As defined by the Articles of Incorporation and Bylaws, the President and CEO, Leadership Team, and other executives report to our Board of Governors, which is the highest governing authority and is responsible for defining our vision, mission, and strategies.

The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization. It works in conjunction with the Leadership Team, composed of staff members who manage their respective divisions.

Board of Governors

Executive Chairs

Chair, Hamilton-Keen, Beth, CFA

Beth Hamilton-Keen, CFA

Mawer Investment Management
900, 517-10 Avenue SW
Calgary, Alberta T2P 0A8

Tel: +1 (403) 267-1967

Beth Hamilton-Keen, CFA, is a Director of Investment Counseling at Mawer Investment Management Ltd., which she joined in 2005. She currently sits on the Firm’s Management Committee and serves on the Board of Directors. As part of her duties as Director, [+]

Vice Chair, Lebel, Frederic P., CFA

Frederic P. Lebel, CFA

HFS Hedge Fund Selection S.A.
5, chemin des Rannaux
1297 Founex

Tel: +41 (22) 776 86 33

Frederic P. Lebel, CFA, has been co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A., based in Geneva, since 2008. Prior to this, he had been an executive vice president at Lombard Odier & Cie in Geneva in charge of hedge fund [+]

Immediate Past Chair, Low, Aaron, CFA

Aaron Low, CFA

Lumen Advisors
One Raffles Quay, Level 25, North Tower
Singapore 048583, Singapore

Tel: +65 6232 2798

Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. He is also a Partner at Oakbridge Capital, a private equity fund. Previously, [+]

Committee Chairs

Audit and Risk Committee Chair, McLean, Colin, FSIP

Colin McLean

7 Castle Street
Edinburgh, EH2 3AH
United Kingdom

Tel: +44 (0) 131 226 6699

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd., an independent fund management group based in Edinburgh, UK, which he founded in 1990. SVM specializes in UK, European, and global equities. Prior to founding SVM, McLean was managing director of [+]

External Relations and Volunteer Involvement Committee Chair, Brilliant, Heather, CFA

Heather Brilliant, CFA

Morningstar Australasia Pty Ltd.
Level 36, Australia Square
264 George Street
Sydney NSW 2000 Australia

Tel: +61 2 9276 4444

Heather Brilliant, CFA, is Chief Executive Officer of Morningstar Australasia. In this role, she leads a team of approximately 125 financial services professionals based in Australia and New Zealand. Brilliant works closely with global and regional teams [+]

Planning Committee Chair, Jenkins, Robert, FSIP

Robert Jenkins

London Business School
Regent's Park
London NW1 4SA
United Kingdom

Tel: +44 (0) 207000 8290

Robert Jenkins, FSIP, is a former banker, fund manager, and regulator. He is currently a teacher, board director, and public policy advocate. Jenkins was a senior executive at CitiGroup where he ran the bank’s trading and sales activities in Dubai, [+]

Board Members

CFA Institute President and CEO, Smith, Paul, CFA

Paul Smith is President and CEO of CFA Institute.

CFA Institute
23/F, Man Yee Building
68 Des Voeux Road
Central, Hong Kong

Tel: +1 434 951 5300

Paul Smith is the President and CEO of CFA Institute. Smith was previously the managing director for Asia-Pacific and global head of Institutional Partnerships at CFA Institute. He led the organization’s engagement with key firms, groups, and [+]

Ballocchi, Giuseppe, CFA

Giuseppe Ballocchi, CFA

Chemin-François-Lehmann 28
CH-1218 Le Grand-Saconnex

Tel: +41 (58) 323-2146

Giuseppe Ballocchi, CFA, most recently served as the head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master [+]

Gamba, Daniel, CFA

Daniel Gamba, CFA

BlackRock, Inc.
55 East 52nd Street
New York, NY 10055

Tel: +1 (212) 810 3136

Daniel Gamba, CFA, is a managing director and the head of iShares Americas Institutional Business at BlackRock. Gamba is responsible for business strategy, client service, and business development for iShares ETFs among institutional investors, including [+]

Jones, James G., CFA

James G. Jones, CFA

Sterling Investment Advisors
2095 S. Boston Place
Bolivar, MO 65613
United States

Tel: +1 (417) 777-7677

James G. Jones, CFA, is the founder and managing member of Sterling Investment Advisors, LLC, a fee-based private client investment management firm. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University. He [+]

Koksal, Attila, CFA

Attila Koksal, CFA

Unlu Securities
Ahi Evran Cad. Polaris Plz, B Blk No: 1 Kat: 1
34398 Maslak - Istanbul

Tel: +90 (212) 367 3851

Attila Koksal, CFA, is a board member of Unlu Securities, Turkey’s leading investment house. Unlu Securities is the market leader in corporate finance advisory transactions, specializing in cross-border mergers and acquisitions in Turkey. Koksal began [+]

Lazberger, Mark, CFA

Mark Lazberger

Level 2, Darling Park 1
201 Sussex Street
Sydney NSW 2000

Tel: +612 9303 2484

Mark Lazberger, CFA, is the chief executive officer for Colonial First State Global Asset Management (CFSGAM). In his role, Lazberger leads the global asset management business which is a wholly owned division of the Commonwealth Bank of Australia. The [+]

Proctor, Scott, CFA

Scott Proctor, CFA

Capital One
201 Third Street
San Francisco, CA 94103
United States

Tel: +1 (804) 284 1000

Scott Proctor, CFA, most recently served as the managing vice president of information technology at Capital One in San Francisco, California. He was previously the vice president for Global Enterprise Technology Operations at eBay Inc. in San Jose, [+]

Singhania, Sunil, CFA

Sunil Singhania, CFA

Reliance Nippon Life Asset Management Ltd.
Reliance Centre, 7th Wing, South Wing
Near Prabhat Colony, Santacruz (East)
Mumbai 400 055 India

Tel: +91 (22) 30994622

Sunil Singhania, CFA, is Chief Investment Officer – Equity Investments of Reliance Nippon Life Asset Management Ltd., one of the largest asset managers in India. In this capacity, Singhania oversees nearly $8 billion of equity assets primarily invested [+]

Spentzos, George, CFA, FSIP

George Spentzos, CFA

LNG Capital LLP
Kingsbury House, 15-17 King Street
London SW1Y 6QU
United Kingdom

Tel: +44 (0) 7793 802 241

George Spentzos, CFA, FSIP, is an Advisory Board Member at LNG Capital and Board Member at CFA Institute. Prior to that, Spentzos was head of structured credit at Brevan Howard Asset Management after having worked for three years at another hedge fund, [+]

Stout, Lynn

Lynn Stout

Cornell Law School
Myron Taylor Hall
Ithaca, NY 14853
United States

Tel: +1 (607) 255 8431

Lynn Stout is the Distinguished Professor of Corporate and Business Law at Cornell Law School. Stout is an internationally recognized expert in corporate governance, financial regulation, and moral behavior. She has published numerous articles and books, [+]

Tamim El Jarkass, Zouheir, CFA

Zouheir Tamim El Jarkass, CFA

Mubadala Development Company
Mamoura Buildings
Abu Dhabi, United Arab Emirates

Tel: +971 50 499 0250

Zouheir Tamim El Jarkass, CFA, is a human capital leader and a senior adviser for learning and development at Mubadala, a business development and investment company in the United Arab Emirates. He is also the chairman of the advisory board of the LAB [+]

Trotsky, Michael G., CFA

Michael G. Trotsky, CFA

Massachusetts Pension Reserves Investment Management Board
84 State Street, 2nd Floor
Boston, MA 02109
United States

Tel: +1 (617) 946-8415

Michael G. Trotsky, CFA, is the 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, which contains the [+]

Yu, Hua, CFA

Hua Yu, CFA

Morgan Stanley Huaxin Fund Management Company Ltd.
17F, Tower Two, Kerry Plaza
1 Zhongxinsi Road, Futian District
Shenzhen, P.R. China 518048

Tel: +86 (0) 755 8831 8801

Hua Yu, CFA, is Chairman of the Board at Morgan Stanley Huaxin Fund Management Co., Ltd., a joint venture that focuses on investing in stocks and bonds in China. Before his transfer to the joint venture in 2008, Yu served as Managing Director and Head of [+]