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

Alan Lok, CFA

17 Posts
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 global private wealth management at CFA Institute.
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.

CFA Institute

5 Posts

Cheryl Evans

2 Posts
Cheryl Evans, JD, LLM, is director of conferences in Educational Events and Programs at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute.

Cindy Kent

3 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

72 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.
Heda Bayron is a communications specialist at CFA Institute in Asia Pacific. She has more than 15 years of experience in corporate communications and journalism. Previously, Bayron was a communications consultant at the International Finance Corporation, a member of the World Bank Group, and a senior press officer at Asia Society in New York. She also worked with the Hong Kong Institute of Certified Public Accountants as deputy editor of its member magazine, A Plus, where she won a Society of Publishers in Asia award for Editorial Excellence in Business Reporting. Before that, Bayron was an assistant editor at Voice of America's Asia News Center in Hong Kong for more than seven years.

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.
Irene Cheung, CFA, CAIA, FRM, is director of Professional Standards for CFA Institute. Her responsibilities include promoting ethical and professional conduct standards in the Asia-Pacific region.

Jacob Bertram

1 Post
Jacob Bertram was the Future of Finance intern for CFA Institute in 2016. He is a senior at University of Central Missouri (UCM) and will receive a Bachelors in Business Administration with an emphasis in finance. Jacob is CEO of UCM’s student managed investment fund and is a CFA candidate.

Jamie Underwood

15 Posts
Jamie Underwood was 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, is head of Americas capital markets policy at CFA Institute. The capital markets group develops and promotes capital markets positions, policies, and standards.
John Bowman, CFA, is managing director and co-lead of education at CFA Institute. Previously, he served as head of Innovation and Product Solutions at CFA Institute, where he crafted and executed the vision for member engagement through multimedia products, social media, mobile delivery, and the MyCFA portal. Prior to joining CFA Institute, Bowman was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. He holds a BS in business administration from the University of Mary Washington.

John Rogers, CFA

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

Jon Stokes, JD

21 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

3 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.
Maiju Hamunen is an analyst for the Europe, Middle East, and Africa (EMEA) region in the Capital Markets Policy Group at CFA Institute. She is responsible for developing research projects, policy papers, articles, and regulatory consultations that advance CFA Institute policy positions. She is based in the Brussels office.
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.
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 former 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, is president and CEO of CFA Institute. He has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.
Peter M.J. Gross is an online content specialist for CFA Institute, where he manages blogs for the CFA Institute Annual Conference and European Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. His writing has appeared in The Finance Professionals’ Post and The Hook. He earned the Claritas™ Investment Certificate and holds a BA degree from Connecticut College.
Rebecca Arrington is a communications specialist at CFA Institute.
Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The initiative features publications, events, media campaigns, tools, and other communications for financial professionals, policymakers, 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.
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.
Sviatoslav Rosov, PhD, CFA, is an analyst in the capital markets policy group at CFA Institute. He is responsible for developing research projects, policy papers, articles, and regulatory consultations that advance CFA Institute policy positions, focusing on market structure and wider financial market integrity issues.
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.
Usman Hayat writes about sustainable, responsible, and impact investing and Islamic finance. He is the lead author of "Environmental, Social, and Governance Issues in Investing: A Guide for Investment Professionals", and the literature review, "Islamic Finance: Ethics, Concepts, Practice." He is interested in online learning and has directed three e-courses for CFA Institute: "ESG-100", "Islamic Finance Quiz", and "Residual Income Equity Valuation." The other topics he writes about are macro-economics and behavioral finance. Previously, he was a content director at CFA Institute. He has experience of working in securities regulation and as an independent consultant. His qualifications include the CFA Charter, the FRM designation, an MBA, and an MA in Development Economics. His personal interests are reading and hiking.
Vincent Papa, PhD, CPA, CFA, is 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). He is a member of the IFRS advisory council and ESMA Corporate Reporting Standing Committee, and a former member of the Financial Stability Board Enhanced Disclosure Task Force.