2016 Schedule

Explore our media library to watch session recordings and speaker interviews from the event.

Sunday, 8 May 2016

12:00–7:00 p.m.
Registration and Information Desk Open

12:00–5:00 p.m.
Exhibit Hall and Bookstore Open

12:00–5:00 p.m.
Refreshments in Exhibit Hall

12:00–1:30 p.m.
CFA Institute Annual Meeting of Members with Lunch
On behalf of Beth Hamilton-Keen, CFA, Chair of the CFA Institute Board of Governors, we strongly encourage each and every one of you to help kick off the 69th CFA Institute Annual Conference by attending the Annual Meeting of Members, where you will have the opportunity to listen to and engage with the organization’s leadership. Your participation is very important to us, and we hope to see you there! Lunch will be provided.

12:30–1:30 p.m.
Delegate and University Student Networking Reception
The Delegate and University Student Networking Reception will offer delegates the opportunity to explore investment industry topics with CFA-track students from local Montréal universities.

1:30–2:00 p.m.
Meet and Greet with Paul Smith, CFA, and Beth Hamilton-Keen, CFA
Paul Smith, CFA
President and CEO
CFA Institute

Beth Hamilton-Keen, CFA
Chair
Board of Governors

2:00–4:30 p.m.
The Research Foundation Workshop for the Practitioner
Trading and Electronic Markets: What Investment Professionals Need to Know
Lawrence E. Harris, CFA
Fred V. Keenan Chair in Finance, Professor of Finance and Business Economics
Marshall School of Business, University of Southern California

The Future of Pension Management
Keith P. Ambachtsheer
Director Emeritus
International Centre for Pension Management, Rotman School of Management, University of Toronto

“J.T.” John T. Grier, CFA, Workshop Moderator
Managing Director, Internal Asset Management, Virginia Retirement System
Chair, CFA Institute Research Foundation Board of Trustees

The Research Foundation Workshop for the Practitioner draws from the work supported by the CFA Institute Research Foundation to help participants enhance their practical investment knowledge, understand and apply new research, and contribute to effective client service. This is an optional free workshop for delegates of the CFA Institute Annual Conference.

2:00–3:00 p.m.
Developing Future Professionals
Stephen Horan, CFA, CIPM
Managing Director, Credentialing
CFA Institute

2:00–3:00 p.m.
Manage Your Mind First: The Promise of Mindfulness in the Age of Disruption
Jeremy Hunter
Associate Professor of Practice
Peter F. Drucker Graduate School of Management, Claremont Graduate University
Founding Director, Executive Mind Leadership Institute

Jason Voss, CFA, Moderator
Director, Content
CFA Institute

2:00–3:00 p.m.
How Social Media Is Changing Financial Services (and How to Adapt)
Michael Batnick, CFA
Director of Research
Ritholtz Wealth Management
Contributor to the Enterprising Investor

Tadas Viskanta
Founder and Editor
Abnormal Returns
Contributor to the Enterprising Investor

Marissa Pick, Moderator
Director, Social Media
CFA Institute

3:00–4:00 p.m.
Delivering Member Value
Nitin Mehta, CFA
Managing Director, Member Value
CFA Institute

3:30–4:30 p.m.
The Missing Link: Effective Communication by Investment Professionals and Their Organizations
Tom Brakke, CFA
Consultant
Author, The Research Puzzle

Lauren Foster, Moderator
Director, Content
CFA Institute

3:30–4:30 p.m.
Even the Odds: Sensible Risk Taking in Business, Investing, and Life
Karen Firestone
President, CEO, and Co-Founder
Aureus Asset Management

Margaret E. Franklin, CFA, Moderator
President
Marret Private Wealth Inc.

4:00–5:00 p.m.
Building Market Integrity
Sandy Peters, CFA
Head, Financial Reporting Policy Group and Interim CFO
CFA Institute

4:30–5:00 p.m.
Book Signing: Keith P. Ambachtsheer

4:30–5:00 p.m.
Book Signing: Karen Firestone

4:30–5:00 p.m.
Book Signing: Lawrence E. Harris, CFA

5:00–6:15 p.m.
Annual Conference Sunday Keynote: Finance as a Force for Good
Daniel Goleman
Author, Emotional Intelligence and A Force for Good: The Dalai Lama’s Vision for Our World

James Benoit, CFA, Moderator
CEO
FCMB Bank (U.K.) Limited

6:30–7:00 p.m.
Book Signing: Daniel Goleman

6:30–7:30 p.m.
Welcome Reception
Sponsored by FactSet

Meet the author, Daniel Goleman, and have a book signed at the Welcome Reception in the historic Ruelle des Fortifications.

Monday, 9 May 2016

7:30 a.m.–5:30 p.m.
Registration and Information Desk Open

7:30 a.m.–4:00 p.m.
Exhibit Hall and Bookstore Open

7:30–8:30 a.m.
Morning Coffee with Exhibitors

8:30–8:45 a.m.
Opening Remarks
Paul Smith, CFA
President and CEO
CFA Institute

8:45–9:45 a.m.
The Case for Contrarian Value Investing
Rupal J. Bhansali
Executive Vice President and Chief Investment Officer, Global Equities
Portfolio Manager
Ariel Investments

Margaret E. Franklin, CFA, Moderator
President
Marret Private Wealth Inc.

9:45–10:15 a.m.
Refreshment Break with Exhibitors

9:45–10:15 a.m.
Meet and Greet with Rupal J. Bhansali

10:15–11:15 a.m.
Best Practices in Fund Management: Lessons from the Canadian Public Pension Model
Ron Mock
President and CEO
Ontario Teachers’ Pension Plan

Dana M. Muir
Arthur F. Thurnau Professor of Business Law
Ross School of Business, University of Michigan

Michael Sabia
President and CEO
Caisse de dépôt et placement du Québec

Miville Tremblay, CFA, Moderator
Senior Representative and Director, Financial Markets
Bank of Canada

11:15 a.m.–12:15 p.m.
Trends and Changes in the Global Energy Markets
Amy Myers Jaffe
Executive Director for Energy and Sustainability
University of California, Davis

Stephen J. Brown, Moderator
Professor, Department of Banking and Finance, Monash University
Executive Editor, Financial Analysts Journal

12:15–12:45 p.m.
Meet and Greet with Amy Myers Jaffe

12:15–2:15 p.m.
Networking Lunch

1:10–1:55 p.m.
Sponsored Corporate Presentations
Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms.

2:15–3:15 p.m.
Portfolio Diversification Benefits of Insurance-Linked Securities
Laura Taylor, CFA
Managing Partner and Chief Financial Officer
Nephila Capital Ltd.

Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Limited

2:15–3:15 p.m.
Factor-Based vs. Industry-Based Asset Allocation: The Contest
Marie Brière
Head of Investor Research Center
Amundi Asset Management

Mohammad Shoaib, CFA, Moderator
Chief Executive
Al Meezan Investment Management Limited

2:15–3:15 p.m.
A Top-Down Approach to Bottom-Up Stock Picking
Peter Berezin
Chief Strategist
BCA Research

Morgan Housel, Moderator
Columnist
The Motley Fool and The Wall Street Journal

2:15–3:15 p.m.
Risks and Opportunities in High Yield
Martin S. Fridson, CFA
Chief Investment Officer
Lehmann Livian Fridson Advisors LLC

Christopher T. Vincent, CFA, Moderator
Head of Fixed Income, Investment Management
William Blair & Company

2:15–3:15 p.m.
Managing Cyber-Security Risks in a High-Tech World
Eric Cole
Chief Scientist
Secure Anchor Consulting

Elaine Cheng, Moderator
Managing Director, IT
CFA Institute

2:15–3:15 p.m.
The Future of Advice
Jonathan B. Stein, CFA
CEO and Founder
Betterment

Paul J. Sullivan, Moderator
Wealth Matters Columnist
The New York Times

3:15–3:45 p.m.
Refreshment Break with Exhibitors

3:15–3:45 p.m.
Book Signing: Eric Cole

3:45–4:45 p.m.
Next-Gen Hedge Funds: What Current Trends Tell Us about the Future of the Hedge Fund Industry
Donald A. Steinbrugge, CFA
Managing Partner
Agecroft Partners LLC

Eelco R.W. Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

3:45–4:45 p.m.
Innovations in Asset and Risk Allocation: How to “Upgrade” Multi-Asset Portfolios to Better Meet Investor Goals
Sebastien Page, CFA
Co-Head, Asset Allocation Group
T. Rowe Price

Nitin Mehta, CFA, Moderator 
Managing Director, Member Value
CFA Institute

3:45–4:45 p.m.
Responsible Investment: Yesterday, Today, and Tomorrow
Steve Lydenberg, CFA
Partner, Strategic Vision
Domini Social Investments LLC

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

3:45–4:45 p.m.
Twenty-Six Years of Emerging Country Debt
Tina Vandersteel, CFA
Partner and Co-Head, Emerging Country Debt
GMO

George R. Hoguet, CFA, Moderator
Managing Director
State Street Global Advisors

3:45–4:45 p.m.
Asset Stewardship for Long-Term Value Creation
Rakhi Kumar
Managing Director and Head of Corporate Governance
State Street Global Advisors

Kurt Schacht, CFA, Moderator
Managing Director, Standards and Advocacy
CFA Institute

3:45–4:45 p.m.
Designing the Investment Engine behind Your Wealth Management Offer
Hansi Mehrotra, CFA
Editor
Money Management India

Christopher W. Cannon, CFA, Moderator
Chief Investment Officer
FirsTrust, LLC

Tuesday, 10 May 2016

7:30 a.m.–5:30 p.m.
Registration and Information Desk Open

7:30 a.m.–4:00 p.m.
Exhibit Hall and Bookstore Open

7:30–8:30 a.m.
Morning Coffee with Exhibitors

8:30–8:45 a.m.
Americas Update
John L. Bowman, CFA
Managing Director, Americas
CFA Institute

8:45–9:45 a.m.
Conversation about the Economy, Investment Environment, and Philanthropy
David M. Rubenstein
Co-Founder and Co-CEO
The Carlyle Group

Ashvin B. Chhabra, Moderator
President, Euclidean Capital
Author, The Aspirational Investor

9:45–10:15 a.m.
Refreshment Break with Exhibitors

9:45–10:15 a.m.
Meet and Greet with the Editors of the Financial Analysts Journal
Stephen J. Brown
Executive Editor
Financial Analysts Journal

Barbara Petitt, CFA
Managing Editor, Financial Analysts Journal
Head, Journal Publications, CFA Institute

10:15–11:15 a.m.
China in the World Economy
Michael Pettis
Professor of International Finance
Guanghua School of Management, Peking University

Richard Brandweiner, CFA, Moderator
Chief Investment Officer
First State Super

11:15 a.m.–12:15 p.m.
The Future of Work, Skills, and Careers in a Digital World
Tracey Wilen
Thought Leader, Global Speaker, Media Contributor

Richard Brandweiner, CFA, Moderator
Chief Investment Officer
First State Super

12:15–12:45 p.m.
Book Signing: Michael Pettis

12:15–12:45 p.m.
Book Signing: Tracey Wilen

12:15–12:45 p.m.
Women in Investment Management
Leah R. Bennett, CFA
Co-Chief Investment Officer
South Texas Money Management

Lauren Foster
Director, Content
CFA Institute

Margaret E. Franklin, CFA
President
Marret Private Wealth Inc.

Julie S. Hammond, CFA
Director, Conferences
CFA Institute

12:15–2:15 p.m.
Networking Lunch

1:10–1:55 p.m.
Sponsored Corporate Presentations
Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms.

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
The Blueprint for Long-Term Performance: Skill, Scale, and Luck in Active Management
Jacques Lussier, CFA
CEO and Chief Investment Officer
IPSOL Capital

Jason Voss, CFA, Moderator
Director, Content
CFA Institute

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
Behavioral Finance: Core Principles and Practical Applications
Christopher J. Malloy
Sylvan C. Coleman Chaired Professor of Financial Management, Harvard Business School
Faculty Research Fellow, National Bureau of Economic Research

Lauren Foster, Moderator
Director, Content
CFA Institute

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
How Technology Will Change the Business of Investing
Ashby Monk
Executive and Research Director, Stanford Global Projects Center
Stanford University

James Benoit, CFA, Moderator
CEO
FCMB Bank (U.K.) Limited

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
Steps to Ensure Your Equity Research Efforts Provide Value to Others
James J. Valentine, CFA
Principal and Founder
AnalystSolutions

David Larrabee, CFA, Moderator
Director, Corporate and Member Products
CFA Institute

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
Islamic Finance: Fundamentals and Implementation
Ibrahim Warde
Adjunct Professor
The Fletcher School of Law and Diplomacy, Tufts University

Nicholas F. Kaiser, CFA
Director, Chairman, Chief Investment Officer, and Equity Portfolio Manager
Saturna Capital

Kamran S. Bajwa, Moderator
Partner
Kirkland & Ellis LLP

2:15–4:45 p.m. (with a break from 3:15–3:45 p.m.)
The Evolution of Private Equity: Quo Vadis?
Claudia Zeisberger
Professor of Entrepreneurship and Family Enterprise
Academic Director, Global Private Equity Initiative (GPEI)
INSEAD

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

3:15–3:45 p.m.
Refreshment Break with Exhibitors

3:15–3:45 p.m.
Book Signing: Ibrahim Warde

4:45–5:15 p.m.
Book Signing: Jacques Lussier, CFA

6:30–10:00 p.m.
Networking Reception and Dinner
Join us in the avant-garde complex at New City Gas for a fantastical evening of performing arts and deliciously creative cuisine.

Wednesday, 11 May 2016

7:30 a.m.–1:00 p.m.
Registration and Information Desk Open

7:30–10:15 a.m.
Exhibit Hall and Bookstore Open

7:30–8:30 a.m.
Morning Coffee with Exhibitors

8:30–8:45 a.m.
Morning Announcements

8:45–9:45 a.m.
Paradigm Shift: The Changing Global Bond Market and Implications for Investors
Bonnie N. Baha, CFA
Director, Global Developed Credit
DoubleLine Capital LP

Steven John Major, CFA
Global Head, Fixed-Income Research
HSBC

Carolyn Wilkins
Senior Deputy Governor
Bank of Canada

Marc P. Seidner, CFA, Moderator
Chief Investment Officer of Non-Traditional Strategies, Managing Director, and Head of Portfolio Management
PIMCO

9:45–10:15 a.m.
Refreshment Break with Exhibitors

10:15–11:15 a.m.
The New Middle East
Peter Zeihan
President and Founder
Zeihan on Geopolitics

John Authers, Moderator
Senior Investment Commentator
Financial Times

11:15 a.m.–12:15 p.m.
The Promise of Africa
Bob Geldof
Businessman, Political Activist, Songwriter, Musician, and Author
Founder, 8 Miles Fund

John Authers, Moderator
Senior Investment Commentator
Financial Times

12:15–12:45 p.m.
Book Signing: Peter Zeihan