The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.
Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry. Firms that choose not to adapt by taking a client-first approach are “picking up pennies in front of a steamroller,” says Richard Brandweiner, CFA.
Brandweiner, CEO of Pendal Group, Australia, and former CIO of First State Super, one of Australia’s largest superannuation funds, was on hand at the 71st CFA Institute Annual Conference to discuss many of the findings of the just-released “Investment Firm of the Future” report with Virginie Maisonneuve, CFA, and Roger Urwin, FSIP, all collaborators on the CFA Institute Future of Finance initiative. Based on a survey of over 2,500 investment management professionals, the report builds on foundational research from an earlier study, “Future State of the Investment Profession,” and prescribes the shifts investment firms will need to make to ensure survival and success over the next decade.