Carole K. Crawford, CFA, NACD.DC

For more than six decades, the CFA Institute Seminar for Global Investors has gathered a faculty of distinguished investors and researchers to provide insights, perspectives, and practical takeaways for a global audience of investment managers, asset owners, and financial advisers.

Participants improve their investment decisions by studying a wide range of topics—from the global economy to asset-specific investment strategies—and by discussing tools such as AI and data analytics that… Show more

For more than six decades, the CFA Institute Seminar for Global Investors has gathered a faculty of distinguished investors and researchers to provide insights, perspectives, and practical takeaways for a global audience of investment managers, asset owners, and financial advisers.

Participants improve their investment decisions by studying a wide range of topics—from the global economy to asset-specific investment strategies—and by discussing tools such as AI and data analytics that enhance the investment process. The program places a special emphasis on improving the practice of investment management and successfully achieving client objectives. Show less

The Capital Markets Policy Council (CMPC) works with the Capital Markets Policy Group staff by providing guidance on financial market regulatory and policy issues, all from the perspective of what is best for markets, investors, and clients. The CMPC also assists staff with perspectives on research and advocacy positions developed in response to critical issues in the capital markets, including:
-Analysis and practitioner expertise on issues such as regulatory systems
-Perspectives on… Show more

The Capital Markets Policy Council (CMPC) works with the Capital Markets Policy Group staff by providing guidance on financial market regulatory and policy issues, all from the perspective of what is best for markets, investors, and clients. The CMPC also assists staff with perspectives on research and advocacy positions developed in response to critical issues in the capital markets, including:
-Analysis and practitioner expertise on issues such as regulatory systems
-Perspectives on local research topics, including country comparisons of regulation of trading different types of securities and derivative instruments
-Comment letters regarding proposed policies to the European Commission, U.S. SEC, and others
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Advisor to startups, focused on fintech, edtech and branded ecommerce. Counseled the White House, Congress and other political leaders on initiatives related to entrepreneurs and financial services:
Department of Commerce MBDA Family Office Investor Council - Presidential Campaign Economic Policy Committee (3) - House Financial Services/Chicago Stock Exchange "Decimalization" Congressional Delegation - White House EZ/Economic Development Task Force - SEC Diversity Roundtable under Chairman… Show more

Advisor to startups, focused on fintech, edtech and branded ecommerce. Counseled the White House, Congress and other political leaders on initiatives related to entrepreneurs and financial services:
Department of Commerce MBDA Family Office Investor Council - Presidential Campaign Economic Policy Committee (3) - House Financial Services/Chicago Stock Exchange "Decimalization" Congressional Delegation - White House EZ/Economic Development Task Force - SEC Diversity Roundtable under Chairman Arthur Levitt. Show less

Board of Directors-Governance Committee Chair. Formerly on the Executive Committee, Chair of CEO Search Committee, Nominations Committee.

The Fintech Thought Leadership group develops programs and other initiatives to keep CFA Society of New York/ NYSSA members informed of cutting edge FinTech innovation relevant to their profession and the financial services industry.

Knock Out Abuse leverages its extensive network of corporate, retail and philanthropic partners to strengthen and support organizations that serve women and children victims of domestic violence in the District of Columbia, Maryland and Virginia. The organization works with its passionate supporters to bring attention to the devastating effect of domestic violence on its victims, their families and our community.