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Paul Smith, CFA

Independent corporate director based in Hong Kong specializing in asset management and financial technology

Paul Smith, CFA, is a prominent figure in the financial industry with an extensive background in asset management and leadership. He currently serves as an Independent Director and Senior Advisor at the Financial Modeling Institute (FMI).24

Career Highlights

Paul Smith's career spans over three decades, during which he has held several notable positions:

  • Former President and CEO of CFA Institute14
  • Founding partner at SustainFinance1
  • Global head of securities services and global head of alternative funds administration at HSBC in New York1
  • Asia head of securities services at Bank of Bermuda in Hong Kong1
  • Chairman and CEO of Asia Alternative Asset Partners1

Education and Expertise

Paul holds a Master's degree in History from Oxford University.1 His expertise includes:

  • Asset management
  • Financial modeling
  • Corporate governance
  • Investment strategy

Current Roles and Responsibilities

In addition to his position at FMI, Paul Smith is involved in various other professional capacities:

  • Independent corporate director based in Hong Kong3
  • Member of the Honorary Advisor Panel of the Financial Reporting Council of Hong Kong1
  • Member of the Products Advisory Committee of the Hong Kong Securities and Futures Commission1

Recognition and Impact

Paul Smith's appointment to the FMI board in 2021 was seen as a significant development, highlighting the increasing importance of accreditation in financial modeling.4 His extensive experience and leadership in the CFA Institute have positioned him as a respected voice in the financial industry, particularly in the areas of investment management and professional standards.

Highlights

Nov 23 · linkedin

Some exciting developments from my friends at ReThinking Capital. The accounting profession has been slow to adapt to the challenge of accounting for negative and positive environmental externalities. ReThinking Capital has been worrying this problem for a few years now - a lonely pursuit! - delighted to see that Andrew Watson is finally getting some traction./

Oct 14 · linkedin

https://lnkd.in/eTFSrSih Here is the link to our first in person conference at www.SustainFinance.org held in Istanbul on October 3rd, 2023! A huge success thanks to our many excellent panellists and to the organising skills of TUYID - Turkish IR Society Kubra Koldemir Ayşe Kaşıkçı SustainFinance Exceptional contributions from senior executives of major Turkish corporations. If you want to understand how sustainability in all its dimensions play out in the emerging world sampling this conference will add greatly to your knowledge. Special thanks to my very good friends Ilkay Demirdag and Attila Koksal, CFA for their invaluable contributions.

Related Questions

What are Paul Smith's main responsibilities at the Financial Modeling Institute?
How did Paul Smith's career evolve from his role at the CFA Institute to his current position at FMI?
What is SustainFinance, and how is Paul Smith involved with it?
Can you provide more details about Paul Smith's leadership experience in Asia?
What are some notable achievements of Paul Smith during his tenure at the CFA Institute?
Paul Smith, CFA
Paul Smith, CFA, photo 1
Paul Smith, CFA, photo 2
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Experience

Director at Financial Modeling Institute (FMI), Illio Technology Limited, and Licensed Representative at Peak Capital Limited
President and CEO at CFA Institute (2015 - 2019), Managing Director, Asia Pacific at CFA Institute (2012 - 2016)

Education

Master's Degree in Modern History from University of Oxford (1977 - 1980)

Location

Hong Kong, Hong Kong SAR