2:00–4:30 p.m.

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 70th CFA Institute Annual Conference.

Joachim Klement, CFA, Workshop Moderator
Head, Thematic Research, Credit Suisse
Chair, CFA Institute Research Foundation

Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth
Michael S. Falk, CFA
Partner
Focus Consulting Group

  • The costs of agedness could be more than 10x the 2008 recession.
  • Demographics do not have to be destiny; we have choices about policies that have an impact on workers and productivity.
  • We need a culture that ushers in a new ERA (from Entitlement to Responsibility and with Appreciation) of sustainable, long-term economic growth.

Financial Market History: A Comprehensive Guide for Investment Professionals
David Chambers
Director, Newton Centre for Endowment Asset Management
Judge Business School, University of Cambridge

Elroy Dimson
Chairman, Newton Centre for Endowment Asset Management
Judge Business School, University of Cambridge

  • Includes the wisdom of 22 financial historians in a new book published by the CFA Institute Research Foundation
  • Highlights five key insights from the past that are of practical value to CFA® charterholders thinking about the future
  • Covers such topics as long-term investing; time-varying returns; IPO performance; stock market bubbles; and high-tech investing