Board & Committees

Board

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.

David Ekman Krook, CFA

President

Alexandra Voss, CFA

Vice President

Tanja R. Harrisson, CFA

Treasurer

Erick Mokaya, CFA

Secretary

Christian Guggenheim, CFA

Member

Simone Hirschvogl, CFA

Member

Joakim Jerner, CFA

Member

Past Presidents

2019 – 2023 Fredrik Nilsson, CFA
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

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: currently all members of the board are part of the executive committee together with Aline Reichenberg Gustafsson, CFA (Executive Officer) and Gulçe Demirer (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

Advocacy & Member Value Committee

The purpose of the Advocacy & Member Value Committee is to increase understanding of the CFA charter within the Swedish financial industry and also share thought leadership and research made available by the CFA Institute in a way that is both accessible and relevant for the Swedish market. This is done by e.g. sharing relevant LinkedIn posts, contacting industry participants to educate them about the CFA Charter and hosting speakers for educational events.

The goal is also 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 Advocacy Committee are:

Christian Guggenheim, CFA (Secretary)
Joakim Jerner, CFA (Board member)
Nikolay Antonov, CFA.

ESG Committee

The CFA Society Sweden’s ESG Committee aims to promote and improve ESG analysis within the investment community in Sweden by:

promoting the CFA ESG Certificate and other CFA Institute educational programs related to sustainable investments
creating a community of ESG analysts, investors and service providers through the organisation of events and the diffusion of relevant information
designating the receiver of the CFA Society Sweden’s annual ESG Award

Members of the ESG Committee are:

Simone Hirschvogl, CFA (chair), Aline Gustafsson, CFA (executive officer), Anette Andersson, Alfred Askeljung, Yuhan Guo, Karoline Hatlestad, John Howchin, Irene Mastelli, Kristians Mikelsons, CFA, Johanna Orring, Mia Störlopare, Rawand Sultani, Nikolina Trcak, Tomas Valnek, Irina Velieva

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 Women in Finance Committee are:
Alexandra Voss, CFA (Chair, Vice President of the Board)
Simone Hirschvogl, CFA (Member of the Board)
Tanja Harrisson, 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 Future Professionals Committee are:
David Ekman Krook, CFA (Chair, Member of the Board)
Tanja Harrisson, CFA (Member of the Board)
Fredrik Nilsson, CFA (President)

Join a Committee