Keynote speaker
Margaret Franklin
President and CEO
CFA Institute
Margaret Franklin is President and CEO of CFA Institute, which promotes education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019. Prior to this, she led international wealth management for North America and was president of BNY Mellon Wealth Management Advisory Services in Canada. Prior to joining BNY Mellon in 2016, she held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management. Prior to this, she was a partner with KJ Harrison & Partners. Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer and Barclays Global Investors. She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council. Franklin earned a bachelor of administration in economics from McMaster University in Ontario, and is a CFA charterholder and a member of CFA Society Toronto.
