2016 Speakers

Professor Muhammad Yunus is a Nobel laureate, social entrepreneur, banker, and economist. He is the founder of Grameen Bank and of more than 50 other companies in Bangladesh. Professor Yunus was awarded the 2006 Nobel Peace Prize for founding Grameen Bank and is the recipient of 112 awards from 26 countries, including state honors from 10 countries. He is one of seven individuals to have received the Nobel Peace Prize, the United States Presidential Medal of Freedom and the United States Congressional Gold Medal. He holds 55 honorary degrees from universities across 20 countries. Professor Yunus was named “one of the greatest entrepreneurs of our time” by Fortune and was listed as one of the top 12 business leaders in Asia by TIME. He has appeared on the Oprah Winfrey Show, the Daily Show with Jon Stewart, the Colbert Report, Real Time with Bill Maher, Hardtalk, and the Simpsons. Professor Yunus has also appeared on the cover of TIME, Newsweek, and Forbes.

Virginie Maisonneuve, CFA is the founder and managing director of Maisonneuve Global Advisors. Previously, she served as a managing director and chief investment officer of equities at PIMCO, as head of global equities and director at Schroders, and as co-chief investment officer and director at Clay Finlay. Ms. Maisonneuve also managed various equity mandates at Batterymarch, State Street Research, and Martin Currie. She began her career in Beijing, working for the French Ministry of Foreign Affairs and the Chinese government. Ms. Maisonneuve serves as a director of Notting Hill Digital, chair of the CFA UK Women’s Network, and a member of the advisory council of the International Crisis Group. She is a high-profile public speaker and has been featured on BBC, CNN, and CNBC. Ms. Maisonneuve holds an MBA from ESLSCA.

Sony Kapoor is director of Re-Define, an international think tank, and CEO of Court Jesters Consulting. He is an economist, financial sector expert, and development practitioner. Previously, Mr. Kapoor was a senior visiting fellow at the London School of Economics and a strategy adviser for its Systemic Risk Centre. He was also a special adviser to the UN Environment Programme on green finance. Mr. Kapoor is a member of the World Economic Forum’s Global Agenda Council on the Future of Insurance & Asset Management. As a former investment banker, he has contributed substantially to improving public policy and reforming finance. Mr. Kapoor is a graduate of the London School of Economics, the University of Delhi, and the Indian Institute of Technology.

Tomas Sedlacek is a chief macroeconomic strategist at Czech commercial bank CSOB and is the author of Economics of Good and Evil: The Quest for Economic Meaning from Gilgamesh to Wall Street (Oxford University Press, 2011), which was translated into 17 languages and received the German “Wirtschaftsbuchpreis” award at the Frankfurt Book Fair for its original philosophical contribution to economics. Early in his career, he served as an economic adviser to Czech president Václav Havel and as a member of the National Economics Council, advisory body to the Czech Prime Minister. Mr. Sedlacek is a member of the Program Council for New Economic Thinking of the World Economics Forum. He lectures at Charles University and sits on boards of many non-profit organizations. Mr. Sedlacek also works as a columnist for a leading Czech economic daily.

Léa Dunand-Chatellet is equity chief investment officer at Mirova. Previously, she was partner–portfolio manager and head of ESG research at Sycomore Asset Management. Ms. Dunand-Chatellet started her career at Oddo Securities in the extra-financial department research. Within the asset management industry, she developed a pioneer model of extra-financial ratings and processed the integration of sustainable issues in the portfolios. In a broader framework, Ms. Dunand-Chatellet is a member of different committees and, every year, teaches specific courses dedicated to responsible investment in leading business schools. She co-wrote the last reference publication from Ellipse in 2014: “ISR et Finance Responsible.”

Steven Maijoor is chair of the European Securities and Markets Authority (ESMA), where he is responsible for representing ESMA and chairing its board of supervisors and management board. Previously, he was managing director at the Netherlands Authority for the Financial Markets (AFM), where he was responsible for capital market supervision, including financial reporting and auditing, prospectuses, public offerings, and the supervision of the integrity of financial markets. Before joining the regulatory world, Dr. Maijoor was the dean of the School of Business and Economics at Maastricht University and pursued a long career in academia, which included a variety of positions at Maastricht University and the University of Southern California. He has a master’s degree in business economics from the University of Groningen, was a research student at the London School of Economics, and holds a PhD in business economics from Maastricht University.

Gary Baker, CFA, is managing director of Europe, the Middle East, and Africa (EMEA) at CFA Institute. He has been engaged in financial market investment research for the past 30 years, with a successful track record in a wide range of sell-side strategic, analytic, and management roles across Europe, Asia, Australia, and the United States. Mr. Baker held a number of global roles at Merrill Lynch, including managing director and chief European equity strategist. He also served as managing director and deputy head of equity research at Jefferies. Mr. Baker holds a master’s degree in geography from Cambridge University.

Freya Beamish is a senior economist at Lombard Street Research (LSR), where she covers China and Japan and contributes to US and UK stories. Previously, she was responsible for tracking major Asia-Pacific economies, including China, Japan, South Korea, and Australia, at LSR. Ms. Beamish edits LSR’s “Global Leading Indicators” publication and contributes to the firm’s “UK Outlook” publication. She is a regular commentator in TV and print and presents her ideas at conferences worldwide. Ms. Beamish studied at Peking University and Beijing Language and Culture University and holds an MSc in economics from the London School of Economics and an MA in economics and law from Edinburgh University.

Boris Bernstein, CFA has been a member of the board of the German CFA Society since 2014. Boris manages principal investments for a Munich-based family office. Previously he was a leading member of the private equity team at Allianz Capital Partners in Munich, as well as a top rated analyst in Investment Research at Goldman Sachs in London. He is also the chairman of the German Schools and Scholarships Committee for Harvard College. He is married with three children.

Mark-Jan Boes is the head of investment strategy and research at ABN AMRO Pension Fund. He is also assistant professor in the finance department of VU Amsterdam. Mr. Boes’s current professional activities are focused on asset-liability management, strategic asset allocation, optimal portfolio selection, derivatives, pension system design, and fixed income. Prior to working for ABN AMRO Pension Fund, he was senior portfolio manager and senior research analyst at ABN AMRO Asset Management. In his academic role, Mr. Boes teaches courses on fixed-income derivatives and institutional investments in several master’s programs. Part of his research is published in the Journal of Financial and Quantitative Analysis. Mr. Boes holds a master’s degree in econometrics from Erasmus University Rotterdam and a Ph.D. in finance from Tilburg University.

David M. Brear is the cofounder and CEO of 11:FS. Previously, he served as chief thinker at Think Different Group, as owner at R&D Digital, and as global director of digital banking and EMEA director of digital banking at Gartner. Mr. Brear also held several positions at Lloyds Banking Group, including serving as the lead mobile and tablet user experience and designer and as the head of site design and user experience. He was the senior strategic e-commerce development manager at Halifax and held several roles at Aviva, including web operations relationship manager, e-channels propositions senior manager, and online marketing senior manager. Mr. Brear holds several technology degrees from the University of East Anglia.

Randy Cass, CFA, is CEO, founder, and portfolio manager at Nest Wealth. Previously, he managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Global Asset Management. Mr. Cass’s previous company, First Coverage, won multiple awards as a top start-up. He also hosted Market Sense on BNN. Mr. Cass holds an HBA degree in business from the University of Western Ontario, an LLB degree from the University of Toronto, and an MBA degree from the Richard Ivey School of Business at the University of Western Ontario.

Liam Halligan is editor-at-large of Business New Europe. He is also an economics commentator for Telegraph Media Group, an adviser/strategist for New Sparta Group, and the author of a weekly “Economics Agenda” column in the Sunday Telegraph. Previously, Mr. Halligan was the Moscow-based chief economist at Prosperity Capital Management and cofounder of the Russian–European Centre for Economic Policy and Russian Economic Trends. He was also a political correspondent for the Financial Times and an economics correspondent for Channel 4 News. Mr. Halligan holds a degree in economics from the University of Warwick and an MPhil in economics from St Antony’s College, Oxford University.

Jacco Heemskerk, CFA, serves as an executive board member at Royal Bank of Scotland Netherlands (RBS NL) Pension Fund. He started his career as management trainee at ABN AMRO and held various positions in the Dutch domestic division. Mr. Heemskerk has also served as a junior investment manager for RBS’s private equity department for small and medium-sized enterprises. Following that, he was project manager of pensions, in which role he introduced defined contribution plans and annuities. He has worked in ABN AMRO’s corporate and investment banking division and held positions as a relationship banker for global clients, sector banker for healthcare, and investment banker for energy and natural resources. Mr. Heemskerk was the head of energy and natural resources for RBS NL and worked as a senior banker until he became the managing director of the Stichting Pensioenfonds RBS Nederland. He serves as president on the board of CFA Society Netherlands and is a non-executive board member of the NV OMU. Mr. Heemskerk graduated from the Erasmus University in Rotterdam and holds a master degree in economics.

Antti Ilmanen is a principal at AQR, where he manages the Portfolio Solutions Group (which advises institutional investors and sovereign wealth funds) and develops the firm’s broad investment ideas. Previously, he served as a senior portfolio manager at Brevan Howard, a macro hedge fund, and in a variety of roles at Salomon Brothers/Citigroup. Dr. Ilmanen began his career as a central bank portfolio manager in Finland. Over the years, he has advised many institutional investors, including Norway’s Government Pension Fund Global and the Government of Singapore Investment Corporation. Dr. Ilmanen has published extensively in finance and investment journals and has received the Graham and Dodd award and the Bernstein Fabozzi/Jacobs Levy award. He wrote the book Expected Returns, a broad synthesis of the central issue in investing. Dr. Ilmanen earned his master’s degrees in economics and law from the University of Helsinki and his PhD in finance from the University of Chicago.

Nelson J. Lacey, CFA, is a professor of finance at the Isenberg School of Management at the University of Massachusetts and serves as the director of examinations for the Chartered Alternative Investment Association (CAIA). He has been with the CAIA Association since its inception and, as CAIA’s first director of program, was part of a small team that launched the association. Professor Lacey’s academic work has led to over 50 publications in finance and economics, and his work in interest rate risk management and control led to the development of higher-order closed-form solutions for duration and convexity. His corporate finance textbook is now in its seventh edition. Professor Lacey was part of a consortium of academics that assisted in the establishment of a business school at the Jagiellonian University in Kraków, Poland, and he has held visiting academic positions in Poland, Greece, and Portugal. He earned his MBA from Arizona State University and his PhD in finance from Pennsylvania State University.

Kate Lander, CFA, is chief learning officer at Fitch Learning, where she is responsible for leading the business to identify, define, and build strategic learning and development solutions for corporate and individual clients. Prior to joining Fitch Learning, she was head of education for EMEA at CFA Institute; she started her career as an accountant before moving into education and becoming a financial trainer specialising in taxation, asset management, and investment topics. Ms. Lander also served at Northern Trust Global Investments as a product manager covering securities lending and fixed income before becoming head of international fixed income, securities lending. She is a Chartered Accountant (ACA).

Frederic P. Lebel, CFA, is co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A. Previously, he was an executive vice president at Lombard Odier & Cie, where he was in charge of hedge fund investments, after having worked as an assistant to Philippe A. Sarasin, CFA, one of the bank’s managing partners. Mr. Lebel began his career in the equity division of Morgan Stanley in New York City before moving to London. He served as founding co-chair and then chair of the European Advocacy Committee and founding chair and member of the Capital Markets Policy Council at CFA Institute. Mr. Lebel is currently the chair of the CFA Institute Board of Governors and previously served as chair of the Planning Committee. A past recipient of the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice, he holds undergraduate and graduate degrees in finance and accounting from the University of St. Gallen.

Adam Longenecker is director of quantitative research and strategy at EPFR Global. He also coauthors EPFR’s weekly chartbook research. Previously, Mr. Longenecker founded AHL Investment Resources, which specializes investment research for the hedge fund, pension fund, and insurance industries. He also was an analyst at Deutsche Bank. Mr. Longenecker holds a degree in history and international relations from Centre College and a master’s in finance degree from the University of Florida.

Barry Schachter is former chief risk officer at 40 North Management. Previously, he led the risk management teams of several hedge funds, serving at Woodbine Capital, Moore Capital, Balyasny Asset Management, SAC Capital, and Caxton Associates. Dr. Schachter also worked on the sell side in the market risk management group at Chase Manhattan Bank and served as acting director of research at the US Commodity Futures Trading Commission. He also worked at the US Comptroller of the Currency and held academic roles at Rutgers University, Simon Fraser University, and Tulane University. Dr. Schachter also had visiting faculty appointments at the University of Utah, the University of Pennsylvania, and Georgetown University and was a visiting researcher at the International Monetary Fund. Dr. Schachter is a fellow of the Master of Science Program in Mathematics in Finance at the New York University Courant Institute of Mathematical Sciences and a research associate at EDHEC Business School. He is a member of the advisory board of the International Association for Quantitative Finance, a senior adviser to Rixtrema, and a member of the editorial board of the Journal of Derivatives. Dr. Schachter holds a BS in economics from Bentley University and an MA and a PhD in economics from Cornell University.

Pieter van Putten, CFA, is the founder of Cassia Capital BV, an investment management consultancy firm focusing on project and interim work in the fund management industry. Previously, he served as managing director at APS Asset Management (a China-focused investment manager), as CEO of Aviva’s Morley Fund Management (Singapore), and as managing director of Commerzbank’s Asian asset management operations. Mr. van Putten also held commercial and strategic roles within Commerzbank’s asset management division. He has been on the board of CFA Society Netherlands as advocacy chair since 2014. He holds a double MBA in finance and international business from the University of Florida Graduate School of Business and Nijenrode University in the Netherlands.

Steve Ward is a leading performance and psychology coach. He began his career with working in sports and performance psychology with elite athletes and teams in more than 30 different sports. Since 2005, Mr. Ward has focused on working with traders, fund managers, and market performers at banks, funds, energy companies, and leading proprietary trading groups. He is the author of High Performance Trading: 35 Practical Strategies and Techniques to Enhance Your Trading Psychology and Performance, Sports Betting to Win: The 10 Keys to Disciplined and Profitable Betting, and TraderMind: Get a Mindful Edge in the Markets. Mr. Ward’s approach is centered around high-performance principles, sports and performance psychology, neuroscience, decision science, stress physiology, and mindfulness-based approaches with a focus on evidence-based practical techniques and strategies for enhancing performance. He holds a B.Ed. degree in physical education from the University of Worcester.

M. Barton Waring is the former chief investment officer for investment strategy and policy at Barclays Global Investors (now BlackRock). Previously, he was the manager at Ibbotson Associates, a senior investment consulting practice leader at Towers Perrin, and the head of the defined contribution business at Morgan Stanley Asset Management. Mr. Waring is the author of Pension Finance: Putting the Risks and Costs of the Defined Benefit Plan Back under Your Control and more than 35 journal articles on investment policy and strategy. He holds a JD from Lewis & Clark College and an MPPM in finance from Yale University.