New Fellowship Program Raises Professional and Personal Standards for Leaders in the Global Finance Ecosystem

December 16, 2015


New Fellowship Program Raises Professional and Personal Standards for Leaders in the Global Finance Ecosystem

Aspen Institute launches values-based Financial Leaders Fellowship Program with support from CFA Institute


NEW YORK, December 16, 2015 – The Aspen Institute, an organization that fosters leadership based on enduring values and provides a nonpartisan venue for dealing with critical issues, and CFA Institute, the global association of investment management professionals, announce the launch of the first-of-its-kind Financial Leaders Fellowship (FLF) Program. This newest program in the Aspen Global Leadership Network (AGLN), a worldwide community of leaders with a focus on values and sights on creating a better society, is designed to drive selected Finance Fellows to consider ethical values and perspectives necessary for effective leadership in finance and in society at-large.

“At CFA Institute, we aspire to build and to lead the investment management profession,” said Paul Smith, CFA, president and CEO, CFA Institute. “To do this we must do more than prepare and continuously educate highly competent professionals. We must also build partnerships with institutions like the Aspen Institute who will identify and train the future leaders of our industry to transform the profession and its focus on serving society. By forming this partnership, CFA Institute will gain new perspectives on the future direction of the investment profession, allowing us to contribute to the development of the next generation of investment profession leaders.”

Beginning in October 2016, the first class of the FLF Program will consist of 20-22 successful, community-spirited leaders working in the broad finance ecosystem as savers, users, intermediaries, and stewards of capital. These Finance Leaders Fellows will spend four weeks over the course of two years exploring their leadership, core values, desired legacies, and their vision for the finance sector. Importantly, each Fellow commits to launching a leadership venture that will challenge them personally and advance the positive impact of finance in society. The FLF Fellows join more than 2,100 other entrepreneurial leaders from 49 countries to become members of the Aspen Global Leadership Network.

“For nearly 20 years, the Aspen Institute has challenged entrepreneurial business leaders to stretch themselves and broaden their impact on society,” said Peter Reiling, executive vice president of leadership and seminar programs at the Aspen Institute. “We are excited to partner with CFA Institute to bring creative and diverse leaders in the finance sector into the Aspen Global Leadership Network and add to the mosaic of Fellows having an impact on the world’s most complex challenges.”

In addition to sponsoring the FLF Program, CFA Institute will be part of the FLF Advisory Council. This Council will advise Fellowship strategy and policy, and its membership will be comprised of senior industry representatives who support the Fellowship’s mission.

The Finance Leaders Fellowship Program was made possible by the lead underwriting support of CFA Institute and Christopher Varelas, and major support from David McCormick, Ranji Nagaswami and Bo Hopkins, Lisa Shalett, and the Pactolus Family Foundation.

For more about the Finance Leaders Fellowship Program, visit

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 133,700 members in 145 countries and territories, including 127,400 CFA charterholders, and 147 member societies. For more information, visit

About the Aspen Institute

The Aspen Institute is an educational and policy studies organization based in Washington, D.C. Its mission is to foster leadership based on enduring values and to provide a nonpartisan venue for dealing with critical issues. The Institute has campuses in Aspen, CO, and on the Wye River on Maryland’s Eastern Shore. It also maintains offices in New York City and has an international network of partners. For more information visit

Media Contacts
Philip Javellana
Communications Manager
The Aspen Institute
+1 202-286-6134

Sarah-Jane Purvis
Manager, Global Media Relations
CFA Institute
+44 (0) 2017 330-9559



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