2018 Schedule

View a printable version of the schedule (PDF).

Sunday, 13 May 2018

12:00–19:00
Registration and Information Desk Open

12:00–19:30
Refreshments in Exhibit Hall

14:00–16:30
The Research Foundation Workshop for the Practitioner
Keith Black, CFA
Managing Director, Curriculum and Exams
CAIA Association

Donald R. Chambers
Associate Director of Programs
CAIA Association

Joanne M. Hill
Chief Advisor for Research and Strategy, CBOE Vest
Research Committee Chair, CFA Institute Research Foundation Board of Trustees

Joachim Klement, CFA, Workshop Moderator
Head, Investment Research, Fidante Partners
Chair, CFA Institute Research Foundation

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 71st CFA Institute Annual Conference. Read More

14:00–15:00
Beyond the Numbers Sessions

Beyond the Numbers Sessions provide training in soft-skill areas of growth and personal development for investment professionals, including leadership, firm building, career skills, and CFA Institute perspectives.

14:00–15:00
The Wisdom of Finance: Discovering Humanity in the World of Risk and Return
Mihir A. Desai
Mizuho Financial Group Professor of Finance, Harvard Business School
Professor of Law, Harvard Law School

Jennifer Hughes, Moderator
Asia Finance Editor
Reuters

14:00–15:00
The Art of Stillness
Pico Iyer
Bestselling Author and Travel Writer

Lauren Foster, Moderator
Director, Content
CFA Institute

15:30–16:30
Beyond the Numbers Sessions

Beyond the Numbers Sessions provide training in soft-skill areas of growth and personal development for investment professionals, including leadership, firm building, career skills, and CFA Institute perspectives.

15:30–16:30
Creating a Culture of Compliance and Avoiding Ethical Pitfalls
Mary C. Gentile
Creator/Director, Giving Voice to Values
Professor of Practice, University of Virginia, Darden School of Business

Donald C. Langevoort
Thomas Aquinas Reynolds Professor
Georgetown Law

Lim Siong Guan
Professor
Lee Kuan Yew School of Public Policy, National University of Singapore

James Shipton
Chair
Australian Securities and Investments Commission

Tony Tan, CFA, Moderator
Co-Head, Ethics, Standards, and Professional Conduct
CFA Institute

15:30–16:30
Robot Ethics and the Future of Human–Robot Interaction
Kate Darling
Researcher
Massachusetts Institute of Technology

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

16:30–17:00
The Research Foundation Networking Reception and Book Signing with Keith Black, CFA, Donald R. Chambers, and Joanne M. Hill
Join the CFA Institute Research Foundation for a networking reception and book signing with speakers from the Research Foundation Workshop.
Read More

17:00–17:15
Welcoming Remarks

17:15–18:15
Annual Conference Sunday Keynote: China and India 2025: Changing Dynamics
Haiyan Wang
Managing Partner
China India Institute

Jennifer Hughes, Moderator
Asia Finance Editor
Reuters

18:30–19:30
Welcome Reception
Sponsored by Bloomberg, BOCOM International, and FactSet
Kick off the conference and connect with your fellow delegates at the Welcome to Hong Kong Reception, held in Exhibition Hall 3F (Level 3) at the Hong Kong Convention and Exhibition Centre.

18:30–19:00
Meet and Greet: Haiyan Wang
Haiyan Wang
Managing Partner
China India Institute

18:30–19:30
Women in Investment Management Networking Hour

Monday, 14 May 2018

07:30–18:00
Registration and Information Desk Open

08:00–08:45
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. Read More

08:30–16:15
Exhibit Hall Open

09:00–09:30
Opening Remarks
The Hon Matthew Cheung Kin-chung, GBM, GBS, JP
Acting Chief Executive
Hong Kong Special Administrative Region of the People’s Republic of China

Paul Smith, CFA
President and CEO
CFA Institute

09:30–10:15
Thoughts on Research, Investing, and China’s Role in Driving Innovation in Asia and the World
Lei Zhang
Founder, Chair, and CEO
Hillhouse Capital Management Group

Stephen Engle, Moderator
Chief North Asia Correspondent
Bloomberg Television

10:15–10:45
Refreshment Break with Exhibitors

10:20–10:40
Meet and Greet: Brian D. Singer, CFA and Larry Cao, CFA

10:20–10:40
Unlocking the Investment and Cross-Border Business Opportunities between China and the Middle East
Sharon Xiong
Abu Dhabi Global Market Read More

10:45–11:45
Investing in Nigeria: Exploring the Investment Potential of One of Africa’s Leading Economies
Oscar N. Onyema
Chief Executive Officer
Nigerian Stock Exchange

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

11:45–12:45
Lessons from the Financial Crisis: A Conversation with Steven Eisman
Steven Eisman
Managing Director, Neuberger Berman
Former Hedge Fund Manager Featured in The Big Short

Yvonne Man, Moderator
Co-anchor, “Daybreak Asia”
Bloomberg Television

12:45–14:30
Networking Lunch
Sponsored by ACCA Hong Kong

12:45–13:15
Meet and Greet: Steven Eisman
Steven Eisman
Managing Director, Neuberger Berman
Former Hedge Fund Manager Featured in The Big Short

13:00–13:30
Professional Conduct: Protecting Our Shared Values and Meet and Greet with CFA Institute Professional Conduct Team
Presented by CFA Institute

13:10–13:30
Brexit, One Year Out: What Does It Mean for Investment Management?
Presented by CFA Institute

13:40–14:00
Dual-Class Shares: Coming to a Market Near You
Presented by CFA Institute

13:45–14:30
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. Read More

14:05–14:25
MiFID II: A New Era for Investment Research?
Presented by CFA Institute

15:00–15:45
Concurrent Practitioner Sessions
Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45
Behavioral Factors and Their Performance in Emerging Markets: An Illustration Using China A-Shares Data
Jason Hsu
Chairman and Chief Investment Officer, Rayliant Global Advisors
Professor in Finance, UCLA Anderson School of Management

Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

15:00–15:45
Investing in the Shanghai Free-Trade Zone: Opportunities and Implications
Eric Ni
Vice General Manager
Shanghai Waigaoqiao Facilitation Center of Enterprise Development Co., Ltd.

Lynn Raebsamen, CFA, Moderator
CEO
Swiss Vanquest AG

15:00–15:45
The Investment Firm of the Future
Richard Brandweiner, CFA
CEO
BT Investment Management (Australia)

Virginie Maisonneuve, CFA
Chief Investment Officer
Eastspring Investments (Singapore) Limited

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

15:00–15:45
Risks and Opportunities in Asian Frontier Markets Investing
Joyce Ng
Managing Director
OurCrowd

Andreas Vogelsanger
CEO
Asia Frontier Capital (Vietnam) Ltd.

Gerard Lee, CFA, Moderator
CEO
Lion Global Investors Ltd

15:00–15:45
Asia’s Fixed-Income Market—The Elephant in the Room
Emil Nguy
​Chairman, Chief Investment Officer, and Co-CEO
Income Partners Asset Management (HK) Limited

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

15:45–16:15
Refreshment Break with Exhibitors

15:50–16:10
CFA Institute ARX: Premier Hub for Asia-Pacific Investment Research
Presented by CFA Institute

15:50–16:10
Vietnam: Is It Sustainable?
Bernard Lapointe
Rong Viet Securities

16:15–17:15
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.

16:15–17:15
Trends and Opportunities in Asian Asset Management
Sehr Ahmed
Founder and CEO
Executive Edge Limited

Nicolas Manset
Managing Director, Financial Services, Asset and Wealth Management Practice
Russell Reynolds Associates

Serina Wong
Global Sector Leader, Wealth Management
Senior Client Partner, Regional Sector Leader, Asset Management, Asia Pacific
Korn Ferry

Larry Cao, CFA, Moderator
Director, Content
CFA Institute

16:15–17:15
It’s Who Knows You: The Importance of Networking in Helping You Build a Successful Career
Andy Lopata
Business Networking Strategist

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

16:15–17:15
Career Approaches for Millennials and Gen-Xers: How to Succeed in Your Career as a Younger Worker
Lauren Friese
Senior Director, Workforce Innovation, RBC
Founder, TalentEgg

Lauren Foster, Moderator
Director, Content
CFA Institute

16:15–17:15
Propel Your Career: Figuring Out Your Next Move
Eric Sim, CFA
Founder, Institute of Life
Writer, LinkedIn China
Adjunct Associate Professor, HKUST

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies
William Blair & Company

17:15–18:00
Meet and Greet: Career Track Speakers

Tuesday, 15 May 2018

07:30–18:00
Registration and Information Desk Open

08:00–08:45
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. Read More

08:30–16:15
Exhibit Hall Open

09:00–09:15
Conference Remarks

09:15–10:15
Abenomics: Japan’s Macro and Markets Outlook
Kathy M. Matsui
Vice Chair, Chief Japan Strategist, and Co-head of Macro Research Asia
Goldman Sachs

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

10:15–10:45
Refreshment Break with Exhibitors

10:20–10:40
The CFA Institute Members App: Updates and Looking to the Future
Presented by CFA Institute

10:20–10:40
Redefine Your Research Experience
Matt Sherman
Visible Alpha

10:45–11:45
Developments in Financial Technology: A Conversation with Cutting Edge Leaders
Will Andrich
Co-Founder and CEO
Thaler.One

Gabriel Hai
Co-Founder and CEO
LendIt Fintech China

Ting Li, CFA
CEO
Yunfeng Financial Group

Ming Shu, CFA
Partner
Lingfeng Capital Management

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

11:45–12:45
Alternative Investment Opportunities in Asia: A Conversation with Institutional Allocators and Managers
Amy Flikerski
Senior Portfolio Manager, External Portfolio Management
Canada Pension Plan Investment Board (CPPIB)

Chris Gradel
Founding Partner
PAG

Carl Huttenlocher
​Managing Partner and Chief Investment Officer
Myriad Asset Management

Mario A. Therrien, CFA
Senior Vice President, External Portfolio Management – Public Markets
Caisse de dépôt et placement du Québec

Bruce Tomlinson, CFA, Moderator
Manager, Hedge Funds and Alternative Strategies
Sunsuper Pty Ltd

12:45–14:30
Networking Lunch
Sponsored by Style Research

13:15–13:45
CFA® Institute Programs: Raising the Standards of Professional Excellence
The Forum │ Hall 3F │ Level 3
Presented by CFA Institute

13:45–14:30
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. Read More

14:00–14:30
Continuing Professional Development: Raising the Bar
Presented by CFA Institute

15:00–15:45
Concurrent Practitioner Sessions
Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45
Illusion of Control and Its Impact on Judgments
Anil Gaba
Orpar Chaired Professor of Risk Management and Professor of Decision Sciences
INSEAD

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

15:00–15:45
Meeting Client Objectives through Goals-Based Investment Strategies
Stefano Cavaglia
Head of Investment Research
Findex

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

15:00–15:45
Hanging on Every Word: Natural Language Processing Unlocks New Frontier in Corporate Earnings Sentiment Analysis
David Pope, CFA​
Managing Director, Quantamental Research
S&P Global Market Intelligence

Amy B. Resnick, Moderator
Editor
Pensions & Investments

15:00–15:45
Why ESG Is a Mega-Trend No Investor Can Ignore (Even in Asia)
Emily Chew
​Global Head of Environmental, Social, and Corporate Governance Research and Integration
Manulife Asset Management

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

15:00–15:45
Private Equity and Venture Capital: A Transformation Agent with Importance for Both Investors and Businesses in Asia
Claudia Zeisberger
Senior Affiliate Professor of Decision Sciences and Entrepreneurship & Family Enterprise
INSEAD

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

15:45–16:15
Refreshment Break with Exhibitors

16:15–17:45
Extended Sessions
Extended Sessions allow for a deeper exploration of topics relevant to investment professionals.

16:15–17:45
Lessons in Identifying and Countering the Participation, Compensation, and Advancement Gaps Faced by Women in Finance around the World
Anne Cabot-Alletzhauser
Head of the Alexander Forbes Research Institute
Alexander Forbes

Xiaowei Rose Luo
Rudolf and Valeria Maag Professor in Entrepreneurship
INSEAD

Rani Piputri, CFA
Principal Researcher
Aspect Capital

Deborah M. Kolb, Moderator
Deloitte Ellen Gabriel Professor for Women and Leadership (Emerita)
Simmons College School of Management

16:15–17:45
The Art of Cultural Fluency in Business and Leadership
Jane Hyun
Founder and President, Hyun & Associates
Global Leadership Strategist and Author

16:15–17:45
The Future of Global Investing: Asset Owners Panel
Christopher J. Ailman
Chief Investment Officer
California State Teachers’ Retirement System

Hiro Mizuno
Executive Managing Director and Chief Investment Officer
Government Pension Investment Fund

Alison Tarditi
Chief Investment Officer
Commonwealth Superannuation Corporation

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

16:15–17:45
Incorporating Geopolitical Analysis into Your Investment Process
Matt Gertken
Associate Vice President, Geopolitical Strategy
BCA Research

Larry Cao, CFA, Moderator
Director, Content
CFA Institute

18:00–21:30
Networking Reception and Dinner
Join us for dinner and networking in the Grand Hall (Level 3) at the Hong Kong Convention and Exhibition Centre. Delegates will experience an oriental extravaganza by immersing themselves in different Hong Kong movie scenes and local cuisine. Treat your … Read More

Wednesday, 16 May 2018

08:00–13:00
Registration and Information Desk Open

08:00–10:45
Exhibit Hall Open

08:00–09:00
Breakfast in Exhibit Hall

08:15–09:00
Charter Benefits: Access Exclusive Educational Resources and Advance Your Career and Meet and Greet with CFA Institute Credentialing Team
Presented by CFA Institute

09:00–09:15
Conference Remarks

09:15–10:15
Crypto-Assets: Redefining a New Asset Class
Sandra Ro
Founder and Managing Partner
Vector Crypto Capital LLC

Stephen Engle, Moderator
Chief North Asia Correspondent
Bloomberg Television

10:15–10:45
Refreshment Break with Exhibitors

10:15–10:45
Meet and Greet: Sandra Ro
Sandra Ro
Founder and Managing Partner
Vector Crypto Capital LLC

10:45–11:45
Short Takes: New Perspectives on the Future of Global Investing
Altaaf Aboo, CFA · Brindha Gunasingham, CFA · Malcolm White, CFA
Three CFA charterholders from around the globe address the conference theme in short, dynamic presentations, highlighting what they see as the significant issues faced by global investors. Read More

11:45–12:45
Thinking, Fast and Slow
Daniel Kahneman
2002 Nobel Laureate in Economic Sciences
Professor Emeritus, Woodrow Wilson School of Public and International Affairs, Princeton University

Rishaad Salamat, Moderator
Anchor
Bloomberg Television