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Risk Committee

Purpose

The purpose of the Risk Committee (the “Committee”) is to assist the Board of Governors (the “Board”) in the fulfilment of its functions with respect to CFA® Institute’s risk management by evaluating and providing oversight of the monitoring of CFA Institute’s risks.

Want to get in touch? 
Contact the Risk Committee.

Members

Tricia Rothschild
,
CFA
Advisor, The TIFIN Group
Ms. Rothschild is an advisor to The TIFIN Group and a board member of the Financial Fitness Group. In her former role as president of Apex Fintech Solutions, she was responsible for the strategic planning, development, and overall growth of the company. She also directly oversaw internal and client-facing functions including sales, marketing, and product management.

Before joining Apex, Ms. Rothschild was Chief Product Officer and Co-Head of Global Markets at Morningstar, where she led a multi-million-dollar global portfolio of businesses including software, data, research and index solutions that served asset managers, wealth managers, and individual investors. In her 26-year career at the firm, she developed a focused advisor and wealth management segment strategy, launched the firm’s equity research business, drove content strategy for the firm’s individual investor website, and served as a securities analyst and editor.

Ms. Rothschild graduated with a bachelor of science degree from Northwestern University and holds a master’s degree in Russian and East European economics from Indiana University. She also sits on a small portfolio of private-company boards in the fintech and wealth-tech space.
trothschild
Mei Gao
,
CFA
Partner & Portfolio Manager at IDG Capital
Mei Gao joined IDG Capital, a preeminent China-focused alternative asset management firm with over USD 30 billion of assets under management (AUM), as a Partner in 2016 to focus on cross-border investments. From 2003-2016, Mei held various leadership roles, including President and Head of Portfolio Management, at Fore Research & Management, a New York City-based hedge fund with over USD 3 billion of peak AUM, and gained extensive investment experience. In 2013, she was listed as one of “the 25 Most Powerful Women on Wall Street” by bussinessinsider.com. Mei started her career in finance at TD Securities where she spent five years managing the bank’s convertible arbitrage portfolio.

Mei currently serves on the board and investment committee of Cavamont Investment Advisors. She is a director of Generation Asia Acquisition Limited. She was also a board member of TCFA (The Chinese Finance Association) from 2004-2006.

Mei is a graduate of Wilfrid Laurier University (MBA) and Shantou University (BA). She is also a CFA charterholder.
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Lindsey Matthews
,
CFA, CIPM
Chief Risk Officer, USS Ltd.
Lindsey is Chief Risk Officer at Universities Superannuation Scheme (USS). He worked at UBS for 27 years in various roles across Asset Management, Wealth Management, Investment Banking and Risk Control, having started his career at O’Connor Partners. Lindsey is a regular speaker at industry events including several CFA Investment Conferences and is a member of the CFA UK Exams and Education Committee.

He has an MA in Natural Sciences and Computer Science from the University of Cambridge, received his CFA Charter in 2001 and also holds the CIPM designation. He volunteers teaching Maths and Statistics to A level students in an inner London school and is a visiting fellow at the ICMA Centre, Henley Business School, University of Reading. Lindsey is a member of the Management Committee. He was appointed to the board in 2017 and elected as chair of the board in 2021.
image of Lindsey Matthews
Vipin Mayar
,
MBA
Executive Vice President, Head of AI Innovation, Fidelity Investments
Vipin Mayar is a sought-after industry expert interested in Board Roles. His board experience includes - board member at MIT Computer Science AI Lab (CSAIL), Advertising Research Federation’s (ARF) Board of Directors, McCann Global Board (leading marketing company in 100+ countries with 15K employees).

Vipin has been at Fidelity Investments for 18+ years, currently leading AI innovation for the company reporting to the Corporate CIO. As part of the CIO Council, Vipin helps oversee $6B in annual IT expenditure. With AI, he has established and led the Enterprise AI Center of Excellence which included building the practices, use cases, AI learning programs with Harvard and MIT, running a 5000+ AI club and developing an AI online academy.

Vipin’s AI team has worked closely with Portfolio Managers in Asset Management to provide AI based tools to augment the research process- solutions that provide the latest NLP based search, Generative AI capabilities and screening tools that use image recognition.

Throughout his career across Fidelity Investments, Bank of America, McCann WorldGroup Vipin has led large global Big Data, digital, analytics and AI teams of over a thousand associates. At Fidelity, his team in India for over ten years has included 200+ technologist/analysts in Bengaluru, Chennai and Gurgaon, He is a frequent visitor to India, presented at events and has actively engaged with AI companies in the market.

Vipin has been recognized over the years for his contributions - selected iMedia Top 25, an annual list of 25 thought leaders in the field of digital marketing, ‘Top 100 under 50’ diversity leaders by DiversityMBA Magazine, awarded the highest award at McCann for Extraordinary Excellence in analytics. Vipin has authored a book, published by Wiley & Co on driving measurable ROI and digital engagement through all major digital channels. Vipin has given guest lectures at MIT and Harvard Business School and is a frequent presenter to external boards and industry conferences.

Vipin’s experience on the consulting and agency side includes AARP, Department of Defense, US Army and several Fortune 500 Companies that include Dell, Microsoft, Intel, Verizon, Time Warner Cable, Coke, J&J, MasterCard, American Airlines, Nestle, General Mills, iShares, AT&T, Showtime, General Motors, Kohl’s, BMS, Whirlpool, PACCAR and Exxon Mobil. Vipin has been a keynote
image of Vipin Mayar

Discover the committees and councils driving our mission

From steering key initiatives to shaping the profession’s future, our committees and councils play an essential role in our success. Explore the wide array of committees and discover how members collaborate with staff to drive meaningful change.
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