Paul Smith, CFA

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.