Agnès Le Thiec, CFA, is a former director of capital markets policy at CFA Institute in Brussels.

Alan Lok, CFA

1 Post
Alan Lok, CFA, is director of capital markets policy at CFA Institute. He is responsible for conducting research projects in the area of market instruments and market structures in the Asia-Pacific region. Mr. Lok works with regulators, institutional investors, academics, and various other stakeholders within the financial industry to uphold investor protection and market integrity.
Alexander Flatscher, CFA, is a former director of professional standards at CFA Institute. He was responsible for promoting the ethical standards, policies, and positions of CFA Institute in the Asia-Pacific region.
Angela Pica, CFA, is a former policy analyst at CFA Institute, where she was responsible for conducting research on corporate governance and other areas affecting the capital markets in the Asia-Pacific region.
Anju Grover, CIPM, is a senior GIPS analyst in the Investment Performance Standards Policy Group of CFA Institute. She develops new project ideas for the GIPS standards and acts as a staff liaison for numerous global volunteer committees that oversee the development and promulgation of the GIPS standards.

Annie Lo, CFA

1 Post
Annie Lo, CFA, CIPM, CAIA, is a director of investment performance standards for CFA Institute for the Asia-Pacific region. She is based in Hong Kong and leads activities related to the Global Investment Performance Standards (GIPS).
Beth Kaiser, CFA, CIPM, is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for such new technical areas as alternative strategies and risk, and works extensively with volunteer committees.
Bob Dannhauser, CFA, is head of capital markets policy at CFA Institute. He oversees development and promotion of positions, policies, and standards to ensure integrity of global capital markets. Dannhauser also oversees the external relations and communications functions for advocacy and standards of professional conduct activities.
Bob Luck, CFA, is director of society advocacy engagement at CFA Institute. He serves as the primary liaison on ethics, standards, and financial market integrity issues between CFA Institute and its member societies. Luck holds the Certified Public Accountant (CPA) designation.

Cheryl Evans

2 Posts
Cheryl Evans, JD, LL.M, is a senior investigator in the CFA Institute Professional Conduct program, which enforces the Code of Ethics and Standards of Professional Conduct of CFA Institute. She conducts investigations and handles hearings relating to CFA charterholders and members and is a member of the CFA Institute Future of Finance Team.

Cindy Kent

2 Posts
Cindy Kent is a director of investment performance standards at CFA Institute. She is responsible for developing, promulgating, and maintaining the GIPS standards. Kent's primary roles include managing the global adoption of and alignment of country-specific investment performance standards with the GIPS standards, developing educational and training products to promote the GIPS standards, and serving as staff liaison to the various committees addressing specific issues of the GIPS standards.

Claire Fargeot

14 Posts
Claire Fargeot is a former head of Standards and Financial Market Integrity at CFA Institute for the Europe, Middle East, and Africa (EMEA) region. She was responsible for leading CFA Institute efforts in advocacy, policy development, and regulatory outreach in EMEA.

Crystal Detamore

56 Posts
Crystal Detamore is a communications director at CFA Institute and a former columnist for Entrepreneur magazine.
Glenn Doggett, CFA, is a director of professional standards at CFA Institute. His responsibilities include providing member guidance in applying the ethical and professional conduct standards of CFA Institute. In addition, Doggett is a specialist in XBRL.
Graziella Marras is a former director of capital markets policy for the Europe, Middle East and Africa (EMEA) region at CFA Institute.

Iain McAra

1 Post
Iain McAra is a director of investment performance standards for the Europe, Middle East and Africa (EMEA) region at CFA Institute. He is responsible for leading CFA Institute activities in the EMEA region related to the GIPS standards, including managing and developing relationships with country sponsors and volunteers. McAra serves as a spokesperson, conducts outreach to industry stakeholders, and provides oversight on regional and technical committees and working groups.

Jamie Underwood

15 Posts
Jamie Underwood is a communications specialist at CFA Institute and former assistant editor of CFA Magazine.
Jason Voss, CFA, is a content director at CFA Institute, where he focuses on fixed income, behavioral finance, corporate finance, and quantitative methods. He is the author of The Intuitive Investor, and he also ran a successful blog titled What My Intuition Tells Me Now. Previously, Voss was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund. He holds a BA in economics and an MBA in finance and accounting from the University of Colorado. Topical Expertise: Behavioral Finance · Corporate Finance · Fixed Income

Jim Allen, CFA

41 Posts
Jim Allen, CFA, is head of Americas capital markets policy at CFA Institute. The capital markets group develops and promotes capital markets positions, policies, and standards.

John Rogers, CFA

12 Posts
John Rogers, CFA, is the former president and CEO of CFA Institute.

Jon Stokes, JD

17 Posts
Jon Stokes is the director of professional standards at CFA Institute. He is responsible for development and maintenance of the CFA Institute Code and Standards, as well as the design and management of the CFA Institute Ethical Decision Making training programs. Stokes holds a JD degree.
Jonathan Boersma, CFA, is head of Professional Standards and executive director of the GIPS standards at CFA Institute. He is responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice.
Josina Kamerling is head of regulatory outreach for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting CFA Institute's EMEA policy development, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.
Ken Robinson, CFA, CIPM, is a director of investment performance standards at CFA Institute. He helps maintain the GIPS standards by managing the interpretations process and developing guidance for new technical areas.
Kurt Schacht, JD, CFA, is managing director of the Standards and Financial Market Integrity division at CFA Institute, where he oversees all advocacy efforts and the development, maintenance, and promotion of the highest ethical standards of practice for the global investment management industry.

Laurel Teo, CFA

2 Posts
Laurel Teo, CFA, is director of society advocacy engagement at CFA Institute. She works with member societies in the Asia-Pacific region to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues.
Lee Kha Loon, CFA, is a former senior director of policy research at CFA Institute in the Asia-Pacific region.
Linda Rittenhouse, JD, is a director of capital markets policy at CFA Institute. She focuses primarily on issues related to investment products and investment regulation. Rittenhouse holds a JD degree.
Matt Orsagh, CFA, CIPM, is a director of capital markets policy at CFA Institute, where he focuses on corporate governance issues. He was named one of the 2008 “Rising Stars of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management.
Matt Waldron is a director of financial reporting policy at CFA Institute. He drafts position papers and comment letters, representing membership interests regarding financial reporting and disclosure proposals issued by the FASB, the IASB, and others. Waldron holds the Certified Public accountant (CPA) designation.
Mirzha de Manuel Aramendía is director of capital markets policy at CFA Institute. He is responsible for developing capital markets policy in the Europe, Middle East, and Africa (EMEA) region through education and research, developing policy papers, research projects, and regulatory consultations.
Mohini Singh is director of financial reporting policy at CFA Institute. She represents membership interests regarding financial reporting and disclosure proposals issued by the FASB, the IASB, and others. Singh holds the Associate Chartered Accountant (ACA) designation.
Nitin Mehta, CFA, is managing director for Europe, Middle East, and Africa operations at CFA Institute. He is based in London.
Padma Venkat, CFA, is director of capital markets policy at CFA Institute. She is responsible for promoting CFA Institute standards, policies, and positions in the Asia-Pacific region.

Paul Smith, CFA

6 Posts
Paul Smith, CFA, is managing director of Asia Pacific at CFA Institute. He has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.
Rebecca Fender, CFA, is director and project leader for the Future of Finance, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The project features significant research-based outputs including publications, events, media campaigns, tools, and other communications for financial executives, industry leaders, government agencies, financial regulators, CFA Institute societies and members, and the general public. Previously, she worked in the Education Division at CFA Institute, developing conference agendas and recruiting speakers, including overseeing the flagship Annual Conference. Prior to joining CFA Institute, Fender was a vice president at BlackRock, and she also worked at Cambridge Associates. She holds an AB in economics from Princeton University and an MBA from the Darden School at the University of Virginia.

Restoring Trust in Finance: Remember “It’s Always Someone Else’s Money”

Restoring Trust in Finance

The financial industry today faces a crisis of confidence that threatens its future. Without trust, markets don’t function properly and growth prospects are limited. So what can the financial industry do to change its trajectory? A panel at the 66th CFA Institute Annual Conference in Singapore, moderated by CFA Institute CEO John Rogers, CFA, provided some answers. Read more

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Rhodri Preece, CFA, is head of capital markets policy for the Europe, Middle East, and Africa (EMEA) region at CFA Institute. He is responsible for development and oversight of capital markets activities in the EMEA region, including content development, policy engagement and outreach. Rhodri formerly served as director of capital markets policy, focusing on issues related to primary and secondary market structures. He was named one of the “40 Under 40 Rising Stars of Trading and Technology” by Financial News.

Robin Willis

1 Post
Robin Willis is a program coordinator for the Global Investment Performance Standards.
Sandy Peters, CFA, is head of financial reporting policy and serves as spokesperson for CFA Institute to key financial reporting standard setters including the IASB, FASB, and the US Securities and Exchange Commission. She holds the Certified Public Accountant (CPA) designation.
Tony Tan, CFA, is head of the Standards and Financial Market Integrity division at CFA Institute in the Asia-Pacific region. He is responsible for leading CFA Institute efforts in advocacy, policy development, and regulatory outreach in the APAC region. Tan holds a DBA degree.
Vincent Papa, CFA, is a director of financial reporting policy at CFA Institute. He is responsible for representing the interests of CFA Institute on financial reporting proposals before the International Accounting Standards Board (IASB) and the US Financial Accounting Standards Board (FASB). Papa holds a PhD.