CFA Institute 10 February 2022
Think Beyond the Horizon
CFA Institute Alpha Summit APAC: Welcome and Opening Remarks
Virtual Session: Video On Demand
We cannot predict the future, but we can prepare for it and help shape it. To help investors see beyond the horizon, the CFA Institute 2022 Alpha Summit APAC provides two full days of dedicated content focusing on the investment industry’s biggest trends and challenges across Asia Pacific. Thanks to unique access to industry luminaries and thought leaders CFA Institute offers insights on five main themes:
- Opportunities and responsibilities with sustainable investing,
- Excelling in a post-pandemic world,
- Harnessing the benefits of innovation and technology,
- The future of capital markets, and
- Advancements for the investment management professional.
The nine thematic sessions of the virtual conference, held on 10-11 February 2022, focused on giving the audience the investment tools and guidance on the best practices financial professionals need to succeed.
In this opening session, Margaret Franklin, CFA, president and CEO of CFA Institute, and Paul Andrews, managing director of research, advocacy, and standards at CFA Institute, welcome the participants, outline the mission of the CFA Institute, and offer a preview of the conference themes.
Watch the Video
Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.
Before joining CFA Institute, Ms. Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.
Prior to joining BNY Mellon, Ms. Franklin held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.
Ms. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.
She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. Ms. Franklin is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.
Ms. Franklin earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.
Paul Andrews oversees the strategic direction and leadership of the Research, Advocacy, and Standards function at CFA Institute, where he seeks to position the organization as an innovator and thought leader in investment management. Previously, he served as Secretary General of the International Organization of Securities Commissions (IOSCO) for two terms. Mr. Andrews revamped the strategic direction of IOSCO and oversaw the development of numerous global standards, recommendations, and principles. Mr. Andrews also served as vice president and managing director, international affairs, at the Financial Industry Regulatory Authority (FINRA), where he directed the organization’s international engagements and worked closely with key regulators and regulatory bodies worldwide, including IOSCO. In addition, he worked at the US Securities and Exchange Commission, where he worked in the Division of Market Regulation and the Office of the General Counsel. Mr. Andrews has also worked in private legal practice. He is a graduate of the Catholic University School of Law and Villanova University.