1. Towards a Vision for the Future Nitin Mehta, CFA Managing Director, EMEA CFA Institute

2. More Members Towards a Vision for the Future 52/3/2012 41,000 > penetration 18,733 3,324 342 members 1992 2002 20122022

3. More Societies CFA Institute Members 2011 Towards a Vision for the Future 62/3/2012

4. Ethics

5. Trust Deficit Source: Edelman Trust Barometer 2012 Towards a Vision for the Future 72/3/2012

6. Trust Deficit Source: Oliver Wyman Global Consumer Survey December 2011 Who do you trust the most to manage your retirement savings? If you are nervous about committing to savings for the long-term, why? Towards a Vision for the Future 82/3/2012

7. Education

8. Specialists hedge fund manager credit analyst performance analyst real estate investor risk analyst private equity manager portfolio strategist trader Towards a Vision for the Future 92/3/2012

9. Content Access Open Access Control Access Towards a Vision for the Future 102/3/2012

10. Learning Technologies Learning Medium Learning Model Learning Management Webcast, Livestream Towards a Vision for the Future 122/3/2012

11. UOC Towards a Vision for the Future 132/3/2012 Click here http://www.uoc.edu/portal/_resources/EN/d emos/model_educatiu/index.html

12. Moodle Towards a Vision for the Future 132/3/2012 Click here http://www.youtube.com/watch?v=I4mmM eMDMic&feature=related

13. Avatars Towards a Vision for the Future 112/3/2012

14. Engagement

15. Social Media Presence Towards a Vision for the Future 72/3/2012 As at 23 December 2011

16. Syndication Towards a Vision for the Future 72/3/2012

17. Social Media Stats Towards a Vision for the Future 72/3/2012

18. Social Media Towards a Vision for the Future 132/3/2012 Click here http://www.youtube.com/watch?v=NhPgUcjG QAw

19. Vision of the Future Broader MissionBigger TentBolder Voice EducationEngagementEthics Towards a Vision for the Future 22/3/2012

20. Good Strategy, Bad Strategy Good Strategy  diagnosis  guiding policy  coherent action “a good strategy creates strength through the coherence of its design.” Bad Strategy  fluff  fails to define challenge  mistakes goals for strategy  bad strategic objectives Towards a Vision for the Future 32/3/2012

21. Big Hairy Audacious Challenges 1Most investment professionals do not adhere to any defined code of conduct 2Many practitioners do not have sufficient education in finance and investment 3Many practitioners do not engage in regular and sufficient continuing education 4Most CFA Program candidates fail to obtain the charter 5Most end-investors have not heard of CFA Institute or the CFA charter 6Most investment professionals do not engage with their local professional society 7The investment profession is not seen as a thought-leader in important issues Towards a Vision for the Future 42/3/2012

22. Big Hairy Audacious Goal (BHAG) “...an audacious 10-to-30- year goal to progress towards an envisioned future.” Collins and Porras, 1996 Building Your Company’s Vision Towards a Vision for the Future 132/3/2012

23. Big Hairy Audacious Goal (BHAG) Towards a Vision for the Future 132/3/2012 Click here http://www.youtube.com/watch?v=ZSPcFxq4S28