The Board is responsible for creating an efficient organization and for the overall management of its affairs. The Board shall ascertain that its activities are continuously evaluated. The Board sets the objectives and strategic plans for the Society. The officers of the Board are elected by the Annual Meeting of Members.
Board & Committees
Board
Fredrik Nilsson, CFA
PresidentDavid Ekman Krook, CFA
Vice PresidentTanja R. Harrisson, CFA
TreasurerChristian Guggenheim, CFA
SecretaryNiclas Düring
MemberAlexandra Voss, CFA
MemberAlexander Öhrn, CFA
MemberPast Presidents
- 2017 – 2019 Rafet Eriskin, CFA
- 2016 – 2017 Peder Du Rietz, CFA
- 2015 – 2016 Anna Jönsson, CFA
- 2013 – 2015 Peder Du Rietz, CFA
- 2012 – 2013 Marcus Widmark, CFA
- 2009 – 2012 Henrik Bjerklin, CFA
- 2004 – 2009 Fredrik Ahlström, CFA
- 2003 – 2004 Jerker Alexander Källebo, CFA
Executive Office
The Board has appointed the Executive Office to administer CFA Society Sweden's day to day activities, including the contact with members, local candidates and prospective candidates. The Executive Office is also responsible for running the Society's events, updating the website and supporting all committee's work.
Big Green Tree Media AB is the firm appointed to run CFA Society Sweden's Executive Office. Meet the staff:
Aline Gustafsson, CFA
Kim Hansson
Olivia Mahr
Gülce Demirer
Committees
CFA Society Sweden operates through committee work, performed by members on a voluntary basis. Committee chairs suggest projects, activities and budgets to the Board. The Board approves committee budgets, where overall budget constraints and composition of member offerings are considered as we develop our service offering. We encourage all members to consider serving on one of our committees.
Our Committees:
Executive Committee
The Board can select and hire a Chief Executive Officer or appoint an Executive Committee (EC) to manage ongoing business between Board meetings. For example, the EC is responsible to for the Society’s event calendar and for the ongoing relationship with CFA Institute
- Members of the Executive Committee are:
Fredrik Nilsson, CFA (President)
David Ekman Krook, CFA (Vice President)
Alexander Öhrn, CFA (Member of the Board)
Aline Reichenberg Gustafsson, CFA (Executive Officer)
Kim Hansson (Executive Officer)
Nomination Committee
The role of the Nomination Committee is to ensure the succession process of the Board, which includes promoting opportunities to volunteer as board member and recommending for election the most appropriate candidates for election after careful consideration at the Annual General Meeting. The Nomination Committee also ensures that the Board’s composition reflects, to the extent possible, the diversity of the membership.
- Members of the Nomination Committee are:
Mark H. Shay, CFA mark.shay@sloan.mit.edu
Anna Jönsson, CFA anna.jonsson@cfasweden.se
John Afzelius, CFA jenevall@kth.se
Rafet Eriskin, CFA rafet.eriskin@cfasweden.se
Advocacy Committee
The goal of the advocacy committee is to support CFA Society Sweden in achieving its first strategic objective to shape the future of the industry and profession. Concretely, the advocacy committee is responsible for identifying and sharing thought leadership and research made available by CFA Institute in a way that is both accessible and relevant for the Swedish market.
The advocacy committee’s role is also to act more generally as a link between CFA Society Sweden and CFA Institute’s resources including in the identification of possible speakers for relevant educational events.
- Members of the Executive Committee are:
Christian Guggenheim, CFA (Chair, Member of the Board)
Alexander Öhrn, CFA (Member of the Board)
Member Value Committee
The goal of the member value committee is to support CFA Society Sweden in achieving its second strategic objective to build a diverse portfolio of learning products (member value) as well as to contribute to the growth of the Society’s member base by strengthening brand awareness and offering relevant services to the members, including candidate members.
- Members of the Executive Committee are:
Tanja Harrisson, CFA (Chair, Member of the Board)
Alexandra Voss, CFA (Member of the Board)
Women in Finance Committee
The goal of the Women in Finance committee is to encourage women to join the investment profession as well as supporting them in achieving a successful career in finance, while promoting the CFA brand and education. The Committee aims to achieve its goal through events to inspire women, showcase successful role models and propose concrete solutions to increasing gender diversity in finance, by promoting scholarship for women to achieve the CFA designation and joining forces with other local organisations with similar goals.
- Members of the Executive Committee are:
Alexandra Voss, CFA (Chair, Member of the Board)
David Ekman Krook, CFA (Member of the Board)
Future Professionals Committee
The goal of the future professionals committee is to support CFA Society Sweden in achieving its third strategic objective to modernize and grow the CFA program as well as to drive younger generations to join the investment profession with high standards of professionalism and ethic. More specifically, the Future Professionals Committee aims to work to increase the number of affiliated universities and provide value to the existing affiliated universities as well as to promote and run the Research Challenge and increase student awareness about the CFA programme.
- Members of the Executive Committee are:
David Ekman Krook, CFA (Chair, Member of the Board)
Tanja Harrisson, CFA (Member of the Board)
Fredrik Nilsson, CFA (President)
