Anthony is an inspirational leader and has set a very high bar for the CFA Society Sydney board, which he joined more than six years ago. Under his leadership as president (since 2015), the society has created a sense of community among local CFA charterholders and participant numbers at their events are at an all-time high. He is also passionate about increasing diversity and raising the number of female CFA charterholders. His board nominated him for this award due to his:

“unwavering commitment and contribution to CFA Society Sydney and the broader CFA community in Australia.”  

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Bogdan’s commitment to volunteering is exceptional; not only has he been on the board of CFA Society Qatar since 2014 and its president since 2016, he has also been a board member of CFA Society Romania since 2007 and is currently their advocacy chair. The award application noted that Bogdan has:

“Made the local societies of both Qatar and Romania the hubs of their respective investment communities and fostered international collaboration in the region.”

Bogdan has helped revive CFA Society Qatar; increasing its membership, organising monthly events, and building strong relationships with local stakeholders. At CFA Society Romania, Bogdan initiated the Research Challenge, has run CFA Program presentations, and actively promotes market integrity. Bogdan builds inclusive societies, leads by example, and inspires others to get involved.

Michael played a pivotal role in the establishment and development of the Liechtenstein Society of Investment Professionals in 2006. Through his hard
work and dedication, CFA Society Liechtenstein became the 144th CFA Society^® in 2014. His society explained:

I believe it is no exaggeration to describe Michael as the founding father of all CFA related activities in Liechtenstein, and without whom, we would not have made the progress we have made today.

In addition, Michael is a founding member of CFA Society Switzerland.

Sophie has exceptional leadership skills and vision and has been president of CFA Montréal since 2015. She is results-oriented and the society has exceeded expectations on a number of objectives, including a 5% increase in society membership and increasing the member retention rate to 95.2%. Sophie’s award application noted:

“Through her passion for our profession, drive and sense of ethics, she has brought the society’s brand awareness to a new level by spearheading social media, communication and media strategies, building and fostering new relationships with key employers and associations.”

Sophie has also been a key contributor to the success of the Women in Investment Management initiative, which has gained tremendous momentum locally.

Sam has volunteered at CFA Society Detroit for the past six years and makes it his mission to educate the region on the value of the CFA charter. The society said:

“Sam has exhibited outstanding leadership and tireless effort in promoting ethical standards in the financial industry, growing and maintaining our membership.”

To help promote the society, Sam has spent a huge amount of time building partnerships and has set up a strong presence on social media. He has been particularly successful in improving programming, with attendance of CFA Society Detroit events at over 64%. The Detroit Business Journal named him as one of the 30 business leaders in their 30s.

David has been a visionary volunteer at CFA Society Vancouver and is the first president to hold a two-year term in the society’s 50-year history. He inspires others and has successfully led the society through a period of extensive growth: society membership has grown by 15% (to 1,574 members); membership retention rates are at 94%; and attendance at events has increased, with the 2016 Forecast Dinner being one of the most profitable dinners to date. CFA Society Vancouver said:

“He is dedicated to growing the CFA brand through the development of national initiatives, collaboration with other societies and working with CFA Institute.”

“Ravi is considered the father figure of the CFA Program in Sri Lanka”

...noted his Lifetime Achievement award application. As the first CFA charterholder in the country, he is an inspirational role model who has raised awareness of the CFA Program among potential candidates and has built strong relationships with local employers. Ravi was the founder of CFA Society Sri Lanka in 2001 and led the society as president for five years. Not only did he steer the organisation, he encouraged others to give back to the profession and has remained a mentor to all subsequent presidents. 

Since becoming a member of CFA Society New York less than six years ago, Thomas has played a critical role in growing CFA Society New York membership. He has also organized 48 society events, which have been attended by over 8,500 investment professionals and over 325 speakers.

“Tom’s efforts appear to have surpassed any prior benchmarks for any CFA Society New York volunteer”

...said the society board. To recognize his dedication, the society awarded him their Benjamin Graham Distinguished Service Award in 2016, which placed him among the society’s most revered names in their 80-year history.