Monday, 18 May 2020

8:00 a.m.–4:15 p.m.

Exhibit Hall Open

8:00–9:00 a.m.

Coffee with Exhibitors

9:30–10:15 a.m.

How a Data-Driven Investor Navigates a Headline-Driven Market

Jack Ablin, CFA
Founding Partner and Chief Investment Officer ​
Cresset Capital

  • Data has taken a back seat to a market dominated by trade negotiations, political finger pointing, and tweets.
  • The cascade of capital into passive index strategies has caused value stocks to fall behind the market.
  • Textbooks told us that interest rates couldn’t go below zero, yet as much as $17 trillion of bonds globally sported negative yields.
  • Learn how and why data still matters and how to use it to navigate today’s markets.

10:45–11:45 a.m.

The Anatomy of Choice

Daniel Crosby
Chief Behavioral Officer
Brinker Capital

  • Discover ways in which improving small choices made every day can dramatically improve both life and investment outcomes.
  • Learn how many decisions occur without conscious awareness, and access tools for bringing unconscious and biased decisions to light.
  • Create practical methods for improving investment decisions by integrating learning into daily processes.

11:45 a.m.–1:45 p.m.

Networking Lunch

12:45–1:30 p.m.

Sponsored Corporate Presentations with Dessert

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, tactics, and insights for successful investment management and financial analysis from senior-thought leaders at leading financial services firms.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

1:45–2:30 p.m.

No B.S. Branding: Unleash Your Superpowers to Build a Brand That Sells

Curt Mercadante
Curt Mercadante

  • Starting with the basics: Who are you? What are your strengths? What are your branding goals?
  • Advice for creating a business brand or creating your own “self-brand” at work
  • Discovering your superpowers and how can you use them to build your brand
  • Using branding tools like LinkedIn and Twitter

Specialty Focus Area: Career Development

1:45–2:30 p.m.

Ethics/the Practicality of Moral Philosophy for Investment Directors

Eelco Fiole, CFA
Managing Partner
Alpha Governance Partners

  • Relationship between investment governance quality and behavior
  • From moral importance to fiduciary duty
  • Increased ethical awareness made easy

Specialty Focus Area: Ethics

1:45–2:30 p.m.

Active Fixed-Income Investing Late Cycle: Opportunity and Risk

Marc P. Seidner, CFA
​Chief Investment Officer of Nontraditional Strategies, Managing Director, and Head of Portfolio Management, New York​​

  • Adjusting portfolios and levels of risk taking to align with the current stage of the market cycle
  • The importance of valuation analysis and knowing whether risks are being adequately compensated for
  • Being prepared for the future: Stress testing for multiple states of market outcomes, considering alternative risk premiums, maintaining liquidity, and ensuring diversification
  • Fixed-income strategies to produce positive returns in a more uncertain environment—bottom-up security selection, focus on relative value, capitalizing on market disruption, and more

Specialty Focus Area: Capital Markets

3:00–3:45 p.m.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:00–3:45 p.m.

Managing the Global Legacy: Helping International Families Think about the United States in Their Planning

Andrew S. Auchincloss
Schlesinger Lazetera & Auchincloss LLP

  • Inbound planning:
    • Transferring global wealth to US beneficiaries
    • Pre-immigration planning for individuals coming to the United States
  • Outbound planning
    • Planning for leaving the US tax system
  • Importance of goal-based planning in international situations

Specialty Focus Area: Wealth Management

3:00–3:45 p.m.

Africa’s Next Century: Taking a Thoughtful Approach to the World’s Most Dynamic Markets

Melissa Cook, CFA
Managing Director
African Sunrise Partners, LLC

  • Media coverage of the continent makes sweeping and often unhelpful generalizations.
  • With 1 billion people—over half under the age of 25—Africa could lead the world in growth and innovation.
  • Risk is perceived to be very high, but is that really true? What’s the risk of not being there?
  • Learn about the real drivers of growth and value creation—by asset class, region, and sector.
  • Hear from a practitioner with extensive on-the-ground knowledge and a global perspective.

Specialty Focus Area: Alternative Investing

4:15–5:15 p.m.

Plenary Session

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience. The keynote plenary is on Sunday evening, with the remaining plenary sessions on Monday, Tuesday, and Wednesday mornings and closing Monday and Tuesday afternoons.