Topical Experts

CFA Institute offers journalists access to topical experts who can speak to the latest issues of the day such as:

Full and fair disclosure
Ethical conduct in the investor's best interest
Global reporting and performance standards

To speak to a CFA Institute topical expert, get in touch with one of our media contacts.

Topics

Jim Allen, CFA

Head, Capital Markets Policy

Expertise: Analyst Objectivity; Financial Reporting and Accounting; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Jonathan A. Boersma, CFA

Executive Director, Global Investment Performance Standards

Expertise: Analyst Objectivity; Investment Performance Measurement; Investment Standards of Practice

Global Investment Performance Standards (GIPS); Investment Management; Securities Market Regulation

Thomas Collimore, CFA

Head, Industry Relations

Expertise: Investment Management

Robert W. Dannhauser, FRM, CAIA, CFA

Head, Standards of Practice and Outreach

Expertise: Corporate Governance; Environmental, Social, and Governance Issues; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Raymond J. DeAngelo

Managing Director, CFA Institute Stakeholder Services, Marketing and Communications Division

Expertise: CFA Institute

Marketing and Communications

Claire Fargeot

Head, Standards and Financial Market Integrity Division - Europe, Middle East, and Africa

Expertise: Corporate Governance; Environmental, Social, and Governance Issues; Financial Reporting and Accounting; Regulatory Disclosures; Securities Market Regulation

Bud Haslett, FRM, CFA

Head of Risk Management, Derivatives, and Alternative Investments

Expertise: Investment Management

Derivatives

Risk Management

Stephen Horan, PhD, CFA, CIPM

Head, University Relations and Private Wealth

Expertise: Investment Performance Measurement; Investment Standards of Practice; Investment Management; Private Wealth

Timothy G. McLaughlin, CFA, CPA

Chief Administrative Officer and Chief Financial Officer

Expertise: CFA Institute

Operations; CFA Program; Financial Reporting and Accounting

Nitin Mehta, CFA

Managing Director for Europe, Middle East, and Africa (EMEA)

Expertise: CFA Institute; Investment Management

Sandra J. Peters, CPA, CFA

Head, Financial Reporting Policy Group

Expertise: Financial Reporting and Accounting

Thomas R. Robinson, PhD, CFA

Managing Director, Educational Division

Expertise: CFA Institute

Educational Resources; Financial Reporting and Accounting; Private Wealth

John Rogers, CFA

President and Chief Executive Officer

Expertise: CFA Institute; CFA Program

Kurt N. Schacht, JD, CFA

Managing Director, Standards and Financial Market Integrity Division

Expertise: Corporate Governance; Investment Standards of Practice; Investment Management; Regulatory Disclosures; Securities Market Regulation

Jan Squires, DBA, CFA

Managing Director, Strategic Products and Technology

Expertise: CFA Institute

Social and Emerging Media

Information Technology

Content Curation

Multimedia

Web Services; CFA Program

Robert Stammers

Director, Investor Education

Expertise: Investment Management

Jonathan Stokes, JD

Director, Standards of Practice Development and Education

Expertise: Analyst Objectivity; Corporate Governance; Investment Standards of Practice; Investment Management; Securities Market Regulation

Rodney Sullivan, CFA

Head, Publications

Expertise: Analyst Objectivity; CFA Institute; Economics; Investment Management

Alternative Investments

Fixed-Income Investing

Equity Valuation

Risk Management