Roundtable Q&A with CFA Institute's CEO Paul Smith
Don't miss this unique opportunity to meet and chat with the CEO and President of CFA Institute, Paul Smith, CFA, and find out what new initiatives are being undertaken at CFA Institute. Paul Smith wants to hear from members of CFA Society Los Angeles and financial professionals in the Los Angeles area in this "Roundtable Q&A" format. He is going to provide insight into the direction of CFA Institute and how CFA Institute is working to shape the future of the financial community.
Paul Smith, CFA | Paul Smith leads CFA Institute and its more than 127,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Prior to his appointment in January 2015, he was managing director for Asia Pacific, where he oversaw the expansion of CFA Institute into China and India. He also headed its global Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry.
Mr. Smith has more than 30 years of leadership experience in the asset management industry, with over 18 years in Asia. Before joining CFA Institute in 2012, he was chairman and CEO of Asia Alternative Asset Partners, an Asia-based hedge fund manager. He started his career in asset management at Ermitage International in the UK — an alternative funds management company — where he stayed for 11 years, the last seven as the firm’s CEO.
He moved to Hong Kong in 1996, joining Bank of Bermuda as Asia head of securities services. After HSBC’s acquisition of the bank in 2004, he became global head of securities services and global head of alternative funds administration based in New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion of assets.
Smith is a fellow of the Institute of Chartered Accountants of England and Wales and an Executive Committee member of the Alternative Investment Management Association, Hong Kong. He holds a master’s degree in history from Oxford University, and is a CFA charterholder. Back To Top ^^
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Dan Pomerantz, CFA