When editing material for CFA Institute conferences and events, please consult these brief style guidelines. Note that the Conferences team and applicable content owners hold final discretion on which of the following guidelines they may want to apply.
- Regardless of our AP city/country list, spell out city, state (if applicable), and country/region on first mention. Use “USA” instead of “United States.” For example:
- Boston, Massachusetts, USA
- London, United Kingdom
- Montréal, Québéc, Canada
- Use the full name of a conference on first mention, as shown on the conference page on the CFA Institute enterprise site; abbreviated forms of the conference name are acceptable on second mention. For example:
- 69th CFA Institute Annual Conference on first mention; Annual Conference OK after that.
- Edit these descriptions with a light hand, focusing on fixing punctuation, grammar, and blatant errors.
General Bio Guidelines
- The opening line of a bio should follow this format:
- Charles D. Ellis, CFA, is chair of the board of directors at the Whitehead Institute.
- Use only CFA Institute designations (CFA, CIPM, FSIP, ASIP) after a speaker’s name on first mention.
- Check all speaker names in Siebel or in the Membership Directory.
- The rest of the bio should alternate lines beginning with the speaker’s gender pronoun (he/she) and then the speaker’s honorific title (Mr., Ms., Dr., or Professor) and surname. See the following examples for recommended structure.
- If the speaker is a founder of a company, use of instead of at prior to the company name. For example: Pat Light is founder and CEO of Loki Enterprises, Ltd.
- When a bio is too long, cut (in this order) non-CFA Institute volunteer activities, professional memberships and designations, and previous positions. Do not include in the body of the bio that a speaker is a CFA charterholder or a CFA Institute member. If the speaker is a society member, include that information only if he or she holds a leadership position.
- Check all company names online, following the style used on the company’s website.
- We tend not to include the following information in bios:
- Amounts of money
- Superlatives that are hard to prove (most respected thought leader should be changed to respected thought leader or even just thought leader)
- An excessive number of awards
- Do not capitalize “board of directors” or “board of governors” unless the bio refers to the CFA Institute Board of Governors.
- We do not typically give the location of a company.
- Use the formal and complete (i.e., legal) name of a company (including Inc., Ltd., etc.) for the speaker’s current position only.
- When listing degrees earned, begin with the first degree obtained and end with the most recent.
- When abbreviating degrees, do not use periods (e.g., BA, MA, MBA, PhD). Use “master’s degree” or “bachelor’s degree” if unsure of the abbreviation.
Keith P. Ambachtsheer is director emeritus at the International Centre for Pension Management (ICPM) at the Rotman School of Management at the University of Toronto. He is also president at KPA Advisory Services. Previously, Mr. Ambachtsheer served as cofounder of CEM Benchmarking and as founder of ICPM at the Rotman School of Management, where he also served as an adjunct professor of finance. He is the author of three books and has been a regular contributor to industry publications. Mr. Ambachtsheer is the publisher and editor of Rotman International Journal of Pension Management, serves as the academic director of the Rotman ICPM Board Effectiveness Program for Pension Funds and Other Long-Horizon Investment Institutions, and serves on the CFA Institute Future of Finance Advisory Council. He is the recipient of two awards from CFA Institute: the Award for Professional Excellence in 2011 and the James R. Vertin Award in 2008. Mr. Ambachtsheer holds a BA in commerce and economics from the Royal Military College of Canada and an MA in economics from the University of Western Ontario.
Natalie Winterfrost, CFA, is a client director at Aberdeen Asset Management. Previously, she managed PricewaterhouseCoopers’s investment consulting practice; she has also worked at Aon Consulting, Sedgwick Noble Lowndes (now part of the Mercer group), and London Life. Ms. Winterfrost is chair of the CFA Society United Kingdom board and a past chair of CFA UK’s Professional Standards and Market Practice Committee. She serves as a trustee of a small environmental charity and on the council of the Society of Pension Consultants. Ms. Winterfrost holds a BS in mathematics and economics from Bristol University and is a Fellow of the Institute of Actuaries.
- Make all speaker bullets parallel in style.
- Capitalize fragments after a colon. For example:
- Exploring implications of the Dodd–Frank Act: The bill that no one wants to read
- Use the FX codes for currency in sponsorship material (e.g., USD, JPY, EUR).