Category Archives: Event Details

Bigger than Ever

Posted on 15 May 2020 by Peter M.J. Gross

This year, the investment industry’s longest-running educational gathering of investment professionals has the potential to reach a larger audience than ever before. Read More

Posted in Event Details | Tagged , | Comments Off on Bigger than Ever

PIMCO’s Sundstrom discusses how to navigate the “recession moment”

Posted on 24 June 2019 by Julie Hammond, CFA

Geraldine Sundstrom doesn’t think we’re at the end of the economic cycle yet, but she warns that “When midnight strikes, and Cinderella’s carriage turns into a big pumpkin, you’re going to have to do something.” Read More

Posted in Economics, Event Details, Fixed-Income Management, Portfolio Management | Tagged , , , , | Comments Off on PIMCO’s Sundstrom discusses how to navigate the “recession moment”

Understanding the Secrets to Perfect Timing with Daniel Pink

Posted on 11 June 2019 by Cheryl L. Evans

Best-selling author and behavioral science expert Daniel H. Pink recommends making the most of chronotypes and the preference finishing strong to wind up with a better experience. Read More

Posted in Event Details, Leadership, Management & Communication Skills, Speakers | Tagged , , , | Comments Off on Understanding the Secrets to Perfect Timing with Daniel Pink

Can Investment Professionals Avoid Creating a “Cobra Problem”?

Posted on 29 May 2019 by Peter M.J. Gross

Daniel Brocklebank, CFA, warns that asset owners and money managers must balance incentives carefully so that both groups get what they want. Read More

Posted in Event Details, News, Performance Measurement & Evaluation, Portfolio Management, Standards, Ethics & Regulations (SER) | Tagged , , , , | Comments Off on Can Investment Professionals Avoid Creating a “Cobra Problem”?

Build the Perfect Financial Services CV with these 11 Resume Tips

Posted on 24 May 2019 by Paul McCaffrey

Hiring managers think more than 80% of CVs are not fit for purpose. Learn how to do better. Read More

Posted in Event Details, Leadership, Management & Communication Skills, News | Tagged , , , , , , | Comments Off on Build the Perfect Financial Services CV with these 11 Resume Tips

The Secret to Bringing Your Best Brain

Posted on 14 May 2019 by Neil Govier, CFA

Pete Ronayne, of the Center for Creative Leadership, has a simple recommendation for improving your brain’s performance. Read More

Posted in Event Details, Leadership, Management & Communication Skills, Speakers | Tagged , , , | Comments Off on The Secret to Bringing Your Best Brain

Sharing Global Insights and Local Expertise

Posted on 11 May 2019 by Peter M.J. Gross

London has been a global financial capital for centuries, and this week it will host the investment industry’s largest and longest-running educational gathering of investment professionals. Read More

Posted in Economics, Event Details, Portfolio Management | Tagged , , | Comments Off on Sharing Global Insights and Local Expertise

Sustainability, Technology, and Disruption: Key Themes for Investment Professionals in 2019

Posted on 6 May 2019 by Cheryl L. Evans

The 72nd CFA Institute Annual Conference will highlight Disruption: The New Reality in Investment Management, focusing on disruption and its effects on the global investment profession. Read More

Posted in Event Details, Speakers | Tagged , , , | Comments Off on Sustainability, Technology, and Disruption: Key Themes for Investment Professionals in 2019

Mariana Mazzucato Calls for a Disruption of Value

Posted on 30 April 2019 by Peter M.J. Gross

Good policies enables healthy markets, and Mariana Mazzucato argues that an understanding of value is essential for creating good policies. Read More

Posted in Economics, Event Details, News | Tagged , , , | Comments Off on Mariana Mazzucato Calls for a Disruption of Value

Blair duQuesnay, CFA, Discusses Disruption and Demographics in Private Wealth

Posted on 23 April 2019 by Peter M.J. Gross

Investment adviser and former CFA Society Louisiana president Blair duQuesnay, CFA, warns that wealth managers who aren’t connecting with the clients of the future are already behind the curve. Read More

Posted in Event Details, News | Tagged , , , | Comments Off on Blair duQuesnay, CFA, Discusses Disruption and Demographics in Private Wealth