Annual Conference Advisory Group

This advisory group works with CFA Institute staff to develop the program for our Annual Conference. Drawing on their experience and knowledge of timely educational topics, group members provide guidance on the overall program plan as well as input on specific speakers and topics. Group members may also be involved with coordinating and/or moderating individual sessions at the conference.

James Benoit, CFA (Chair)
CEO, FCMB Bank (U.K.) Limited
London, United Kingdom

Richard Brandweiner, CFA
CEO, BT Investment Management (Australia)
Bondi Junction, Australia

Anne Cabot-Alletzhauser
Head, Research Institute, Alexander Forbes Financial Services (Pty) Ltd
Sandton, South Africa

Christopher W. Cannon, CFA
Chief Investment Officer, FirsTrust, LLC
Daytona Beach, FL, USA

Eelco Fiole, CFA
Managing Partner, Alpha Governance Partners
Altendorf, Switzerland

Margaret Franklin, CFA
President, BNY Mellon Wealth Management Canada
Toronto, ON, Canada

Nathan Kowalski, CFA
Chief Financial Officer and Senior Portfolio Manager, Anchor Investment Management Limited
Hamilton, Bermuda

Gerard Lee, CFA
CEO, Lion Global Investors Ltd

Rani Piputri, CFA
Principal Equity Strategies, Aspect Capital
London, United Kingdom

Mohammad Shoaib, CFA
CEO, Al Meezan Investment Management Limited
Karachi, Pakistan

Brian D. Singer, CFA
Head of Dynamic Allocation Strategies
William Blair & Company
Chicago, IL, USA

Susan Spinner, CFA
Managing Director, CFA Society Germany
Frankfurt, Germany

Christopher T. Vincent, CFA
Head of Fixed Income, Investment Management, William Blair & Company
Chicago, IL, USA