Sunday, 21 May 2017

12:15–1:00 p.m.

Early Arrival Orientation and Networking

Early arrivers to the conference have an opportunity to meet other delegates, get an overview of the event, hear tips to make the most of their time in Philadelphia, and take a quick tour of the exhibit hall.

2:00–4:30 p.m.

The Research Foundation Workshop for the Practitioner

Michael S. Falk, CFA
Partner
Focus Consulting Group

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

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

Read More

2:00–3:00 p.m.

Beyond the Numbers Concurrent Sessions

Beyond the Numbers Concurrent 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.

2:00–3:00 p.m.

The Sharing Economy and Crowd-Based Capitalism: How Digital Technologies Transform Business, Government, and Society

Professor and the Robert L. and Dale Atkins Rosen Faculty Fellow
Stern School of Business, New York University

Read More

3:00–3:30 p.m.

Book Signing: Arun Sundararajan

Professor and the Robert L. and Dale Atkins Rosen Faculty Fellow
Stern School of Business, New York University

Read More

3:30–4:30 p.m.

Beyond the Numbers Sessions

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.

3:30–4:30 p.m.

What They Do with Your Money: How the Financial System Fails Us and How to Fix It

Associate Director and Senior Fellow
Harvard Law School Programs on Corporate Governance and Institutional Investors

Read More

3:30–4:30 p.m.

Private Wealth Practitioner Networking: The Future of Wealth Managers

Join this discussion of the future of CFA® charterholders in wealth management as we explore changing client needs, competitive positioning in markets with new entrants, and the likely profile of successful wealth managers of the future. You’ll hear a variety … Read More

3:30–4:30 p.m.

Gray Rhino-Proofing Your Future: Recognizing and Acting on the Obvious Dangers We Ignore

Author
The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore

Read More

4:30–5:00 p.m.

Book Signing: Stephen Davis

Associate Director and Senior Fellow
Harvard Law School Programs on Corporate Governance and Institutional Investors

Read More

4:30–5:00 p.m.

Book Signing: Michele Wucker

Author
The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore

Read More

5:00–6:15 p.m.

Annual Conference Sunday Keynote: Choice Architecture in Financial Decision Making

Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics
Booth School of Business, University of Chicago

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

Read More

6:30–7:30 p.m.

Welcome Reception

Kick off the conference and connect with your fellow delegates at a “Welcome to Philadelphia” reception, held in the historic Ballroom at the Pennsylvania Convention Center. Read More

6:30–7:00 p.m.

Book Signing: Richard H. Thaler

Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics
Booth School of Business, University of Chicago

Read More

Monday, 22 May 2017

7:30 a.m.–4:00 p.m.

Exhibit Hall Open

7:30–8:15 a.m.

Morning Coffee

7:30–8:15 a.m.

Sponsored Corporate Presentations with Breakfast

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

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.

8:45–9:45 a.m.

Strategic Investment Choices and Considerations in the Current Market Environment

Vice Chair
Allianz Global Investors

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

Read More

10:15–11:15 a.m.

Progress Interrupted: The Revolt Against the Status Quo and the Challenge to 20th Century Institutions

Neil Howe
President
Saeculum Research

Michala Marcussen, CFA
Global Head of Economics
Societe Generale Corporate & Investment Banking

Willis Sparks
Director of Global Macro
Eurasia Group

Gillian Tett, Moderator
US Managing Editor
Financial Times

Read More

11:15 a.m.–12:15 p.m

Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

Robert J. Shiller
2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University

Jeremy J. Siegel
Author, Stocks for the Long Run
Russell E. Palmer Professor of Finance, The Wharton School, University of Pennsylvania

Gillian Tett, Moderator
US Managing Editor
Financial Times

Read More

12:15–2:00 p.m.

Networking Lunch

12:45–1:15 p.m.

Book Signing: Robert J. Shiller

2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University

Read More

1:00–1:45 p.m.

Sponsored Corporate Presentations with Dessert

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

2:15–3:15 p.m.

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics in six tracks (Fixed-Income Management, Alternative Investments, Asset and Risk Allocation, Equity Investments, Private Wealth Management, and Policy and Practice) with analysis and commentary on important market sectors and trends from prominent charterholder practitioners.

2:15–3:15 p.m.

Risks and Opportunities in Farmland Investing

Founder and President
LandFund Partners

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

Alternative Investments Track

Read More

2:15–3:15 p.m.

Global Asset Allocations: Investment and Business Themes for 2017 and Beyond – A CIO’s Perspective

Executive Vice President and Chief Investment Officer
Northern Trust

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

Asset and Risk Allocation Track

Read More

2:15–3:15 p.m.

Alpha, Beta, and Now . . . Gamma

Head of Retirement Research
Morningstar Investment Management LLC

Ben Steverman, Moderator
Reporter
Bloomberg

Equity Investments Topic Track

Read More

2:15–3:15 p.m.

Zero Interest Rates and the Search for Yield

Bo Becker
Professor
Stockholm School of Economics

Kathleen C. Gaffney, CFA
Co-Director of Diversified Fixed Income
Eaton Vance Management

R. David Ranson
President and Director of Research
HCWE & Company

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

Fixed-Income Management Track

Read More

2:15–3:15 p.m.

Advising Private Wealth Clients through the Toughest Times of Life

CEO
Corgenius, Inc.

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

Private Wealth Management Topic Track

Read More

2:15–3:15 p.m.

How ESG Standards Underpin Investment Analysis

Head of Standards Setting Organization
Sustainability Accounting Standards Board

Justin Sloggett, CFA, Moderator
Senior Manager, Listed Equity and Hedge Funds
Principles for Responsible Investment

Policy and Practice Track

Read More

3:15–3:45 p.m.

Book Signing: Amy Florian

CEO
Corgenius, Inc.

Read More

3:45–4:45 p.m.

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics in six tracks (Fixed-Income Management, Alternative Investments, Asset and Risk Allocation, Equity Investments, Private Wealth Management, and Policy and Practice) with analysis and commentary on important market sectors and trends from prominent charterholder practitioners.

3:45–4:45 p.m.

Considering the Alternatives: A Practical Look at Enterprise Risk Analysis and Alternative Investments

Managing Director, Global Risk Solutions Consulting, Americas
BNY Mellon

Eelco R.W. Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

Alternative Investments Track

Read More

3:45–4:45 p.m.

Emerging Markets—Optimism Misplaced?

Head of Global Emerging Market, Equities
Aberdeen Asset Management

George R. Hoguet, CFA, Moderator
Chair, CFA Society Boston Board of Directors
CFA Institute Research Foundation Trustee

Asset and Risk Allocation Track

Read More

3:45–4:45 p.m.

Comparing Model-Based Investing to Fundamental Investing in the Fixed Income Market

Managing Director and Chief Investment Officer of Model-Based Fixed Income
BlackRock

Barbara S. Petitt, CFA, Moderator
Head, Journal Publications and Managing Editor, Financial Analysts Journal
CFA Institute

Fixed-Income Management Track

Read More

3:45–4:45 p.m.

Meeting Investor Demand for Transparency and Trust: Complying with the CFA Institute Asset Manager Code

Ronald D. Peyton
Chairman and CEO
Callan Associates Inc.

Jane L. Stafford
General Counsel
Regulatory Compliance Association

Michael G. Trotsky, CFA
Executive Director and Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board

Jonathan Boersma, CFA, Moderator
Executive Director, Global Investment Performance Standards
CFA Institute

Policy and Practice Track

Read More

3:45–4:45 p.m.

Wealth Management in Practice: Building a Client-Oriented Culture

Blair duQuesnay, CFA
Principal and Chief Investment Officer
ThirtyNorth Investments, LLC

John T. Elmes II, CFA
Executive Managing Director, Business Development & Marketing
Pathstone Federal Street

Isaac Presley, CFA
President and Director of Investments
Cordant Wealth Partners

Lauren Foster, Moderator
Director, Content
CFA Institute

Private Wealth Management Topic Track

Read More

Tuesday, 23 May 2017

7:30 a.m.–4:00 p.m.

Exhibit Hall Open

7:30–8:15 a.m.

Morning Coffee

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.

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

Founder
The Vanguard Group, Inc.

Theodore R. Aronson, CFA, Moderator
Founder
AJO

Read More

9:45–10:15 a.m.

Book Signing: John C. Bogle

Founder
The Vanguard Group, Inc.

Read More

10:15–11:15 a.m.

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

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

Read More

11:15 a.m.–12:15 p.m

Tools for Maximizing Your Career Success

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

Read More

12:15–12:45 p.m.

Book Signing: Carla Harris

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

Read More

12:15–2:00 p.m.

Networking Lunch

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 Behavioral Financial Analyst

CEO and Director of Research
AthenaInvest

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

Read More

2:00–3:30 p.m.

Fundamentals of Retirement Planning

Professor of Retirement Income
The American College

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

Read More

2:00–3:30 p.m.

The Blockchain Identity

Professor of Finance
Duke University

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

Read More

2:00–3:30 p.m.

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

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

Read More

3:30–4:00 p.m.

Book Signing: Wade D. Pfau, CFA

Professor of Retirement Income
The American College

Read More

3:30–4:00 p.m.

Book Signing: Jeanne Liedtka

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

Read More

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

President
Hellmann Career Consulting

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

Read More

4:00–5:00 p.m.

Three Traits That Distinguish Top Investment Leaders in These Dynamic Times

Partner
AUM PARTNERS, LLC

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

Read More

4:00–5:00 p.m.

Disrupt Yourself: A Unique Approach to Career Change

Founder and CEO
WLJ Advisors, LLC

Read More

4:00–5:00 p.m.

Entrepreneurship 101: Steps to Building a Successful Business

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

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

Read More

5:00–5:30 p.m.

Book Signing: Whitney Johnson

Founder and CEO
WLJ Advisors, LLC

Read More

6:30–10:00 p.m.

Networking Reception and Dinner

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. Read More

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

Read More

10:15–11:15 a.m.

China and G–20’s Green Finance Initiatives

Chief Economist
Research Bureau, People’s Bank of China

Read More

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.

Read More