Frances Barney, CFA, is head of global risk solutions at BNY Mellon, which includes performance and risk analytics, attribution, enterprise risk, and other investment analysis services. Previously, she worked at State Street Corporation, where she oversaw one of three regional offices supporting the delivery of performance analytics for its US custody clients and managed the US performance outsourcing service for investment managers and consultants. Ms. Barney has also worked at Deutsche Bank Trust Company Americas, where she was head of performance analytics, and at Bankers Trust, where she held a variety of product and risk management roles in the global markets and investor services divisions. She is a frequent speaker at industry conferences and consults with CFA Institute in the ongoing development of the Certificate in Investment Performance Measurement (CIPM®) Program. Ms. Barney holds a BA from Yale University and an MBA from the Wharton School of the University of Pennsylvania.
Bo Becker is a professor in the Department of Finance at the Stockholm School of Economics. He currently serves as an associate editor for the Review of Financial Studies, Management Science, and Financial Management. Additionally, Professor Becker is a research fellow for the Centre for Economic Policy Research (CEPR) and serves as program director for the Mistra Financial Systems research grant. His research focuses on corporate finance, especially corporate credit markets, and has been published in the Journal of Finance, the Journal of Monetary Economics, the Journal of Financial Economics and the Review of Financial Studies, among others. Professor Becker previously worked at the University of Illinois and at Harvard Business School. He has served on the board of directors of the Swedish National Debt Office and was previously a faculty research fellow at the National Bureau of Economic Research (NBER). Professor Becker was awarded the Standard Life prize for best paper in the European Corporate Governance Institute (ECGI) Finance Working Paper series, the Nordea Prize for Best Paper on Corporate Finance at the European Finance Association’s annual meeting, and the Lamfalussy research fellowship from the European Central Bank. He holds a masters degree from the Stockholm School of Economics and a PhD from the University of Chicago.
David M. Blanchett, CFA, is head of retirement research at Morningstar Investment Management LLC, where he works to enhance the group’s consulting and investment services and conducts research in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and he has received a number of awards, including a 2015 Graham and Dodd Scroll Award from the Financial Analysts Journal. Dr. Blanchett is a frequent speaker at industry conferences and is regularly quoted in the national media. He holds a master’s degree in financial services from the American College, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning from Texas Tech University.
John C. Bogle is founder and former CEO of the Vanguard Group, Inc., and president of the Bogle Financial Markets Research Center. He is the author of several books, including Bogle on Mutual Funds: New Perspectives for the Intelligent Investor, Battle for the Soul of Capitalism, and The Clash of the Cultures: Investment vs. Speculation. Mr. Bogle is the recipient of numerous awards, including the CFA Institute Award for Professional Excellence and the Woodrow Wilson Award from Princeton University. He was also inducted into the Fixed Income Analysts Society Hall of Fame. Mr. Bogle holds a degree in economics from Princeton University and has received 14 honorary doctorates.
Joseph Brennan, CFA, is principal and head of the equity index group at Vanguard, where he oversees the investment professionals responsible for more than 200 US and international equity index funds and exchange-traded funds (ETFs). Previously, he served as chief investment officer of the Asia-Pacific region and as a director of Vanguard Investments Australia. Mr. Brennan holds a BA in economics from Fairfield University and an MS in finance from Drexel University.
Robert P. Browne, CFA, is an executive vice president and chief investment officer for Northern Trust. He is also co-portfolio manager of the Northern Global Tactical Asset Allocation Fund, and he is a member of Northern Trust’s operating group and management group. Additionally, Mr. Browne chairs the firm’s investment policy committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process, and philosophy across multiple investment strategies, including fixed income, active equity, and passive investments. Previously, Mr. Browne worked for ING Investment Management and was the firm’s chief investment officer for fixed-income and proprietary investments. He holds a BA in economics from the College of the Holy Cross and a master’s degree in international business studies from the University of South Carolina.
Tina Byles Williams is founder of FIS Group, where she also serves as chief investment strategist and portfolio manager for the firm’s global equities product and chief investment officer overseeing all investment strategy, manager search, and disposition decisions. Prior to founding FIS Group, she served as a principal and senior consultant at WHP, Inc., chief investment officer for the city of Philadelphia’s Board of Pensions and Retirement, and chief investment officer for the Philadelphia gas works pension fund. Ms. Byles William serves on the board of ICMA Retirement Corporation and the National Women’s Business Council, and she is the chairman behind FIS Group’s philanthropic entity, A Good Measure Foundation, which provides financial literacy education to inner city youth and supports programs designed to empower impoverished or marginalized women and children in the United States and abroad. She has been quoted in such publications as the Wall Street Journal, the Financial Times, Institutional Investor, Bloomberg, Reuters, and the International Business Times, and she has appeared on CNBC’s Squawk Box, Bloomberg <GO>, and Bloomberg Radio. Ms. Byles Williams completed her undergraduate work at New York University and holds a master’s degree in public policy with an emphasis in finance from Harvard University.
David Chambers is a reader in finance, a Keynes Fellow, and director of the Centre for Endowment Asset Management at Judge Business School, University of Cambridge. Prior to returning to education, he worked in investment banking at Barings, Hotchkis & Wiley, and Merrill Lynch, where he gained experience in asset management, mergers and acquisitions, and venture capital in Europe, Japan, and the United States. Dr. Chambers sits on a number of investment committees in Cambridge and London and on the editorial board of the Financial Analysts Journal®. His research interests span asset management and financial history, and his work has been published in the Journal of Finance, the Journal of Financial and Quantitative Analysis, the Journal of Economic Perspectives, the Journal of Economic History, the Economic History Review, Explorations in Economic History, the Financial Analysts Journal, and the Journal of Portfolio Management. Dr. Chambers’s research been cited in the Financial Times, Wall Street Journal, the New York Times, the Economist, Forbes, and the Nikkei Shimbun and covered by the BBC and Bloomberg TV. He holds a PhD from the London School of Economics and was a post-doctoral fellow in economics at Oxford University.
Abby Joseph Cohen, CFA, is advisory director and senior investment strategist at Goldman Sachs & Co. She also serves on the firm’s U.S. retirement investment committee and has served on its partnership committee. Ms. Cohen served on the boards of AIMR and the Institute of Chartered Financial Analysts (predecessor organizations to CFA Institute), was chair of both groups, and received the AIMR Distinguished Service Award in 2002. Her career is the subject of a Harvard Business School case study and a BusinessWeek cover story. She holds
degrees in economics from Cornell University and The George Washington University. Ms. Cohen has also received several honorary doctorates and has been honored by many groups, including the Financial Women’s Association and the New York Stock Exchange.
Elizabeth Corley is non-executive vice chair of Allianz Global Investors, a global asset manager owned by Allianz, where she also served as global CEO and European CEO. Prior to joining Allianz, Ms. Corley worked at Merrill Lynch Investment Managers (formerly Mercury Asset Management) and as a consultant and partner with Coopers & Lybrand. Before joining Coopers & Lybrand, she worked in the life and pensions industry. In addition to numerous other positions, Ms. Corley has served as non-executive director of the Financial Reporting Council; chair of the FICC Markets Standards Board; advisory council member for the AQR Institute of Asset Management at London Business School; a member of the Microloan Foundation women’s development board; and a member of the CFA Institute Board of Governors. She is also a member of the Committee of 200, a membership organization of the world’s most successful women business leaders. Ms. Corley has been named Most Influential Woman in Asset Management, CEO of the Year, and Most Influential Person in Asset Management by Financial News, and she was a recipient of 100 Women in Hedge Funds European Industry Leadership Award. She is a fellow of the Royal Society of Arts, and she holds an honorary doctorate from the London Institute of Banking and Finance.
Stephen Davis is associate director and senior fellow of the Harvard Law School program on corporate governance. Previously, he served as nonresident senior fellow in governance at the Brookings Institution, executive director of the Yale School of Management’s Millstein Center for Corporate Governance and Performance, and lecturer on the SOM faculty. In addition to serving on various boards and committees, Dr. Davis is cofounder of the International Corporate Governance Network (ICGN), co-author of the UN Principles for Responsible Investment, and cofounder of the Systemic Risk Council, Chairmen’s Forum, Conference of Fund Leaders, GovernanceMetrics, and Global Proxy Watch. He also served as co-director of the Brookings World Forum on Governance. Dr. Davis is the recipient of the 2011 ICGN Award for Excellence in Corporate Governance and the author of three books. He completed undergraduate studies at Tufts University and the London School of Economics and earned his doctorate at the Fletcher School of Law and Diplomacy, Tufts University.
Elroy Dimson chairs the Newton Centre for Endowment Asset Management at Cambridge Judge Business School and is an emeritus professor of finance at London Business School. He also chairs the Advisory and Policy Boards of FTSE Russell, and until recently chaired the strategy council of the Norwegian Government Pension Fund. Professor Dimson’s publications include Triumph of the Optimists, Endowment Asset Management, the Global Investment Returns Sourcebook, and many journal articles. In addition to serving on the Financial Analysts Journal council, Professor Dimson has been an associate editor of the Journal of Finance, Review of Finance, and other journals.
Blair duQuesnay, CFA, is principal and chief investment officer at ThirtyNorth Investments, LLC, a registered investment advisory firm that serves high net worth individuals and families, retirement plan sponsors, and non-profit endowments and foundations. In addition to being a CFA charterholder, she is a Certified Financial Planner; she also serves as president of CFA Society Louisiana. Prior to joining ThirtyNorth Investments, LLC, Ms. duQuesnay founded Ignite Investment and Planning, an advisory firm focused on the financial planning and investment needs of Generation X and Y clients. She has been featured or quoted in the Wall Street Journal, Forbes, InvestmentNews, Morningstar Advisor Magazine, and Business Insider. Ms. duQuesnay received a BBA in finance from the University of Georgia and is currently pursuing a master’s degree in financial planning from the College for Financial Planning.
John T. Elmes II, CFA, is executive managing director, business development and marketing, at Pathstone Federal Street and is a member of Pathstone’s executive committee. Prior to Pathstone, he served as president of Convergent Wealth Advisors. Mr. Elmes also served at GenSpring Family Offices in multiple leadership roles, including head of investments, head of marketing/business development, and founder of the Washington, DC office. He was also a managing director/market manager at J.P. Morgan Private Bank and a partner at Arthur Andersen. Mr. Elmes is a speaker on the topic of family wealth and has been cited in multiple industry publications, including Investment News, FundFire, Family Wealth Report, and the Journal of Wealth Management. He graduated from George Mason University School of Business with a bachelor of science degree in finance and investments.
Bryan Esterly, CFA, is sector analyst at the Sustainability Accounting Standards Board (SASB), where he leads standards development for the infrastructure sector. His role includes research and collaboration with industry and investors to drive the standardization of financially material sustainability information in corporate reporting. Mr. Esterly also works with the investment community to advance the integration of material ESG factors into investment analysis. Previously, he worked in the financial risk management industry, most recently serving as vice president at Aon Financial Services Group.
Michael S. Falk, CFA, is a partner with the Focus Consulting Group. He has been a chief strategist on a global macro hedge fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory. Mr. Falk has also taught at DePaul University in the Certified Financial Planner (CFP) Certificate Program. In addition, he is the author of the CFA Institute Research Foundation book, Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth, on entitlement policies for sustainable economic growth. Mr. Falk is also part of the CFA Institute Approved Speaker List and a contributing member in the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative group, and he teaches on behalf of CFA Society Chicago in its CFA Institute Investment Foundations™ certificate program. He is frequently quoted in the financial press. Mr. Falk holds the Certified Retirement Counselor (CRC) designation and a BS in finance from the University of Illinois.
John R. Farris is founder and president of LandFund Partners, a farmland investment and management company that provides agricultural investment opportunities to family offices and institutional investors. He has served as an economist at the Center for Economics Research at the Research Triangle Institute and as a senior economics consultant at both the World Bank and the International Finance Corporation. Mr. Farris also served as secretary of the finance and administration cabinet for the Commonwealth of Kentucky. He was appointed chairman of the board of directors of Kentucky Retirement Systems (KRS). Mr. Farris also serves on the board of directors of Kentucky Employers’ Mutual Insurance (KEMI), Green Brick Partners, and Kentucky Technology Inc., and is senior investment adviser to the Centre College Endowment. He studied economics and philosophy at Centre College and received a master’s degree from the Woodrow Wilson School at Princeton University.
Amy Florian is the CEO of Corgenius, and she combines neuroscience and psychology with a dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life. She is the author of more than 100 articles and the book No Longer Awkward: Communicating with Clients through the Toughest Times of Life. Ms. Florian is a former columnist for the Journal of Financial Planning, and she has been quoted or featured in publications such as the Wall Street Journal, Financial Advisor, Financial Planning, MSN Money, On Wall Street, ThinkAdvisor, Registered Rep, Investment News, Wealth Management, and Financial Advisor IQ. She was recently named one of the 20 Most Creative People in Insurance and Financial Services for her work, and she was honored as an Influential Woman in Business from the National Association of Women Business Owners. Ms. Florian holds a master’s degree and is a Fellow in Thanatology, the highest level of certification in the field of grief studies.
Kathleen C. Gaffney, CFA, is a vice president of Eaton Vance Management, co-director of diversified fixed income, and lead portfolio manager for Eaton Vance’s multisector bond strategies. She is responsible for buy and sell decisions and portfolio construction. Before joining Eaton Vance, Ms. Gaffney was a vice president of Loomis, Sayles & Company and portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies. Her commentary has appeared in the Wall Street Journal, the Financial Times, Institutional Investor, Bloomberg, and the New York Times, among other outlets; she has also made appearances on Bloomberg TV, Bloomberg Radio, and CNBC. Ms. Gaffney holds a BA from the University of Massachusetts Amherst.
Betsy Graseck, CFA, is a managing director covering US large cap banks at Morgan Stanley. Previously at Morgan Stanley, she served in the fixed-income department; covered Japanese bank, brokerage, and consumer loan stocks in Tokyo; and served as associate director of equity research in New York. Prior to joining Morgan Stanley, Ms. Graseck served at Gunma Bank and as a consultant in KPMG’s bank group, focusing on capital and reserve adequacy, balance-sheet restructuring, and profit-improvement projects. She was named StarMine number one commercial bank stock picker in 2007 and 2008 and StarMine number six stock picker in the United States in 2008. Ms. Graseck holds a BA in Japanese studies with a minor in economics from Cornell University. She studied at Waseda University and holds an MBA from Columbia University.
Leo P. Grohowski is executive vice president and chief investment officer at BNY Mellon Wealth Management, where he leads all investment strategy and investment management functions for the organization. At BNY Mellon, he is also a member of the operating committee, the benefits investment committee, the investment ethics council, and the compliance, ethics, and conflicts committee, and he chairs the wealth management investment policy committee. Previously, Mr. Grohowski was chief investment officer at U.S. Trust, Bank of America; Deutsche Bank (in the Americas); Deutsche Bank Private Banking; and HSBC Asset Management. He also served as a senior trust investment officer of the private bank and head of the US investment strategy group at Bankers Trust. Mr. Grohowski serves on the board of trustees and as investment committee chair at Drew University, as a board member and vice chair for Far Hills Country Day School, and as a member of the investment committee for Blair Academy. He holds a bachelor’s degree from Drew University and an MBA from the Stern School of Business at New York University.
Carla Harris is a vice chairman, wealth management; managing director; and senior client adviser at Morgan Stanley, where she is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. Previously, she headed Morgan Stanley’s Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries, and was responsible for equity private placements. Ms. Harris began her career with Morgan Stanley in the mergers & acquisitions department. She was appointed by President Barack Obama to chair the National Women’s Business Council and was named by Fortune as one of the “50 Most Powerful Black Executives in Corporate America” and by American Banker as one of the “Top 25 Most Powerful Women in Finance” three years in a row. Ms. Harris is the immediate past chair of the board of the Morgan Stanley Foundation and sits on numerous boards, including the Executive Leadership Council, the Robert Toigo Foundation, and Sponsors for Educational Opportunity. She is the author of Strategize to Win and Expect to Win. Ms. Harris holds seven honorary doctorates and an AB in economics from Harvard University and an MBA from Harvard Business School.
Campbell R. Harvey is professor of finance at Duke University and a National Bureau of Economic Research (NBER) research associate. He is also the investment strategy adviser to the Man Group, the world’s largest publicly listed hedge fund provider. Professor Harvey is president of the American Finance Association, is a founding director of the Global Business Outlook CFO survey, and was editor of the Journal of Finance. He won the 2015 and 2016 Best Paper Awards from the Journal of Portfolio Management for his research on distinguishing luck from skill, and he has received seven Graham and Dodd Awards for excellence in financial writing from CFA Institute. Professor Harvey obtained his doctorate from the University of Chicago.
Robert Hellmann is president of Hellmann Career Consulting, a certified Five O’Clock Club senior career and executive coach, and a LinkedIn professional certified recruiter. In addition to his private coaching practice, he has served as an adjunct instructor at New York University teaching career management and as the Five O’Clock Club’s vice president and associate director of its guild of career coaches. Mr. Hellmann’s background includes experience working for top-tier clients and employers, including American Express, JP Morgan Chase, the Federal Reserve Bank of New York, and the Audubon Society. He is a regular contributor to Forbes, and his insights have also appeared in media outlets such as the New York Times, the Wall Street Journal, the Washington Post, the Chicago Tribune, CBS News, CNNMoney, ABC News, NBC News, WPIX News, Consumer Reports, Glassdoor.com and many others. Mr. Hellmann authored the books Advanced LinkedIn: For Your Job Search, Business and Career, Peak Presentations, and The Social Media Boost. He has contributed three chapters to the Five O’Clock Club’s book Work Smarts on leadership, performance management, and mentoring. Mr. Hellmann holds a BS in economics/math from Binghamton University and an MBA in finance from Fordham University.
C. Thomas Howard is the co-founder, CEO, and director of research at AthenaInvest and the architect of the unique methodology that underlies their behavioral investment approach. Building upon the Nobel Prize winning research of Daniel Kahneman, he is a pioneer in the application of behavioral finance for investment management. Dr. Howard is a professor emeritus at the Reiman School of Finance, Daniels College of Business at the University of Denver, where he has taught courses and published articles in the areas of investment management and international finance. He is the author of the book Behavioral Portfolio Management. Dr. Howard holds a BS in mechanical engineering from the University of Idaho, an MS in management science from Oregon State University, and a PhD in finance from the University of Washington.
Neil Howe is managing director of demography at Hedgeye Risk Management; he is also an author and speaker on economic, demographic, and social change in America. He has written over a dozen books on generations, many of them with William Strauss, including Generations, The Fourth Turning, Millennials Rising, and Millennials in the Workplace. Mr. Howe has served as senior policy adviser to Blackstone Group and has testified on entitlement reform many times before Congress. He is currently a senior associate at the Center for Strategic and International Studies and the Global Aging Institute. Howe received his bachelor’s degree from UC Berkeley and received graduate degrees in economics and history from Yale University.
Kyle Jensen is an entrepreneur, developer, and scientist; currently, he serves as associate dean, Shanna and Eric Bass Director of Entrepreneurship, and senior lecturer at Yale School of Management. Before joining the Yale School of Management faculty, he cofounded Agrivida, a venture-backed biotechnology company based in Boston; PriorSmart, a patent analytics provider (acquired by RPX,); and Pit Rho, a leader in motorsport analytics. In addition to teaching, Dr. Jensen works with numerous Yale start-ups as associate dean and director of entrepreneurship. His research interests include entrepreneurship, intellectual property, and innovation. Dr. Jensen received a BS from the University of Illinois and a PhD from Massachusetts Institute of Technology.
Whitney Johnson is founder and CEO of WLJ Advisors, LLC, and is best known for her work on driving corporate innovation through personal disruption. She is the author of Disrupt Yourself: Putting the Power of Disruptive Innovation to Work and hosts the bi-weekly Disrupt Yourself podcast. Ms. Johnson is a frequent contributor to the Harvard Business Review, a LinkedInfluencer, and cofounder of Forty Women over 40 to Watch. Previously, she worked as an analyst for eight years, including at Merrill Lynch, and was president and cofounder of a boutique investment firm with Harvard Business School’s Clayton Christensen. Ms. Johnson was a finalist for the Top Thinkers on Talent at the biennial Thinkers50 ceremony in London, and she was named one of Fortune’s 55 Women to Follow on Twitter in 2014. She holds a BA in music from Brigham Young University and completed graduate coursework at NYU Stern School of Business.
Devan Kaloo is Global Head of Equities and Head of Global Emerging Markets Equities for Aberdeen. Devan joined Aberdeen in 2000 as part of the Asian equities team in Singapore, before later transferring to London where he took up the position of Head of Global Emerging Markets Equities in 2005. In 2015 he was promoted to Global Head of Equities and joined Aberdeen’s Group management board. Devan started in fund management with Martin Currie in 1994 covering Latin America, before subsequently working with the North American equities, global asset allocation and eventually the Asian equities teams. Devan graduated with an MA (Hons) in International Relations and Management from the University of St Andrews and has a postgraduate diploma in Investment Analysis from the University of Stirling.
Joachim Klement, CFA, is head of thematic research at Credit Suisse, where he investigates long-term and short-term investment trends and themes across all asset classes. His team is also in charge of quantitative investment research and ESG investment research. Before joining Credit Suisse, Mr. Klement was chief investment officer at Wellershoff & Partners Ltd. and served as an investment consultant for institutional clients and then as head, asset allocation strategy and head, equity strategy at UBS Wealth Management. He frequently publishes in the Journal of Wealth Management, the Journal of Financial Planning, and the Journal of Investing. He holds a degree in mathematics from the Swiss Federal Institute of Technology (ETH Zürich) and a degree in finance from the University of Hagen.
Scott Klososky is the founder and principle of the technology consulting firm, Future Point of View, where he advises C-suite executives and works with organizations to improve their digital maturity. He is the author of four books, including Did God Create the Internet? The Impact of Technology on Humanity, which provides an in-depth look at how technology is changing humanity and what this evolutionary impact will mean for the future. Mr. Klososky is also the developer of HUMALOGY, a concept that provides a framework on how leaders can best balance technology and human effort to make processes more efficient and effective. Additionally, he is an owner of TriCorps Security, which provides such cybersecurity services as internal and external assessments, vulnerability testing, forensics, remediation, and team-member training. Previously, Mr. Klososky was a founder and CEO of webcasts.com and of Paragraph, Inc. He is a speaker who addresses audiences on a cybersecurity, leadership, data intelligence, trendspotting, and digital marketing.
Jeanne Liedtka is a professor of business at the University of Virginia Darden School of Business. Previously, she served as associate dean of the MBA program at Darden and chief learning officer for United Technologies. Professor Liedtka’s research focuses on the intersection of innovation and strategy, in particular the integration of design thinking into organizational problem-solving processes. She has taught design thinking to thousands of managers, both in person at Darden and through her online coursework. Professor Liedtka authored the books The Catalyst: How You Can Become an Extraordinary Growth Leader; Designing for Growth: A Design Thinking Tool Kit for Managers; and Solving Business Problems with Design Thinking: Ten Stories of What Works. Her forthcoming book, Designing for the Greater Good, translates her work to the social sector.
Michala Marcussen, CFA, is a managing director and global head of economics at Societe Generale Corporate and Investment Banking. Previously, she served as a senior economist at Societe Generale Group and as head of strategy and economic research at Societe Generale Asset Management. Ms. Marcussen began her career in capital markets at Den Danske Bank. She is a frequent commentator in the financial press and appears regularly on financial news channels. Ms. Marcussen is a contributor to the book Asset Management and Asset Liability Management and coauthor of the paper “Can Life-Cycle Plans Weather the Pension Storm?” She has taught a course in exchange rate economics at HEC and Université Paris Dauphine and is a member of the Société d’Économie Politique. Ms. Marcussen holds a master of science in economics degree from the University of Copenhagen.
Pamela Meyer is CEO of Calibrate and an expert on deception. She is also the author of the book Liespotting: Proven Techniques to Detect Deception. Previously, Ms. Meyer served as a media executive at Prodigy, National Geographic Television, Vestron, and Electronic Arts, and she has started several Internet ventures under the Simpatico Networks banner. She has been featured in such publications as the Harvard Business Review, Bloomberg BusinessWeek, and Forbes, and her TED Talk, “How to Spot a Liar,” has been viewed more than fifteen million times. Ms. Meyer was ranked on Business Insider’s list of “Smart thinkers everyone should follow on Twitter.” She holds an MBA from Harvard and an MA in public policy from Claremont Graduate School, and she is a Certified Fraud Examiner.
Thomas B. Parker, CFA, is a managing director and chief investment officer of model-based fixed income (MBFI) at BlackRock. Previously, he served as deputy chief investment officer at BlackRock and as global co-head of credit investments at Barclays Global Investors, where he was a member of the firm’s fixed-income research approval committee. Mr. Parker also worked at JP Morgan and at Credit Suisse First Boston. He is an active member of the MBFI investment, research approval, model management, and executive committees at BlackRock. Mr. Parker holds a BS degree from the University of California, Berkeley, and an MBA degree in finance and international business from the University of Chicago.
Ronald D. Peyton is chairman and CEO at Callan Associates, an employee-owned firm whose mission is to “collaborate with each client to build tailored and lasting investment solutions.” He provides firm-wide oversight by conferring with associates and clients to improve communications, process, and service quality. Mr. Peyton is also chairman of the Callan Management Committee; Emerging and Minority, Women, or Disabled-Owned Managers Committee; and board of directors, as well as a shareholder of the firm. Prior to Callan, he worked with Marathon Oil Company’s pension investments while serving as an officer in the US Army Reserve. Mr. Peyton serves as chairman of CFA Institute Asset Manager Code of Professional Conduct Advisory Committee and as a member of the Strategic Advisory Committee for CFA Society San Francisco. He is also an advocate for the Vista Center for the Blind and Visually Impaired, which Callan has supported for more than 20 years. Mr. Peyton earned an MBA in finance and a BS degree in accounting at Indiana University.
Wade D. Pfau, CFA, is a professor of retirement income in the PhD program for financial and retirement planning at the American College of Financial Services. He also serves as a principal and director for McLean Asset Management and as chief planning strategist for software provider inStream Solutions. Professor Pfau is a recipient of numerous awards, including the influencer award from Financial Planning magazine and two academic thought leadership awards from the Retirement Income Industry Association. He is a frequent speaker at the conferences of such organizations as CFA Institute, the Financial Planning Association, the National Association of Personal Financial Advisors, and the American Institute of CPAs. Professor Pfau is a monthly columnist for Advisor Perspectives, a “RetireMentor” for MarketWatch, and a panelist for the Wall Street Journal. He holds a doctorate in economics from Princeton University.
Isaac Presley, CFA, is president and director of investments at Cordant Wealth Partners. Prior to joining Cordant Wealth Partners, he was a senior financial analyst at a Fortune 500 financial services firm. Mr. Presley has been quoted or featured in Bloomberg, U.S. News & World Report, the Daily Mail, and Business Insider. He regularly writes about wealth management on the Cordant blog and the CFA Institute Enterprising Investor blog. Mr. Presley is a member of CFA Society Portland and a partner with the nonprofit Social Venture Partners Portland. He received a BS in finance from Oregon State University and an MBA from Portland State University.
R. David Ranson is the president and director of research at HCWE & Co. (formerly Wainwright Economics), an independent investment research firm. Prior to becoming a general partner of H.C. Wainwright & Co., he taught economics at the University of Chicago Booth School of Business. Dr. Ranson was an assistant to then treasury secretary William E. Simon and a member of director George P. Shultz’s personal staff at the Office of Management and Budget. Before his service in Washington, he was a member of the Boston Consulting Group. Dr. Ranson is a senior fellow with the National Center for Policy Analysis in Dallas and a fellow of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at Johns Hopkins. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor, and other publications. Dr. Ranson holds MA and BSc degrees from Queen’s College, Oxford, and an MBA in finance and a PhD in business economics from the University of Chicago.
Robert J. Shiller is Sterling Professor of Economics, department of economics and Cowles Foundation for Research in Economics, Yale University, and professor of finance and fellow at the International Center for Finance, Yale School of Management. Previously, he was cofounder of Case Shiller Weiss, Inc., whose repeat-sales home price indices are now produced by CoreLogic and published as the S&P Case–Shiller Home Price Indices. Dr. Shiller is the author of many books, including Irrational Exuberance and Finance and the Good Society. He coauthored Phishing for Phools: The Economics of Manipulation and Deception with George Akerlof. Dr. Shiller writes the regular column, “Finance in the 21st Century,” for Project Syndicate and “Economic View” for the New York Times. He has served as president of the Eastern Economic Association, and he currently serves as president of the American Economic Association. Dr. Shiller was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013. He received his BA from the University of Michigan and his PhD in economics from the Massachusetts Institute of Technology.
Jeremy J. Siegel is Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He is the author of numerous professional articles and two books, Stocks for the Long Run and The Future for Investors: Why the Tried and the True Triumph over the Bold and the New. Professor Siegel also serves as academic director at the Securities Industry Institute and as senior investment strategy adviser at WisdomTree Investments. He is the recipient of the Distinguished Leadership Award from the Securities Industry Association and the Nicholas Molodovsky Award from CFA Institute. For his published research, Professor Siegel has also been recognized with the Graham and Dodd Award from the Financial Analysts Journal and the Peter Bernstein and Frank Fabozzi Award from the Journal of Portfolio Management. He holds a PhD in economics from MIT.
Fran Skinner, CFA, is co-founder of AUM Partners, a boutique consulting firm that works exclusively with investment firms to assess and develop talented employees to create high-performing teams. Before co-founding AUM Partners, she worked for Mellon Bank and Allstate Investments in a wide variety of roles, including launching the quantitative portfolio modeling function and developing the performance incentive measures for the Allstate investment portfolios. Ms. Skinner is an independent corporate director for publicly traded Diamond Hill Investments and chair of its compensation committee. She is a contributor to Barron’s and a co-author of the book High Performing Investment Teams. In addition to being a certified public accountant, Ms. Skinner has an MBA from the University of Illinois at Chicago.
Paul Smith, CFA, is president and CEO of CFA Institute, where he leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence for the ultimate benefit of society. Previously, he served as managing director of the Asia-Pacific region at CFA Institute, chairman and CEO of Asia Alternative Asset Partners, global head of securities services and global head of alternative funds administration at HSBC Bank Bermuda Limited, and Asia head of securities services at Bank of Bermuda (Hong Kong). Mr. Smith is a fellow of the Institute of Chartered Accountants of England and Wales and an executive committee member of the Alternative Investment Association, Hong Kong. He holds a master’s degree in history from the University of Oxford.
Willis Sparks is the director of global macro at Eurasia Group, where he focuses on top global political risks as well as US politics and elections. He also works directly with Eurasia Group’s president on a variety of macro-political risk projects. Prior to joining Eurasia Group, Mr. Sparks worked at the Council on Foreign Relations, where he wrote on transnational terrorism and US national security. He speaks regularly on market-moving trends in international politics for investor and corporate audiences in the United States and abroad, and he has appeared on the BBC, CNBC, the CBS Evening News, CNN, Bloomberg, Fox, Yahoo, BNN, and other networks. Mr. Sparks holds a degree from the Juilliard School, two bachelor’s degrees from Brown University, a master’s degree in International Relations from the Institut d’Etudes Politiques, and a master’s degree in international affairs from Columbia University’s School of International and Public Affairs.
Jane L. Stafford serves as general counsel for Regulatory Compliance Association, Inc., a nonprofit that supports a community of compliance, legal, and operations executives from regulatory authorities, institutional investors, and alternative investment and asset management firms. Additionally, she is a senior fellow for the College of Regulatory Compliance and has authored and moderated various PracticEdge sessions, including “Compliance Transparency Platform—Implementing the CFA Institute Asset Manager Code” and “Recent Amendments to Form ADV.” Previously, Ms. Stafford served in senior-level roles within investment advisers, funds, and other members of the asset management industry. She started Stafford Law Firm, which assists clients in registration, compliance programs, examinations, and enforcement actions, to focus on a securities practice after working in a number of large firms. Ms. Stafford holds a degree in economics from Vanderbilt University and a JD from the Washington College of Law at American University.
Arun Sundararajan is professor and the Robert L. and Dale Atkins Rosen Faculty Fellow at the New York University Stern School of Business and an affiliated faculty member at the NYU Center for Data Science and Center for Urban Science and Progress. He is the author of The Sharing Economy, recently published by the MIT Press. Mr. Sundararajan has published over 50 scientific papers in peer-reviewed academic journals and conferences and over 30 op-eds in leading outlets globally. His scholarship has been recognized by six best paper awards and two Google Faculty awards. Mr. Sundararajan is a member of the World Economic Forum’s Global Agenda Council on Technology, Values, and Policy and adviser to numerous other policy bodies, venture capital firms, and cities. He has provided expert input about the digital economy as part of congressional testimony and to a range of government agencies.
Gillian Tett is US managing editor and columnist at the Financial Times (FT). Previously, she served as assistant editor responsible for markets coverage at FT. Dr. Tett has also served as capital markets editor, deputy editor of the Lex column, Tokyo bureau chief, Tokyo correspondent, and as a reporter in London, Russia, and Brussels. She was named Columnist of the Year in the British Press Awards and Journalist of the Year and Business Journalist of the Year by the British Press Awards. Dr. Tett is the author of The Silo Effect: The Peril of Expertise and the Promise of Breaking Down Barriers; Fool’s Gold: How Unrestrained Greed Corrupted a Dream, Shattered Global Markets, and Unleashed a Catastrophe; and Saving the Sun: A Wall Street Gamble to Rescue Japan from Its Trillion-Dollar Meltdown. She holds a PhD in social anthropology from Cambridge University.
Richard H. Thaler is the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the Booth School of Business at the University of Chicago. He studies behavioral economics and finance as well as the psychology of decision making. Previously, Professor Thaler taught at the University of Rochester and Cornell University and served as a visiting professor at the University of British Columbia, MIT, the Russell Sage Foundation, and Stanford University. He is the director of the Center for Decision Research and is the co-director (with Robert Shiller) of the Behavioral Economics Project at the National Bureau of Economic Research. Professor Thaler is the coauthor of Nudge, the author of Misbehaving: The Making of Behavioral Economics, and the author or editor of four other books. He has published widely in academic journals, including the American Economics Review, the Journal of Finance, and the Journal of Political Economy. Professor Thaler is a member of the American Academy of Arts and Sciences, a fellow of the American Finance Association and the Econometrics Society, and president of the American Economic Association. He holds a bachelor’s degree from Case Western Reserve University and a master’s degree and PhD from the University of Rochester.
Michael G. Trotsky, CFA, is executive director and chief investment officer of the Massachusetts Pension Reserves Investment Management (PRIM) board, the entity responsible for investing the $62 billion Massachusetts pension fund that contains the assets of the Massachusetts Teachers’ and State Employees’ Retirement Systems, as well as the assets of approximately 100 participating municipal and county retirement systems. Previously, he was senior vice president and portfolio manager at PAR Capital Management, a senior analyst at Greenberg-Summit Partners, and a principal and senior vice president at Independence Investment Associates (a John Hancock subsidiary). He began his professional career as an engineer at Intel Corporation in California. Mr. Trotsky currently serves as a member of the CFA Institute Board of Governors and previously served as chairman of the CFA Institute’s Asset Manager Code of Professional Conduct Advisory Committee. He is a member of the Boston Security Analyst Society’s board of directors and is a member of the Boston Economic Club. Mr. Trotsky received a BS in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.
Sir Paul Tucker is chair of the Systemic Risk Council and a fellow at the Harvard Kennedy School. Previously, he was deputy governor at the Bank of England, sitting on its monetary policy, financial stability, and prudential policy committees. Mr. Tucker also served as a member of the G20 Financial Stability Board and as a director of the Bank for International Settlements (BIS), in which role he also served as chair of the BIS Committee for Payment and Settlement Systems. He serves as a director at Swiss Re, a senior fellow at the Harvard Center for European Studies, a visiting fellow of Nuffield College Oxford, and a governor of the Ditchley Foundation.
Michele Wucker is the author of the books The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore; Lockout: Why America Keeps Getting Immigration Wrong When Our Prosperity Depends on Getting It Right; and Why the Cocks Fight: Dominicans, Haitians and the Struggle for Hispaniola. Previously, she served as vice president, studies, at the Chicago Council on Global Affairs, president of the World Policy Institute, and Latin America bureau chief at International Financing Review. Ms. Wucker is a frequent commentator on US and international television networks on matters of immigration and the global economy and has been published in the New York Times and the Washington Post. She has been recognized as a Young Global Leader of the World Economic Forum and as a Guggenheim Fellow, among other honors. Ms. Wucker is a member of the Council on Foreign Relations, Authors Guild, and PEN, and she serves on the advisory boards of the Dominican Republic Education and Mentoring (DREAM) Project and Womensphere. She holds a BA from Rice University and an MA from the School of International and Public Affairs at Columbia University, where she has been an adjunct associate professor.