Sunday, 13 May 2018

14:00–16:30

The Research Foundation Workshop for the Practitioner

The Research Foundation Workshop for the Practitioner draws from the work supported by the CFA Institute Research Foundation to help participants enhance their practical investment knowledge, understand and apply new research, and contribute to effective client service. This is an optional, free workshop for delegates of the 71st CFA Institute Annual Conference.

Active Indexing: How ETF Investing Has Impacted Investment Management
Joanne M. Hill
Chief Advisor for Research and Strategy, CBOE Vest
Research Committee Chair, CFA Institute Research Foundation Board of Trustees

This session will cover highlights from the CFA Institute Research Foundation monograph A Comprehensive Guide to Exchange-Traded Funds (ETFs):

  • Explore how ETFs work and how to evaluate them individually—including their unique investment and trading features, regulatory structure, and use in tactical and strategic portfolio management for a broad range of asset classes.
  • Gain a better understanding of the strengths, weaknesses, and myths about ETFs.
  • Discuss how ETFs are challenging the distinction between active and passive management and how the investment management business is adapting to growing interest in strategies packaged in ETFs.

Alternative Investments: A Primer for Investment Trustees
Keith Black, CFA
Managing Director, Curriculum and Exams
CAIA Association

The newest monograph by the CFA Institute Research Foundation explains the world of alternative investments.

  • Strategies discussed include hedge funds, private equity, real assets, commodities, and structured products.
  • Also included are discussions on tail risk, risk management, benchmarking, and due diligence.
  • The case for including alternative investments in a stock and bond portfolio is also presented.

14:00–15:00

Beyond the Numbers

Beyond the Numbers Sessions provide training in soft-skill areas of growth and personal development for investment professionals, including leadership, firm building, career skills, and CFA Institute perspectives.

14:00–15:00

The Wisdom of Finance: Discovering Humanity in the World of Risk and Return

Mizuho Financial Group Professor of Finance, Harvard Business School
Professor of Law, Harvard Law School

  • How can we demystify finance to allow outsiders to appreciate the logic and heart of finance so that they stop demonizing it?
  • How can we rehabilitate finance so that the industry self-regulates and corrects the misbehavior of the past?
  • A look at how to use the humanities to humanize finance and to set the path toward the demystification and rehabilitation of finance

 

14:00–15:00

The Art of Stillness

Bestselling Author and Travel Writer

  • As the world accelerates to a post-human pace, how can we preserve our humanity, our sanity, and our contact with everything essential?
  • Find suggestions for ways of reclaiming life’s hidden luxuries: spaciousness, intimacy, and attention.
  • Learn about reclaiming calmness and balance through stories, statistics, and specific daily practices.
  • We all need to make a living, but how can we make a real and meaningful life?

15:30–16:30

Beyond the Numbers

Beyond the Numbers Sessions provide training in soft-skill areas of growth and personal development for investment professionals, including leadership, firm building, career skills, and CFA Institute perspectives.

15:30–16:30

Creating a Culture of Compliance and Avoiding Ethical Pitfalls

Donald C. Langevoort
Thomas Aquinas Reynolds Professor
Georgetown Law

17:00–17:15

Welcoming Remarks

17:15–18:15

Annual Conference Sunday Keynote: China and India 2025: Changing Dynamics

Haiyan Wang
Managing Partner
China India Institute

  • The global economic tilt to emerging Asia
  • What lies ahead for China
  • The Belt and Road Initiative: Hype, opportunities, and challenges
  • What lies ahead for India

18:30–19:30

Welcome Reception