Tuesday, 23 May 2017

7:15 a.m.–4:00 p.m

Exhibit Hall Open

Exhibit Hall │ Hall A │ Level 2

 
CFA Institute Forum
The Forum is the place to go to connect with fellow delegates, hear first-hand about current CFA Institute initiatives, share your thoughts with staff, and learn about the benefits of membership. The Forum will be busy throughout the conference with speaker meet and greets, online demos, special-interest presentations, and small-group networking.

#CFAedge Social Media Lounge
Join the conversation using #CFAedge and stop by the social media lounge to ask our staff your burning social media questions. While here, you can view the leaderboard of the best social media posts from the conference, see a live feed of all social media coverage, take a souvenir photo, and satisfy your sweet tooth.

CFA Institute Career Center
Learn about the many career resources CFA Institute offers—including the newly launched, online CFA Institute Career Center—and meet with career and executive coaches. Coaches are available to discuss your career management, soft-skill, and leadership questions.

Head Shots
Professional head shots are offered as a complimentary benefit to conference delegates. Come by to have your photo taken, then visit the social media lounge to start using it with your accounts.

Virtual Link
New this year, the CFA Institute Virtual Link will bring the Annual Conference experience online with live broadcasts of select sessions, exclusive speaker interviews, and discussions of current topics. Swing by the Virtual Link Studio to get a sneak peek.

Bookstore
Popular industry titles and a variety of books written by conference speakers are available for purchase. Speaker book signings will be held throughout the conference.

Recharge Lounge
Take a break to power up your gadgets and your mind with access to charging stations, internet kiosks, specialty coffee, and comfortable seating.

7:30–8:15 a.m.

Morning Coffee

Exhibit Hall │ Hall A │ Level 2

7:30–8:15 a.m.

Sponsored Corporate Presentations with Breakfast

Prove It! The Simple Math behind Better Performance (NextShares), Better Beta (Parametric), and Better Financial and Social Outcomes (Calvert)
Eaton Vance Investment Managers
Paul Bouchey, CFA
Stephen W. Clarke
John Streur
John K. Moninger, Moderator
103 │ Level 1

  • Performance advantage: active funds, remastered. Avoid structural costs that erode returns.
  • Better beta: customized, coordinated portfolio management and implementation and active tax management
  • Better financial and social outcomes: the Calvert Research System

Diversified Global Agriculture as a Core Asset Class
Fiera Capital
Antoine Bisson-McLernon, CFA
108 │ Level 1

  • Global agriculture is an emerging asset class with core asset class features. What are the challenges and opportunities of this market?
  • What are the characteristics of the subsectors (staple row crops, animal protein, and permanent crops), and how should investors think about building a diversified exposure to farmland
  • How should ESG factors be incorporated into the investment process?

The Practical Application of Behavioral Finance
Kaplan Schweser
Chuck Wachendorfer
114 │ Level 1

  • Define how emotions affect financial markets
  • Understand the role bias, heuristics, and framing effects play on our decision making
  • Integrate an exercise to slow down irrational decision making

Innovations in Indexing: The Great Migration to Low-Cost Alpha
WisdomTree Asset Management
Luciano Siracusano
113 │ Level 1

  • What is the rationale for fundamentally weighted indexing?
  • How do these strategies differ from traditional capitalization-weighted indexes?
  • How can investors use fundamentally weighted strategies as part of their strategic allocations to gain access to asset classes around the world?
  • How can investors use new indexing strategies to manage risks posed by rising interest rates and a stronger US dollar to add value above and beyond low-cost beta?

View the Corporate Presentation Speaker Biographies.

Plenary Sessions

Plenary Sessions feature industry thought leaders, who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.

8:30–8:45 a.m.

Americas Region Update

Hall B │ Level 2

John L. Bowman, CFA
Managing Director, Americas
CFA Institute

8:45–9:45 a.m.

A New Era for Finance and the Financial Markets: A Discussion with John C. Bogle

Hall B │ Level 2

Founder
The Vanguard Group, Inc.

Theodore R. Aronson, CFA, Moderator
Founder
AJO

  • Benjamin Graham on the index-fund revolution
  • Keynes on enterprise and speculation
  • Reflections on a 66-year career in finance

9:45–10:15 a.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

9:45–10:15 a.m.

Book Signing: John C. Bogle

Bookstore │ Hall A │ Level 2

Founder
The Vanguard Group, Inc.

9:45–10:15 a.m.

Meet and Greet: Financial Analysts Journal Team

The Forum │ Hall A │ Level 2

10:15–11:15 a.m.

Systemic Risk: Are World Financial Markets Still Vulnerable and Where?

Hall B │ Level 2

Chair, Systemic Risk Council
Former Deputy Governor, Bank of England

  • Should we be concerned if financial reforms are rolled back?
  • Is the market too relaxed about the capacity of macroeconomic policy to cushion the next recession?
  • Is the world riskier or safer than it was in 2006?

11:15 a.m.–12:15 p.m

Tools for Maximizing Your Career Success

Hall B │ Level 2

Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley

  • Proven strategies that will help you maximize your success in your current position or your dream position
  • The importance of perceptions in the workplace as well as the key relationships that you must have in order to insure your success
  • The power of authenticity and the role it plays in powerful leadership

12:15–2:00 p.m.

Networking Lunch

Hall A │ Level 2

12:15–12:45 p.m.

Book Signing: Carla Harris

Bookstore │ Hall A │ Level 2

Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley

12:30 p.m.–12:50 p.m.

CFA Institute Enterprising Investor Blog: Research. Reviews. Ideas. Built for Investment Professionals.

The Forum │ Hall A │ Level 2

Presented by CFA Institute

  • Explore a hub for what matters to investment professionals: research, reviews, and ideas
  • Discover what’s there now: selected content, briefly presented
  • Engage with us: read it, write for it, make it yours
  • Determine where we can go together: a view to the future
  • Meet your colleagues on the editorial and content teams

12:45–1:45 p.m.

CFA Institute Members Lunch Progress Update and A View of What’s Ahead with Member Q&A

103 │ Level 1

Paul Smith, CFA
President and CEO
CFA Institute

Frederic P. Lebel, CFA
Chair
CFA Institute Board of Governors

1:00–1:20 p.m.

Preparing the Next Generation: CFA Institute Research Challenge

The Forum │ Hall A │ Level 2

Presented by CFA Institute

  • Learn more about the “Investment Olympics” and how CFA Institute is helping influence more than 1,000 universities teach equity research to their students
  • Discover how can your firm get involved and tap into this tremendous pool of new talent

2:00–3:30 p.m.

Extended Sessions

Extended Sessions are presented by academics and allow for a deeper analysis into a topic in finance, often presenting research.

2:00–3:30 p.m.

The Blockchain Identity

113 │ Level 1

Professor of Finance
Duke University

  • What is blockchain technology, and how does it work? What are its benefits and risks, who will be disrupted, and who will be the disruptors? Is this technology just hype or is it real?
  • How might the distributed ledger of blockchain improve upon existing transaction and ownership protocols? What stands in the way of large-scale adoption?
  • What are the practical implications of blockchain in the near and intermediate terms? Should today’s financial professionals allocate time and resources to blockchain technology or pursue a “wait and see” strategy until there is a clearer path for this complex technology?

Elaine Cheng, Moderator
Managing Director and Chief Information Officer
CFA Institute

2:00–3:30 p.m.

The Behavioral Financial Analyst

114 │ Level 1

CEO and Director of Research
AthenaInvest

  • Behavioral science as pioneered by Kahneman and Taversky is transforming the financial services industry. An emerging group of “behavioral advisers” who recognize that emotions and their resulting cognitive errors can affect client wealth is placing client behavior management at the center of its practice.
  • Behavioral science is sweeping aside modern portfolio theory—supporting evidence calls the CAPM and EMH into question. A “behavioral market model” that uses objective, carefully researched behavioral measures is taking shape as a potential alternative.
  • Research shows that active equity funds can be evaluated based on behavioral concepts and that specific criteria are predictive of superior performance. By changing the evaluation process, truly active funds can be identified while value-destroying closet indexers can be marginalized.

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

2:00–3:30 p.m.

The Design Thinking Toolkit: Strategies for Successfully Leading Growth and Innovation at Your Firm

201 │ Level 2

United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business

  • Identifying the practices and mindsets of successful leaders of organic growth
  • Examining a systematic design thinking toolkit and process that can enable all managers to develop these competencies
  • Assessing what is in the way of leveraging the power of this approach in your business

2:00–3:30 p.m.

Fundamentals of Retirement Planning

204 │ Level 2

Professor of Retirement Income
The American College of Financial Services

  • Differentiating between accumulation and distribution planning and understanding key retirement risks
  • Distinguishing between risk pooling and self-management of longevity and market risk for retirees
  • Determining retirement income needs and safe withdrawal rates in the case of extended longevity

Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute

3:30–4:00 p.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

3:30–4:00 p.m.

Book Signing: Wade D. Pfau, CFA

Bookstore │ Hall A │ Level 2

Professor of Retirement Income
The American College

3:30–4:00 p.m.

Book Signing: Jeanne Liedtka

Bookstore │ Hall A │ Level 2

United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business

3:30–4:00 p.m.

Speaker Meet and Greet: C. Thomas Howard

The Forum │ Hall A │ Level 2

CEO and Director of Research
AthenaInvest

4:00–5:00 p.m.

Career Track

Career Track Sessions are designed to inspire delegates at all stages of their career to be intentional about their career management and professional development efforts. Sessions will convey practical insights and strategies for achieving career goals.

4:00–5:00 p.m.

10 Ways to Take Control of Your Job Search

204 │ Level 2

President
Hellmann Career Consulting

  • Learn the keys to positioning yourself in your resume, LinkedIn profile, emails, and “pitch” so that hiring managers will see you as an “insider”—and everyone wants to hire insiders
  • Find out how to avoid the three most common mistakes people make when sharing their experience with hiring managers
  • Learn a 10-step approach to diagnosing and optimizing your job search that will improve your odds of getting interviews, turning interviews into offers, and negotiating the salary and job that you really want

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

4:00–5:00 p.m.

Entrepreneurship 101: Steps to Building a Successful Business

201 │ Level 2

Associate Dean and Shanna and Eric Bass ’05 Director of Entrepreneurship
Yale School of Management

  • Learn how to design a business model
  • Adopt cutting-edge approaches like the “lean startup”
  • Attract capital to fund your venture

Anne Cabot-Alletzhauser, Moderator
Head, Research Institute
Alexander Forbes

4:00–5:00 p.m.

Disrupt Yourself: A Unique Approach to Career Change

113 │ Level 1

Founder and CEO
WLJ Advisors, LLC

  • How to use a framework for personal disruption; companies don’t disrupt, people do.
  • How to apply the S-curve, typically used to gauge how quickly an innovation will be adopted, as a tool for understanding the psychology of personal disruption
  • How to implement seven practical tips for accelerating movement along your professional S-curve

4:00–5:00 p.m.

Three Traits That Distinguish Top Investment Leaders in These Dynamic Times

114 │ Level 1

Partner
AUM PARTNERS, LLC

  • How to understand what motivates and retains your highest performers, who are the engine driving your firm’s success in these dynamic times
  • How to focus your time on those activities that are top leaders’ highest value-added contributions to achieving firm goals
  • How to improve communication throughout your firm

Sameer Somal, CFA, Moderator
Chief Financial Officer
Blue Ocean Global Technology

5:00–5:30 p.m.

Book Signing: C. Thomas Howard

Bookstore │ Hall A │ Level 2

CEO and Director of Research
AthenaInvest

5:00–5:30 p.m.

Book Signing: Whitney Johnson

Bookstore │ Hall A │ Level 2

Founder and CEO
WLJ Advisors, LLC

6:30–10:00 p.m.

Networking Reception and Dinner

National Constitution Center

Sponsored by Macquarie Investment Management and Vanguard

Join us for dinner and networking at the historic National Constitution Center and be transported back in time to the Prohibition era and the roaring 1920s.
Be entertained by a 1920s jazz band, and partake in whiskey tastings in the secret speakeasy.

Explore the various exhibitions, including Signers’ Hall, where you can sign the Constitution alongside 42 life-size, bronze statues of the Founding Fathers. Don’t miss out on a visit to the Rooftop Terrace, which provides a majestic view of Philadelphia’s famous historic landmarks.

This reception is included in the delegate fee. Dress is business casual.

Transportation: Coaches will depart from the 1200 and 1300 blocks of Arch Street between 6:15 p.m. and 7:00 p.m. Return transportation from the National Constitution Center will begin at 8:30 p.m.