IOSCO and IFIE to Hold Global Investor Education Event 21-23 May in Washington, D.C. - - Bismarck/Minot/Williston/Dickinson-KXNEWS,ND

IOSCO and IFIE to Hold Global Investor Education Event 21-23 May in Washington, D.C.

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Co-sponsored By FINRA, Major Event Will Feature Experts From Around the World

WASHINGTON, May 15, 2014 /PRNewswire-USNewswire/ -- Amidst tremendous change in the global financial system, the International Forum for Investor Education (IFIE) and the International Organization of Securities Commissions (IOSCO) will hold their sixth global conference in Washington, D.C. 

Taking place 21-23 May 2014 at the Renaissance Washington, D.C. Downtown Hotel, 999 9th St. NW, the unique event brings together experts, speakers and practitioners from key markets around the globe to discuss the challenges and opportunities in educating investors.

With the theme "Applying Theory To Action: Implementing Financial Capability/Investor Education (FC/IE) Best Practices & Lessons Learned," the 2014 conference will examine how the latest FC/IE theories can be translated into on-the-ground programmes that make a difference in boosting the financial capability of investors across all stages of sophistication.

Key session topics, workshops and panels at the 2014 event will include: What Have We Learned from Other Fields That Can Inform Our FC/IE Work?; Beyond Measuring Website Visits-Helping FC/IE Professionals Make the Transition to Full Action Engagement With Programme Participants; and FC/IE National Strategies, Organization, Implementation and Beyond.

Speakers at the conference will include:

  • David Wright, Secretary General, IOSCO;
  • Richard Ketchum, Chairman and CEO, Financial Industry Regulatory Authority (FINRA), US;
  • Susan Wolburgh Jenah, CEO, Investment Industry Regulatory Organization of Canada (IIROC);
  • Bernard Delbecque, Director of Economics and Research, European Fund and Asset Management Association (EFAMA);
  • Tom Hamza, President, Investor Education Fund (IEF), Canada, and chair, IFIE/IOSCO 2014 Conference Programme Committee;
  • Michael Herndon, Consumer Outreach Officer, Commodity Futures Trading Commission (CFTC), US;
  • Attila Koksal, Chairman, Turkish Capital Markets Association (TCMA);
  • Ana Claudia Leoni, Head of Education,  Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais (ANBIMA), Brazil;
  • Shri S. Raman, Whole Time Member, Securities and Exchange Board of India (SEBI);
  • Lori Schock, Director, Office of Investor Education and Advocacy, SEC, US;
  • Jean-Paul Servais, Chairman, Financial Services and Markets Authority (FSMA), Belgium;
  • Robert Stammers, Director of Investor Education, CFA Institute, US;
  • Jose Alexandre Vasco, Head of the Education and Investor Assistance Department, Securities and Exchange Commission, Brazil (CVM); and
  • Gerri Walsh, President, FINRA Investor Education Foundation, Senior Vice President, FINRA Office of Investor Education, US

For more information on the 2014 conference, including registration and the full programme, go to   


The International Forum for Investor Education ( is a global membership organization committed to strengthening resources and standards for financial capability and investor education within and across jurisdictions through: global conferences; webinars; surveys; a resource clearinghouse; and development and distribution of best practices, implementation strategies and leadership support. IFIE also has a global regional Chapter network of members in Asia (IFIE/AFIE), MENA (IFIE/MENA) and the Americas (IFIE/Americas) that  work together to develop and implement approaches to regional challenges in financial education, financial capability and investor education.

The International Organization of Securities Commissions (, founded in 1983, is the global standard setting body for securities regulation and is working with the G20 and the Financial Stability Board on a number of key mandates for the regulatory reform of global financial markets. IOSCO´s standards are the global benchmark for securities regulation.  The organization's membership regulates more than 95 percent of the world's securities markets in over 115 jurisdictions. IOSCO members have resolved:

  • to cooperate in developing, implementing and promoting adherence to internationally recognised and consistent standards of regulation, oversight and enforcement in order to protect investors, maintain fair, efficient and transparent markets, and seek to address systemic risks;
  • to enhance investor protection and promote investor confidence in the integrity of securities markets, through strengthened information exchange and cooperation in enforcement against misconduct and in supervision of markets and market intermediaries; and
  • to exchange information at both global and regional levels on their respective experiences in order to assist the development of markets, strengthen market infrastructure and implement appropriate regulation.

SOCIAL MEDIA: Live updates and key takeaways from the conference will be available on a real-time basis on Twitter, courtesy of the CFA Institute. Be sure to follow the CFA Institute's Investor Education Twitter handle (@CFAinvestored) and the hashtag #ifieiosco for live-tweet updates from the 2014 IFIE/IOSCO event.

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