The global investment profession is facing several challenges and opportunities, including political upheaval, uncertain economic growth prospects in developed and emerging markets, and the disruptive potential of fintech. In order to stay current in this changing and complex climate — to best serve their clients’ interests — financial professionals should sharpen their investment edge by attending the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017.
Sessions at the conference will include:
- John C. Bogle, the founder and former CEO of the Vanguard Group, Inc., exploring the new era for finance and the financial markets;
- Carla Harris, vice chairman of wealth management, managing director, and senior client adviser at Morgan Stanley, sharing tools for maximizing career success;
- Robert J. Shiller, Sterling Professor of Economics at Yale University, together with Jeremy J. Siegel, Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, discussing risk and relative value in markets; and
- Richard H. Thaler, Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the Booth School of Business at the University of Chicago, examining choice architecture in financial decision making.
At the 69th CFA Institute Annual Conference, Martin S. Fridson, CFA, shared his method for predicting high-yield bond default rates, Rupal Bhansali discussed the 7 warning signs that she avoids as a value investor, Jeremy Hunter explained how small steps over time produce large effects that result in better decisions, and Ashby Monk explained the evolution of fintech and the ways that invest-tech will change the financial industry.
The 70th CFA Institute Annual Conference, hosted at the Pennsylvania Convention Center by CFA Society Philadelphia, is an opportunity to participate in the investment industry’s largest and longest-running educational gathering of investment professionals. Delegates can learn from noted economists, best-selling authors, leading researchers, and successful practitioners.
Explore global and regional financial trends, examine new investment opportunities and risks, and meet and network with investment peers from around the world — register now to attend this event.
Follow the 70th CFA Institute Annual Conference online with the Virtual Link. It’s an insider’s perspective with live broadcasts of select sessions, exclusive speaker interviews, discussions of current topics, and updates on CFA Institute initiatives.
All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.