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John serves as Senior Managing Director for the CAIA Association, overseeing the industry leading CAIA charter as well as stewarding CAIA’s global growth aspirations. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. Before moving into portfolio management at SSgA, he was an equity analyst focused on domestic and international John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.

lizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversees over $ 1 7 billion in pension fund assets. HIERS provides retirement, disability and survivor benefits for employees of the State of Hawai‘i (“ State”) and its counties, including teachers, professors, police officers, firefighters, judiciary employees, judges and elected officials. The defined benefit plan has both contributory and noncontributory benefit structures. Prior to joining HIERS, Ms. B urton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms. Burton wa s responsible for the $ 4.5 B Absolute Return Portfolio and for risk management oversight of the $5 5 B Plan. Ms. Burton joined the Agency in July 2016 . Previously , Ms. Burton owned William Street Advisory — a strategic advisory practice which she founded in 2013. Prior to that role, Ms. Burton was a Senior Economist and Expert Witness with Criteri o n Economics. Prior to that role, Ms. Burton was a Consultant at First Annapolis where she worked on M&A transactions and consulting the payments indus try. Previous positions include: Co – Portfolio and Quantitative Risk Analyst with a South Africa – based fund of hedge funds, Trader (fixed income securities) for a risk management firm , and Portfolio Management Associate with a quant – focused fund of hedge funds. Ms. Burton received her Bachelor’s degree in Political Science and French , cum laude, from Washingt on and Lee University, and her MBA in Finance, Econometrics & Statistics from the University of Chicago Booth School of Business. She is on the board of a private residential real estate investment trust and a Trustee of The Hill School, a private boarding school. She is also a C AIA charter holder . Ms. Burton was named one of Chief Investment Officer Magazine’s Top – 40 – Under – 40 in June 2017. In 2019 Ms. Burton received the Industry Innovation Award for <$20B plan by Chief Investment Officer Magazine and was listed in the Power 100 in 2019 .