To continue to grow engagement and diversity of YLG's members and events, Maggie established a robust leadership structure with a vice chair dedicated to community and mentorship; members’ engagement; networking; and internal/external engagement.

Maggie has helped to develop local society members, CFA charterholders and women professionals by designing, launching, and managing new Level II candidate and women mentorship programs. These were inaugural mentorship programs at CFA Society New York and involved around 50 or more participants. The programs saw a 40% conversion of mentees in each program into new CFA Society New York members. 

Since 2018, Maggie has enhanced YLG member engagement and increased YLG membership by around 20% each year. Maggie led the implementation of volunteering and educational programs, including speed networking events with local universities; Rock the Street Wall Street volunteerism; millennial-focused investment panels; sector-specific discussions; and newsletter publications. She recruited members to take on additional event planning responsibilities, led volunteer teams of up to 20 members and liaised with the CFA Society network on joint events.

During the pandemic, Maggie led YLG’s pivot to virtual programming, providing huge support to members. This included launching virtual Career Fair events for employers like Goldman Sachs and BlackRock, a monthly “Day in the Life” Career series, and networking events with the CFA Society community and professional organizations like CAIA and 100 Women in Finance.

As a co-founder of DIF, she organized the first data-focused and women-focused DEI panel events, as well as the first post-pandemic in-person DEI event for Women in Alternatives in early 2022. She continues to serve as the CFA Society New York DEI ambassador and makes a huge impact locally. Maggie has also contributed to the CFA Institute “Investment Professional of the Future” and was invited to attend the “Beyond Talk Diversity and Inclusion” conference at AllianceBernstein in 2019. 

Maggie has enhanced CFA Society New York partnerships with professional organizations, including the Financial Women’s Association, Kaplan and Women's Association of Venture and Equity, and has continued to share best practices on establishing a young leader’s community, launching mentorship programs and engaging members with the CFA Society community worldwide.

In March 2022, she was featured alongside Margaret Franklin in the Financial Times on increasing female representation in investments.

Navneet led the first strategic planning process for CFA Society India during his tenure as chairperson. He implemented an annual strategic review process, board self-assessment and began the process of professionalizing the management of the local society by hiring its first CEO.

Focusing on diversity, equity and inclusion (DEI), Navneet initiated changes to the local society by-laws to have a minimum of two women board members and established a separate committee to lead gender diversity initiatives, led by a woman board member. This committee went on to host the first DEI event for CFA Society India and launched a Research Writing Competition for women members.

During his tenure, CFA Society India strengthened its nine-chapter network by implementing a volunteer management process, which included a volunteer orientation process and a volunteer recognition process.

Under Navneet’s leadership, CFA Society India developed its social media engagement. The local society created a composite repository of its content on its YouTube channel and used Twitter and Instagram to engage future professionals and members with this content. Today, CFA Society India has one of the highest number of social media followers amongst the CFA Society community. 

During Navneet’s tenure as chairperson, the pandemic led to country-wide lockdowns. He initiated the development of a new CFA Society India website and a virtual event platform. His foresight ensured that the local society smoothly transitioned its programming online, hosting 116 events during the pandemic. This contributed to sustaining the member NPS of the local society and increasing its member retention for member year 2022.

In 2019, CFA Society India was faced with a legal challenge that required it to transition its membership dues collection process immediately to collection locally in Indian Rupees. Navneet’s leadership helped the board to view this as an opportunity. The local society waived membership dues for a year, which helped it to buy time for developing an alternative dues collection process. CFA Institute and local society membership grew by over 50% that year.

By implementing a plan to host one marquee conference at each of the local society’s nine chapters, Navneet helped CFA Society India to create a series of large events that strengthened member value. The events differentiated professional learning opportunities based on local member needs and mobilized volunteers at the chapter level. These are now crucial alternative sources of revenue for the local society, through sponsorship and delegate fees.

Navneet realized the need to strengthen CFA Society India and CFA Institute recognition as organizations working for the investment community in India. To this end, he initiated the first (and one of the largest) investor education campaigns – the “Jan Nivesh Abhiyan” or “Investor Education Campaign”, in partnership with the Securities and Exchange Board of India (SEBI) and the National Securities Depository Limited (NSDL), in 2019. 18 volunteers cycled 1000 kilometers, holding investor education meetings in 22 locations. The outreach directly connected with over 10,000 investors in India, making them aware of their rights. Many more were engaged through social media.

When he was Chief Investment Officer of SBI Mutual Fund, he led the organisation to be the first organization to comply with the CFA Institute Asset Manager Code™ and the Global Investment Performance Standards (GIPS®) in India.

As the CFA Society India director in charge of Research & Advocacy, Navneet boosted thought leadership and advocacy outreach. Indeed, the local society become one of the largest content contributors to the Asia Pacific Research Exchange (ARX). He also initiated and contributed to the first edition of Investor’s Guide to Shareholder Meetings (AGM Guide) in collaboration with CFA Institute.

Naveneet is the MD and CEO of HDFC AMC, one of the largest Asset Management Companies in India, with USD 60 billion assets under management. When he took over as the CEO in 2021, Navneet instilled a culture of learning and motivated over a thousand employees to enroll in the CFA Institute Investment Foundations Program and CFA Institute ethics training.
Navneet has served as member of the Education Advisory Committee at CFA Institute, Corporate Governance Code task force and the Future of Finance Committee. He was one of the key contributors to the formation of ARX and documentation of the Statement of Investor Rights

Navneet has also regularly worked with other the CFA Society network, speaking at events and moderating panels. He was also an active member of the South Asia Advocacy Forum, supporting advocacy efforts in the region.

He has been a prolific speaker and press spokesperson, having spoken at over 50 society events in India and abroad.

Through his expert leadership, Banji has significantly grown the network of volunteers, partners and sponsors at CFA Society Nigeria. Banji himself has volunteered on multiple committees, including Advocacy, Gender Diversity and Fundraising, to ensure alignment of committee outcomes with CFA Institute and CFA Society Nigeria strategic objectives. He also initiated an innovative BoG-election that included campaigns and debates, which resulted in the local society recording an unprecedented 81.3% voter participation.

Banji helped to firmly establish CFA Society Nigeria among universities and increased multi-year sponsorships to fund university competitions. He drove participation in the CFA Institute Research Challenge, from eight teams in 2017 to 25 teams in 2020 (213% growth), and the Ethics Challenge, from seven teams in 2017 to 25 teams in 2020. Banji also supported and funded the establishment of Investment Societies in four Nigerian Universities, mentors the students and regularly speaks at their investment-oriented events.

By facilitating the opening of two test centers, in Abuja and Lagos, Banji helped to significantly increase candidate numbers in Nigeria. He also created a candidate-membership category to provide support and benefits to candidates.

When president, Banji grew society membership by 233%. He enabled CFA Society Nigeria to handle this growing member base by mentoring and developing many society leaders and motivating members to volunteer in different capacities. Banji helped to improve volunteer participation by instituting an annual volunteer recruitment and recognition event and encouraged member engagement by launching a quarterly newsletter series.

He created a Gender Diversity Committee and raised funding locally and internationally for the N50 Million Endowment Fund for scholarships for women. He also launched a Women in Investment Management study that benchmarked workplace support for women in achieving their full potential in Nigerian investment industry firms against global best practices. The top three firms were recognized with an award.

Banji is regarded as a key thought leader and CFA Society Nigeria spokesperson, speaking at several events held by stakeholders, including the Fund Managers Association of Nigeria and PwC. He also led the organisation of the largest Nigerian Investment Conference in 2018, attracting hundreds of industry stakeholders, local and international speakers, including the Central Bank of Nigeria Governor and the CEO of the Nigeria Stock Exchange.

As a CFA charterholder and an ambassador of the CFA Society Nigeria brand, Banji’s engagements go beyond the local society and Nigerian investment industry. He has driven cross-regional initiatives with CFA Institute and the CFA Society network and collaborates with other local society presidents on regional ideas and initiatives.

Being a respected industry leader, he serves on the presidential committee charged with the mandate of revitalizing commodity exchanges in Nigeria. In this role, he works with the Central Bank of Nigeria, the Nigerian Sovereign Wealth Fund, the SEC, and several government agencies. His involvement in these national assignments further promote the public perception of the CFA charter.

Travis has the ability to lead multiple teams simultaneously, devoting equal attention to broad committee objectives as well as details of individual activities. He is entrusted as the board representative for all candidate-related functions, including the Candidate Council; university outreach; scholarships; CFA Institute Research Challenge; and charter awards.

To improve the efficiency and effectiveness of local society operations, while reducing overheads, Travis introduced cloud-based solutions for event management, file storage and surveys. He is an open-minded leader who always obtains the input of team members, showcases the highest standards of ethics and integrity, and leads by example. Travis is much sought after for his expertise in various fields, be it technical, administrative, or otherwise, never hesitates to share his knowledge, and has no expectation of personal gain.

Over the last six years, Travis has been the driving force behind the continuously evolving strategy of the Candidate Council, a pilot project launched in Sri Lanka to offer dedicated candidate support for exam preparation and professional development. He has ensured the council meets local candidate requirements and contributes to the development of future professionals. As co-chair of the Candidate Council in 2016, he was instrumental in designing the operational framework, constitution, and policies.

In 2019, he was appointed chair and faced the daunting task of continuing the service offering and maintaining candidate engagement during the pandemic. Travis found innovative solutions to these unexpected challenges and transformed Candidate Council activities. This led to the council’s most successful year since its inception, with the highest growth year-over-year by FY21 in membership (59%), events (60%), revenue, and engagement.

Travis has proven his dedication and success in mentoring and developing future professionals. Indeed, seven out of eight teams he mentored in the CFA Institute Research Challenge have reached the local finals and he also initiated and conceptualized a mentoring program matching CFA charterholders with candidates.

Travis has been instrumental in involving CFA charterholders in Candidate Council events, as resource persons and as part of committees. This has provided volunteer opportunities for members, enabled the council to use members’ expertise to conduct masterclasses, and created opportunities for candidates to network with members.

In 2021, Travis launched a virtual career guidance event ‘’CareerNext’’ to showcase the variety of job opportunities available for CFA charterholders and candidates across multiple industries and professions. This involved 12 organizations, including the Colombo Stock Exchange, conglomerates, listed and non-listed companies. It helped to build the brand in Sri Lanka, with over 800 views on YouTube, and strengthen institutional partnerships.

Travis has served as a judge for the Capital Market Awards since 2017 and was promoted to award chair for the Best Research Team award in 2021. This award is one of the most sought-after accolades that recognizes and rewards excellence in the local capital markets.

Through involvement in the Capital Market Awards initiative over six consecutive years, Travis has contributed to building integrity within the local investment industry. The standards set for these awards have been continuously revised and improved and Travis successfully led standard setting for the Best Research Team award.

Travis is a passionate educator who has been lecturing on the CFA Program for over five years. He inspires students via webinars and events at universities. He has also assisted an official prep provider, IFT, with the preparation of study materials, disseminating his extensive knowledge of the CFA Program and curriculum beyond the local society.

Travis has represented employers in the media and has regularly been interviewed on popular television business talk shows and highly subscribed business magazines. He has also been a panelist and moderator at various public forums, including the Intergenerational Policy Dialogues by the UNFPA in 2015.

Aside from his vital contribution to society, as a theatre, music, and history enthusiast, Travis volunteers his time to GIZ: a not-for-profit NGO which promotes coexistence and reconciliation. He conducts history walks for GIZ where he highlights the role of capital markets and their role in society thus giving back to society in many ways.

Sade advocated and instituted a succession plan for the local society that ensures a smooth transition of experienced society leaders into the board of governors, entrenching best practice corporate governance principles. She identified and mentored several leaders and has overseen two board transitions at the local society.

As an ex-officio member of CFA Society Nigeria (2017-2021), she served as the chief of Governance and Compliance officer, ensuring all local society and committee leaders attest to comply with the CFA Institute standards. She continues to serve as the chair of Advocacy, a committee she revitalized as one of the most vibrant in the local society.

Sade is one the founding directors of the board of GIPS country sponsor and is responsible for GIPS penetration in Nigeria. She also leads the coalition of four industry professional groups (Financial Market Integrity Group), spear-headed by the local society to promote fairer financial markets in Nigeria and consequently the CFA Society Nigeria brand.

Leading the inaugural board, Sade opened conversations with CFA Institute to set up exam centers in Nigeria. These were established under the next board’s leadership, thanks to Sade’s engagement on the initiative. Sade launched the Ethics Challenge and CFA Institute Research Challenge in Nigeria, which have continued to grow immensely. She also initiated the Financial Wellbeing and Literacy campaign, aimed at educating secondary school and university students. 

Sade organized the pioneering flagship Investment Conference in 2016, which put CFA Society Nigeria on the map as a thought-leader in the local investment management industry. She also kicked off the popular annual charter award ceremony to welcome new members and grew membership to over 204 from 15, which established Nigeria as a growth hub for candidates and members.

Sade launched the CFA Institute Statement of Investor Rights on the floor of the Nigerian Stock Exchange, which raised the profile of the organization in the capital market. Sade also set the foundation for collaborations with regulators, professional bodies and other stakeholders in the investment industry, including the Securities and Exchange Commission, Funds Managers Association of Nigeria, Pension Fund Managers, and institutional investors.

Given the success of its University Ethics Challenge, Sade decided to push for wider acceptance of the CFA Institute Code of Ethics in the corporate space. Under her leadership, the local society developed the Industry Practitioners Ethics Challenge to promote high professional and ethical standards among industry practitioners (read an article on the challenge here). Other members of the CFA Society community have now adopted the model for their own local competitions.

She also successfully led a series of GIPS sessions in the Nigerian market, including workshops on the Asset Managers Code (AMC). These led to two Nigerian firms claiming GIPS compliance, one adopting the AMC, and two more working on claiming compliance.

Sade is actively engaged across different spheres beyond her involvement with CFA Society Nigeria. She is an active member of the CFA Institute Cross-Regional Roundtable to promote improved Investment Performance Reporting Standards in emerging markets. She continues to foster cooperation with the CFA Society community in Africa by collaborating on advocacy initiatives.

Sade’s involvement in other organisations includes sitting on the board of the largest pension fund administrator in Nigeria (IBTC Pension Managers), IBFC Alliance Limited as a Non-Executive Director, and running the ActionCOACH Business-Coaching franchise in Nigeria.