association and the Lewis Ginter Botanical Garden.
Paul J. Sullivan writes the Wealth Matters column for the New York Times. He is the author of The Thin Green Line: The Money Secrets of The Super Wealthy and Clutch: Why Some People Excel Under Pressure and Others Don’t. Mr. Sullivan has written about private banking, wealth management, philanthropy, and inheritance battles for many years and has published in Conde Nast Portfolio, the International Herald Tribune, Barron’s, and the Financial Times. He holds degrees in history from Trinity College and the University of Chicago.
Laura Taylor, CFA, is a managing partner and chief financial officer at Nephila Capital Ltd., an investment manager focused on natural catastrophe risk. As a member of the management executive committee, she is involved in all aspects of Nephila’s business, with a focus on strategic initiatives, structuring, finance, and operations. Previously, Ms. Taylor served as chief operations officer at Nephila and worked in the alternative investment and banking practice at KPMG. She was named one of the 100 Influential Women in Re/Insurance by Intelligent Insurer and one of 50 Leading Women in Hedge Funds by the Hedge Fund Journal. Ms. Taylor holds a bachelor of commerce degree from the University of Victoria and the Chartered Accountant and Certified Public Accountant designations.
Miville Tremblay, CFA, is senior representative and director of the Montréal regional office (financial markets) at the Bank of Canada. He is responsible for contributing to the bank’s objectives of conducting monetary policy to achieve low, stable, and predictable inflation and of promoting well-functioning financial markets. Mr. Tremblay is a member of the bank’s Monetary Policy Review Committee and Financial System Review Committee. Previously, he served as director of strategic intelligence at Caisse de dépôt et placement du Québec. Mr. Tremblay also worked as a financial journalist, primarily for the newspaper La Presse, and taught Canadian politics at the State University of New York. He is the author of two books on finance and business and is a former president of CFA Montréal. Mr. Tremblay holds a bachelor’s degree in political science from McGill University, an executive MBA degree from Université du Québec à Montréal, and a master’s degree in public policy analysis from Université Laval.
James J. Valentine, CFA, is founder of AnalystSolutions, where he provides services to equity research analysts, their managers, and their professional societies. He is the author of Best Practices for Equity Research Analysts, which details successful approaches to delivering superior research and improved stock calls. Before founding AnalystSolutions, Mr. Valentine served as global director of training for Morgan Stanley’s research department. He has also served as an analyst and has had his work featured by the Wall Street Journal,Thomson Reuters, Institutional Investor, and Greenwich Associates. The New York Society of Security Analysts also awarded Mr. Valentine the Furthering Research Award. He received his master’s degree in finance.
Tina Vandersteel, CFA, is a partner at GMO, where she serves as a portfolio manager and as co-head of GMO’s emerging country debt team. Prior to joining GMO, she worked at JP Morgan in fixed-income research developing quantitative arbitrage strategies for emerging debt and high-yield bonds. Ms. Vandersteel began her career at Morgan Guaranty Trust, where she worked in the sovereign loan group. She holds a BA in economics from Washington and Lee University.
Tadas Viskanta is the founder and editor of the Abnormal Returns blog. He also authored the book Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere and has co-authored articles in the Financial Analysts Journal and the Journal of Portfolio Management.
Ibrahim Warde is adjunct professor of international business at the Fletcher School of Law and Diplomacy at Tufts University. He is the author of Islamic Finance in the Global Economy, The Price of Fear: The Truth behind the Financial War on Terror, and Islam and Economics. Professor Warde is also a writer at Le Monde diplomatique and a Carnegie Scholar researching informal and underground finance in the Islamic world. Previously, he taught at the University of California (Berkeley, Davis, and Santa Cruz campuses) and at the MIT Sloan School of Management. Professor Warde holds a BA from Université Saint-Joseph, an MBA from EDHEC Business School, and an MA and PhD in political science from the University of California, Berkeley.
Tracey Wilen is a thought leader and speaker on the impact of technology on society, work, and careers. A former visiting scholar at Stanford University, she has held leadership positions at Apple, HP, and Cisco Systems. Ms. Wilen also served as an adjunct professor for colleges in the San Francisco Bay Area. She has authored 11 books, including Employed for Life: 21st-Century Career Trends, Women Lead: Career Perspectives from Workplace Leaders, and Society 3.0: How Technology Is Reshaping Education, Work, and Society. Ms. Wilen has appeared on CNN, Fox, and CBS News and in the Wall Street Journal, the Chicago Tribune, Forbes, the Los Angeles Times, and USA Today. She was named San Francisco Woman of the Year and honored by the San Francisco Business Times as the most influential woman in Bay Area business.
Carolyn Wilkins was appointed as Senior Deputy Governor, Bank of Canada in May 2014. She oversees the bank’s strategic planning and its research agenda. Ms. Wilkins is a member of the bank’s governing council, which issues monetary policy decisions, and sits on its board of directors. She represents the bank at the Financial Stability Board (FSB) and chairs the FSB’s Regional Consultative Group for the Americas. Ms. Wilkins previously served on the Basel Committee on Banking Supervision and chaired its Working Group on Liquidity. She spent the first years of her career with the Department of Finance and the Privy Council Office. Ms. Wilkins joined the Bank of Canada in 2001, first on the team responsible for monetary and financial modeling and later as deputy chief of the financial markets department. In 2011, she became chief of the bank’s financial stability department and led the analysis of the financial sector, the assessment of financial stability risks, and the oversight of systemically important financial market infrastructures. Ms. Wilkins went on to serve as adviser and as secretary to the governing council before assuming her current role. She studied economics and earned degrees from Wilfrid Laurier University and the University of Western Ontario.
Peter Zeihan is president and founder of the firm Zeihan on Geopolitics, where he examines how the concept of place affects financial, economic, cultural, political, and military developments. Previously, he served as Stratfor’s vice president of analysis. Prior to joining Stratfor, Mr. Zeihan worked with the US Embassy in Canberra, Australia; he also served as Susan Eisenhower’s office coordinator at the Center for Political and Strategic Studies. He is the author of The Accidental Superpower and has been featured in and cited by numerous newspapers and broadcasts, including the Wall Street Journal, Forbes, the Associated Press, Bloomberg, CNN, ABC, the New York Times, Fox News, and MarketWatch. Mr. Zeihan received his bachelor’s degree in political science from Truman State University, his master’s degree in political and economic development from the Patterson School of Diplomacy, and his postgraduate diploma in Asian studies from the University of Otago.
Claudia Zeisberger is an INSEAD Senior Affiliate Professor of decision sciences and entrepreneurship and family enterprise; she is also the founder and academic director of INSEAD’s Global Private Equity Initiative. Appointments by private equity firms and regulators and work with institutional limited partnerships, family offices, and sovereign wealth funds globally have led to her involvement in cross-border investment discussions, especially between European and Asian counterparts. Professor Zeisberger teaches private equity and venture capital, corporate turnaround, and risk management. She has been nominated repeatedly for the Best Teaching Award in her private equity elective and has received the “Dean’s Commendation for Excellence in MBA Teaching” for six years. Professor Zeisberger has worked with clients across Asia and continues to advise institutional investors, Asian family offices, sovereign wealth funds, and regulators on financial market dynamics, risk management, and private equity issues. She is a founding committee member of the Financial Women’s Association of Singapore and was previously on the board of the Singapore Venture Capital & Private Equity Association.