Staying Ahead of the Curve in Global Investing

By

What’s next for global investors? What will matter most to clients and to firms — which technological and regional developments do you need to understand to be prepared for the future? These are some of the issues that will be discussed at the 71st CFA institute Annual Conference, an event designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.

The pace of change is accelerating, and CFA Institute has put together a dynamic, forward-looking event that examines The Future of Global Investing. Prominent investors, top economists, bestselling investment authors, academic leaders, and those working on the forefront of technology and business will share insights into key issues at this event, with an emphasis on Asia.

The CFA Institute Annual Conference Advisory Group, a select group of practitioners hailing from across the investment spectrum and around the world, has identified important topics and interesting speakers for global investors driven to be successful now and in the future.

Join us in Hong Kong to learn about:

Developments in Asia and APAC Investment Strategies

Haiyan Wang, of the China India Institute, will discuss the changing dynamics of China and India, what’s next for both countries, and the effects of China’s Belt and Road Initiative.

Lei Zhang, founder, chair and CEO of Hillhouse Capital Management Group will share his thoughts on research, investing, and China’s role in driving innovation in Asia and in the world.

Kathy Matsui, vice chair, co-head of macro research in Asia, and chief Japan equity strategist at Goldman Sachs Japan will present a macro and markets outlook for Japan and an assessment of Abenomics after six years of monetary easing, fiscal stimulus and structural reforms.

Emil Nguy, chairman, chief investment officer, and Co-CEO of Income Partners Asset Management (HK) Limited will explore fixed-income investing in Asia, with a focus on managing volatility and a look at the ways investors are shifting fixed-income asset allocation in the current environment.

Claudia Zeisberger, Senior Affiliate Professor of Decision Sciences and Entrepreneurship and Family Enterprise at INSEAD, will examine the use of private equity and venture capital by investors and businesses in Asia, as well as their place in a globally diversified portfolio.

Amy Flikerski, senior portfolio manager at Canada Pension Plan Investment Board; Chris Gradel, founder and chief investment officer at PAG; Carl Huttenlocher, managing partner and chief investment officer of Myriad Asset Management; and Mario Therrien, CFA, senior vice president at Caisse de dépôt et placement du Québec; in a panel discussion highlighting alternative investment opportunities in the region.

Decision-Making in Finance

Daniel Kahneman, Nobel Laureate in Economic Sciences and professor emeritus at the Woodrow Wilson School of Public and International Affairs at Princeton University, will share his insights into the ways that overconfidence and the problem of utility can impact human decision making.

Anil Gaba, Orpar Chaired Professor of Risk Management and Professor of Decision Sciences at INSEAD will discuss the illusion of control and what it means for creating a process for exercising good judgment.

Jason Hsu, chairman and chief investment officer at Rayliant Global Advisors will examine behavioral factors and their performance in emerging markets using China A-shares data.

Tools for Personal Success in a Diverse, Global Workplace

Jane Hyun, founder and president of Hyun & Associates, will discuss cultural fluency in business and leadership.

Personal development sessions will focus on figuring out the next move for your career, the importance of networking to advance your professional goals, and succeeding in your career as a millennial or Gen-Xer.

Deborah Kolb, Deloitte Ellen Gabriel Professor for Women and Leadership (emerita) and cofounder of the Center for Gender in Organizations at Simmons College, will lead a panel discussion focused on diversity in the workplace — finding ways to identify and counter gaps in participation, compensation, and advancement faced by women in finance around the world.

A panel of high-level ethics experts from around the world will convene to discuss ways that investment professionals can avoid ethical pitfalls and create a culture of compliance.

Pico Iyer, best-selling author and travel writer, will examine “The Art of Stillness,” sustaining calmness and balance while creating a meaningful life.

Emerging Markets Investing

Oscar Onyema, CEO of the Nigerian Stock Exchange, will explore the investment potential of one of Africa’s leading economies in his presentation on the ways that foreign portfolio investors can tap into the opportunities of African markets.

Andreas Vogelsanger, CEO of Asia Froniter Capital (Vietnam) Ltd., and Joyce Ng, managing director of OurCrowd will discuss investing in Asian frontier markets, with an emphasis on Vietnam.

Technology and Investment

Learn about developments in financial technology with Ting Li, CFA, CEO of Yunfeng Financial Group, who will discuss fintech opportunities and inflection points.

David Pope, CFA, managing director of Quantamental Research at S&P Global Market Intelligence, will present research on how natural language processing can lead to new frontiers in corporate earnings sentiment analysis.

Kate Darling, researcher at the MIT Media Lab and fellow at the Berkman Klein Center for Internet & Society at Harvard University, will lead a discussion on robot ethics and the future of human–robot interaction.

Malcolm White, CFA, a portfolio manager at Signature Global Asset Management, will examine the pros and cons of Artificial Intelligence and its expanded role in enhancing the productivity of investment analysts.

Investing for the Ultimate Benefit of Society

Emily Chew, global head of environmental, social, and corporate governance research and integration at Manulife Asset Management will explain why ESG is a megatrend no investor can ignore.

Mihir Desai, Mizuho Financial Group Professor of Finance at Harvard Business School, will discuss ways to rediscover humanity in the world of risk and return.

Altaaf Aboo, CFA, senior impact investor at Edge Growth, will highlight the growing trend towards impact investing and how investors can change the world without giving up on returns.

Lessons from the Past and Investment Firms of the Future

Steve Eisman, managing director at Neuberger Berman and former hedge fund manager featured in The Big Short, will emphasize the lessons learned from the global financial crisis

Roger Urwin, FSIP, global head of investment at Willis Towers Watson and cofounder of the Thinking Ahead Institute, will lead a panel discussion on the investment firms of the future, emphasizing the importance of trust and value in a professional investment industry.

These are some of the themes, market developments, and investment strategies that will be discussed over the four days of the 71st CFA Institute Annual Conference, held in Hong Kong on 13–16 May.

Register now to network with your peers from around world and take part in discussions that will shape the future of global investing.


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.

Image credit: CFA Institute

This entry was posted in Alternative Investments, Behavioral Finance, Economics, Event Details, Fixed-Income Management, Investment Topics, Leadership, Management & Communication Skills, News, Portfolio Management and tagged , . Bookmark the permalink.