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.

Eelco Fiole, CFA (Chair)
Managing Partner, Alpha Governance Partners
Altendorf, Switzerland

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

Anish Chopra, CFA
Managing Director, Portfolio Management Corporation
Toronto, ON, Canada

Blair duQuesnay, CFA
Investment Adviser, Ritholtz Wealth Management
New Orleans, LA, USA

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

Asjeet S. Lamba, CFA
Associate Professor, The University of Melbourne
Melbourne, Australia

Gerard Lee, CFA
CEO, Lion Global Investors Ltd
Singapore

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

Lynn Raebsamen, CFA
CEO, Swiss Vanquest AG
Hong Kong

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

Richard Stott
Founding Partner and CEO, Connectum Capital Management
Oslo, Norway

Phillip Sundquist, CFA
Managing Director, Sundquist Advisory LLC
Nyon, Switzerland