Category Archives: Speakers

Lei Zhang on Hillhouse Capital’s Success Equation

What explains Hillhouse Capital Management’s explosive growth? Hillhouse founder and CEO Lei Zhang says it comes down to people. Read More

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Two out of Three: India and China in the Coming Decade

The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors. Read More

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Paul Smith, CFA: Purpose, Professionalism, and the Rise of Trust

At its best, capitalism with purpose creates value that is broadly apparent and commonly appreciated. We need to press for more of that today. Read More

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Eric Sim, CFA, and the Skills for Success

Eric Sim, CFA, emphasizes multitasking: “If you’re speaking to the CFO, your eyes should be on the CEO, and your other ear should be listening for your colleague” Read More

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Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship. Read More

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The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations. Read More

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Emerging Market Equities: Unloved and Under-Owned

Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More

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10 Habits of Highly Effective Job Seekers

The best job searches end quickly. When they don’t, Robert Hellmann recommends looking at 10 actions that could revitalize your efforts. Read More

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Thaler on Choice Confusion: To Intervene or Not to Intervene

Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn. Read More

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Sir Paul Tucker Diagnoses Threats to the Success of Financial Capitalism

“You and your clients have a massive stake in the direction of banking reforms,” Sir Paul Tucker told the audience during his presentation at the 70th CFA Institute Annual Conference. Read More

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