Annual Conference Delegate Demographics: Jobs, Experience, and Companies


We strive to make our events educational and accessible for all members of the investment community, regardless of their level of experience. At the same time, we try to provide opportunities at our conferences for networking and idea sharing to allow experienced professionals to compare techniques and combine their skills to achieve better results. A look at the most recent attendee data from the 64th CFA Institute Annual Conference shows that we’re on track to achieve both results.

The conference already attracted more than 1000 delegates to date. Of the 573 who have responded to our survey, 13% have indicated that they are top executives at their firms (defined as CEO/President/Partner/Principal), while 23% listed themselves as portfolio managers.

More than half of the attendees completing our survey indicated that they had more than 11 years of investment experience. The remaining attendees were split between 1–5 years’ experience and 6–10 years’ experience.

Finally, more than 500 firms are represented by the delegates, including established industry leaders and up-and-coming innovators. Here are some of the top firms that will be represented:

Aberdeen Asset Management
AEGON Asset Management
Allianz Investment Management SE
APG Asset Management
Baillie Gifford & Company
Bank Julius Baer & Company Ltd.
Baring Asset Management
Batterymarch Financial Management, Inc.
BNP Paribas
California State Teachers’ Retirement System
Canada Pension Plan Investment Board
Castlefield Investments
Central Bank of Barbados
City of London Investment Group Plc
Coutts & Company
Credit Suisse
Danske Capital
Deutsche Bank
Fidelity Asset Management Inc.
Finter Bank Zurich
Frankfurt-Trust Investment Gesellschaft mbH
GLG Partners
Harvard Management Company, Inc.
Henderson Global Investors
Hermes Fund Managers
HSBC Global Asset Management
Investec Asset Management
Korea Investment Value Asset Management
Lombard Odier Investment Managers
London School of Economics
Lothian Pension Fund
Manulife Asset Management
Martin Currie Investment Management Limited
Natixis Global Associates
Nestlé Capital Management
Nordea Investment Management
Ontario Teachers’ Pension Plan
Oslo Pensjonsforsikring AS
Pictet & Cie
Scotia McLeod
Societe Generale
Standard Life Investments
SVM Asset Management
Telkom Retirement Fund
UBS Global Asset Management
Washington State Investment Board
Wegelin Asset Management

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