Sunday, 21 May 2017

9:00 a.m.

CFA Society Philadelphia Runners Meet Up

Join CFA Society Philadelphia for a runners meet up. Participants will meet at the steps of the Philadelphia Museum of Art.

12:00–5:00 p.m.

Refreshments in Exhibit Hall

Exhibit Hall │ Hall A │ Level 2

Explore the Exhibit Hall … Read More

12:15–1:00 p.m.

Early Arrival Orientation and Networking

202 │ Level 2

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.

1:00–1:30 p.m.

70th CFA Institute Annual Conference Kickoff

The Forum │ Hall A │ Level 2

Meet and Greet: CFA Institute Leadership Team

1:30–2:30 p.m.

CFA Institute Open House

The Forum │ Hall A │ Level 2

Explore the Forum, meet CFA Institute staff, and learn how CFA Institute is shaping

  • educational programs to build the profession,
  • resources to benefit our members, and
  • thought leadership to protect investors.

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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

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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

114 │ Level 1

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

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2:30–3:30 p.m.

Delegate and University Student Networking Reception

The Forum │ Hall A │ Level 2

Explore investment industry topics with students on the CFA Program track from local affiliated universities Read More

3:00–3:30 p.m.

Book Signing: Arun Sundararajan

Bookstore │ Hall A │ Level 2

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

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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

114 │ Level 1

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

Read More

3:30–4:30 p.m.

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

113 │ Level 1

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

Read More

3:30–4:30 p.m.

CFA Institute Women in Investment Management Initiative: Networking Hour

The Forum │ Hall A │ Level 2

Join us to learn more about the initiative itself … Read More

3:30–4:30 p.m.

Private Wealth Practitioner Networking: The Future of Wealth Managers

107 │ Level 1

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

4:30–5:00 p.m.

CFA Institute Research Foundation Networking Reception

108 Foyer │ Level 1

Join the CFA Institute Research Foundation for a meet and greet with the Research Foundation Board and Speakers.

4:30–5:00 p.m.

Book Signing: Stephen Davis

Bookstore │ Hall A │ Level 2

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

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4:30–5:00 p.m.

Book Signing: Michele Wucker

Bookstore │ Hall A │ Level 2

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

Hall B │ Level 2

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

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6:30–7:30 p.m.

Welcome Reception

Grand Hall and Ballroom │ Level 2

Sponsored by Aberdeen Asset Management, FactSet, and S&P Global Market Intelligence

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

Grand Hall and Ballroom │ Level 2

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

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Monday, 22 May 2017

7:15 a.m.–4:00 p.m

Exhibit Hall Open

Exhibit Hall │ Hall A │ Level 2

Explore the Exhibit Hall … Read More

7:30–8:15 a.m.

Morning Coffee

Exhibit Hall │ Hall A │ Level 2

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.

8:30–8:45 a.m.

Opening Remarks

Hall B │ Level 2

President and CEO
CFA Institute

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8:45–9:45 a.m.

Strategic Investment Choices and Considerations in the Current Market Environment

Hall B │ Level 2

Vice Chair
Allianz Global Investors

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

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9:45–10:15 a.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

9:45–10:15 a.m.

Introducing the Learning Ecosystem

The Forum │ Hall A │ Level 2

Presented by CFA Institute

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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

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12:15–2:00 p.m.

Networking Lunch

Hall A │ Level 2

12:30 p.m.–12:50 p.m.

Transparency and Fairness: Celebrating 30 Years of Performance Standards and Looking Forward to GIPS® 2020

The Forum │ Hall A │ Level 2

Presented by CFA Institute

Read More

12:45–1:15 p.m.

Book Signing: Robert J. Shiller

Bookstore │ Hall A │ Level 2

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

Read More

1:00–1:20 p.m.

Exploring the Future of CFA® Exam Delivery

The Forum │ Hall A │ Level 2

Presented by CFA Institute

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

1:30–1:50 p.m.

The New CFA Institute Career Center: We’ve Relaunched to Help Your Career Take Off!

The Forum │ Hall A │ Level 2

Presented by CFA Institute

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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

201 │ Level 2

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

114 │ Level 1

Executive Vice President and Chief Investment Officer
Northern Trust

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

Asset and Risk Allocation Track

Read More

2:15–3:15 p.m.

Alpha, Beta, and Now . . . Gamma

204 │ Level 2

Head of Retirement Research
Morningstar Investment Management LLC

Ben Steverman, Moderator
Reporter
Bloomberg

Equity Investments 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.

How ESG Standards Underpin Investment Analysis

108 │ Level 1

Sector Analyst, Infrastructure
Sustainability Accounting Standards Board

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

Policy and Practice Track

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2:15–3:15 p.m.

Advising Private Wealth Clients through the Toughest Times of Life

113 │ Level 1

CEO
Corgenius, Inc.

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

Private Wealth Management Track

Read More

3:15–3:45 p.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

3:15–3:45 p.m.

Book Signing: Amy Florian

Bookstore │ Hall A │ Level 2

CEO
Corgenius, Inc.

Read More

3:15–3:45 p.m.

Speaker Meet and Greet: David M. Blanchett, CFA

The Forum │ Hall A │ Level 2

Head of Retirement Research
Morningstar Investment Management LLC

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

201 │ Level 2

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?

114 │ Level 1

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.

Bank Stock Investing in the Current Market

204 │ Level 2

Managing Director
Morgan Stanley

Jeremy Tennenbaum, CFA, Moderator
Chief Financial Officer
The Altman Foundation

Equity Investments Track

Read More

3:45–4:45 p.m.

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

103 │ Level 1

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 Track

Read More

Tuesday, 23 May 2017

7:15 a.m.–4:00 p.m

Exhibit Hall Open

Exhibit Hall │ Hall A │ Level 2

Explore the Exhibit Hall … Read More

7:30–8:15 a.m.

Morning Coffee

Exhibit Hall │ Hall A │ Level 2

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.

8:30–8:45 a.m.

Americas Region Update

Hall B │ Level 2

John L. Bowman, CFA
Managing Director, Americas
CFA Institute

Read More

8:45–9:45 a.m.

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

Hall B │ Level 2

Founder
The Vanguard Group, Inc.

Theodore R. Aronson, CFA, Moderator
Founder
AJO

Read More

9:45–10:15 a.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

9:45–10:15 a.m.

Book Signing: John C. Bogle

Bookstore │ Hall A │ Level 2

Founder
The Vanguard Group, Inc.

Read More

9:45–10:15 a.m.

Meet and Greet: Financial Analysts Journal Team

The Forum │ Hall A │ Level 2

10:15–11:15 a.m.

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

Hall B │ Level 2

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

Hall B │ Level 2

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

Read More

12:15–2:00 p.m.

Networking Lunch

Hall A │ Level 2

12:15–12:45 p.m.

Book Signing: Carla Harris

Bookstore │ Hall A │ Level 2

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

Read More

12:30 p.m.–12:50 p.m.

CFA Institute Enterprising Investor Blog: Research. Reviews. Ideas. Built for Investment Professionals.

The Forum │ Hall A │ Level 2

Presented by CFA Institute

Read More

12:45–1:45 p.m.

CFA Institute Members Lunch Progress Update and A View of What’s Ahead with Member Q&A

103 │ Level 1

Paul Smith, CFA
President and CEO
CFA Institute

Frederic P. Lebel, CFA
Chair
CFA Institute Board of Governors

Read More

1:00–1:20 p.m.

Preparing the Next Generation: CFA Institute Research Challenge

The Forum │ Hall A │ Level 2

Presented by CFA Institute

Read More

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 Blockchain Identity

113 │ Level 1

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 Behavioral Financial Analyst

114 │ Level 1

CEO and Director of Research
AthenaInvest

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

Read More

2:00–3:30 p.m.

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

201 │ Level 2

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

Read More

2:00–3:30 p.m.

Fundamentals of Retirement Planning

204 │ Level 2

Professor of Retirement Income
The American College

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

Read More

3:30–4:00 p.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

3:30–4:00 p.m.

Book Signing: Wade D. Pfau, CFA

Bookstore │ Hall A │ Level 2

Professor of Retirement Income
The American College

Read More

3:30–4:00 p.m.

Book Signing: Jeanne Liedtka

Bookstore │ Hall A │ Level 2

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

Read More

3:30–4:00 p.m.

Speaker Meet and Greet: C. Thomas Howard

The Forum │ Hall A │ Level 2

CEO and Director of Research
AthenaInvest

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

204 │ Level 2

President
Hellmann Career Consulting

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

Read More

4:00–5:00 p.m.

Entrepreneurship 101: Steps to Building a Successful Business

201 │ Level 2

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

4:00–5:00 p.m.

Disrupt Yourself: A Unique Approach to Career Change

113 │ Level 1

Founder and CEO
WLJ Advisors, LLC

Read More

4:00–5:00 p.m.

Three Traits That Distinguish Top Investment Leaders in These Dynamic Times

114 │ Level 1

Partner
AUM PARTNERS, LLC

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

Read More

5:00–5:30 p.m.

Book Signing: C. Thomas Howard

Bookstore │ Hall A │ Level 2

CEO and Director of Research
AthenaInvest

Read More

5:00–5:30 p.m.

Book Signing: Whitney Johnson

Bookstore │ Hall A │ Level 2

Founder and CEO
WLJ Advisors, LLC

Read More

6:30–10:00 p.m.

Networking Reception and Dinner

National Constitution Center

Sponsored by Macquarie Investment Management and Vanguard

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.
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Wednesday, 24 May 2017

7:15–10:15 a.m

Exhibit Hall Open

Exhibit Hall │ Hall A │ Level 2

Explore the Exhibit Hall … Read More

7:30–8:30 a.m.

Breakfast in Exhibit Hall

Exhibit Hall │ Hall A │ Level 2

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

Hall B │ Level 2

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

9:45–10:15 a.m.

Refreshment Break with Exhibitors

Exhibit Hall │ Hall A │ Level 2

9:45–10:15 a.m.

Achieving Alpha in the “Asian Century”: CFA Institute Asia-Pacific Research Exchange

The Forum │ Hall A │ Level 2

Presented by CFA Institute Read More

10:15–11:15 a.m.

Plenary Session

Hall B │ Level 2

11:15 a.m.–12:15 p.m

The Outlook for the Global Economy and Financial Markets

Hall B │ Level 2

President, Global Markets Institute and Senior Investment Strategist
Goldman Sachs & Co.

Read More