CFA Senior Advisor & Executive Sponsor of the Future of Finance Project, CFA Institute
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Keynote Speakers Ashvin P. Vibhaker, CFA Senior Advisor & Executive Sponsor of the Future of Finance Project, CFA Institute Dr. Ashvin P. Vibhakar, CFA, has been Senior Advisor and Executive Sponsor of the Future of Finance Project since September 2012. The Future of Finance project is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The project aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding, and personal integrity. Dr. Vibhakar joined CFA Institute in 2007 as managing director, Asia-Pacific Operations. He was based in Hong Kong and was responsible for developing and implementing various operating strategies in the Asia Pacific region, including society relations, employer and university outreach, candidate recruitment and support, and member services. Previously, Dr. Vibhakar was director of the Institute for Economic Advancement in the College of Business Administration at the University of Arkansas at Little Rock (UALR). His distinguished career included numerous academic roles, including dean of the College of Business Administration at UALR. He has held several board positions. To assume his position working with CFA Institute, Dr. Vibhakar resigned from his role as an elected member of the Board of Governors of CFA Institute, a role in which he also served on committees for Audit and Risk and External Relations and Volunteer Involvement. He also served in a number of other volunteer capacities for CFA Institute, including as a grader of CFA examinations for 11 years. Dr. Vibhakar received his PhD in finance from the University of Arkansas at Fayetteville, his MBA from Central Missouri State University, and his Bachelor of Electrical Engineering from M.S. University of Baroda, India. Jonathan Lemco, Ph.D. Principal & Senior Analyst, Vanguard Taxable Credit Research Group Jonathan Lemco, Ph.D., is a principal and senior analyst in Vanguard Taxable Credit Research Group, where his role includes the evaluation of sovereign risk in developed and emerging markets. He joined the company in July 2000, bringing with him more than 18 years of relevant experience. Previously, he was the head of the sovereign research effort at Credit Suisse. He also served for five years as director of the National Policy Association, providing public policy forums and publications related to the NAFTA region, and for four years as a professor at The Johns Hopkins University School of Advanced International Studies, teaching courses in sovereign risk, public policy, and North American economic and political issues. Dr. Lemco has written or edited ten books and many articles on sovereign risk, comparative public policy, and international economics. A native of Montreal, Canada, he earned a B.A. at Clark University and an M.A. and Ph.D. in political science at the University of Rochester. 1 James Rickards Partner, Tangent Capital Partners & Author, Currency Wars: The Making of the Next Global Crisis James Rickards is the author of the national bestseller, Currency Wars: The Making of the Next Global Crisis and a Partner in Tangent Capital Partners, a merchant bank based in New York. He is a counselor and investment advisor and has held senior positions at Citibank, Long-Term Capital Management and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He has been interviewed in The Wall Street Journal and has appeared on CNBC, Bloomberg, Fox, CNN, BBC and NPR and is an Op-Ed contributor to the Financial Times, New York Times and Washington Post. Mr. Rickards is a visiting lecturer at Johns Hopkins University and the School of Advanced International Studies, has delivered papers on risk at Singularity University, the Applied Physics Laboratory and the Los Alamos National Laboratory and has written numerous articles on risk management. He is an advisor on capital markets to the Director of National Intelligence and the Office of the Secretary of Defense. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in economics from SAIS and a B.A. from Johns Hopkins. Noreen Harrington Alternative Investment Specialist, MD Sass Her traditional Wall Street career started three decades ago. She was Managing Director at Goldman Sachs, Head of Hedge Funds and Non-Dollar Sales in the Fixed Income Division Globally and Co-Head of Barclays Capital Fixed Income and a member of the Management Committee. She was based in London for six years and built up numerous contacts throughout the world. Noreen is more publicly recognized as the whistler-blower in the mutual fund scandals. Her efforts, lead to the end of late trading and market timing abuses and created industry reforms that benefit and protect an estimated 95 million investors. To date there has been over $5 billion in fines collected by various government agencies. Noreen Harrington has recently expanded her role to include distribution of all alternative products for MD Sass, a $10 billion Investment Management Firm. She has been working with MD Sass since 2005 on the distribution and management of a Fund of Hedge Funds in a joint venture with Alternative Institutional Partners, LLC (AIP), where Ms. Harrington served as Managing Partner and Chief Investment Officer. Prior to starting AIP, Noreen was an Advisor to AAM, Alternative Asset Mangers, LP, a private investment boutique with primary focus on providing seed capital to start-up hedge fund managers. Ms. Harrington has built two Investment Platforms one for the owners of the NY Mets and the second for owners of the Hartz Mountain Group. She served as the CIO specializing in Fund of Hedge Funds. Ms. Harrington has a BS in Education from Adelphi University and currently sits on their Board. She has received numerous industry awards: Titan of the Year 2003, Top Fifty Women in Finance (1997) Compliance Person of the Year 2003, and The Truthsayer Award. She is a founding member of 85Broads, Goldman Sachs Women’s Network and 100Women in Hedge Funds. 2 Pablo F. G. Bréard Vice President, International Research, Scotiabank Vice-President Head of International Research, Pablo Bréard is a senior officer of the Scotiabank Group. Pablo manages a team of research professionals focused on global economics and financial market intelligence. He provides advice to senior executive management on economic, political and financial risk factors affecting Scotiabank’s global operations. Pablo coordinates the production and distribution of research documents on global economics and foreign exchange markets. He is also the Chief Latin American Economist and is responsible for Emerging Markets Intelligence. His position involves fundamental and technical sovereign risk analysis, institutional client development, international public speaking, frequent publishing of reports and extensive travelling throughout the Americas to support Scotiabank's global businesses. Pablo is a frequent contributor to the broadcast networks and print media specialized in global finance and emerging markets. Mr. Bréard completed the Executive Development Programme at the Wharton School of Business of the University of Pennsylvania (USA). He taught a course on “Latin American Finance & Economics” at the International MBA Programme _of York University (Canada) for eight years. He holds a Master’s degree in International Relations from Belgrano University (Argentina) and an Honours degree in Economics from the University of Buenos Aires (Argentina). Prior to joining the Scotiabank Group, Mr. Bréard worked as a Senior Economist for the Royal-Dutch Shell Group and as a Management Consultant in Strategy & Organization at Andersen Consulting. He has been a guest lecturer in several universities in the Western Hemisphere. Pablo is a member of the Economic Advisory Committee of the Institute of International Finance, a global association of financial institutions based in Washington D.C. (USA), a member of the Emerging Markets Group of the Argentine Council for International Relations (CARI), and a member of the Advisory Board of the Center for Entrepreneurship of IAE, School of Business of Universidad Austral (Argentina). 3 .