Wednesday, 24 May 2017

7:30–10:15 a.m.

Exhibit Hall Open

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.

Morning Announcements

8:45–9:45 a.m.

Getting to Great: Investment Firm Management Practices That Build Success

Joseph Brennan, CFA
Principal, Equity Index Group
The Vanguard Group, Inc.

Tina Byles Williams
Portfolio Manager, Global Equities; Chief Investment Officer; and CEO
FIS Group

Leo P. Grohowski
Executive Vice President and Chief Investment Officer
BNY Mellon Wealth Management

Paul Smith, CFA, Moderator
President and CEO
CFA Institute

  • Beyond returns: What the future of both active and passive management holds
  • Why building diverse teams is important
  • How to create and maintain a culture that leads to innovation, agility, and ethical decision making

10:15–11:15 a.m.

China and G–20’s Green Finance Initiatives

Chief Economist
Research Bureau, People’s Bank of China

  • Discussion of China’s recent progress in launching its green financial system and the green finance guidelines
  • Explanation of China’s G–20 Green Finance Study Group (GFSG)
  • Summary of the seven options proposed by the GFSG on how to enhance the role of the global financial system in mobilizing private capital for green investment

11:15 a.m.–12:15 p.m

The Outlook for the Global Economy and Financial Markets

President, Global Markets Institute and Senior Investment Strategist
Goldman Sachs & Co.

  • A review of the fundamental and political forces shaping the economic outlook in the United States and other major economies
  • A discussion of the paths of global capital flows, including direct investment, portfolio flows, and central bank activity
  • The challenges facing professional portfolio managers in this age of policy uncertainty