Schweser’s CFA^® Program Instructors and Faculty

Andrew Temte, PhD, CFA, is the CEO of Kaplan Professional, a division of Kaplan, Inc. As CEO of Kaplan Professional, Dr. Temte oversees and leverages assets, capabilities, and talent across its global footprint. Kaplan Professional offers a large portfolio of professional development solutions for businesses, and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, Kaplan Professional maintains operations throughout the United States, United Kingdom, Australia, Singapore, the Middle East, and Hong Kong SAR.

Derek is the Vice President of Advanced Designations for Kaplan Schweser. His responsibilities include strategic planning, product management, and content development for the CFA, CAIA, and FRM product lines. Derek holds an MS in finance from the University of Denver and a BS in economics from Texas A&M University.

Dr. Tim Smaby is the Director of Product Management for Kaplan Schweser. Tim joined the company in 2002 as the manager of the Level II CFA study materials. In his current role, Tim oversees product management and content development for the CFA, CAIA, and FRM product lines.

Abbas has over 15 years of teaching experience in economics and finance. As an associate professor of finance at Rhode Island College, he teaches corporate finance, investment theory, quantitative methods, international finance, and portfolio management. He also developed and currently supervises the Student Managed Investment Fund (SMIF).

Adam currently works as an assistant vice president at Moody’s, conducting credit analysis of a portfolio of provinces, municipalities, universities, and government-related issuers in Canada. He has been teaching CFA seminars for Kaplan Schweser since 2008. Adam’s specialties are in the areas of finance, risk management, securities, derivatives, and portfolio management.

Amy is a financial professional with almost 20 years of experience. She has trained financial experts across the globe with stops in the United States, Europe, Asia, and the Middle East. Her students represent all the world’s top 20 banks and numerous top-rated business schools.

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser’s CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years.

Andrew is currently Associate Professor of Finance at Frank G. Zarb School of Business at Hofstra University and director of the Master’s program in Quantitative Finance. At Hofstra, Andrew was named Teacher of the Year and Researcher of the Year. He has previously taught courses at the State University of New York–Binghamton and Indiana University.

As Vice President of CFA Education, B.J. is Kaplan Schweser’s CFA Level II Professor and is in charge of Schweser’s Chicago weekly program. He has taught CFA review courses for more than 10 years in Chicago and around the world. B.J. has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University.

Bruno is a career banker with over 30 years of experience, working in the capital markets and treasury departments of domestic, as well as foreign, banks at succeeding levels of management, including time as a Director in the Capital Markets Internal Audit Group at the Royal Bank of Canada,. He is currently the Chief Compliance Officer at Black Swan Dexteritas, Inc. Bruno is experienced in money market, fixed income, and foreign exchange trading and sales, including intra-day risk and position monitoring.

Caroline Allen is a vice president at Creation Investments, a Chicago-based private equity firm that makes investments in social enterprises around the world with a focus on microfinance banks.

Craig joined Kaplan Schweser in July 2006 as a Content Specialist. He spent 18 years with Bank One Corporation and its predecessor, First Chicago Corporation, in positions including forecast economist and editor of capital markets research. Craig holds an MBA in business economics from DePaul University and a bachelor of science in finance from the University of Illinois at Chicago.

Darren operates his own consulting practice in Toronto, dealing primarily with finance and tax solutions for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager at the Royal Bank of Canada.

David is an experienced financial tutor with many years of teaching experience and assists in running the CFA, FRM, and CAIA courses. Originally from a banking background, David later moved into wealth management, advising high net worth clients in the areas of investments, pensions, and tax planning.

David has more than 37 years of experience in the investments industry. He offices out of Whitefish, Montana where he invests in various real estate projects.

Debi is a principal with Kyza Performance Consulting, LLC. She has over 20 years experience in the investment performance measurement industry. Debi is a member of CFA Institute, Boston Security Analysts Society (BSAS), the Performance Measurement Forum, and CIPM association.

Don holds the James C. Flores Endowed Chair of MBA Studies and is Professor of Finance at LSU. He has had extensive involvement in the CFA^® program in writing, curriculum development, and editing, and he received the C. Stewart Shepard Award from the CFA Institute for years of service to the CFA Institute.

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA Education at Kaplan Schweser. Before joining Kaplan, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington.

Douglas is a Professor of Finance and Entrepreneurship and the Ontario Research Chair at the Schulich School of Business, York University. He teaches the MBA course Venture Capital and Private Equity. His research includes venture capital, private equity, hedge funds, mutual funds, entrepreneurship, and law and finance.

Eric has over ten years of experience in product management and financial training and development. He is currently a product manager for Kaplan Schweser’s Financial Risk Manager (FRM) product line and develops training materials for the FRM, CFA, and CAIA exams.

Greg joined the faculty of Penn State University, the Behrend College, as professor of finance in 2006 and holds the Samuel P. Black III Professorship of Finance and Risk Management. He has published more than 100 articles in referenced journals and authored 10 books.

Jeff is one of the security industry’s leading technical analysts with more than 27 years of experience under his belt. He is currently a daily lecturer on TheoTrade.com which is an online educational resource platform for professional market traders. Prior to joining TheoTrade, Jeff spent 8 years at TD Ameritrade serving as the company’s Chief Market Technician.

Jeff is the co-founder and managing director of Cboe Vest, an asset management firm subsidiary of the Chicago Board Option Exchange (CBOE), the largest US options exchange and creator of listed options.

Jeremy qualified as a Chartered Accountant with Touche Ross in 1994, having read economics and accounting at Newcastle University. He started his City training career in 1998 with the Financial Markets Division of FTC London, where he taught UK Benchmark exam courses and a range of tailored and public in-house courses.

Jhan is an expert financial markets lecturer with many years of experience lecturing in the United States, Europe, Asia, and his native South Africa. Jhan teaches toward the CFA® Program and the IMC. He specializes in courses on equity, fixed income, derivatives, accounting, valuation, and pricing on an in-¬house basis.

John is an Associate Finance Professor at Rutgers University’s Camden, New Jersey, campus, where he teaches investments and corporate finance courses. John has won and been nominated for various teaching awards in his career, and has taught CFA study review courses since 1999 in Europe, Asia, and the US.

John qualified as a Chartered Accountant in 1980, having read maths and music at the University of Cambridge. John moved to Kaplan in 1982, where he taught all levels of the professional accountancy exam syllabus. John joined the Financial Markets team in 1990 and has developed and delivered a large number of courses in both the exam and non-exam arenas throughout Europe and Asia.

John has taught for Kaplan and affiliates since 1996. He has more than 24 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery.

John is the Managing Partner at GSV Investment Advisors. In this role, he specializes in building client relationships and developing and maintaining their financial plans. John works with outside and inside advisors on tax, trust & estate, family office and wealth succession planning.

Jonathan graduated from University College London with an economics degree. He went on to qualify as a Chartered Accountant (ACA) before moving into corporate finance roles. Jonathan joined the Financial Markets team as a lecturer in 2001. He has gained considerable experience teaching both exam-based training and non-exam-based courses for clients of leading financial markets.

Joseph earned his MBA and PhD, both in finance, from the University of Chicago. He has taught CFA review courses at all three levels for more than 20 years in Chicago and around the world. He is a Professor of Finance at DePaul University in Chicago teaching investment, corporate finance, options, and mergers and acquisitions courses.

Kent is University Professor of Finance in the Kogod School of Business at American University. He served as the Chair of the Department of Finance and Real Estate for 11 years and headed the Finance Center of Excellence for 8 years. Kent has more than 35 years of teaching experience at the university level and has received numerous teaching awards.

Kent joined the Schweser faculty in 2010 and currently serves as a Senior Content Specialist for Level II of the CFA curriculum. He came to Kaplan from CFA Society New York, where he supported professional development programs for the Wall Street community.

Kevin has been preparing investment professionals for a wide variety of financial examinations, including CFA and FRM, for over 12 years. He is confident covering a wide variety of topics and has trained a broad selection of individuals, from apprentices to senior directors, both in the classroom and online.

Kurt is a Project Manager at Kaplan Schweser, where he works in the content department, primarily at CFA Level III. Kurt earned his MBA with a concentration in economics from the University of Tampa and a Bachelor of Science degree from the University of Wisconsin–La Crosse.

Martin joined Kaplan in 2007 and delivers courses for the CFA, CAIA, and FRM programs. He has also delivered bespoke courses to top tier investment banks and asset managers across mainland Europe and the United States.

Mike has over 30 years of experience in investment management technology, banking and investment industry consulting. He is currently Director of Business Development for SS&C Technologies, responsible for sales of its performance measurement and attribution products – Anova Performance and Sylvan.

Patrick Gregory, CFA, is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. Prior to joining the faculty at Babson, Patrick was a portfolio manager and senior analyst at FM Global, where he managed the healthcare, telecom, and Internet sectors of a $6 billion equity portfolio.

After graduating with a degree in Accounting/Economics, Paul qualified as a Chartered Accountant with Coopers & Lybrand (now part of PWC, Price Waterhouse Coopers). Paul spent time in both consulting and corporate finance before moving into training, initially training towards the major accounting qualifications before moving back to the City and training financial markets courses.

Phil has over 17 years experience as a financial trainer as well as many years as a financial and management accountant.

Randy Nordby is an experienced financial professional with over 14 years of experience in managing and monitoring investments, investment research, security valuation, economic analysis, preparing customized Investment Policy Statements (IPS), and portfolio implementation. Currently, Randy is the Graduate Director of Finance and Real Estate at American University, where he also taught for 3 years as an adjunct professor. His courses included CFA Level I Intensive Review, Introduction to Finance, and Managerial Economics.

Since 1991, Richard has acted as principal of Net Worth Management, a fee-only financial consulting and investment advisory firm in New Hampshire, as well as general partner of Palmyra Capital Management, LP. Previously, he worked for 16 years as an international management consultant, primarily with Arthur D. Little, Inc.

Robert has 30 years experience in international banking, valuation, and corporate training including almost 10 years of working with Kaplan Schweser. He is currently the Associate Professor of Finance at Hillsdale College

Travis is Director of Portfolio Management for The Joseph Group, Inc., a registered investment advisory firm in located in Columbus, Ohio. In that capacity,

Stuart’s first role in financial markets was as a trainee actuary before moving into the fund management industry. He has over 10 years of financial markets experience with a focus on portfolio management and equity trading.

Vishal has been teaching finance for over 10 years. Initially specializing in the higher level strategy papers of the ICAEW syllabus, he then progressed to teaching the IMC, CISI, and all levels of the CFA syllabi. Currently, Vishal is head of CFA Level I in London, producing material for Kaplan Schweser’s courses worldwide.

Vishal has over 12 years of experience from which around 6 years have been spent in the corporate world. He started his career by advising clients in foreign exchange risk management after which he moved into the treasury of Adani Enterprises Ltd., one of the largest company’s in India, where he spent close to 4 years.