View a visual representation of the conference schedule (PDF). Please note the schedule is subject to change.
Sunday, 17 May 2020
12:00–7:00 p.m.
12:00–5:00 p.m.
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
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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.
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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.
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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
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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
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2:00–2:30 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.
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.
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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
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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
3:15–3:45 p.m.
3:30–4:00 p.m.
The Research Foundation Networking Reception
Join the CFA Institute Research Foundation for a networking reception following 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
Asjeet S. Lamba, CFA, Moderator
Associate Professor
The University of Melbourne
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3:45–4:30 p.m.
Blue Zones: Secrets of a Long Life (Repeat Session)
Nick Buettner
Vice President of Product
Blue Zones, LLC
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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
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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.–5:30 p.m.
8:00 a.m.–4:15 p.m.
8:00–9:00 a.m.
9:00–9:30 a.m.
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
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10:15–10:45 a.m.
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
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11:45 a.m.–1:45 p.m.
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.
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
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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
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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
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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
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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
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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
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2:30–3:00 p.m.
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
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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.
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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
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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
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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
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3:45–4:15 p.m.
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
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Tuesday, 19 May 2020
8:00 a.m.–6:00 p.m.
8:00–9:00 a.m.
8:00 a.m.–4:45 p.m.
9:00–9:15 a.m.
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
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10:15–10:45 a.m.
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
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11:45 a.m.–1:45 p.m.
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.
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
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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
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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
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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
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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
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3:15–3:45 p.m.
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
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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
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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
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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
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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
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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
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4:30–4:45 p.m.
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
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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 a.m.–1:00 p.m.
8:00–10:45 a.m.
8:00–9:00 a.m.
9:00–9:15 a.m.
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
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10:15–10:45 a.m.
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
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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
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