View a visual representation of the conference schedule (PDF). Please note the schedule is subject to change.

Sunday, 17 May 2020

12:00–7:00 p.m.

Registration

1:15–3:30 p.m.

The Research Foundation Workshop for the Practitioner

Pedro Matos
John G. Macfarlane Family Chair and Professor of Business Administration
University of Virginia, Darden School of Business

Meir Statman
Glenn Klimek Professor of Finance
Leavey School of Business, Santa Clara University
Read More

Interactive Workshops

Interactive Workshops are interactive, small group sessions designed to develop practical skills. Space is limited and pre-registration is required.

1:15–2:45 p.m.

A Master Class on AI and Machine Learning for Financial Professionals (Repeat Session)

Sri Krishnamurthy, CFA
President
QuantUniversity

This Interactive Workshop requires pre-registration and is now full.

Read More

1:15–2:45 p.m.

The Power of Mindfulness for Building Resilience and Overcoming Stress (Repeat Session)

Donald Altman
Author, Mindfulness Consultant, and Trainer

This Interactive Workshop requires pre-registration and is now full.
Read More

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

1:15–2:00 p.m.

Blue Zones: Secrets of a Long Life (Repeat Session)

Nick Buettner
Vice President of Product
Blue Zones, LLC
Read More

1:15–2:00 p.m.

The Secret to Becoming Mentally Strong: How to Develop the Mental Toughness You Need to Reach Your Greatest Potential

Amy Morin
Psychology Lecturer, Northeastern University
Author, 13 Things Mentally Strong People Don’t Do
Read More

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

2:30–3:15 p.m.

The Misinformation Age: How False Beliefs Spread

Cailin O’Connor
​Associate Professor in the Department of Logic and Philosophy of Science
University of California, Irvine
Read More

Interactive Workshops

Interactive Workshops are interactive, small group sessions designed to develop practical skills. Space is limited and pre-registration is required.

3:00–4:30 p.m.

A Master Class on AI and Machine Learning for Financial Professionals (Repeat Session)

Sri Krishnamurthy, CFA
President
QuantUniversity

This Interactive Workshop requires pre-registration and is now full.

Read More

3:00–4:30 p.m.

The Power of Mindfulness for Building Resilience and Overcoming Stress (Repeat Session)

Donald Altman
Author, Mindfulness Consultant, and Trainer

This Interactive Workshop requires pre-registration and is now full.

Read More

3:30–4:00 p.m.

The Research Foundation Networking Reception

Join the CFA Institute Research Foundation for a networking reception following the Research Foundation Workshop.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:45–4:30 p.m.

168 Hours: Succeeding at Work and Life, 24/7

Laura Vanderkam
​Author, Off the Clock and 168 Hours
Read More

3:45–4:30 p.m.

Blue Zones: Secrets of a Long Life (Repeat Session)

Nick Buettner
Vice President of Product
Blue Zones, LLC
Read More

5:00–6:15 p.m.

Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts

Annie Duke
Author and Former Professional Poker Player​
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Monday, 18 May 2020

8:00 a.m.–4:15 p.m.

Exhibit Hall Open

8:00–9:00 a.m.

Coffee with Exhibitors

9:30–10:15 a.m.

How a Data-Driven Investor Navigates a Headline-Driven Market

Jack Ablin, CFA
Founding Partner and Chief Investment Officer ​
Cresset Capital
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10:45–11:45 a.m.

The Anatomy of Choice

Daniel Crosby
Chief Behavioral Officer
Brinker Capital
Read More

11:45 a.m.–1:45 p.m.

Networking Lunch

12:45–1:30 p.m.

Sponsored Corporate Presentations with Dessert

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.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

1:45–2:30 p.m.

Get Paid to Play: Risk-Based Portfolio Construction

Shundrawn A. Thomas
President
Northern Trust Asset Management
Read More

1:45–2:30 p.m.

Asset Allocation for Private Clients: Long-Term Planning in a Low Rate Environment

Adrian J. Cronje, CFA
CEO and Chief Investment Officer
Balentine Read More

1:45–2:30 p.m.

Ethics/the Practicality of Moral Philosophy for Investment Directors

Eelco Fiole, CFA
Managing Partner
Alpha Governance Partners
Read More

1:45–2:30 p.m.

Tips for Successful Active Investing

Jim P. O’Shaughnessy
​Chairman and Co-Chief Investment Officer​
O’Shaughnessy Asset Management
Read More

3:00–3:45 p.m.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:00–3:45 p.m.

Global Economic Risks and Rewards

Alejandra Grindal
Senior International Economist
Ned Davis Research Group Read More

3:00–3:45 p.m.

Africa’s Next Century: Taking a Thoughtful Approach to the World’s Most Dynamic Markets

Melissa Cook, CFA
Managing Director
African Sunrise Partners, LLC
Read More

3:00–3:45 p.m.

Sustainable Investing: What Works, Red Flags, and Points of Interest

Julie Gorte
Senior Vice President for Sustainable Investing
Impax Asset Management LLC and Pax World Funds
Read More

3:00–3:45 p.m.

Early-Stage Investing in Technology Companies: The “Whys” and the “Hows”

Anna Garcia, CFA
Co-Founder and Partner
Runway Venture Partners
Read More

4:15–5:15 p.m.

Dog Days: Who Wins and Who Loses in Today’s Digital Economy

Scott Galloway
Professor of Marketing
NYU Stern School of Business Read More

Tuesday, 19 May 2020

8:00–9:00 a.m.

Coffee with Exhibitors

8:00 a.m.–4:45 p.m.

Exhibit Hall Open

9:15–10:15 a.m.

Power and Prediction: The Disruptive Economics of Artificial Intelligence

Ajay Agrawal
Geoffrey Taber Chair in Entrepreneurship and Innovation
Founder and Academic Director of the Creative Destruction Lab
Rotman School of Management, University of Toronto
Read More

10:45–11:45 a.m.

Investing in Disruptive Innovation: The Big Ideas of 2020

Catherine D. Wood
CEO and Chief Investment Officer
ARK Investment Management LLC
Read More

11:45 a.m.–1:45 p.m.

Networking Lunch

12:45–1:30 p.m.

Sponsored Corporate Presentations with Dessert

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.

Extended Sessions

Extended Sessions allow for a deeper exploration of investing topics relevant to investment professionals.

1:45–3:15 p.m.

Private Investments for Private Clients: A Practical Approach

Steve Balaban, CFA
Founder and Chief Investment Officer, Mink Capital Inc.
Award-Winning Lecturer, University of Waterloo Read More

1:45–3:15 p.m.

Value This, You Must! A Jedi Guide to Valuation

Aswath Damodaran
Kerschner Family Chair Professor of Finance​
Stern School of Business, New York University
Read More

1:45–3:15 p.m.

Cultural Fluency: The Art of Connecting in Global Business

Jane Hyun
​​Founder and President, Hyun & Associates​
Global Leadership Strategist and Author
Read More

1:45–3:15 p.m.

#DeFi – The World of Decentralized Finance

Campbell R. Harvey
​Professor of Finance, Duke University
Partner and Senior Advisor, Research Affiliates, LLC
Read More

1:45–3:15 p.m.

Investing through Booms and Busts—An Unconventional Approach

Vikram Mansharamani
Lecturer
Harvard University
Read More

3:45–4:30 p.m.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:45–4:30 p.m.

Marijuana in Markets: The Dos and Don’ts of Cannabis Investing

Steve Hawkins
President and CEO
Horizons ETFs Management (Canada) Inc.
Read More

3:45–4:30 p.m.

Active Fixed-Income Investing Late Cycle: Opportunity and Risk

Marc P. Seidner, CFA
​Chief Investment Officer of Nontraditional Strategies, Managing Director, and Head of Portfolio Management, New York​​
PIMCO
Read More

3:45–4:30 p.m.

Seven Mistakes Every Investor Makes (and How to Avoid Them)

Joachim Klement, CFA
Independent Investment Strategist Read More

3:45–4:30 p.m.

The Ultimate Success Formula: Leadership Presence and Emotional Intelligence

Christiane St-Amour
​Executive Coach and Leadership Development Specialist
Read More

4:30–4:45 p.m.

Transition Break

4:45–5:45 p.m.

Mastering the Market Cycle—Getting the Odds on Your Side

Howard S. Marks, CFA
Co-Chairman
Oaktree Capital Management
Read More

Wednesday, 20 May 2020

8:00–10:45 a.m.

Exhibit Hall Open

8:00–9:00 a.m.

Coffee with Exhibitors

9:15–10:15 a.m.

What You Need to Know about the New China

Kerry Brown
Professor of Chinese Studies and Director, Lau China Institute
King’s College London
Read More

10:45–11:45 a.m.

Investing with Impact: Policies, Stewardship, and Strategies for Making Money and Making a Difference

Katherine Collins
Head of Sustainable Investing
Putnam Investments

Michelle Edkins
Managing Director and Global Head of BlackRock Investment Stewardship
BlackRock

Mindy S. Lubber
CEO and President
Ceres Read More