The schedule is subject to change.

View a printable version of the schedule (PDF).

Sunday, 13 May 2018

12:00–19:00

Registration and Information Desk Open

Convention Hall Foyer │ Level 1

12:00–19:30

Refreshments in Exhibit Hall

Exhibit Hall │ Hall 3F │ Level 3

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. Read More

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

Convention Hall A │ Level 1

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

Jennifer Hughes, Moderator
Asia Finance Editor
Reuters

Read More

14:00–15:00

The Art of Stillness

Convention Hall B │ Level 1

Pico Iyer
Bestselling Author and Travel Writer

Lauren Foster, Moderator
Director, Content
CFA Institute

Read More

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

Mary C. Gentile
Creator/Director, Giving Voice to Values
Professor of Practice, University of Virginia, Darden School of Business

Donald C. Langevoort
Thomas Aquinas Reynolds Professor
Georgetown Law

Lim Siong Guan
Professor
Lee Kuan Yew School of Public Policy, National University of Singapore

James Shipton
Chair
Australian Securities and Investments Commission

Tony Tan, CFA, Moderator
Co-Head, Ethics, Standards, and Professional Conduct
CFA Institute

Read More

15:30–16:30

Robot Ethics and the Future of Human–Robot Interaction

Convention Hall B │ Level 1

Kate Darling
Researcher
Massachusetts Institute of Technology

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

Read More

16:30–17:00

The Research Foundation Networking Reception and Book Signing with Keith Black, CFA, Donald R. Chambers, and Joanne M. Hill

Theater Foyer │ Level 1 · ·

Join the CFA Institute Research Foundation for a networking reception and book signing with speakers from the Research Foundation Workshop.
Read More

17:00–17:15

Welcoming Remarks

Hall 3G │ Level 3

17:15–18:15

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

Hall 3G │ Level 3

Managing Partner
China India Institute

Jennifer Hughes, Moderator
Asia Finance Editor
Reuters

Read More

18:30–19:30

Welcome Reception

Exhibit Hall │ Hall 3F │ Level 3

Sponsored by Bloomberg, BOCOM International, and FactSet

Kick off the conference and connect with your fellow delegates at the Welcome to Hong Kong Reception, held in Exhibition Hall 3F (Level 3) at the Hong Kong Convention and Exhibition Centre. Read More

18:30–19:00

Meet and Greet: Haiyan Wang

Exhibit Hall │ Hall 3F │ Level 3

Managing Partner
China India Institute

Read More

18:30–19:30

Women in Investment Management Networking Hour

The Forum │ Hall 3F │ Level 3

Monday, 14 May 2018

07:30–18:00

Registration and Information Desk Open

Convention Hall Foyer │ Level 1

08:00–08:45

Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms. Read More

08:30–16:15

Exhibit Hall Open

Exhibit Hall │ Hall 3F │ Level 3

09:00–09:30

Opening Remarks

The Hon Matthew Cheung Kin-chung, GBM, GBS, JP
Acting Chief Executive
Hong Kong Special Administrative Region of the People’s Republic of China

Paul Smith, CFA
President and CEO
CFA Institute

Read More

09:30–10:15

Thoughts on Research, Investing, and China’s Role in Driving Innovation in Asia and the World

Hall 3G │ Level 3

Founder, Chair, and CEO
Hillhouse Capital Management Group

Stephen Engle, Moderator
Chief North Asia Correspondent
Bloomberg Television

Read More

10:15–10:45

Refreshment Break with Exhibitors

Exhibit Hall │ Hall 3F │ Level 3

10:20–10:40

Meet and Greet: Brian D. Singer, CFA and Larry Cao, CFA

The Forum │ Hall 3F │ Level 3

10:20–10:40

Unlocking the Investment and Cross-Border Business Opportunities between China and the Middle East

Showcase Stage │ Exhibit Hall │ 3F │ Level 3

Sharon Xiong
Abu Dhabi Global Market Read More

10:45–11:45

Investing in Nigeria: Exploring the Investment Potential of One of Africa’s Leading Economies

Hall 3G │ Level 3 ·

Oscar N. Onyema
Chief Executive Officer
Nigerian Stock Exchange

James Benoit, CFA, Moderator
CEO, FCMB Bank (U.K.) Limited
Chair, Annual Conference Advisory Group

Read More

11:45–12:45

Lessons from the Financial Crisis: A Conversation with Steven Eisman

Hall 3G │ Level 3

Steven Eisman
Managing Director, Neuberger Berman
Former Hedge Fund Manager Featured in The Big Short

Yvonne Man, Moderator
Co-anchor, “Daybreak Asia”
Bloomberg Television

Read More

12:45–14:30

Networking Lunch

Exhibit Hall │ Hall 3F │ Level 3

Sponsored by ACCA Hong Kong

12:45–13:15

Meet and Greet: Steven Eisman

Exhibit Hall │ Hall 3F │ Level 3

Managing Director, Neuberger Berman
Former Hedge Fund Manager Featured in The Big Short

Read More

13:10–13:30

Brexit, One Year Out: What Does It Mean for Investment Management?

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

13:40–14:00

Dual-Class Shares: Coming to a Market Near You

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

13:45–14:30

Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms. Read More

14:05–14:25

MiFID II: A New Era for Investment Research?

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

15:00–15:45

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45

Behavioral Factors and Their Performance in Emerging Markets: An Illustration Using China A-Shares Data

Convention Hall B │ Level 1

Jason Hsu
Chairman and Chief Investment Officer, Rayliant Global Advisors
Professor in Finance, UCLA Anderson School of Management

Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

Read More

15:00–15:45

Investing in the Shanghai Free-Trade Zone: Opportunities and Implications

Convention Hall C │ Level 1 ·

Eric Ni
Vice General Manager
Shanghai Waigaoqiao Facilitation Center of Enterprise Development Co., Ltd.

Lynn Raebsamen, CFA, Moderator
CEO
Swiss Vanquest AG

Read More

15:00–15:45

The Investment Firm of the Future

Richard Brandweiner, CFA
CEO
BT Investment Management (Australia)

Virginie Maisonneuve, CFA
Chief Investment Officer
Eastspring Investments (Singapore) Limited

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

Read More

15:00–15:45

Risks and Opportunities in Asian Frontier Markets Investing

Theater 2 │ Level 1 · ·

Joyce Ng
Managing Director
OurCrowd

Andreas Vogelsanger
CEO
Asia Frontier Capital (Vietnam) Ltd.

Gerard Lee, CFA, Moderator
CEO
Lion Global Investors Ltd

Read More

15:00–15:45

Asia’s Fixed-Income Market—The Elephant in the Room

Convention Hall A │ Level 1

Emil Nguy
​Chairman, Chief Investment Officer, and Co-CEO
Income Partners Asset Management (HK) Limited

Christopher T. Vincent, CFA, Moderator
Head of Fixed Income, Investment Management
William Blair & Company

Read More

15:45–16:15

Refreshment Break with Exhibitors

Exhibit Hall │ Hall 3F │ Level 3

15:50–16:10

CFA Institute ARX: Premier Hub for Asia-Pacific Investment Research

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

15:50–16:10

Vietnam: Is It Sustainable?

Showcase Stage │ Exhibit Hall │ 3F │ Level 3

Bernard Lapointe
Rong Viet Securities

Read More

16:15–17:15

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.

16:15–17:15

Trends and Opportunities in Asian Asset Management

Convention Hall B │ Level 1 · · ·

Sehr Ahmed
Founder and CEO
Executive Edge Limited

Nicolas Manset
Managing Director, Financial Services, Asset and Wealth Management Practice
Russell Reynolds Associates

Serina Wong
Global Sector Leader, Wealth Management
Senior Client Partner, Regional Sector Leader, Asset Management, Asia Pacific
Korn Ferry

Larry Cao, CFA, Moderator
Director, Content
CFA Institute

Read More

16:15–17:15

It’s Who Knows You: The Importance of Networking in Helping You Build a Successful Career

Theater 1 │ Level 1

Andy Lopata
Business Networking Strategist

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

Read More

16:15–17:15

Career Approaches for Millennials and Gen-Xers: How to Succeed in Your Career as a Younger Worker

Convention Hall A │ Level 1

Lauren Friese
Senior Director, Workforce Innovation, RBC
Founder, TalentEgg

Lauren Foster, Moderator
Director, Content
CFA Institute

Read More

16:15–17:15

Propel Your Career: Figuring Out Your Next Move

Theater 2 │ Level 1

Eric Sim, CFA
Founder, Institute of Life
Writer, LinkedIn China
Adjunct Associate Professor, HKUST

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies
William Blair & Company

Read More

17:15–18:00

Meet and Greet: Career Track Speakers

Convention Hall Foyer │ Level 1 · · · ·

Tuesday, 15 May 2018

07:30–18:00

Registration and Information Desk Open

Convention Hall Foyer │ Level 1

08:00–08:45

Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms. Read More

08:30–16:15

Exhibit Hall Open

Exhibit Hall │ Hall 3F │ Level 3

09:00–09:15

Conference Remarks

Hall 3G │ Level 3

09:15–10:15

Abenomics: Japan’s Macro and Markets Outlook

Hall 3G │ Level 3

Vice Chair, Chief Japan Strategist, and Co-head of Macro Research Asia
Goldman Sachs

Margaret E. Franklin, CFA, Moderator
President
BNY Mellon Wealth Management, Canada

Read More

10:15–10:45

Refreshment Break with Exhibitors

Exhibit Hall │ Hall 3F │ Level 3

10:20–10:40

The CFA Institute Members App: Updates and Looking to the Future

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

10:20–10:40

Redefine Your Research Experience

Showcase Stage │ Exhibit Hall │ 3F │ Level 3

Matt Sherman
Visible Alpha

Read More

10:45–11:45

Developments in Financial Technology: A Conversation with Cutting Edge Leaders

Will Andrich
Co-Founder and CEO
Thaler.One

Gabriel Hai
Co-Founder and CEO
LendIt Fintech China

Ting Li, CFA
CEO
Yunfeng Financial Group

Ming Shu, CFA
Partner
Lingfeng Capital Management

James Benoit, CFA, Moderator
CEO, FCMB Bank (U.K.) Limited​
Chair, Annual Conference Advisory Group

Read More

11:45–12:45

Alternative Investment Opportunities in Asia: A Conversation with Institutional Allocators and Managers

Amy Flikerski
Senior Portfolio Manager, External Portfolio Management
Canada Pension Plan Investment Board (CPPIB)

Chris Gradel
Founding Partner
PAG

Carl Huttenlocher
​Managing Partner and Chief Investment Officer
Myriad Asset Management

Mario A. Therrien, CFA
Senior Vice President, External Portfolio Management – Public Markets
Caisse de dépôt et placement du Québec

Bruce Tomlinson, CFA, Moderator
Manager, Hedge Funds and Alternative Strategies
Sunsuper Pty Ltd

Read More

12:45–14:30

Networking Lunch

Exhibit Hall │ Hall 3F │ Level 3

Sponsored by Style Research

13:15–13:45

CFA® Institute Programs: Raising the Standards of Professional Excellence

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

13:45–14:30

Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, and tactics for successful investment management and financial analysis from professionals at leading financial services firms. Read More

14:00–14:30

Continuing Professional Development: Raising the Bar

The Forum │ Hall 3F │ Level 3

Presented by CFA Institute

15:00–15:45

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45

Illusion of Control and Its Impact on Judgments

Convention Hall B │ Level 1

Anil Gaba
Orpar Chaired Professor of Risk Management and Professor of Decision Sciences
INSEAD

Margaret E. Franklin, CFA, Moderator
President
BNY Mellon Wealth Management, Canada

Read More

15:00–15:45

Meeting Client Objectives through Goals-Based Investment Strategies

Theater 1 │ Level 1

Stefano Cavaglia
Head of Investment Research
Findex

Christopher W. Cannon, CFA, Moderator
Chief Investment Officer
FirsTrust, LLC

Read More

15:00–15:45

Hanging on Every Word: Natural Language Processing Unlocks New Frontier in Corporate Earnings Sentiment Analysis

Convention Hall A │ Level 1

David Pope, CFA​
Managing Director, Quantamental Research
S&P Global Market Intelligence

Amy B. Resnick, Moderator
Editor
Pensions & Investments

Read More

15:00–15:45

Why ESG Is a Mega-Trend No Investor Can Ignore (Even in Asia)

Theater 2 │ Level 1

Emily Chew
​Global Head of Environmental, Social, and Corporate Governance Research and Integration
Manulife Asset Management

Mohammad Shoaib, CFA, Moderator
CEO
Al Meezan Investment Management Limited

Read More

15:00–15:45

Private Equity and Venture Capital: A Transformation Agent with Importance for Both Investors and Businesses in Asia

Convention Hall C │ Level 1

Claudia Zeisberger
Senior Affiliate Professor of Decision Sciences and Entrepreneurship & Family Enterprise
INSEAD

Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Limited

Read More

15:45–16:15

Refreshment Break with Exhibitors

Exhibit Hall │ Hall 3F │ Level 3

16:15–17:45

Extended Sessions

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

16:15–17:45

Lessons in Identifying and Countering the Participation, Compensation, and Advancement Gaps Faced by Women in Finance around the World

Anne Cabot-Alletzhauser
Head of the Alexander Forbes Research Institute
Alexander Forbes

Xiaowei Rose Luo
Rudolf and Valeria Maag Professor in Entrepreneurship
INSEAD

Rani Piputri, CFA
Principal Researcher
Aspect Capital

Deborah M. Kolb, Moderator
Deloitte Ellen Gabriel Professor for Women and Leadership (Emerita)
Simmons College School of Management

Read More

16:15–17:45

The Art of Cultural Fluency in Business and Leadership

Theater 2 │ Level 1

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

Read More

16:15–17:45

The Future of Global Investing: Asset Owners Panel

Christopher J. Ailman
Chief Investment Officer
California State Teachers’ Retirement System

Hiro Mizuno
Executive Managing Director and Chief Investment Officer
Government Pension Investment Fund

Alison Tarditi
Chief Investment Officer
Commonwealth Superannuation Corporation

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

Read More

16:15–17:45

Incorporating Geopolitical Analysis into Your Investment Process

Convention Hall B │ Level 1 ·

Matt Gertken
Associate Vice President, Geopolitical Strategy
BCA Research

Larry Cao, CFA, Moderator
Director, Content
CFA Institute

Read More

18:00–21:30

Networking Reception and Dinner

Grand Hall │ Level 3

Join us for dinner and networking in the Grand Hall (Level 3) at the Hong Kong Convention and Exhibition Centre. Delegates will experience an oriental extravaganza by immersing themselves in different Hong Kong movie scenes and local cuisine. Treat your … Read More

Wednesday, 16 May 2018

08:00–13:00

Registration and Information Desk Open

Hall 3FG Foyer | Level 3

08:00–10:45

Exhibit Hall Open

Exhibit Hall │ Hall 3F │ Level 3

08:00–09:00

Breakfast in Exhibit Hall

Exhibit Hall │ Hall 3F │ Level 3

09:00–09:15

Conference Remarks

Hall 3G │ Level 3

09:15–10:15

Crypto-Assets: Redefining a New Asset Class

Hall 3G │ Level 3

Sandra Ro
Founder and Managing Partner
Vector Crypto Capital LLC

Stephen Engle, Moderator
Chief North Asia Correspondent
Bloomberg Television

Read More

10:15–10:45

Refreshment Break with Exhibitors

Exhibit Hall │ Hall 3F │ Level 3

10:15–10:45

Meet and Greet: Sandra Ro

Exhibit Hall │ Hall 3F │ Level 3

Founder and Managing Partner
Vector Crypto Capital LLC

Read More

10:45–11:45

Short Takes: New Perspectives on the Future of Global Investing

Three CFA charterholders from around the globe address the conference theme in short, dynamic presentations, highlighting what they see as the significant issues faced by global investors. Read More

11:45–12:45

Thinking, Fast and Slow

Hall 3G │ Level 3

2002 Nobel Laureate in Economic Sciences
Professor Emeritus, Woodrow Wilson School of Public and International Affairs, Princeton University

Rishaad Salamat, Moderator
Anchor
Bloomberg Television

Read More