The schedule is subject to change.

Sunday, 12 May 2019

12:00–19:00

Registration

14:00–16:30

The Research Foundation Workshop for the Practitioner

Ronald N. Kahn
Managing Director and Global Head of Systematic Equity Research
BlackRock

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 72nd CFA Institute Annual Conference.

14:00–15:00

Beyond the Numbers Sessions

Beyond the Numbers Sessions provide training in soft-skills in a variety of areas of personal development for investment professionals.

14:00–15:00

The Organized Mind: Thinking Straight in the Age of Information Overload

Daniel Levitin
Award-Winning Scientist, Musician, Writer, and Record Producer
Author, The Organized Mind: Thinking Straight in the Age of Information Overload

14:00–15:00

​Investment Professional of the Future: New Research from CFA Institute

Rebecca Fender, CFA
Head, Future of Finance
CFA Insitute

15:30–16:30

Psychology and the Good Life: What the Science of Psychology Says about How to Lead a More Flourishing Life

Laurie Santos
Head, Silliman College
Professor of Psychology, Yale University

  • Introduction to the most popular class ever at Yale
  • The most common misconceptions about what makes us happy
  • The top seven tips for what really can help us live a more satisfying life

18:30–19:30

Welcome Reception

Monday, 13 May 2019

08:00–16:15

Exhibit Hall Open

09:00–09:30

Welcoming Remarks

09:30–11:45

Plenary Sessions

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.

09:30–10:15

​The New World (Dis)Order

Peter Zeihan
President and Founder
Zeihan on Geopolitics

  • The threats to the global order are not simply serious but are also mortal and unavoidable, setting the stage for at least two decades of global breakdown.
  • Exploring the intersection between demography and finance—highlighting why something much worse than the 2007–09 financial crisis is right around the corner.
  • Forecast how political evolutions in a host of countries are interacting with the Trump administration to remake the future of every country in the world.

10:45–11:45

​Reinventing Capitalism in the Age of Big Data

Viktor Mayer-Schönberger
Professor of Internet Governance and Regulation ​
Oxford Internet Institute, University of Oxford

11:45–13:30

Networking Lunch

12:30–13:15

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.

13:15–13:30

Transition Break

13:30–15:15

Technical Workshops

Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.

13:30–15:15

Progression beyond Regression: Using AI to Transform Traditional Analysis

Malcolm White, CFA
Portfolio Manager
Signature Global Asset Management – CI Investments

  • Hands-on technical session focusing on how to leverage artificial intelligence (AI) to enhance analytic capabilities
  • Introduction to a revolutionary AI technology called neural networks, followed by a walkthrough of how the technology can be applied to an actual financial prediction problem
  • The solution will leverage the latest in cloud computing technology used by leading data science practitioners.

13:30–14:15

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.

14:15–14:30

Transition Break

16:30–16:45

Transition Break

16:45–17:45

Plenary Session

Tuesday, 14 May 2019

08:00–08:45

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.

08:30–16:45

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–10:15

All Roads Lead to Emerging Markets

Mark W. Yusko
CEO and Chief Investment Officer
Morgan Creek Capital Management, LLC

09:15–11:45

Plenary Sessions

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.

11:45–13:30

Networking Lunch

13:15–13:30

Transition Break

13:30–15:15

Technical Workshops

Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.

13:30–15:15

Extended Sessions

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

13:30–15:15

Principles of Manager Due Diligence and Selection

Tom Brakke, CFA
Consultant
Author, The Research Puzzle

  • Understanding and evaluating a manager’s organizational structure and culture
  • Breaking down and understanding a manager’s investment process
  • How to conduct an appropriately thorough due diligence and selection process
  • Exploring manager incentives, capacity issues, and the impact of size

13:30–15:15

Global Private Wealth Management

Philip Marcovici
Principal
Offices of Philip Marcovici

  • Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
  • The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
  • How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
  • Family retreats, family and family business governance, and best practices for today’s business and wealth owners
  • Strategies for building a successful 21st century private wealth practice
  • How tax systems have to and will change and reflections on political challenges, including Brexit
  • The realities of income and wealth inequality and the responsibility of wealth and business owners and their advisers

15:45–16:30

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.

15:45–16:30

Behavioral Finance in Practice

Clare Flynn Levy
Founder and CEO
Essentia Analytics

16:30–16:45

Transition Break

16:45–17:45

Plenary Session

Wednesday, 15 May 2019

08:00–10:45

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–12:45

Plenary Sessions

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.