Monday, 13 May 2019
08:00–18:00
08:00–16:45
08:00–09:00
08:15–08:45
The Forum: What Does the Investment Professional of the Future Look Like?
Rebecca Fender, CFA
Head, Future of Finance
CFA Institute
09:00–09:30
09:30–11:45
Plenary Sessions
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.
09:30–10:15
The New World (Dis)Order
Peter Zeihan
President and Founder
Zeihan on Geopolitics
Gillian Tett, Moderator
US Managing Editor
Financial Times
- The threats to the global order are not simply serious but are also mortal and unavoidable, setting the stage for at least two decades of global breakdown.
- Exploring the intersection between demography and finance—highlighting why something much worse than the 2007–09 financial crisis is right around the corner.
- Forecast how political evolutions in a host of countries are interacting with the Trump administration to remake the future of every country in the world.
10:15–10:45
10:15–10:45
The Forum: Career Development: Learning in Disruptive Times
Steve Horan, CFA
Managing Director, Credentialing
CFA Institute
Emily Dunbar
Managing Director, Member Value and Society Relations
CFA Institute
10:15–10:45
Showcase Presentation: Hacking the Future of Value
Sponsored by World Business Council for Sustainable Development
10:45–11:45
Reinventing Capitalism in the Age of Big Data
Viktor Mayer-Schönberger
Professor of Internet Governance and Regulation
Oxford Internet Institute, University of Oxford
Gillian Tett, Moderator
US Managing Editor
Financial Times
- Data isn’t just the new oil; it greatly enhances markets, thereby reshaping the economy.
- Data’s new role has profound implications for the financial services sector and for finance capitalism more generally.
- The biggest challenge for the data economy is structural, and competition rules are ill suited to address this challenge.
11:45–12:15
Meet and Greet: Viktor Mayer-Schönberger
11:45–13:30
12:15-12:45
Cybersecurity and Business Disruption
David Basin
Full Professor
ETH Zurich
This session will be presented in The Forum.
12:30–13:15
Sponsored Corporate Presentations
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.
eVestment: Institutional Trends—How Investors & Consultants Use Manager Data for Monitoring
Capital Suites 10/11/12 │ Level 3
Yoshimasa Satoh, CFA
Member, CFA Society Japan Board of Directors
Product Strategist, eVestment
- Best practices for investors and consultants for building a repeatable manager monitoring process
- Using alternative sources of data to support investment decisions
- Understanding where institutional assets are moving and what leading indicators are saying about shifting investor demand
Nuveen: Tomorrow’s World—A Real Estate Portfolio for the Future—Considering Sustainability, Demographics, and Technological Trends
Capital Suites 14/15/16 │ Level 3
Alice Breheny, Head of Research
Abigail Dean, Head of Sustainability
Jack Sibley, Technology and Innovation Strategist
Nuveen
- Nuveen experts discuss the technological, demographic, and sustainability trends that should be considered in building a resilient and future-proof real estate portfolio.
RBC Global Asset Management: Is Active Management Dead . . . or Alive?
Capital Suites 2/3/4 │ Level 3
Habib Subjally, ASIP
RBC Global Asset Management
- The sources of added value relied on by traditional active management have been industrialised by quantitative techniques.
- Fundamental active management has to evolve to stay relevant.
- This presentation explores how active managers can exploit idiosyncratic sources of return and how they can use quantitative techniques to capture alpha.
Refinitiv: Data Is Just the Beginning…
Capital Suites 7/8/9 │ Level 3
Tim Gaumer, CFA
Global Director of Fundamental Research
Refinitiv
- Tim Gaumer, CFA, will lead a discussion charting the journey from fundamental investment to 21st century data science.
- He will separate the hype from reality when it comes to artificial intelligence (AI) in investment and share concrete examples of AI in action.
- He will discuss the balance between traditional and alternative data and share best practice examples of how it’s feeding investment decision making.
13:00–13:30
Not Star Wars, Not Star Trek: The Future of Money
David G.W. Birch
Principal
15Mb
This session will be presented in The Forum.
13:15–13:30
13:30–15:15
Technical Workshops
Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.
13:30–15:15
Progression beyond Regression: Using AI to Transform Traditional Analysis
Malcolm White, CFA
Portfolio Manager
Signature Global Asset Management – CI Investments
- Hands-on technical session focusing on how to leverage artificial intelligence (AI) to enhance analytic capabilities
- Introduction to a revolutionary AI technology called neural networks, followed by a walkthrough of how the technology can be applied to an actual financial prediction problem
- The solution will leverage the latest in cloud computing technology used by leading data science practitioners.
Note: Delegates are encouraged, but not required, to bring their laptop to follow along with demos and examples. Delegates will also need a Google account (e.g. gmail) to access cloud-based programs during the session.
13:30–15:15
Bring Your Best Brain and Bada$$ Self to All That You Do (Repeated Session)
Pete Ronayne
Senior Faculty Member
Center for Creative Leadership
- Transform how you understand and handle stress and pressure.
- Explore how tiny resilience habits can unleash atomic results.
- Curate your own set of resilience tactics and tools designed to bring your best brain and better self to all that you do.
This session will be on Monday from 13:30 to 15:15 and will repeat on Tuesday from 13:30 to 15:15.
13:30–14:15
Concurrent Practitioner Sessions
Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.
13:30–14:15
Applying AI and Machine Learning to Risk Management and Risk Modeling
Mark Carey
Co-President
GARP Risk Institute
Mohammad Shoaib, CFA, Moderator
CEO
Al Meezan Investment Management Limited
- Understanding the limitations and opportunities of using machine learning modeling techniques in risk management
- The challenges of validating models built with machine learning techniques
- How AI and natural language processing can support better insights and decisions
Topical Track: FinTech
13:30–14:15
Global ETFs: Products and Trends
Deborah Fuhr
Managing Partner
ETFGI LLP
Rani Piputri, CFA, Moderator
Head of Automated Intelligence Investing
NN Investment Partners
- Discussion and analysis of exchange-traded funds (ETFs) and exchange-traded products (ETPs) being used by institutional investors and others
- Ways to use ETFs as a part of your investment strategy
- Advice for selecting an ETF for your portfolio
- Trends in ETFs: What the future may hold for robo-advisers, smart beta, ESG, thematic, active, China A shares, China bonds, crypto ETFs/ETPs
Topical Track: Global Opportunities
13:30–14:15
Principles of Responsible Investing: Putting Sustainability at the Heart of the Capital Markets
Graeme Griffiths
Chief Operating Officer
Principles for Responsible Investment (PRI)
Thomas A. Porter, Moderator
Head, CIPM Program
CFA Institute
- What does the data reveal about the myths and realities of ESG (environmental, social, and governance) and responsible investing?
- How do you assess the increasing number of capital market alternatives for sustainable investing, and what are the first steps for implementation?
- How should client reporting evolve to better reflect sustainability factors in an investment portfolio?
Topical Track: Sustainable Investing
13:30–14:15
Digital Financial Attention
Jane E. Henshaw
Head of Digital Research
Vanguard Center for Investor Research
Bob Stammers, CFA, Moderator
Director, Investor Education
CFA Institute
- Facebook and Amazon routinely study the attention customers pay to their websites; financial institutions should learn to do the same.
- In the era of “robo,” what can we learn from the emerging science of digital interactions with our finances?
- How can neuroscience help us understand the brain mechanisms of attention?
Topical Track: Capital Markets
13:30–14:15
The Perfect Financial Services CV
Victoria McLean
Founder and CEO
City CV
Heather Packard, Moderator
CPD Director, Business and Soft Skills
CFA Institute
- Your CV/resume is your future. Bridge the gap between where you are now and where you want to take your career.
- It’s marketing: What’s your brand? What’s your pitch? Get ready for action.
- Artificial intelligence and the ATS: 80% of jobs advertised online could be screened by a computer. Beat the bots to ensure you get over the first hurdle.
- Tell a story, start with a bang, and provide just the right amount of context to hook your audience—show don’t tell.
Topical Track: Career Development
14:15–14:30
14:30–15:15
14:30–15:15
Dynamic Currency Management: Yes Alpha, No Beta
Thomas Clarke
Partner, Portfolio Manager
William Blair
Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners
- Investors always seek diversifying opportunities, and today this search takes place in an environment of high equity valuations, low bond yields, and increasing interest rates in some locations.
- Geopolitical, trade, and other macro influences pose vulnerability to potential downside from taking on more capital market beta.
- The merits of dynamic currency investing as a source of macro diversification and positive real return are often underappreciated and underused.
- Amid new and alternative asset classes, dynamic currency management is a well-founded, liquid, and viable source of investment alpha.
Topical Track: Global Opportunities
14:30–15:15
Short- and Long-Term Risk, Measurement, and Technology
Jon Danielsson
Director of the Systemic Risk Centre, Department of Finance
London School of Economics
Barbara S. Pettit, CFA, Moderator
Head, Curriculum and Learning Experience
CFA Institute
- Identifying and understanding short- and long-run risks
- Why what we measure in terms of risk needs to evolve
- How artificial intelligence and technology may affect banks, regulators, and the stability of the financial system in ways we haven’t anticipated
Topical Track: Capital Markets
14:30–15:15
ESG Investment: From Process to Product
Amanda Young
Head of Global ESG Investment Research
Aberdeen Standard Investments
Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany
- Discussion of values-based investment options
- Strategies for integrating ethical considerations and sustainability, climate, and social impact issues into your investment process
- Managing environmental, social, and governance risks in your business model to ensure that shareholder value is protected and enhanced
- Thoughts on making money and making a difference
Topical Track: Sustainable Investing
14:30–15:15
Embracing the Potential of Artificial Intelligence
Thorsten Heymann
Global Head of Strategy
Allianz Global Investors GmbH
Lynn Raebsamen, CFA, Moderator
CEO
Swiss Vanquest AG
- Artificial intelligence is not science fiction but has the potential to reshape industries
- The power of AI integration: Human and machine
- AI integration and portfolio construction efficiency
Topical Track: FinTech
14:30–15:15
The Art of Business Influence
Mark Jeffries
Author, Keynote Speaker and Former Stockbroker at Merrill Lynch
Michael McMillan, CFA, Moderator
Director, Ethics Education
CFA Institute
- Discussion of the link between communication excellence and business success
- Focus on innovative communication, networking, and influence tools designed to accelerate your business success
- Focus on the three Cs of communication excellence, to the L-WAR (Listen, Watch, Anticipate, and React), and selling without selling to the BRAINS (Bridging, Rationalizing, Asserting, Inspiring, and Negotiating) of influence
Topical Track: Career Development
15:15–15:45
15:15–15:45
The Forum: The CFA Program Moves into the Digital Age
Barbara Petitt, CFA
Head, Curriculum and Learning Experience
CFA Institute
Chris Wiese
Head, Examination Development
CFA Institute
15:15–15:45
Showcase Presentation: Futures vs. ETFs—What’s the Optimal Instrument for Alpha Creation?
Sponsored by CME Group
15:45–16:30
15:45–16:30
Alternative Assets in 2023: What Does the Future Hold?
Amy Bensted
Head of Data Products
Preqin
Anish Chopra, CFA, Moderator
Managing Director
Portfolio Management Corporation
- Projections for alternative asset growth, covering private capital and hedge funds
- What should fund managers and investors be thinking about today to be part of the growth story of tomorrow?
- What will drive growth over the next five years, and how will technological innovation shape the alternative investment sector?
Topical Track: Global Opportunities
15:45–16:30
The Development of Digital Assets and Their Implications for Portfolio Construction
John Dwyer
Senior Analyst, Blockchain
Celent
Heidi Raubenheimer, CFA, Moderator
Head, Journal Publication
CFA Institute
- Digital assets as a new investable asset class
- A new, emerging capital market infrastructure
- The digital asset taxonomy and implications for portfolio construction
Topical Track: Capital Markets
15:45–16:30
Investing in Fintech—Analysis and Approaches
Carol Cheung, CFA
Senior Investment Associate
Cambridge Innovation Capital
Richard Clode, CFA
Portfolio Manager
Janus Henderson Investors
Reshma Sohoni
Co-Founder and Managing Partner
Seedcamp
Will Goodhart, Moderator
Chief Executive
CFA Society United Kingdom
- Thoughts on how to value fintech companies
- The right portfolio approach to fintech
- Where to look to find returns—innovative ideas and what is working now
Topical Track: FinTech
15:45–16:30
How ESG Factors Impact Corporate Valuations: Trends and Analysis
Jessica Alsford, CFA
Managing Director and Head of Global Sustainability Research
Morgan Stanley
Anne Cabot-Alletzhauser, Moderator
Head, Research Institute
Alexander Forbes Financial Services (Pty) Ltd
- Environmental, social, and governance (ESG) integration and its role in investment analysis
- Measuring the impact of ESG factors on company valuations
- ESG: Risk management or alpha generation?
Topical Track: Sustainable Investing
15:45–16:30
Optimizing Ourselves for Expansive Leadership
Sartaj Garewal
Founder and Director
Dynamic Presenting Ltd
Nick Bartlett, CFA, ASIP, Moderator
Director, CPD Competencies
CFA Institute
- Transforming our thinking to foster a growth mindset
- Toward conscious leadership—consciously responding as opposed to compulsively reacting
- A look at the 5 I’s of leadership, qualities and abilities that can be developed
Topical Track: Career Development
16:30–16:45
16:45–17:45
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.
16:45–17:45
Disruption: The Asset Owner’s View
Emma Howard Boyd
Chair
Environment Agency (England and Wales)
Angelien Kemna
Non-executive Director and Member of the Audit Committee
AXA Group
Alison Tarditi
Chief Investment Officer
Commonwealth Superannuation Corporation
Mark Walker
Chief Investment Officer
Coal Pension Trustees Services
Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute
- The largest global asset owners discuss the markets
- How sustainability issues are changing investment policies and practices
- The changing expectations of investment managers
- Time horizons, technology, and the growing role of private markets
