2015 Speakers

Dan Ariely is James B. Duke Professor of Psychology and Behavioral Economics at Duke University, with appointments at the Fuqua School of Business, the Duke Institute for Brain Sciences Center for Cognitive Neuroscience, the Duke University School of Medicine, and the Duke University department of economics. He is author of the books Predictably Irrational, The Upside of Irrationality, and The Honest Truth about Dishonesty; he has also won numerous scientific awards. Professor Ariely’s work has been published in leading scholarly journals and a variety of popular media outlets, including the New York Times, the Wall Street Journal, and Scientific American. He is a founding member of the Center for Advanced Hindsight and holds master’s and doctorate degrees in cognitive psychology from the University of North Carolina and a doctorate degree in business administration from Duke University.

Lorenzo Bini Smaghi is a visiting scholar at Weatherhead Center for International Affairs and at the Istituto Affari Internazionali. Previously, he served as a member of the executive board of the European Central Bank, where he acted as the G–7 and G–20 deputy for the eurozone. Dr. Bini Smaghi also served as an economist in the research department at the Banca d’Italia, as head of the policy division at the European Monetary Institute, and as director general for international affairs for Italy’s Department of the Treasury. He was chair of the board of SACE SpA and member of the boards of Finmeccanica, MTS, the European Investment Bank, and Morgan Stanley International. Dr. Bini Smaghi is chair of the board of SNAM and vice chairman and member of the board of Societe Generale. He also chairs Fondazione Palazzo Strozzi and Italy’s alumni chapter of the University of Chicago. Dr. Bini Smaghi holds a bachelor’s degree in economics from the Université Catholique de Louvain, a master’s degree from the University of Southern California, and a PhD from the University of Chicago.

Christopher Boehringer, CFA, is a managing director at Oaktree Capital Management. Previously, he worked at Goldman Sachs in the European Special Situations Group. Mr. Boehringer also served as cofounder and director of FITravel Corporation, an internet-based distribution system for travel products. He also worked in leveraged finance at Warburg Dillon Read/SG Warburg and at LTU GmbH & Co. Mr. Boehringer holds a BA in economics from Harvard University and an MBA from INSEAD.

Peter Denton is a partner at Starwood Capital Europe Advisers LLP, where he manages the firm’s credit investing business in Europe. Previously, he served with BNP Paribas and Westdeutsche Immobilienbank, managing their London-based real estate banking activities. Mr. Denton also served at Barclays Capital, Eurohypo, and Deutsche Bank. He is a chartered accountant.

Tim Harford is a behavioral economist and columnist at the Financial Times. Previously, he held positions at Oxford University, Shell, and the World Bank. Mr. Harford is the author of several books, including The Logic of Life, The Undercover Economist, and Adapt: Why Success Always Starts with Failure. He is a presenter for Radio 4’s programs More or Less and Pop-Up Economics, and he also hosts the BBC2 series Trust Me, I’m an Economist.

Lena Komileva is a managing partner and chief economist at G+ Economics Limited. She has worked with the City of London and has been actively involved in the international policy debate on the systemic, regulatory, and fundamental implications of cross-border capital market developments. Previously, Ms. Komileva served as director and global head of market economics at Tullett Prebon, as senior vice president and global head of foreign exchange strategy at Brown Brothers Harriman, and as European economist at a German investment institution. She has also been an adviser to ACI, the Financial Markets Association; the World Gold Council; and McKinsey & Company. Ms. Komileva is featured frequently in the financial media, including the Financial Times, BBC, Bloomberg News, Thomson Reuters, CNBC, Sky News, Dow Jones Newswires, MarketWatch, and the Wall Street Journal. She holds a BA in economics and an MSc in economics from the London School of Economics and Political Science.

Lars Kroijer is the founder and managing director of Alliedcrowds, a directory and aggregator of crowdfunding in lower- and middle-income countries. He is the author of Money Mavericks: Confessions of a Hedge Fund Manager and Investing Demystified: How to Invest without Speculation and Sleepless Nights. Mr. Kroijer currently serves on the boards of directors of Linden Grove Capital, Northlight Capital, Steadview, and ShipServ Inc. Previously, he was the CIO of Holte Capital Ltd. Prior to establishing Holte Capital, Mr. Kroijer served in the London office of HBK Investments. He has also worked at SC Fundamental and the investment banking division of Lazard Frères. Mr. Kroijer received his undergraduate degree in economics from Harvard University and his MBA from Harvard Business School.

David-Michael Lincke, CFA, is the head of asset management at Picard Angst AG. The asset management division of Picard Angst is an institutional investment boutique specializing in commodities investment strategies. Prior to joining Picard Angst, Dr. Lincke worked as a portfolio manager and was engaged in proprietary trading roles focusing on quantitative equity strategies and statistical arbitrage. He received his PhD in economics from the University of St. Gallen.

James Mackintosh is investment editor at the Financial Times, where he writes the daily Short View column on markets and economics. He has been a reporter and editor at the Financial Times since joining as the first recruit for FT.com shortly before its launch. Mr. Mackintosh has reported on the global motor industry, hedge funds and retail banking, British politics, bonuses, and the crisis in the eurozone periphery. He holds a degree in philosophy and psychology from St. Catherine’s College, Oxford University, and has won several journalism awards.

Michala Marcussen, CFA, joined Societe Generale Corporate and Investment Banking as global head of economics in December 2009 and heads a team of 25 economists based in Paris, London, Moscow, Warsaw, Prague, New York, Bangalore, Hong Kong, Seoul, and Tokyo. She is now a managing director and has been with the SG Group since 1994. With over 25 years of experience in the financial industry, Ms. Marcussen is a frequent commentator in the financial press. She has done extensive work on European integration, the long-term economic outlook, and pension systems, and she maintains ties to academia. Ms. Marcussen is a member of the SUERF Council of Management and holds an MS in economics from the University of Copenhagen.

Lindsey Matthews, CFA, is head of quant R&D and client development for UBS Delta. Previously, he ran UBS group risk education and communication and was a member of the group risk management committee. Professor Matthews is also a visiting professor of practice at International Business School Suzhou and serves on its advisory board. He is a visiting fellow at the ICMA Centre, Henley Business School, University of Reading. Professor Matthews holds a master’s degree in natural sciences and computer science from the University of Cambridge.

Nitin Mehta, CFA, is a managing director and has responsibility for the partnership with CFA Institute member societies worldwide and the organizational mission in Europe, the Middle East, and Africa. Based in London, he advocates for higher standards in ethics, education, and professional excellence amongst finance and investment professionals. For almost a decade before joining CFA Institute, Mr. Mehta led the international equities business at Henderson Global Investors, a U.K.-based fund manager with institutional and retail clients. At Henderson, he was responsible for managing investments and the various equity teams covering Europe, the United States, Asia, and emerging markets, as well as technology and socially responsible investing.
Earlier in his career, Mr. Mehta held a variety of positions of senior responsibility at investment firms including Quorum Capital Management, a London-based subsidiary of New York Life, where he was head of currency and derivatives; and Shearson Lehman Global Asset Management in London, where he was head of global equities. Mr. Mehta earned an MBA from the London Business School and a bachelor’s degree in computer science from the University of Manchester Institute of Science and Technology.

Anne Richards is chief investment officer and head of the EMEA region at Aberdeen Asset Management, where she is also a main board director. Previously, she worked as a research fellow at CERN, the European Organisation for Nuclear Research, before moving into the investment world. Ms. Richards’s career has included research analysis, portfolio management, and global asset allocation, and she has held positions at JP Morgan and Mercury Asset Management. She served as chief investment officer and joint managing director at Edinburgh Fund Managers (EFM) plc and continued in her role as global chief investment officer for the combined entity when EFM was taken over by Aberdeen Asset Management. Ms. Richards was named Commander of the Order of the British Empire (CBE) for her services to the financial services industry and the voluntary sector. She holds a number of non-executive positions, including at esure Group plc and the University of Edinburgh. Ms. Richards is a chartered engineer and a fellow of the Chartered Institute for Securities & Investment and holds a certified diploma in accounting and finance (ACCA). She holds a degree in electronics and electrical engineering from the University of Edinburgh and an MBA degree from INSEAD.

Charles Robertson is the global chief economist and head of the macro-strategy unit at Renaissance Capital. Previously, he worked at a research boutique firm and a UK parliamentary defense think tank. Mr. Robertson is the author of The Fastest Billion: The Story behind Africa’s Economic Revolution. He is a graduate of the London School of Economics.

Chester Santos is one of the world’s foremost experts on memory training. He is the 2008 USA National Memory Champion. Mr. Santos has helped thousands of people around the world realize the benefits of an improved memory and sharper mind, and he has been featured in the New York Times, the Wall Street Journal, the San Francisco Chronicle, the Washington Post, and USA Today and on PBS, CNN, and various other television, radio, and print media. He has spoken at executive organizations, such as Young Presidents’ Organization, CEO Clubs International, and ACETECH, at various Fortune 500 companies, and at such universities as the Royal University for Women, the Haas School of Business, Stanford University, and Harvard University. Mr. Santos is working on a book about memory improvement and brain fitness, and his iPhone app, “Steel Trap,” was featured by Apple and became a bestseller.

Halla Tomasdottir is founder and CEO of Sisters Capital. Previously, she worked at M&M/Mars and Pepsi Cola. Ms. Tomasdottir served as vice president of human resources at the Icelandic Broadcasting Corporation and founded the executive education department at Reykjavik University. She was the first woman CEO of the Iceland Chamber of Commerce, where she served on the board and on the executive board for years. Ms. Tomasdottir also cofounded the investment firm Audur Capital (which survived the infamous financial meltdown in Iceland) to incorporate more feminine values into the world of finance. She has served on numerous corporate boards as well as on the boards of educational institutions and not-for-profits, and she founded and now co-chairs the WomenCorporateDirectors chapter in Iceland. Ms. Tomasdottir is currently on the board of Veritas Capital, a leading pharmaceutical and health care company in Iceland, and she is chair of Inspirally and a trustee of the Leifur Eiríksson Foundation. Widely recognized for her work to empower women, she was named Businesswoman of the Year in Iceland and received the Cartier Women’s Initiative Award for outstanding women entrepreneurs in Europe, among other honors. Ms. Tomasdottir holds an MBA in international business from Thunderbird School of Global Management and has conducted doctoral-level research in organizational behavior at Cranfield School of Management.

James J. Valentine, CFA, is founder of AnalystSolutions, where he provides services to equity research analysts, their managers, and their professional societies. He is the author of Best Practices for Equity Research Analysts, which details successful approaches to delivering superior research and improved stock calls. Before founding AnalystSolutions, Mr. Valentine served as global director of training for Morgan Stanley’s research department. He has also served as an analyst and has had his work featured by the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates. The New York Society of Security Analysts also awarded Mr. Valentine the Furthering Research Award. He received his master’s degree in finance.