VOLUNTEER IMPACT

JUNE 2019

CONTENTS2 KEY HIGHLIGHTS ››

3 VOLUNTEER STRUCTURE ››

4 NETWORKS ››

5 CAREER DEVELOPMENT ››

6 QUALIFICATIONS ››

7 PROFESSIONALISM ››

8 AMBASSADORS ››

9 INCLUSION & DIVERSITY ››

10 MOVING FORWARD ››

11-14 VOLUNTEER HALL OF FAME ››

A YEAR OF

2

KEY HIGHLIGHTSThis membership year, volunteers have given CFA UK the ability to significantly meet its strategic goals:

• lifelong learning• advancing professionalism• connecting professionals

82 VOLUNTEER

GROUPS

2,637ATTENDEES AT EVENTS/WEBINARS DELIVERED BY VOLUNTEER GROUPS

50% OF ALL WEBINARS ORGANISED BY VOLUNTEER GROUPS

51LIVE EVENTS DELIVERED BY VOLUNTEERS

596CFA UK VOLUNTEERS SUPPORTING

12,200 MEMBERS

11,920*

HOURS OF TIME GIVEN

*based on each volunteer giving 20h/year

3

CONTENT STEERING COMMITTEE (7)

Author Series WG (5)

Brandes Essay Prize WG (3)

Behavioural Finance WG (3)

Career Opportunities WG (4)

Ethics Committee (12)

Eminent Speaker WG (3)

ESG Events WG (3)

Fintech WG (8)

Journalism Awards WG (8)

Practitioner Series WG (4)

Professional Investor WG (7)

Soft Skills WG (4)

Social Media WG (10)

Valuations Index WG (4)

PROFESSIONALISM STEERING COMMITTEE (13)

Charity Trusteeship WG (7)

Codes, Standards and Regulations WG (6)

Competition WG (8)

Fees Structure WG (6)

Financial Education WG (7)

Financial Reporting Committee (10)

Fund Objectives WG (4)

Investment Platforms WG (5)

MIFID II WG (6)

Pensions Expert Panel (8)

Stewardship WG (6)

USCITS WG (3)

Value for Money WG (8)

What were volunteers doing at CFA UK?

Please note: the numbers shown in brackets above indicate the number of volunteers in each group

NETWORKS STEERING COMMITTEE (11)

CFA UK Mentors (41)

Economic Capital SIG (2)

Energy Finance SIG (5)

Equity Analysts NGN (5)

Fixed-Income Portfolio Managers NGN (4)

FX SIG (1)

Inclusion & Diversity Committee (15)

Inclusion & Diversity Network Scotland (13)

Innovative Technologies SIG (3)

Manager Research SIG (5)

Mentoring WG (6)

Performance & Risk Measurement SIG (6)

Private Equity SIG (5)

Pub Meets & Activities WG (7)

Research Analysis SIG (4)

Scottish Committee (9)

SIG WG (4)

Social Impact Investing SIG (5)

Social Inclusion WG (7)

Value Investing SIG (5)

Wealth Management NGN (2)

BOARD AND EXECUTIVE COMMITTEES (14)

Disciplinary Committee (3)

Investment Committee (8)

IT Committee (10)

Fellowship Committee (5)

Finance Committee (5)

Management Committee (6)Nominations Committee (5)

Remuneration Committee (4)

Advisory Council (30)

Asset Owners Council (19)

Brexit Working Group (8)

Ethical Leadership Steering Committee (5) EDUCATION STEERING COMMITTEE (13)

Competency Framework volunteers (14)

Competency Framework WG (6)

ESG Panel (11)

ESG WG (14)

IMC Panel (25)

IMC Project Careers (5)

Learning & Development Panel (25)

CPD Policy WG (11)

University Outreach (29)

University Research Challenge Mentors, Judges, & Graders (25)

University Research Challenge WG (6)

VOLUNTEER STEERING COMMITTEE (12)

Ambassador Council (12)

Ambassadors (77)

KEY

WG – Working Group

SIG – Special Interest Group

NGN – Next Generation Network

VOLUNTEER STRUCTURE

4

IMPACT ON NETWORKS

19 SPECIAL INTEREST GROUPS

173 VOLUNTEERS RUNNING NETWORKS

Volunteer groups create opportunities for members to connect in meaningful ways.

26

3 WEBINARS

IMPACT

637 NETWORK EVENT ATTENDEES BUILDING CROSS-FIRM RELATIONSHIPS

LIVE EVENTS

3PIECES OF ONLINE CONTENT

OUTPUTS

MORE MEMBERS CONNECTING WITH LIKE-MINDED PEERS WITH SHARED INTERESTS

MEMBERS OF SPECIAL INTEREST GROUPS

1617INCLUSION AND DIVERSITY NETWORK MEMBERS

954NEXT GENERATION NETWORK MEMBERS

48

JAMES HOLLINSHEAD, CFA EVENT ATTENDEE

"The Pub Meets Networking

themed event organised by the Pub

meets and activities working group

offered a really practical guide to

the nuances of networking, that

might otherwise pass you by. ”

REBECCA MCCARTNEY, CFA, SOCIAL IMPACT INVESTING SIG

“I founded the Social Impact Investing SIG

in 2016. It’s been rewarding to see the high

turnout at events and the resources we’re

sharing well received by a growing SIG member

base. I’ve benefited personally by having the

opportunity to network with a diverse group

of CFA UK members and understand their

investment philosophies to inform my own

work in social impact investing.”

5

IMPACT ON CAREER DEVELOPMENT

15 GROUPS 85 VOLUNTEERS

Volunteer groups deliver career development and continuing education to members using their own experience, knowledge and connections through a programme of events, webinars and online content.

24

11 WEBINARS

IMPACT

1,805MEMBERSACCESSING PROFESSIONAL DEVELOPMENT OPPORTUNITIES

HARSHA BORALESSA, CFA, SOFT SKILLS WORKING GROUP

" I am really interested in the

whole soft skills area and I

found, in my working life,

that the more senior you get, the more

important soft skills are. Volunteering

has allowed me to bring a series of soft

skills live events and webinars to

the membership."

ROBERT EDWARDS, CFA, EVENT ATTENDEE

“I’ve been to hundreds of presentations and

lectures during my career and the Bankers

and Bolsheviks event, organised by the

Authors Series working group, was one of

the best. The speaker clearly had a passion

for and knew his subject area extremely well.”

LIVE EVENTS

13 PIECES OF ONLINE CONTENT

OUTPUTS

6

IMPACT ON QUALIFICATIONS

14 GROUPS 199 VOLUNTEERS

Volunteer groups ensure investment professionals have the relevant knowledge and skills to meet their clients’ needs.

OUTPUTS

CONTINUED REVIEW AND DEVELOPMENT OF IMC SYLLABUS

REVIEW OF ALL IMC EXAM QUESTIONS

SUCCESSFUL DEVELOPMENT OF A NEW ESG QUALIFICATION SYLLABUS

DELIVERY OF THE GLOBAL CFA UNIVERSITY RESEARCH CHALLENGE

IMPACT

5000 INVESTMENT PROFESSIONALS ACTIVELY LEARNING THROUGH THE IMC

ANOTHER 1112 CERTIFIED IMC PROFESSIONALS BRINGING EXCELLENT BENCHMARKED KNOWLEDGE TO THE INDUSTRY

57 FIRMS INVESTED IN ESG BY SIGNING UP TO THE ESG PILOT

BEN HARROP, IMC CANDIDATE

“Taking the IMC qualification has allowed me

to unpick the language of the sector almost

straight away. When I first started in the sector

I was a little bit muddled, but learning some of

the language around the industry was really

helpful in doing my day job.”

BEN TROKE, CFA, IMC PANEL

"Whilst volunteering on the IMC

panel allows me to do my bit to

support the Society, I also see

it as a CPD opportunity, since it

requires me to stay up to date

with the areas I am a subject

matter expert on."

7

IMPACT ON PROFESSIONALISM

14 GROUPS 97 VOLUNTEERS

Volunteer groups influence policy makers and drive public awareness on the industry issues that matter to our membership.

OUTPUTS

9

2 LIVE EVENTS

1 WEBINAR

CONSULTATIONS, WHITEPAPERS, REPORTS (PLUS 5 IN PROGRESS)

IMPACT

INCREASED AWARENESS OF KEY ISSUES TO WIDER SECTOR THROUGH INCREASED PRESS COVERAGE

GREATER VISIBILITY OF CFA UK AS AN EXPERT VOICE IN THE SECTOR

SEJUTY CHOWDHURY, CFA, FEES STRUCTURE WORKING GROUP

"I got involved with the fees structure

working group because it’s interesting and

relevant to the work I do. I feel the asset

management industry is entering a new

innovation phase in terms of fees structure

and I wanted to get involved. It helps me

understand a part of my job which revolves

around portfolio risk and return.”

JOE STEIDL, CFA, VALUE FOR MONEY WORKING GROUP

"It was fulfilling to know

we had done something to

move forward education on

a very important concept in

our industry. Not only that,

but it has enlightened my

perception and improved the

way I view things in my own

professional capacity."

8

IMPACT ON AMBASSADORS

89 AMBASSADORS 53 FIRMS REPRESENTED BY AN AMBASSADOR

Ambassadors build supportive CFA communities within their firms and champion professional excellence on behalf of CFA UK. They are overseen by the Ambassador Council.

IMPACT

INCREASED GROWTH OF IN FIRM CFA COMMUNITIES

INSTRUMENTAL IN DRIVING FIRM INTEREST IN ESG QUALIFICATION

SUPPORTED CANDIDATES FOR CFA PROGRAM SUCCESS

MAKING CONNECTIONS ACROSS THEIR FIRM AND AT EVERY LEVEL

SAM BETHA, CFA, AMBASSADOR COUNCIL

“The Ambassador Council has given me the opportunity to connect with passionate like-minded CFA charterholders, candidates wand IMC members, and, through them, engage with members in firms across the UK to support the building of a strong community that drives integrity, quality and professionalism.”

9

IMPACT ON INCLUSION & DIVERSITY

3 GROUPS 32 VOLUNTEERS

Volunteers in London and Edinburgh dedicated to raising awareness, and championing the importance of, inclusion and diversity in the investment industry.

OUTPUTS

6 LIVE EVENTS

1 WEBINAR

IMPACT

INCREASE IN NETWORK MEMBERS

95%

KAROLINA NOCULAK, CFA, INCLUSION & DIVERSITY SCOTLAND

"Our Network works with the industry

towards the goal of increasing diversity

in the investment profession here in

Scotland. There is a growing awareness

and recognition of the benefits that come

from having a diverse and balanced team.

Progress has been made, but we clearly

have more work to do and welcome

volunteers who share our belief in

‘diversity dividends'."

TINASHE TANDE, CFA, INCLUSION & DIVERSITY COMMITTEE

“It is of critical importance that the asset

management industry is a reflection of the

society that we live in. Being a volunteer with

the Inclusion & Diversity committee allows

me to share this passion and belief with other

likeminded individuals. Together, we work to

raise awareness about changes that we want

to see in the industry and hopefully make a

difference for future generations."

MEMBERS CONNECTED ON DIVERSITY ISSUES

954

10

GOING FORWARD INTO THE NEW MEMBERSHIP YEARThe Volunteer Steering Committee, working with CFA UK staff, want to ensure that every volunteer at CFA UK has an excellent and meaningful experience. 2019/20 will see:

MORE VISIBLE IMPROVEMENTS TO HOW VOLUNTEERS ARE RECRUITED

AND REWARDED

GREATER VISIBILITY OF OUR VOLUNTEER GROUPS

NEW

VOLUNTEER ONLINE COMMUNITY

INTRODUCTION

OF EXCLUSIVE TRAINING PROGRAMME FOR VOLUNTEERS

BETTER COMMUNICATION AND INFORMATION FROM THE STAFFED OFFICE

11

2018/19 VOLUNTEER HALL OF FAMEA

Aamir Ansari, CFAAashik Shah, CFAAbbie Llewellyn-WatersAbraham HarrisAdam Forsyth, ASIPAde Roberts, CFAAdrian Clark, CFAAgha Ali Murtaza Qazilbash, CFAAhmed SalehAhmed Sule, CFAAkshay Shah, CFAAlan DoranAlan Higgins, CFA, ASIPAlan Langworthy, CFAAlan Livsey, CFAAleksander WrobelAleksandr Brilkov, CFAAlex Koriath, CFAAlex Searle, CFAAlexander Beecraft, CFAAlexander Bogdanovskij, CFAAlexander Lennon-Smith, CFAAlexander Schoenfeldt, CFAAlexandra Altinger, CFAAlexandra Dobra-KielAlexandra Haggard, CFAAlexandra Ivanova, CFAAlexandra Jackson, CFAAlexei Gofman, CFAAlexey Persits, CFA

Alexis TaylorAlfonso RicciardelliAli Alqadhi, CFAAlice YinAliki Rouffiac, CFAAlison ThomasAlistair Byrne, CFAAlix Chan, CFAAljona GalatenkoAmanda Das, CFA, ASIPAmanda YoungAminul Islam, CFAAmitabh JainAndrea Leon, CFAAndreas Nagstrup, CFAAndrew ClareAndrew Gellatly, CFAAndrew Harradine, ASIPAndrew Liau, CFAAndrew LimberisAndrew Mulliner, CFAAndrew Neville, ASIPAndrew Smith, CFAAndrews ParkerAndrey Kuznetsov, CFAAnett Galosfai, CFAAngelos Pampos, CFAAnita McbainAnna Salim, CFAAnnabel Gillard, CFAAnnalisa Caresana, CFAAnne Marden, CFA

Anne Richards, FSIPAnsumana Bai-MarrowAntonios Zarmakoupis, CFAAntony Foster, ASIPArtem ChubarovArturo Mengual Garcia, CFAArvind SabharwalAshley-Jane Kitchen, CFAAsif Jeevanjee, CFA

B

Belinda Hue, CFABen Kottler, CFABenedict Yung, CFABenjamin ElvidgeBenjamin Jones, CFABenjamin Reilly, CFABenjamin Troke, CFABenjamin Yeoh, CFABernard Coady, CFABhanu Dhanjal, CFABixuan XuBo Huang, CFABojana Bidovec, CFABrad Beardsell, CFABrian Brosnan, CFABrian SnowdonBrishni Mukhopadhyay, CFABruce Miller, CFABruno Dhoosche, CFA

A thank you from the Chair of the CFA UK Board to everyone who gave their time as a volunteer from July 2018 to June 2019.

DANIEL MURRAY, CFA, CFA UK BOARD CHAIR

“Volunteering is an essential and meaningful activity at CFA UK. I have been impressed by the ever increasing number of members choosing to get involved and I am delighted by the impact they have made to further CFA UK's mission. Thank you.”

1/4

* this list is accurate as of 1 May 2019

12

HALL OF FAMEC

Cameron Falconer, CFACamilla Karlsson, ASIPCan Esenbel, CFACarlo Pagni, CFACarlos Salas, CFACarlotta GiaccheCarole GibsonCarolina Jose Martinez ArevaloCaroline Connell, CFACatherine Simmonds, CFACatherine Wearmouth, ASIPCharles Carter, CFACharles Glah, ASIPCharles Sandberg, CFACharlie WaltersCharlotte Smith, CFAChi Hang Li, CFAChinh GrantChipo MasosoChris StearsChris Whitcombe, CFAChrisoula Karatzouni, CFAChristian Burgin, CFAChristian Schmidt, CFAChristian Von Canstein, CFAChristina Frikkee, CFAChristina Rulfs, CFAChristoph Volker Schon, CFAChristopher Bailey, CFAChristopher CoyleClaire Gallagher, CFAClarissa Hauptmann, CFAClaudia Gollmeier, CFAColin McLean, FSIPCorey Cook, CFACourtney Russell Thompson, CFACraig Heron, CFACynthia Cardosa

D

Dale Hubber-Richard, ASIPDamien Lardoux, CFADana DayDaniel Callan, CFADaniel Drain, CFADaniel Murray, CFADario MaglioneDavid Adkins, CFADavid Baumslag, CFADavid Bertocchi, CFADavid Clarke, CFADavid Frank, CFADavid McClean, CFADavid NevillDavid Porter, ASIPDavid ScallyDavid SemayaDavid Semmens , CFADavid WitzerDean Cook, CFADeborah ClarkDeborah FisherDenis De Montigny, CFADharmesh Jagatia, CFADiana Monica Olteanu, CFADimitrios SiakavarasDivay Malhotra, CFADominic Fisher, ASIPDominic RossiDong Liu, CFADouglas Barton, CFADustin GamradtDylan Smith, CFA

E

Edmund Carver, CFAEdmund Phillips, CFAEdward Caplin, ASIPEilidh AndersonEirian Jones, CFAElena Koycheva, CFAElena Petrishyna, CFAElisa ListeEliza DungworthElizabeth Desmond, CFAElliott Char, CFAEmilie NesEmma LuptonEmma PennyErzsébet Barra, CFAEsther Akinwolemiwa, CFAEsther Perkins, CFAEsther Watt, CFAEunice Zhu, CFAEvangelos KaratzasEwan McAlpine

F

Fadi Freiha, CFAFedra Dell'Aquila, CFAFelix Chi Yan Chung, CFAFenil Shah, CFAFionnuala O'GradyFolake Anjorin, CFAFrancesca BrindisiFrancis Chua, CFAFrank Ducomble, CFAFraser Lundie, CFAFrederick Nieto, CFAFrederico Cox, CFA

G

Gemma Game, CFAGemma GoveGeorge Birch George WheelerGeorgios SiaperasGerry Fowler, CFAGideon Smith, CFAGildas Ehrmann, CFAGiles ThomasGiorgio Abraini, CFAGiulio Renzi RicciGiuseppe CaioneGlenn DoggettGraham Cook, CFAGregor Morris, CFAGregory Collett, CFAGregory Halton, CFAGus BadranGuy Stern

H

Habib Subjally, ASIPHaig Bathgate, CFA, ASIPHanna Mazur, CFAHarry ThaparHarsha Boralessa, CFAHelen Thomas, CFAHelena Eaton, CFAHilary Eastman, CFAHishendhra Ravindra, CFAHoi Yee Wong, CFA

I

Iain Sutcliffe, CFAIan Coombey, ASIPIan KingIan Paczek, CFAIan Sealey, CFAIgnacio Morais Lopez, CFAIlan Heimann, CFAIldar Davletshin, CFAIndre Lisauskaite, CFAIoannis KaparakisIsaac Tabner, CFA, ASIPIvana Miladinovic, CFAIvo Alexandre Batista, CFA

J

Jack Edmondson, CFAJacob Deppe, CFAJacquie HoneyballJaida AmerJames Ashworth, CFAJames BevanJames Cluni, CFA, ASIPJames Crombie, CFAJames Deuphaugh, ASIPJames Dolman, CFAJames Duberly, CFAJames Edwards, CFAJames Esland, CFAJames Hollinshead, CFAJames Innes, CFAJames Irving, CFAJan IlettJane Coffey, ASIPJane Elizabeth Morel, CFAJane Fuller, FSIPJanet Mui, CFA

2/4

* this list is accurate as of 1 May 2019

13

Jason Baran, CFAJaspal Singh Dhillon, CFAJean-Louis Morcos, CFAJean-Paul Carbonnier, CFAJean-Pierre Charmaille, CFAJeffrey Casson, CFAJens Van EgmondJenya Brown, CFAJessica Wilson, CFAJialin Shen, CFAJialu Jiang, CFAJingyuan Hu, CFAJoanna McIntyre, CFAJoanna NolanJoe FordhamJoel Kahil, CFAJohn Brosnan, CFAJohn Christy, CFAJohn Citron, CFAJohn Greaves, CFAJohn Horrell, CFAJohn WongJonatan Jalfin, CFAJonathan Davies, CFAJonathan Francis, CFAJonathan GroomJonathan Kay, CFAJonathan Parker, CFAJose Carlos Moron IraculisJosef Steidl, CFAJoseph Biernat, CFA, FSIPJoseph Little, CFAJoseph McGann, CFAJoshua KendallJosiane FanguinovenyJoy YangJulia CarterJulien Cuisinier, CFAJuskurran Hothi, CFA

Justin Craib-Cox, CFAJustin Kew, CFAJustin Onuekwusi, CFAJustin Thomas, CFAJustin Ukrainski

KKalina Aleksandrova Karolina Noculak Kateryna Kalashnikova Katharine JalbertKatherine Davidson Katherine Green Kathleen Dewandeleer Kathleen HughesKathrin Goretzki Keith Bonin Keith Burdon Keith CookeKeith MacKay Keith Tomlinson Kelli Elmer Kelly ChildsKen VolpertKerry McCabeKevan Salisbury Kevin CarterKing Yan Janet Mui Kirren Sihota Klaus Paesler Konstantinos Stergiou Kumaran Perinpanathan

L

Lais Guerra, CFALan Wu, CFALaura Farish

Laura Fauvel, CFALaura WhiteheadLaurence Beard, ASIPLaurence Gagen, CFALewis Neill, CFALina Lee, CFALindsay Middleton, CFALindsay Tomlinson, OBE, FSIPLindsey Matthews, CFALior Katz, CFALoba Van Der BijlLuca Dal Mas, CFALucie WeigelLucy CourtenayLucy MacDonald, ASIPLucy O'CarrollLudmila Nola, CFALuke DamiralLydia Ofori Akuoko, CFALynne Lamont, ASIP

M

Mahmoud El-Shaer, CFAMairead O'Dowd, CFAMandeep Khasriya, CFAMarcus Sonntag, CFAMaria ChakiathMaria Luisa Virseda, CFAMaria Van Dijken, CFAMaricar ObietaMarie-Benedicte Senou Rouge, CFAMarie-Josée TettiMarietta Miemietz, CFAMarina AlekseenkovaMarina CorsiniMariya MusatovaMark Beveridge, CFAMark Burgess, ASIP

Mark David Hodges, ASIPMark FawcettMark Harrison, CFA, ASIPMark Watts, CFAMark Watts, CFAMarshall Bailey, OBE, CFAMartin Anastasov, CFAMary Kenny-MothMary-Ann Chang, CFAMary-Patricia Hall, CFAMassimo CatucciMatthew Harding, CFAMatthew Jones, CFAMatthew Lonergan, CFAMatthew Tait, CFAMatyas Horak, CFAMax Cawthorn, CFAMax Hilton, CFAMaxine Wille, CFAMelwin MehtaMichael Bedford, CFAMichael Bell, CFAMichael BennettMichael O'Brien, CFAMichael Oyebola, ASIPMichael Sneyd, CFAMichal BartekMichalis-Dimitrios Rikos, CFAMichelle ChenMichelle McGregor Smith, CFA, ASIPMike BuckleMiles Galaska, CFAMinesh Gajjar, CFAMiren-Edurne De Frutos BallesterosMohammad Ali Raja, CFAMohammad Azami, CFAMonica Filkova, CFAMoshudi FasanyaMuhammad Salman, CFA

N

Nakul VishvanathNastazia Galiouna, CFANatalie WinterFrost, CFANataliia GaidarenkoNataliia Lipikhina, CFANeha Arora, CFANeil BrownNeill Clark, CFANeiloy Ghosh, CFANeriman Eser Torun, CFANiall Holleran, CFANicholas BarrowNicholas McLoughlin, CFANicholas Moakes, CFANicholas PaisnerNicholas Rakowski, CFANicola WallisNicolas Roche, CFANicolas Trindade, CFANigel Sydenham, CFANikola TchouparovNikolaos Giannoulis, CFANoelle Cazalis, CFA

O

Olga HibezhOliver Gottlieb, CFAOliver MacArthurOliver Sherman, CFAOlivier Staub, CFAOlufunmilayo Akinluyi, CFAOmar Kodmani, CFAOriana Mezini, CFAOsman Ghani, CFAOvidiu Patrascu, CFA

HALL OF FAME 3/4

* this list is accurate as of 1 May 2019

14

P

Pablo Enrique Jorge Aymerich, CFAPadmesh Shukla, CFAPasarn Intarangsi, CFAPatrick McKenna, CFAPatrick Rudden, CFAPaul AbberleyPaul Bisping, CFAPaul Cutter, CFAPaul Evans, CFAPaul LeePavel Fedorov, CFAPeter Harrison, ASIPPeter Smith, CFAPeter Williamson, CFAPeter WilsonPeter Yu, CFAPhil BrettPhoebe BloomfieldPhuong DoanPradeep Pratti, CFAPriyanka Chandran, CFAPryesh Emrith, CFAPuja Schams, CFA

R

Rachel AllanRachel Hill, CFARachel Russell, CFARahat Allana, CFARahul Bhargava, CFARaj Darbari-Linares, CFARaj ShahRajesh Solanki, CFARaphaelle Moysan, CFARebecca McCartneyRhodri Preece, CFA

Richard Dunbar, CFA, ASIPRichard Fernand, CFARichard Gill, CFARichard Rothwell, ASIPRichard SaundersRichard SimmonsRichard Sloss, ASIPRichard Stark, CFARichard Willoughby, CFARichard Wilmot, ASIPRita MacDonald, CFARobert Jurkowski, CFARobert Servideo, CFARobert Treich, CFARobert Warren, CFARobin BarnwellRobin Black, CFARobin CreswellRobin Thakur, CFARod McPheeRoderick Wallace, CFARoger McCormickRonald Sabel, CFARonan Langford, CFARoss LorimerRuslan Akhmetshin, CFARuvimbo Nyangoni

S

Saad SoomroSachi ThakkarSaker NusseibehSaket Modi, CFASam Lynton-Brown, CFASamson Ogunsami, CFASamuel Betha, CFASamuel Carver, CFASandaruwani De Silva, CFASangeeta Chawla, CFA

Sarah AllenSarah Gill Heginbotham, CFASarah MatthewsSarah Maynard, ASIPSarah ThwaitesSarah Watters, CFAScott Tindle, CFASebastian PatuleaSejuty Chowdhury, CFAShanaka Katuwawala, CFASimon Barnard, CFASimon Baxter, CFASimon CaufieldSonali Punhani, CFASophie Haas, CFASophie Huang, CFASophie Huynh, CFASophie Moore, CFASruthi Srinivasan, CFAStefano Basurto, CFAStelian Mitu, CFAStephan Mahnke, CFAStéphane Raulois, CFAStephanie BarnettStephanie KellyStephanie Niven, CFAStephen Dowds, ASIPStephen Kemp Ikle, CFAStephen Maher, CFAStephen O'Neill, CFAStephen Snaith, CFAStephen Wackerle, CFAStephen White, CFASteve ThomasSteven Hawes, CFAStuart Fiertz, CFASusan Fernando, ASIPSusan McDonald, CFASuzanne Hsu, CFASylvia Solomon

T

Tao Li, CFATaotao Xing, CFATarik Ben-Saud, CFAThai Le, CFAThomas Chinery, CFAThomas Maskrey, CFAThomas Peberdy, CFAThomas Wilson, CFATimothy Nuding, CFATimothy Scholefield, ASIPTimothy Wong, ASIPTimur BekenovTinashe Tande, CFATing-Ya Chang, CFAToby Suen, CFATouiti Marie-Bornand

V

Vanessa MacGregorVarun Nagarajan, CFAVictoria Thompson, CFAViktoria GirdenyteVinay Kaura, CFAVishal Bhatia, CFAVishrut Chatrath, CFA

W

Wei-Cheng HungWeiyen Hung, CFAWill RobertsWilliam Harer, ASIPWilliam Nott

X

Xiao Cai, CFAXiao Ma, CFAXinyao Huang, CFA

Y

Yana Stunis, CFAYanqiu Zhong, CFAYanrong Wang, CFAYenni LeightonYonnie KasigiYuping Duan, CFAYusuf Samad, CFA, FSIP

Z

Zoe HutchisonZola Terbish

HALL OF FAME 4/4

* this list is accurate as of 1 May 2019