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Building the Investment Management Profession and Charter Awards


Paul Smith, CFA, President and CEO, CFA Institute

Start Time

11/16/2015 5:00 PM

End Time

11/16/2015 8:30 PM

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Member Price


Non-Member Price


Candidate Price


Location Info

1730 N Federal Hwy
Boynton Beach, FL 33435

Event Description



 Building the Investment Management Profession

A presentation by Paul Smith, CFA

President and CEO of CFA Institute

Monday, November 16, 2015

5:00 PM - 8:30 PM


Join us for a presentation by Paul Smith, President and CEO of CFA Institute. Paul Smith will also emcee our Charter Award Ceremony. Check out event video​!

Don’t miss your chance to learn first hand the professional qualities of CFA Society members and while having the dinner entrée of your choice also:

  1. Meet and congratulate new charter holders
  2. Meet Paul Smith, President and CEO, CFA Institute
  3. Learn his “ambitious and transformational agenda for the coming year” about the role CFA Institute plays in shaping the investment profession and its future prospects
  4. Hear about the three new core initiatives recently announced by Paul Smith
  5. Earn 1.5 continuing education credits, including 0.5 CE in SER
  6. Network with CFA South Florida members, leaders and directors
  7. Visit with some of the most interesting people in our world.


5:00PM Networking with one complimentary drink (beer or wine)
6:00PM Charter Award Ceremony
6:20PM Dinner (choice of four menu items)
7:00PM Presentation

We encourage all of our members to come out and congratulate the new charter recipients.

This event is free to each new Charter Recipient and One Guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a Charter Recipient, but are not yet a member of the CFA Society of South Florida, register as a non-member (leave CFA Institute ID blank) and forward the registration confirmation​ email to​ listing yourself and your guest (one free guest for each charter recipient) so that we can adjust your registration to complimentary. 


Paul Smith, CFA
President and CEO of CFA Institute

Paul Smith leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession.

Smith joined CFA Institute in 2012 as managing director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He was appointed president and CEO in January 2015.

He brings extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. Smith started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris, and Dublin) over 11 years — the last seven as the firm’s CEO.

Smith moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of funds services. After HSBC’s acquisition of the bank in 2004, he served as HSBC’s global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion of assets.

He has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Asian Investor magazine named him one of the 25 Most Influential People in Asian Hedge Funds.

With over 18 years of experience in Asia, Smith is active in the region’s investment community as an Executive Committee member of the Alternative Investment Management Association in Hong Kong. He has also served on the board of a number of Asia-based funds over the years.

Aside from being a CFA charterholder, he is also a fellow of the Institute of Chartered Accountants of England and Wales, and worked as an auditor at Pricewaterhouse in London for four years early in his career. Smith holds a master’s degree in history from Oxford University.


Earn 1.5 Hours of CE Credit For This Event (0.5 SER)!

Event Type

Society; Educational

Society Category


Education Topic

Leadership, Management, and Communication Skills

Event Region


CE Credit


SER Credit


Event Terms


Location Name


All Day Event





11/16/2015 8:30 PM



Event Manager Email​

Location Address

1730 N Federal Hwy

Location City

Boynton Beach, FL 33435

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/2/2016 11:47 AM by 29
Last modified at 5/22/2016 7:09 AM by 38