2017 Schedule

Sunday, 21 May 2017

9:00–11:00 a.m.
CFA Society Philadelphia Runners Meet-Up and Cool-Down Reception
Join CFA Society Philadelphia for a runners meet-up. Participants will meet at Eakins Oval across from the famous steps of the Philadelphia Museum of Art. For more information and to register, please visit the CFA Society Philadelphia website.

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

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

12:15–1:00 p.m.
Early Arrival Orientation and Networking
Early arrivers to the conference have an opportunity to meet other delegates, get an overview of the event, hear tips to make the most of their time in Philadelphia, and take a quick tour of the exhibit hall.

1:00–1:30 p.m.
70th CFA Institute Annual Conference Kickoff
Meet and Greet: CFA Institute Leadership Team

1:30–2:30 p.m.
CFA Institute Open House

2:00–4:30 p.m.
The Research Foundation Workshop for the Practitioner
Michael S. Falk, CFA
Partner
Focus Consulting Group

David Chambers
Director, Newton Centre for Endowment Asset Management
Judge Business School, University of Cambridge

Elroy Dimson
Chairman, Newton Centre for Endowment Asset Management
Judge Business School, University of Cambridge

Joachim Klement, CFA, Workshop Moderator
Head, Thematic Research, Credit Suisse
Chair, CFA Institute Research Foundation

2:00–3:00 p.m.
The Sharing Economy and Crowd-Based Capitalism: How Digital Technologies Transform Business, Government, and Society
Arun Sundararajan
Professor and the Robert L. and Dale Atkins Rosen Faculty Fellow
Stern School of Business, New York University

Alison Griswold, Moderator
Reporter
Quartz

2:00–3:00 p.m.
Three Truths about Lying and a Radical Path to Trust
Pamela Meyer
CEO
Calibrate

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

2:30–3:30 p.m.
Delegate and University Student Networking Reception
Explore investment industry topics with students on the CFA Program track from local affiliated universities.

3:00–3:30 p.m.
What They Do with Your Money: How the Financial System Fails Us and How to Fix It
Stephen Davis
Associate Director and Senior Fellow
Harvard Law School Programs on Corporate Governance and Institutional Investors

Beth Hamilton-Keen, CFA, Moderator
Director of Investment Counseling
Mawer Investment Management Ltd.

3:30–4:30 p.m.
Gray Rhino–Proofing Your Future: Recognizing and Acting on the Obvious Dangers We Ignore
Michele Wucker
Author
The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore

Reshma Kapadia, Moderator
Senior Editor
Barron’s

3:30–4:30 p.m.
CFA Institute Women in Investment Management Initiative: Networking Hour

3:30–4:30 p.m.
Private Wealth Practitioner Networking: The Future of Wealth Managers
Join this discussion of the future of CFA® charterholders in wealth management as we explore changing client needs, competitive positioning in markets with new entrants, and the likely profile of successful wealth managers of the future.

4:30–5:00 p.m.
CFA Institute Research Foundation Networking Reception
Join the CFA Institute Research Foundation for a meet and greet with the Research Foundation Board and Speakers.

4:30–5:00 p.m.
Book Signing: Stephen Davis

4:30–5:00 p.m.
Book Signing: Michele Wucker

5:00–6:15 p.m.
Annual Conference Sunday Keynote: Behavioral Economics: Past, Present, Future, and Football
Richard H. Thaler
Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics
Booth School of Business, University of Chicago

Margaret E. Franklin, CFA, Moderator
President
BNY Mellon Wealth Management, Canada

6:30–7:30 p.m.
Welcome Reception
Sponsored by Aberdeen Asset Management, FactSet, and S&P Global Market Intelligence

Kick off the conference and connect with your fellow delegates at a “Welcome to Philadelphia” reception, held in the historic Ballroom at the Pennsylvania Convention Center.

6:30–7:00 p.m.
Book Signing: Richard H. Thaler

Monday, 22 May 2017

7:15 a.m.–5:30 p.m
Registration and Information Desk Open

7:15 a.m.–4:00 p.m
Exhibit Hall Open

7:30–8:15 a.m.
Morning Coffee

7:30–8:15 a.m.
Sponsored Corporate Presentations with Breakfast
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.

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

8:45–9:45 a.m.
Strategic Investment Choices and Considerations in the Current Market Environment
Elizabeth Corley
Vice Chair
Allianz Global Investors

James Benoit, CFA, Moderator
CEO, FCMB Bank (U.K.) Limited
Chair, Annual Conference Advisory Group

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

9:45–10:15 a.m.
Introducing the Learning Ecosystem
Presented by CFA Institute

10:15–11:15 a.m.
Progress Interrupted: The Revolt against the Status Quo and the Challenge to 20th Century Institutions
Neil Howe
Author and Managing Director of Demography
Hedgeye Risk Management

Michala Marcussen, CFA
Global Head of Economics
Societe Generale Corporate & Investment Banking

Willis Sparks
Director of Global Macro
Eurasia Group

Gillian Tett, Moderator
US Managing Editor
Financial Times

11:15 a.m.–12:15 p.m
Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios
Robert J. Shiller
2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University

Jeremy J. Siegel
Author, Stocks for the Long Run
Russell E. Palmer Professor of Finance, The Wharton School, University of Pennsylvania

Gillian Tett, Moderator
US Managing Editor
Financial Times

12:15–2:00 p.m.
Networking Lunch

12:15–12:45 p.m.
Book Signing: Jeremy J. Siegel

12:30 p.m.–12:50 p.m.
Transparency and Fairness: Celebrating 30 Years of Performance Standards and Looking Forward to GIPS® 2020
Presented by CFA Institute

12:45–1:15 p.m.
Book Signing: Robert J. Shiller

1:00–1:20 p.m.
Exploring the Future of CFA® Exam Delivery
Presented by CFA Institute

1:00–1:45 p.m.
Sponsored Corporate Presentations with Dessert
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.

1:30–1:50 p.m.
The New CFA Institute Career Center: We’ve Relaunched to Help Your Career Take Off!
Presented by CFA Institute

2:15–3:15 p.m.
Concurrent Practitioner Sessions
Concurrent Practitioner Sessions explore key topics in six tracks (Fixed-Income Management, Alternative Investments, Asset and Risk Allocation, Equity Investments, Private Wealth Management, and Policy and Practice) with analysis and commentary on important market sectors and trends from prominent charterholder practitioners.

2:15–3:15 p.m.
Risks and Opportunities in Farmland Investing
John R. Farris
Founder and President
LandFund Partners

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

Alternative Investments Track

2:15–3:15 p.m.
Global Asset Allocations: Investment and Business Themes for 2017 and Beyond—A CIO’s Perspective
Robert P. Browne, CFA
Executive Vice President and Chief Investment Officer
Northern Trust

Mohammad Shoaib, CFA, Moderator
CEO
Al Meezan Investment Management Limited

Asset and Risk Allocation Track

2:15–3:15 p.m.
Alpha, Beta, and Now . . . Gamma
David M. Blanchett, CFA
Head of Retirement Research
Morningstar Investment Management LLC

Ben Steverman, Moderator
Reporter
Bloomberg

Equity Investments Track

2:15–3:15 p.m.
Zero Interest Rates and the Search for Yield
Bo Becker
Professor
Stockholm School of Economics

Kathleen C. Gaffney, CFA
Co-Director of Diversified Fixed Income
Eaton Vance Management

R. David Ranson
President and Director of Research
HCWE & Company

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

Fixed-Income Management Track

2:15–3:15 p.m.
How ESG Standards Underpin Investment Analysis
Bryan Esterly, CFA
Sector Analyst, Infrastructure
Sustainability Accounting Standards Board

Justin Sloggett, CFA, Moderator
Senior Manager, Listed Equity and Hedge Funds
Principles for Responsible Investment

Policy and Practice Track

2:15–3:15 p.m.
Advising Private Wealth Clients through the Toughest Times of Life
Amy Florian
CEO
Corgenius, Inc.

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

Private Wealth Management Track

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

3:15–3:45 p.m.
Book Signing: Amy Florian

3:15–3:45 p.m.
Speaker Meet and Greet: David M. Blanchett, CFA

3:45–4:45 p.m.
Concurrent Practitioner Sessions
Concurrent Practitioner Sessions explore key topics in six tracks (Fixed-Income Management, Alternative Investments, Asset and Risk Allocation, Equity Investments, Private Wealth Management, and Policy and Practice) with analysis and commentary on important market sectors and trends from prominent charterholder practitioners.

3:45–4:45 p.m.
Considering the Alternatives: A Practical Look at Enterprise Risk Analysis and Alternative Investments
Frances Barney, CFA
Head of Global Risk Solutions
BNY Mellon

Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

Alternative Investments Track

3:45–4:45 p.m.
Emerging Markets—Optimism Misplaced?
Devan Kaloo
Head of Global Emerging Market, Equities
Aberdeen Asset Management

George R. Hoguet, CFA, Moderator
Chair, CFA Society Boston Board of Directors
CFA Institute Research Foundation Trustee

Asset and Risk Allocation Track

3:45–4:45 p.m.
Bank Stock Investing in the Current Market
Betsy Graseck, CFA
Managing Director
Morgan Stanley

Jeremy Tennenbaum, CFA, Moderator
Chief Financial Officer
The Altman Foundation

Equity Investments Track

3:45–4:45 p.m.
Comparing Model-Based Investing to Fundamental Investing in the Fixed-Income Market
Thomas B. Parker, CFA
Managing Director and Chief Investment Officer of Model-Based Fixed Income
BlackRock

Barbara S. Petitt, CFA, Moderator
Head, Journal Publications and Managing Editor, Financial Analysts Journal
CFA Institute

Fixed-Income Management Track

3:45–4:45 p.m.
Meeting Investor Demand for Transparency and Trust: Complying with the CFA Institute Asset Manager Code
Ronald D. Peyton
Chairman and CEO
Callan Associates Inc.

Jane L. Stafford
General Counsel
Regulatory Compliance Association

Michael G. Trotsky, CFA
Executive Director and Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board

Jonathan Boersma, CFA, Moderator
Executive Director, Global Investment Performance Standards
CFA Institute

Policy and Practice Track

3:45–4:45 p.m.
Wealth Management in Practice: Building a Client-Oriented Culture
Blair duQuesnay, CFA
Principal and Chief Investment Officer
ThirtyNorth Investments, LLC

John T. Elmes II, CFA
Executive Managing Director, Business Development & Marketing
Pathstone Federal Street

Isaac Presley, CFA
President and Director of Investments
Cordant Wealth Partners

Lauren Foster, Moderator
Director, Content
CFA Institute

Private Wealth Management Track

Tuesday, 23 May 2017

7:15 a.m.–5:30 p.m
Registration and Information Desk Open

7:15 a.m.–4:00 p.m
Exhibit Hall Open

7:30–8:15 a.m.
Morning Coffee

7:30–8:15 a.m.
Sponsored Corporate Presentations with Breakfast
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.
Read More

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

 

8:45–9:45 a.m.
A New Era for Finance and the Financial Markets: A Discussion with John C. Bogle
John C. Bogle
Founder
The Vanguard Group, Inc.

Theodore R. Aronson, CFA, Moderator
Founder
AJO

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

9:45–10:15 a.m.
Book Signing: John C. Bogle
John C. Bogle
Founder
The Vanguard Group, Inc.

9:45–10:15 a.m.
Meet and Greet: Financial Analysts Journal Team

10:15–11:15 a.m.
Systemic Risk: Are World Financial Markets Still Vulnerable and Where?
Sir Paul Tucker
Chair, Systemic Risk Council
Former Deputy Governor, Bank of England

Tom Buerkle, Moderator
Associate Editor
Thomson Reuters

11:15 a.m.–12:15 p.m
Tools for Maximizing Your Career Success
Carla Harris
Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley

Veronica Dagher, Moderator
Senior Wealth Management Reporter
Wall Street Journal

12:15–2:00 p.m.
Networking Lunch

12:15–12:45 p.m.
Book Signing: Carla Harris

12:30 p.m.–12:50 p.m.
CFA Institute Enterprising Investor Blog: Research. Reviews. Ideas. Built for Investment Professionals.
Presented by CFA Institute

12:45–1:45 p.m.
CFA Institute Members Lunch Progress Update and A View of What’s Ahead with Member Q&A

Paul Smith, CFA
President and CEO
CFA Institute

Frederic P. Lebel, CFA
Chair
CFA Institute Board of Governors

1:00–1:20 p.m.
Preparing the Next Generation: CFA Institute Research Challenge
Presented by CFA Institute

2:00–3:30 p.m.
Extended Sessions
Extended Sessions are presented by academics and allow for a deeper analysis into a topic in finance, often presenting research.

2:00–3:30 p.m.
The Blockchain Identity
Campbell R. Harvey
Professor of Finance
Duke University

Elaine Cheng, Moderator
Managing Director and Chief Information Officer
CFA Institute

2:00–3:30 p.m.
The Behavioral Financial Analyst
C. Thomas Howard
CEO and Director of Research
AthenaInvest

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

2:00–3:30 p.m.
The Design Thinking Toolkit: Strategies for Successfully Leading Growth and Innovation at Your Firm
Jeanne Liedtka
United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business

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

2:00–3:30 p.m.
Fundamentals of Retirement Planning
Wade D. Pfau, CFA
Professor of Retirement Income
The American College

Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute

3:30–4:00 p.m.
Refreshment Break with Exhibitors

3:30–4:00 p.m.
Book Signing: Wade D. Pfau, CFA

3:30–4:00 p.m.
Book Signing: Jeanne Liedtka

3:30–4:00 p.m.
Speaker Meet and Greet: C. Thomas Howard

4:00–5:00 p.m.
Career Track
Career Track Sessions are designed to inspire delegates at all stages of their career to be intentional about their career management and professional development efforts. Sessions will convey practical insights and strategies for achieving career goals.

4:00–5:00 p.m.
10 Ways to Take Control of Your Job Search
Robert Hellmann
President
Hellmann Career Consulting

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

4:00–5:00 p.m.
Entrepreneurship 101: Steps to Building a Successful Business
Kyle Jensen
Associate Dean and Shanna & Eric Bass ’05 Director of Entrepreneurship
Yale School of Management

Anne Cabot-Alletzhauser, Moderator
Head, Research Institute
Alexander Forbes

4:00–5:00 p.m.
Disrupt Yourself: A Unique Approach to Career Change
Whitney Johnson
Founder and CEO
WLJ Advisors, LLC

Eric Balchunas, Moderator
ETF Analyst
Bloomberg Intelligence

4:00–5:00 p.m.
Three Traits That Distinguish Top Investment Leaders in These Dynamic Times
Fran Skinner, CFA
Partner
AUM PARTNERS, LLC

Sameer Somal, CFA, Moderator
Chief Financial Officer
Blue Ocean Global Technology

5:00–5:30 p.m.
Book Signing: C. Thomas Howard
C. Thomas Howard
CEO and Director of Research
AthenaInvest

5:00–5:30 p.m.
Book Signing: Whitney Johnson

5:00–5:30 p.m.
Book Signing: Robert Hellmann

6:30–10:00 p.m.
Networking Reception and Dinner
National Constitution Center
Sponsored by Macquarie Investment Management and Vanguard

Join us for dinner and networking at the historic National Constitution Center and be transported back in time to the Prohibition era and the roaring 1920s.

Wednesday, 24 May 2017

7:15 a.m.–12:30 p.m.
Registration and Information Desk Open

7:15–10:15 a.m
Exhibit Hall Open

7:30–8:30 a.m.
Breakfast in Exhibit Hall

8:30–8:45 a.m.
Morning Announcements

8:45–9:45 a.m.
Getting to Great: Investment Firm Management Practices That Build Success
Joseph Brennan, CFA
Principal, Equity Index Group
The Vanguard Group, Inc.

Tina Byles Williams
Portfolio Manager, Global Equities; Chief Investment Officer; and CEO
FIS Group

Leo P. Grohowski
Executive Vice President and Chief Investment Officer
BNY Mellon Wealth Management

Paul Smith, CFA, Moderator
President and CEO
CFA Institute

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

9:45–10:15 a.m.
Achieving Alpha in the “Asian Century”: CFA Institute Asia-Pacific Research Exchange
Presented by CFA Institute

10:15–11:15 a.m.
Digital Transformation: Its Impact on Finance and Investing
Scott Klososky
Founding Partner
Future Point of View

Richard Brandweiner, CFA, Moderator
Partner
LeapFrog Investments

11:15 a.m.–12:15 p.m
The Outlook for the Global Economy and Financial Markets
Abby Joseph Cohen, CFA
Advisory Director and Senior Investment Strategist
Goldman Sachs & Co.

Neil Irwin, Moderator
Senior Economics Correspondent
New York Times