Australian, Mark Lazberger, CFA has stepped up to the role alongside his responsibilities at Omnia and non-executive director roles at Yarra Capital Management and Fisher Funds Management. He also acts as the director of the Children’s Cancer Institute.
Mr Lazberger has previously acted as chief executive of Colonial First State Global Asset Management and First State Investments, now known as First Sentier Investors, overseeing over $160 billion in funds and assets under management across equities, debt, infrastructure, and property.
Prior to this, Mr Lazberger acted as international, and executive vice-president of State Street Global Advisors. This followed on from roles as head of international businesses, president and CEO of State Street Japan, and a principal and regional managing director of State Street Global Advisors’ businesses in Japan and Australia.
“I’m honoured to assume the role as Chair of the CFA Institute board of governors and continue the vital work of the governors, the leadership team, and the global membership to maintain the highest professional standards of our industry,” said Mr Lazberger on his appointment.
Mr Lazberger has a deep history with the CFA, having been the founding president and member of CFA Society Sydney, a former board member of CFA Society Japan, and a member of the Future of Finance Advisory Council.
“My long-standing relationship with CFA Institute provides me with a unique perspective on the critical importance of the organisation’s vision and future, and I look forward to furthering these efforts on a global scale in partnership with my colleagues on the board of governors,” he said.
The appointment as chair will not be Mr Lazberger’s first board service at the CFA. In the financial years 2012-18, Mr Lazberger served on different board committees including the audit and risk committee, the compensation committee, and the external relationship and volunteer involvement committee, among others.
Alongside Mr Lazberg’s appointment comes after the announcement that Tricia Rothschild, CFA, will work alongside him as the vice-chair.
Ms Rothschild is presently an adviser at The TIFIN Group and a board member of the Financial Fitness Group.
She has previously acted as the president of Apex Fintech Solutions, wherein she held responsibility for the strategic planning, development, and overall growth of the company. Before this, she acted as chief product officer and co-head of global markets at Morningstar.
Much like Mr Lazberger, she has a long history with the CFA having served as the chair of the risk committee and sat on the audit and risk committee alongside the governance committee.
“At the start of the new fiscal year, I am filled with optimism for the ways we can leverage learnings from the challenges of the past year and a half to propel CFA Institute forward,” said Margaret Franklin, CFA, CFA Institute president and CEO, on the appointments.
“We will continue to build out a diverse portfolio of learning products and modernize and grow the CFA Program.
“I look forward to working alongside Mark, Tricia, and our entire board to deliver on our mission, and I am confident that their collective perspectives will prove invaluable in the months and years ahead”.
