CFA Institute Board of Governors meeting – Sydney
On January 31st, the CFA Institute held its Board of Governors meeting in Sydney – the first Australian convention of its kind.
The convention brought together some of the leading figures in the global investment community, such as Emilio Gonzalez, CFA, Group Executive, Australian and Global Equities at Perpetual, Vincent Duhamel, CFA, Managing Director at Goldman Sachs (Asia) LLC, Brian Singer, CFA, former head of UBS Global Asset Management and CFA Institute President, Jeffrey Diermeier, CFA, to determine the strategy and focus of CFA Institute for the next four years.
The strategic session centred on the core disciplines of CFA Institute including education, advocacy and member services, and its promotion of high ethical principles and standards among investment professionals.
The President and CEO of CFA Institute Jeff Diermeier said that with the high level of interest in Australia as a country with one of the largest and most attractive investment markets, plus the recent announcement that Australia increased its rank to seventh in the top ten countries with the latest batch of new charterholders globally in 2007, it was appropriate to hold the meeting in Sydney.
Emilio Gonzalez, chair of CFA Institute and Group Executive, Australian and Global Equities at Perpetual Investments said: "The meeting provides the opportunity for both CFA Institute Board of Governors and local investment professionals to work together to set best practice for the future for global capital markets and share ideas on how this can manifest for our clients."
Mr Gonzalez added: "It is the role of CFA Institute in its unique position of representing more than 92,000 investment professionals, across 132 countries to educate and assist its members in an increasingly complex world. We cannot lose sight of the fact that maintaining the highest ethical standards when managing other people’s money in order to keep their trust is paramount along with ongoing education as diversity and complexity of financial instruments continues at a frenetic pace."
The convention was covered by a number of local financial media groups, focusing on the CFA Institute’s emphasis on ethics and long-term investment thinking.
