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

Sunday, 17 May 2020

11:45 a.m.–12:45 p.m.

CFA Institute Annual Members Meeting

Georgia Ballroom 3

12:00–7:00 p.m.

Registration

1:15–3:30 p.m.

The Research Foundation Workshop for the Practitioner

Ted Aronson, CFA, Workshop Moderator
Founder and Managing Principal, AJO
Chair, CFA Institute Research Foundation

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

Shreenivas Kunte, CFA, CIPM, Moderator
Director, Continuing Education and Advocacy, Professional Learning India
CFA Institute
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

Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Ltd.
Read More

2:30–3:15 p.m.

The Nationalist Revival: Trade, Immigration, and the Revolt against Globalization

John B. Judis
Editor-at-Large
Talking Points Memo

Neil Govier, CFA, Moderator
Regional Director, APAC, Professional Learning​
CFA Institute
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 and Book Signing

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

Brian Portnoy, CFA, Moderator
Head of Education
Magnetar Capital
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​

Paul Sullivan, Moderator
Wealth Matters Columnist
New York Times
Read More

6:30–7:30 p.m.

Welcome Reception in Exhibit Hall

Following the Sunday sessions, join us at the Welcome Reception. Enjoy local delicacies and network with delegates before heading out to explore all the dinner options the city has to offer! Read More

Monday, 18 May 2020

8:00 a.m.–4:15 p.m.

Exhibit Hall Open

8:00–9:00 a.m.

Coffee with Exhibitors

8:00–8:45 a.m.

Sponsored Corporate Presentations

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. MSCI: Session to be Announced

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
Read More

10:45–11:45 a.m.

The Anatomy of Choice

Daniel Crosby
Chief Behavioral Officer
Brinker Capital

Paul Sullivan, Moderator
Wealth Matters Columnist
New York Times
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. BlackRock: Innovating the Investment Process—Big Data and ESG Antonio (Tony) DeSpirito Managing … 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.

1:45–2:30 p.m.

Words Matter: CEO Candor and Financial Performance

L.J. Rittenhouse
CEO
Rittenhouse Rankings, Inc.

Richard Stott, Moderator
Founding Partner and CEO
CONNECTUM Family Wealth Management
Read More

1:45–2:30 p.m.

Get Paid to Play: Risk-Based Portfolio Construction

Shundrawn A. Thomas
President
Northern Trust Asset Management

Lynn Raebsamen, CFA, Moderator
CEO
Swiss Vanquest AG
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

Blair duQuesnay, CFA, Moderator
Investment Advisor Representative
Ritholtz Wealth Management
Read More

1:45–2:30 p.m.

No B.S. Branding: Unleash Your Superpowers to Build a Brand That Sells

Curt Mercadante
Principal
Curt Mercadante

Anastasia Diakaki, Moderator
Regional Director, EMEA, Professional Learning
CFA Institute
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

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany
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

Neil Govier, CFA, Moderator
Regional Director, APAC, Professional Learning
CFA Institute
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.

Managing the Global Legacy: Helping International Families Think about the United States in Their Planning

Andrew S. Auchincloss
Partner
Schlesinger Lazetera & Auchincloss LLP

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC
Read More

3:00–3:45 p.m.

Prospects for Emerging Market Debt

Jennifer Gorgoll, CFA
Managing Director
Neuberger Berman

George Spentzos, CFA, Moderator
Investment Director
LNG Capital LLP
Read More

3:00–3:45 p.m.

Global Economic Risks and Rewards

Alejandra Grindal
Senior International Economist
Ned Davis Research Group

Gerard Lee, CFA, Moderator
CEO
Lion Global Investors Ltd.
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

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

Matt Orsagh, CFA, CIPM, Moderator
Senior Director, Capital Markets Policy
CFA Institute
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

Rani Piputri, CFA, Moderator
Head of Automated Intelligence Investing
NN Investment 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

Jen Wieczner, Moderator
Senior Writer
Fortune Magazine
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

Jen Wieczner, Moderator
Senior Writer
Fortune Magazine
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. Baillie Gifford: Turning Off the Information Gusher: Connecting More Thoughtfully Stuart Dunbar … Read More

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

George Chen, CFA, CIPM, Moderator
Manager
Red Tortoise LLC
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

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies Team
William Blair
Read More

1:45–3:15 p.m.

Investing in a Better World: The Role of Asset Owners in Encouraging Good Governance and Shaping Sustainable Business Practices

Dan Bienvenue, CFA
Interim Chief Operating Investment Officer and Managing Investment Director, Global Equity
California Public Employees’ Retirement System (CalPERS)

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

Deborah Ng, CFA
Director, Strategy, and Head of Responsible Investing
Ontario Teachers’ Pension Plan

Richard Brandweiner, CFA, Moderator
Chief Executive Officer
Pendal Australia
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

Richard Fernand, Moderator
Global Content Director, Professional Learning
CFA Institute
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

Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners
Read More

1:45–3:15 p.m.

Investing through Booms and Busts—An Unconventional Approach

Vikram Mansharamani
Lecturer
Harvard University

Morgan Housel, Moderator
​Partner
Collaborative Fund
Read More

3:45–4:30 p.m.

Are ETFs the Panacea? Exploring the Intrinsic Risks and Opportunities of ETF Trading

Samantha Merwin, CFA
Head of Markets Advocacy for ETF and Index Investing Markets & Investments
BlackRock

Steve Oh
Head of ETF Listings
Nasdaq

Jayesh D. Bhansali, CFA, Moderator
Chief Investment Officer
IRIQIV
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.

The Role of Technology in the Investment Decision-Making Process

Claire Gallagher, CFA
​Quantitative Analyst
Orbis Investment Advisory Ltd.

Larry Cao, CFA, Moderator
Senior Director, Industry Research
CFA Institute
Read More

3:45–4:30 p.m.

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

Steven J. Hawkins
President and CEO
Horizons ETFs Management (Canada) Inc.

Anish Chopra, CFA, Moderator
Managing Director and Portfolio Manager
Portfolio Management Corporation
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

Shreenivas Kunte, CFA, CIPM, Moderator
​Director, Continuing Education and Advocacy, Professional Learning India
CFA Institute
Read More

3:45–4:30 p.m.

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

Joachim Klement, CFA
Independent Investment Strategist

Michael S. Falk, CFA, Moderator
Partner
Focus Consulting Group
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

Heather A. Packard, Moderator
Regional Director, Professional Learning Americas
CFA Institute
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

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies Team
William Blair
Read More

6:30–10:00 p.m.

Networking Reception and Dinner

Join us for dinner and networking at the Rooftop at Ponce City Market. A dynamic space perched atop a restored historic Sears, Roebuck & Co. warehouse, the Rooftop at Ponce City Market will engage and delight delegates with the vigor … 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

Mary Childs, Moderator
Co-host and Correspondent
Planet Money podcast, NPR
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

Richard Brandweiner, CFA, Moderator
Chief Executive Officer
Pendal Australia
Read More

11:45 a.m.–12:45 p.m.

A Conversation with Michael Lewis: Observations on Wall Street and Politics 30 Years after Liar’s Poker

Michael Lewis
Financial Journalist and Best-Selling Author

Morgan Housel, Moderator
Partner
Collaborative Fund
Read More