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Board
To contact one of board members please email info@cfauk.org who will forward the email to the relevant person.
Joe Biernat, CFA (Chairman)
European Credit Management Ltd
George Spentzos, CFA (Vice-chairman)
Credaris
Richard Rothwell, ASIP (Treasurer)
Stoneware Capital
Rasik Ahuja, CFA
EFG Private Bank
Rasik's CV
James Bevan
CCLA Investment Management
James' CV
Mark Davis, CFA
Watson
Wyatt
Christopher Fawcett
Fauchier Partners
Christopher's CV
Will Goodhart
CFA UK - Chief Executive
Will's CV
Tom Joski, CFA
Broadmark Asset Management
Carol Kennedy
Pantheon
Ken Kinsey-Quick, CFA, ASIP
Thames
River Capital
Colin McLean, FSIP
SVM Asset Management Ltd
Notis Mitarachi
Fidelity
International
Joanna Munro
HSBC
Multimanager
Terms of Reference
The Board manages the business of CFA UK to ensure that its objects, as defined in the Memorandum of Association and summarised below, are achieved. 50% of the Board must be CFA charterholders. The primary responsibilities of the Board include the following:
- To provide assistance and direction to the Chairman regarding the general supervision and control of the affairs of the Society.
- To ensure that the Society meets all its legal, financial and other statutory requirements.
- To monitor operations, including the setting of membership fees, the approval of budgets and the maintenance of reserves.
- To appoint an Executive Committee to meet monthly to be responsible for the day-to-day management of the Society.
- To approve policies in areas related to the achievement of the Society's objects.To establish committees and panels to oversee the Society's activities and implementation of policy in relevant areas and to advise the Board on issues in those areas.
- The Board shall meet as required. 50% of the Directors need to be present at a meeting to form a quorum. A resolution can be passed by a majority of Directors present.
- The term of the Chair and Vice Chair shall be no more than two years, and will not be subject to reaffirmation after one year.