Peggy Scherer is a vice president at HSBC Mexico, focusing on working capital solutions in the area of Trade Finance of the Commercial Bank.

Previously Peggy has worked in the Credit Review area of HSBC Mexico focusing on improving credit processes. Prior to that, she has been in the market risk team and later in the investment and credit area of The Nomura Trust and Banking in Tokyo, Japan. Earlier in her career, she has been in several financial institutions in France, Luxembourg and Japan in the structuring, credit and risk areas.

Chaunice is the Director focusing on strategic initiatives at Artisan Partners, which is a global investment management firm that provides a broad range of investment strategies. Prior to Artisan, Ms. Wilks most recently worked as the Director of Investor Relations at Angeles Investments and previously held a position as an Investment Consultant at Meketa Investment Group.

Sam Kirkland is a research director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team selects and oversees the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses.

John was appointed CEO for the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings 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.