Speaker
Mr Richard McGillivray, Senior Director, Product Advocacy and Education, CFA Institute
Richard McGillivray joined CFA Institute to lead its Asia Pacific Institutional Partnerships team in 2013. The team is responsible for working with firms, regulators, and Universities across the region.
Richard brings a blend of experience in both investment management and education to CFA Institute. Prior to joining CFA Institute, he set up and ran the Asia Pacific operations for a UK-headquartered asset management business in Hong Kong.
At CFA Institute, Richard has specialised in integrating CFA Institute learning assets both into workplaces as well as formal education institutions. Given market demands, since 2018 he has focused extensively on ESG and sustainability-related learning. In 2020, his Sustainable Investing Gameshow, co-developed with BNP Paribas Asset Management was winner of UK Investment Week's 2020 award for Best Sustainable & ESG Education.
Prior to his career in Finance Richard worked for 16 years in adult and professional education in Asia Pacific and southern Africa across a range of sectors, including financial services, regulators, universities, law and media.
Facilitator
Mr Scott Lee, Senior Director, Strategic Partnerships, CFA Institute
As the Senior Director, Strategic Partnerships of CFA Institute, Scott is responsible engaging with key industry stakeholders to promote the highest standards of education and professional excellence. This includes formulating strategic partnerships on research, professional learning and investor protection initiatives.
On behalf of CFA Institute, Scott manages the Asia-Pacific Research Exchange (ARX) - a research hub that brings together like-minded finance and investment management professionals to share, learn and engage on relevant industry topics. Leveraging ARX, Scott and his team have organized 300+ online and offline events for CFA members, candidates and other industry stakeholders in the past few years.
Scott possesses Master's in International Management, Postgraduate diploma in Business Administration, Bachelor of Banking and Finance and Bachelor of Computing.
