2018 Speakers

Naïm Abou-Jaoudé is CEO at Candriam Investors Group and chair at New York Life Investment Management (NYLIM) International. He has more than 25 years of experience in investment management. Previously at Candriam, Mr. Abou-Jaoudé served as a member on the executive committee, responsible for alternative investments. He also previously served as vice chair at NYLIM International. Mr. Abou-Jaoudé was a member of the management board and responsible for the investment management and derivatives department at UBS Asset Management France and Alfi Gestion. He started his career as a partner at Transoptions Finance, a subsidiary of Crédit Agricole. Mr. Abou-Jaoudé is a graduate of Institut d’études politiques and holds a master’s degree in economics and finance from Université Paris II Panthéon-Assas.

Fabian Astic is the managing director leading the global Analytic and Technology Solutions group (ATS) at Moody’s Investors Service (MIS). Previously, he led the Model Management and Verification Team and the Rating Model Group, which are now part of ATS. Dr. Astic has also worked in the Credit Policy Research group at MIS, where he was involved in the validation and review of rating methodologies, participated in various methodology task forces, provided training to rating analysts, and worked on various research projects. In addition, he was a member of Moody’s derivatives team, was lead analyst on various structured credit products, and was involved in the development of rating methodologies for and the analysis of transactions exposed to non-traditional risks. Dr. Astic has a bachelor’s degree in applied mathematics and social sciences and a master’s degree in mathematics applied to economic sciences from Université Paris-Dauphine; a master’s degree in science and executive engineering from the École des mines de Paris, where he specialized in quantitative finance; and a PhD in applied mathematics from Université Paris-Dauphine, where his research focused on mathematical finance.

Gary Baker, CFA, is managing director of Europe, the Middle East, and Africa (EMEA) at CFA Institute. He is responsible for the strategic direction of the organization in the EMEA region and for strengthening relationships with its 40 member societies, as well as with institutions, universities, regulators, and institutional partners. Mr. Baker is responsible for supporting CFA Institute policy development in EMEA, advancing the impact of advocacy efforts, and supporting EMEA member societies in delivering value to members and candidates. He has a focus on increasing charterholder commitment to continuing education and has management responsibility for research functions across CFA Institute, including the Financial Analysts Journal, the Future of Finance initiative, and CFA Institute Research Foundation. Mr. Baker has been engaged in financial market investment research for the past 30 years in a wide range of sell-side strategic, analytic, and management roles. Previously, he was deputy head of research at Jefferies, and he also worked at Merrill Lynch in a number of global roles, including managing director and chief European equity strategist. Mr. Baker earned a master’s degree in geography from Cambridge University.

Pascal Blanqué is group chief investment officer and a member of the Executive Committee of Amundi. Previously, he headed the third-party distributors business and the institutional business at Amundi. Dr. Blanqué started his career in finance at Paribas and also worked at Crédit Agricole, where he was head of economic research and chief economist. He is an economist and a financial historian whose research interests and academic work focus on monetary issues, the functioning of financial markets, and the philosophical foundations of economics. Dr. Blanqué’s books include Money, Memory and Asset Prices; The Social Economy of Freedom; Philosophy in Economics; Essays in Positive Investment Management; and The Economic and Financial Order. He was named European CIO of the Year 2013 by Funds Europe Magazine and received the Manager Lifetime Achievement Award 2016 from Institutional Investor. Dr. Blanqué graduated from the École normale supérieure and Sciences Po and holds a PhD in finance from Dauphine University.

Lajos Bokros is professor of economics and public policy at Central European University. Previously, he was a member of the European Parliament and was a minister of finance for the Hungarian government. Mr. Bokros has also served as a director at the World Bank, first chairman of the Budapest Stock Exchange, and managing director at the National Bank of Hungary.

Lee Davidson, CFA, is head of quantitative research at Morningstar, Inc., where he leads a team dedicated to developing innovative statistical models and data points. His team has implemented solutions for risk analysis, risk decomposition, stress testing, and synthetic equity research. The team’s current and future research and development pipeline is composed of projects related to fund, equity, and fixed-income analytics using techniques from econometrics, machine learning, and robotics process automation. Mr. Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business.

Jean-Philippe Dorp, CFA, is head of credit research at OFI Asset Management. In addition, he is president of CFA Society France, where he has been on the board of directors since 2013. Previously, Mr. Dorp served as head of credit research and portfolio management at Solent Capital. He started his career as a credit analyst with Société Générale Group, after which he worked at HP International Bank. Mr. Dorp is a lecturer at the University of Montpellier.

Marie Dzanis is head of EMEA and CEO of Northern Trust Global Investments Ltd. Her Leadership responsibilities include the governance and oversight of Northern Trust Asset Management’s operational and distribution capabilities across Europe, the Middle East, and Africa and leading the firm’s talent acquisition. Ms. Dzanis has served as head of intermediary and wealth distribution for Northern Trust Asset Management and was an initial partner in Northern Trust’s launch of FlexShares Exchange Traded Funds. Previously, she was an executive at iShares BlackRock, J.P. Morgan Asset Management, and Smith Barney. Ms. Dzanis was recognized by InvestmentNews as a “Woman to Watch” in the financial services industry and was named to the “Top Women in Asset Management” list by Money Management Executive. She has served as the chairwoman of the Specialty Conference Committees for IMCA and is on the ETF Committee and the Leadership Advisory Council for Money Management Institute. Ms. Dzanis has a BA in political theory from the Catholic University of America, attended the Stanford University Executive Education Program and the Chicago Booth School of Business Executive Education Program, and received her CIMA at the University of California, Berkeley.

Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall responsibility for the endowment’s investment management and steers the investment strategy and implementation in order to generate additional funding for research and education. Previously, she worked for the State Pension Fund of Finland (VER) as head of strategic analysis. Ms. Eriksson was responsible for planning strategic and dynamic asset allocation and was in charge of investment policy and investment risk management. She serves as Presidents Council Representative, EMEA West and EU Standards & Advocacy Advisory Committee chair at CFA Institute. Ms. Eriksson is also a member of the EDHEC Risk-Institute Advisory Board. She participates in CFA Program Practice Analysis, giving practitioner input on the topic areas of portfolio management and wealth planning. Ms. Eriksson is past president of CFA Society Finland.

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 investment profession that better serves society. Her team works with industry partners, academics, and a volunteer network to produce research and thought leadership papers. Ms. Fender is also the co-leader of the CFA Institute Women in Investment Management initiative. She speaks regularly at industry events and has appeared in such media outlets as the Financial TimesBloomberg, and the New York Times. Previously, Ms. Fender served as the director of the flagship CFA Institute Annual Conference. In addition, she has served as a vice president at BlackRock, where she worked with pension funds and endowments, and she worked at Cambridge Associates, where she published research about manager selection. Ms. Fender earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.

Lauren Foster is Director, CPD Content Americas and co-lead of CFA Institute’s Women in Investment Management initiative at CFA Institute. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Lauren spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

Stephanie Gibaud is a public relations expert. Previously, she served as a public relations executive in the marketing department at UBS, where she was a whistleblower on the firm’s tax evasion and money laundering practices. Ms. Gibaud is the author of La Femme qui en savait vraiment trop (The Woman Who Knew Far Too Much). She has received the Anticor ethics prize and was nominated for the Sakharov Prize. Ms. Gibaud is also the author of La traque des lanceurs d’alerte (Whistleblowers: The Man Hunt), which features an introduction from Julian Assange, founding member of WikiLeaks.

John Hulsman is president of John C. Hulsman Enterprises, a political risk consulting firm that focuses on foreign and macroeconomic policy issues. Previously, he served in senior research fellowships at think tanks in Washington, DC, Germany, and Holland. Dr. Hulsman has given more than 1,200 high-level briefings to the US Department of State, the Pentagon, the National Security Council, the CIA, the House International Relations Committee, the Senate Foreign Relations Committee, and governments around the world. He has designed, played, and facilitated dozens of war games for blue chip private sector banking and hedge fund clients, as well as governments around the world. A life member of the US Council on Foreign Relations and a former Washington, DC, insider, Dr. Hulsman has written over 640 articles, participated in more than 1,520 interviews, and given over 510 speeches on foreign affairs topics. His last three books, Ethical Realism, The Godfather Doctrine, and To Begin the World over Again, a biography of Lawrence of Arabia, have all been international best sellers. He served as the senior columnist for City A.M., where he wrote about foreign affairs and political risk. Dr. Hulsman earned an MA in modern history with international relations and a PhD in international relations from the University of St Andrews.

Josina Kamerling is Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for CFA Institute. She is responsible for supporting CFA Institute policy development in the region, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues. Within CFA Institute, Ms Kamerling is a member of the task forces on financial education and also on pensions, as well as promoting the debate on ethics by serving as co-president of the Jury for the global Ethics in Finance prize. Prior to joining CFA Institute, Ms Kamerling was a specialist adviser on financial services in the European Parliament for six years, and a senior banker for 15 years in various EU countries.

Sony Kapoor is managing director of the international think tank Re-Define, where he advises multilateral organizations, investors, central banks, and European and emerging economies on economic and financial policy. An economist, financial sector expert, and development practitioner, he also serves as CEO of the boutique Court Jesters Consulting, where he advises several large, long-term investors and corporations on investments and strategy. Previously, Mr. Kapoor had a multidisciplinary role at the London School of Economics (LSE), where he was a senior visiting fellow in the Development and Government Departments and a strategy adviser to the Systemic Risk Centre. He has served as an investment banker, a special adviser to the UN Environment Programme on green finance, and a member of the World Economic Forum’s Global Agenda Council on the Future of Asset Management and Insurance. Mr. Kapoor was also the first chairman of the Banking Stakeholder Group at the European Banking Authority. He was recognized as a Young European Leader by Friends of Europe, a Young Global Leader by the World Economic Forum, and a fellow of the Royal Society of Arts. Mr. Kapoor is an alumnus of LSE, the University of Delhi, and the Indian Institute of Technology.

Joachim Klement, CFA, is head investment research at Fidante Partners, where he focuses on research on listed investment companies and investment themes in alternative asset classes. Previously, he was head of thematic research at Credit Suisse Private Bank and chief investment officer at Wellershoff & Partners Ltd., a Switzerland-based investment consulting firm. In these roles, Mr. Klement worked with private banks, family offices, and institutional investors to develop asset allocation strategies and identify thematic investment opportunities across all asset classes. He has also served as head of the Strategic Research team and head of equity strategy at UBS Wealth Management Research, where he was responsible for thematic research within UBS Wealth Management globally and the equity market and sector strategies. Mr. Klement studied mathematics and physics at the Swiss Federal Institute of Technology in Zurich (ETH Zurich) and graduated with a master’s degree in mathematics. In addition, he studied business administration at the University of Zurich and the University of Hagen, graduating with a master’s degree in economics and finance. Mr. Klement is a CFP certificant.

Doris Kramer is head of investment strategies and sustainability in the asset management department of KfW. She has also worked in the export and project finance department and the financial markets division of KfW. As vice president in the capital markets department, Ms. Kramer was a member of the project team, which developed the concept for the first green bond issued by KfW. She has also been responsible for the team investment strategies and sustainability. This team is in charge of the sustainable investment approach for KfW’s liquidity portfolio and is responsible for setting up KfW’s green bond portfolio under a special mandate of the Federal Ministry of the Environment, Nature Conservation and Nuclear Safety. Ms. Kramer takes an active role in the qualitative development of the green bond market by engaging in the green bond principles as a member of the Executive Committee and in various other initiatives.

Hamza Khushaim, CFA, is the chief investment officer for international investments at Hassana Investment Company. In this role, he oversees all of Hassana’s external international managers. Prior to working for Hassana, Mr. Khushaim was seconded by Saudi Aramco to serve as a portfolio manager overseeing absolute-return hedge funds at KAUST Investment Management Company (KIMC). Prior to KIMC, he worked for Saudi Aramco as a portfolio manager within the treasury investment management department, where he was responsible for managing and overseeing Aramco’s hedge fund program. Mr. Khushaim began his career as a financial analyst within Saudi Aramco’s treasury organization. He is a member of the board of directors for Al Rajhi Bank and Dallah Healthcare. Mr. Khushaim received a bachelor’s degree in finance with high honors from Michigan State University and an MBA from the Ross School of Business at the University of Michigan.

Justine Leigh-Bell is director of market development and deputy CEO at the Climate Bonds Initiative, where her primary focus is the emerging markets. She works closely with both public and private sector actors in developing national policy guidelines and roadmaps that will enable access to green bond financing, and she leads the organization’s efforts in Latin America and Africa, which include market development programs in Brazil, Mexico, Colombia, Chile, Nigeria, and Kenya. Ms. Leigh-Bell has spent much of her career helping business leaders and governments find solutions to the global challenges of climate change and sustainable development. She has provided advisory services for a number of global institutions and governments in Europe, Africa, India, Indonesia, and Latin America. Ms. Leigh-Bell’s areas of focus include sustainable development in emerging economies, climate change mitigation/adaptation strategies, climate finance, economic valuation, and market-based instruments for managing natural resource assets.

Rosanna Lockwood is a British-qualified broadcast journalist based in Dubai. She has worked variously as a presenter, editor, reporter, and producer for major television and radio news organisations in the United Kingdom, the Middle East, and Russia. Until recently, Ms. Lockwood was based in Moscow as a news anchor for RT International, presenting nightly live television news bulletins to English-speaking audiences around the world. She has also worked for the BBC, Bloomberg, and ITN in the United Kingdom, covering local, national, and international stories. Before training to be a journalist, Ms. Lockwood started her career in investment communications and has a special interest in finance and business topics. She now puts this knowledge to use at Reuters in Dubai, where she freelances as a television news correspondent covering Gulf stock markets and Middle East business alongside offering her services as a professional event host and moderator in the region.

Lord Mark Malloch‐Brown is a senior adviser at Eurasia, engaging with its clients on questions of political risk. He serves on a number of commercial boards for business with global markets and also chairs Best for Britain, an advocacy group engaged in the debate about Britain’s relations with the European Union. Previously, Lord Malloch-Brown served as minister of state in the foreign office of the British government, covering Africa and Asia, and was a member of Gordon Brown’s cabinet. He also served as deputy secretary‐general and chief of staff of the United Nations and as administrator of the United Nations Development Programme. Lord Malloch-Brown has also served as vice chair at Soros Fund Management and at the Open Society Institute, vice president at the World Bank, vice chair of the World Economic Forum, and the lead international partner in a political consulting firm. He began his career as a journalist at the Economist. Lord Malloch-Brown is also a Distinguished Practitioner of the Blavatnik School of Government at Oxford University and an adjunct fellow at the Queen Elizabeth II Academy for Leadership at Chatham House. He was formerly a visiting distinguished fellow at the Yale Center for the Study of Globalization and was knighted in 2007 for his contribution to international affairs.

Elena Manola-Bonthond is the chief investment officer of the CERN Pension Fund, the pension fund of the European Organization for Nuclear Research, where she has played an instrumental role in defining and implementing an investment governance framework optimized for dynamic risk management. Previously, she worked in CERN’s science sector, where she was responsible for the safety and risk management system of CERN’s flagship installation, the Large Hadron Collider. Dr. Manola-Bonthond has also worked as a research physicist at CERN. She is a CAIA charterholder, and she earned an MBA in international management from the University of Geneva and a PhD in particle physics from the University of Savoie and CERN.

Peter Massey-Cook is head of ethics in EMEA at State Street, where he has been responsible for developing an anti-bribery programme and building a “speak-up” culture. He is a leader in compliance and business ethics, with experience building and managing compliance programmes in the regulated and non-regulated sectors. Previously, Mr. Massey-Cook worked at Orient-Express Hotels, where he reported to the board and established the compliance programme, which included launching a new code of conduct and speak-up programme. He has also served as head of employee compliance at UBS in Europe, where he managed employee conflicts of interest and controls around personal trading. In addition, Mr. Massey-Cook worked at BP, where he was responsible for compliance and ethics in Europe and for global policy, advice, and training in the energy trading business. He began his career in business development and strategic marketing in the manufacturing industry. Mr. Massey-Cook is a member of Chatham House and the Worshipful Company of International Bankers and is a fellow of the International Compliance Association. He graduated as an economic historian from Bristol University and earned an MBA at Cranfield School of Management.

Mariana Mazzucato is the Chair in the Economics of Innovation and Public Value at University College London (UCL) and founder and director of UCL’s Institute for Innovation and Public Purpose. She has advised policymakers around the world on innovation-led growth and is a member of the Scottish government’s Council of Economic Advisors, the World Economic Forum’s Council on the Economics of Innovation, and the Advisory Panel of Sitra, the Finnish Innovation Fund. Professor Mazzucato’s current research projects include two funded by the European Commission’s Horizon 2020 program—Innovation-Fuelled, Sustainable, Inclusive Growth and Distributed Global Financial Systems for Society—and an Open Society Foundations project on Rethinking Medical Innovation. Her recent research includes projects funded by the Ford Foundation and the Institute for New Economic Thinking and work commissioned by NASA, the European Space Agency, and the Brazilian Ministry for Science and Technology. Professor Mazzucato wrote The Value of Everything and The Entrepreneurial State: Debunking Public vs. Private Sector Myths. She has won the New Statesman SPERI prize in political economy and the Hans-Matthöfer-Preis. Professor Mazzucato earned a bachelor of arts in history and international relations from Tufts University and a master’s and a PhD in economics from the New School for Social Research.

Marko Papic is chief geopolitical strategist and senior vice president at BCA Research. He launched BCA’s geopolitical strategy (GPS) service, a service that blends BCA’s macroeconomic research with geopolitical methodology with the goal of avoiding bias and providing investment-relevant forecasts. Prior to joining BCA, Mr. Papic was a senior analyst for Stratfor, a global intelligence agency, where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Mr. Papic holds an MA in political science from the University of Texas at Austin and an MA in European studies from the University of British Columbia.

Rhodri Preece, CFA, is head of industry research at CFA Institute. He is responsible for building and maintaining the global thought leadership function at CFA Institute, which includes leading the planning, coordination, and creation of research content across CFA Institute research platforms, including the Financial Analysts Journal, CFA Institute Research Foundation, the Future of Finance, and the Enterprising Investor blog. Previously, Mr. Preece served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East, and Africa region, including content development and policy engagement. He has also served as a manager at PricewaterhouseCoopers LLP, where he specialized in investment funds. Mr. Preece is a member of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.

Mariano Sigman is a neuroscientist who brings his knowledge of the field to different aspects of human culture and applies it in different contexts. He has participated twice in TEDGlobal events in Vancouver. In his conferences, Dr. Sigman teaches how the mind works and what lessons can be learned about decision making, leadership, team management, personal development, and creative skills. Beyond academia, his research has had practical implications in medicine (for example, in the diagnosis of comatose or autistic patients), in education (with effective interventions to improve decision making and learning in schools throughout Latin America), and in art (in a project that has been exhibited around the world and was presented at the 2017 Venice Biennale). Dr. Sigman is also the author of more than 150 publications in scientific journals and of the bestseller The Secret Life of the Mind. In 2016, he was awarded the Pius XI Medal from the Pontifical Academy of Sciences. Dr. Sigman holds a degree in physics from the University of Buenos Aires and a PhD in neuroscience and did a postdoctorate in cognitive sciences at the Collège de France.

Mirjam Staub-Bisang is head of BlackRock Switzerland and senior advisor to BlackRock’s Sustainable Investing Business. In addition, she chairs Profond Pension Fund, a Swiss multi-employer pension fund. Previously, Dr. Staub-Bisang was co-founder, CEO, and managing partner of Independent Capital Group AG, an investment management firm focusing on sustainable investing. She has also served as a non-executive director on the boards of several public and private companies, including Bellevue Group and INSEAD, and served as chair and a member of the investment committees of several institutional investors. In addition, Dr. Staub-Bisang has held senior positions in asset management and private equity at Commerzbank, Swiss Life, Quadrant, and Merrill Lynch. She authored Sustainable Investing for Institutional Investors: Risks, Regulations and Strategies and co-authored the second edition of Infrastructure as an Asset Class. Dr. Staub-Bisang earned an MBA from INSEAD and a PhD in law from the University of Zurich.

Mithu Storoni is a physician, a researcher, and the author of Stress-Proof: The Scientific Solution to Protect Your Brain and Body—and Be More Resilient Every Day, a scientifically validated guide for stress management. A keynote speaker, she provides stress management advice to investment banks and hedge funds across Asia. Dr. Storoni takes a scientifically rigorous approach to chronic stress and its practical implications on decision making, uncertainty tolerance, risk perception, performance, and brain health. After receiving her degree in medicine from the University of Cambridge, she undertook research in various disciplines within brain science. Dr. Storoni has published papers in perceptual neuroscience, neurology, neuro-ophthalmology, and nutritional neuroscience. She received her PhD in neuro-ophthalmology during her time as a clinical research fellow at the National Hospital for Neurology and Neurosurgery in Queen Square, London, and she is also a certified ophthalmic surgeon.

Diego Valiante is a senior officer and team leader at the European Commission (Directorate-General for Financial Stability, Financial Services and Capital Markets Union) and an adjunct professor at Bologna University. He is currently engaged in the CMU Action Plan development and crowdfunding legislation. Previously, Dr. Valiante was head of financial markets and institutions at the Centre for European Policy Studies and head of research at the European Capital Markets Institute. He was also a member of the Group of Economic Advisers to the European Securities and Markets Authority. In addition, Dr. Valiante has advised several international organisations, including the European Parliament, the European Commission, and the European Central Bank, as well as institutional investors. He is the author of numerous publications in the fields of financial market economics and regulation, law and finance, and central banking and economic policies. Financial News listed Dr. Valiante among the “40 under 40 Rising Stars of Trading and Technology” in 2011. He earned a BSc in business economics and an MSc in economic analysis of law from LUISS University, a joint LLM in law and economics from Erasmus University Rotterdam and Bologna University, and a PhD in law and economics from LUISS University.