Join CFA Society Philadelphia for a runners meet-up. Participants will meet at Eakins Oval across from the famous steps of the Philadelphia Museum of Art. For more information and to register, please visit the CFA Society Philadelphia website. Read More
View the conference schedule as a PDF.
Sunday, 21 May 2017
9:00–11:00 a.m.
12:00–7:00 p.m.
12:00–5:00 p.m.
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.
2:00–4:30 p.m.
The Research Foundation Workshop for the Practitioner
108 │ Level 1 David Chambers · Elroy Dimson · Joachim Klement, CFA · Michael S. Falk, CFA
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
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 Arun Sundararajan
Professor and the Robert L. and Dale Atkins Rosen Faculty Fellow
Stern School of Business, New York University
Alison Griswold, Moderator
Reporter
Quartz
Tune in to this session as part of the Virtual Link.
2:00–3:00 p.m.
Three Truths about Lying and a Radical Path to Trust
113 │ Level 1 Pamela Meyer
CEO
Calibrate
Richard Brandweiner, CFA, Moderator
Chief Investment Officer
First State Super
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.
3:00–3:30 p.m.
Book Signing: Arun Sundararajan
Bookstore │ Hall A │ Level 2 Arun Sundararajan
Professor and the Robert L. and Dale Atkins Rosen Faculty Fellow
Stern School of Business, New York University
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 Stephen Davis
Associate Director and Senior Fellow
Harvard Law School Programs on Corporate Governance and Institutional Investors
Beth Hamilton-Keen, CFA, Moderator
Director of Investment Counseling
Mawer Investment Management Ltd.
3:30–4:30 p.m.
Gray Rhino–Proofing Your Future: Recognizing and Acting on the Obvious Dangers We Ignore
113 │ Level 1 Michele Wucker
Author
The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore
Reshma Kapadia, Moderator
Senior Editor
Barron’s
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 Stephen Davis
Associate Director and Senior Fellow
Harvard Law School Programs on Corporate Governance and Institutional Investors
4:30–5:00 p.m.
Book Signing: Michele Wucker
Bookstore │ Hall A │ Level 2 Michele Wucker
Author
The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore
5:00–6:15 p.m.
Annual Conference Sunday Keynote: Behavioral Economics: Past, Present, Future, and Football
Hall B │ Level 2 Richard H. Thaler
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
Tune in to this session as part of the Virtual Link.
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 Richard H. Thaler
Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics
Booth School of Business, University of Chicago
Monday, 22 May 2017
7:15 a.m.–5:30 p.m
7:15 a.m.–4:00 p.m
7:30–8:15 a.m.
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 Paul Smith, CFA
8:45–9:45 a.m.
Strategic Investment Choices and Considerations in the Current Market Environment
Hall B │ Level 2 Elizabeth Corley
Vice Chair
Allianz Global Investors
James Benoit, CFA, Moderator
CEO, FCMB Bank (U.K.) Limited
Chair, Annual Conference Advisory Group
9:45–10:15 a.m.
9:45–10:15 a.m.
10:15–11:15 a.m.
Progress Interrupted: The Revolt against the Status Quo and the Challenge to 20th Century Institutions
Hall B │ Level 2 Gillian Tett · Michala Marcussen, CFA · Neil Howe · Willis Sparks
Neil Howe
Author and Managing Director of Demography
Hedgeye Risk Management
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
Tune in to this session as part of the Virtual Link.
11:15 a.m.–12:15 p.m
Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios
Hall B │ Level 2 Gillian Tett · Jeremy J. Siegel · Robert J. Shiller
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
12:15–2:00 p.m.
12:15–12:45 p.m.
Book Signing: Jeremy J. Siegel
Bookstore │ Hall A │ Level 2 Jeremy J. Siegel
Author, Stocks for the Long Run
Russell E. Palmer Professor of Finance, The Wharton School, University of Pennsylvania
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
12:45–1:15 p.m.
Book Signing: Robert J. Shiller
Bookstore │ Hall A │ Level 2 Robert J. Shiller
2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University
1:00–1:20 p.m.
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
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 John R. Farris
Founder and President
LandFund Partners
Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute
2:15–3:15 p.m.
Global Asset Allocations: Investment and Business Themes for 2017 and Beyond—A CIO’s Perspective
114 │ Level 1 Robert P. Browne, CFA
Executive Vice President and Chief Investment Officer
Northern Trust
Mohammad Shoaib, CFA, Moderator
CEO
Al Meezan Investment Management Limited
Asset and Risk Allocation Track
Tune in to this session as part of the Virtual Link.
2:15–3:15 p.m.
Alpha, Beta, and Now . . . Gamma
204 │ Level 2 David M. Blanchett, CFA
Head of Retirement Research
Morningstar Investment Management LLC
Ben Steverman, Moderator
Reporter
Bloomberg
2:15–3:15 p.m.
Zero Interest Rates and the Search for Yield
103 │ Level 1 Bo Becker · Kathleen C. Gaffney, CFA · R. David Ranson
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
2:15–3:15 p.m.
How ESG Standards Underpin Investment Analysis
108 │ Level 1 Bryan Esterly, CFA
Sector Analyst, Infrastructure
Sustainability Accounting Standards Board
Justin Sloggett, CFA, Moderator
Senior Manager, Listed Equity and Hedge Funds
Principles for Responsible Investment
2:15–3:15 p.m.
Advising Private Wealth Clients through the Toughest Times of Life
113 │ Level 1 Amy Florian
CEO
Corgenius, Inc.
Christopher W. Cannon, CFA, Moderator
Chief Investment Officer
FirsTrust, LLC
3:15–3:45 p.m.
3:15–3:45 p.m.
3:15–3:45 p.m.
Speaker Meet and Greet: David M. Blanchett, CFA
The Forum │ Hall A │ Level 2 David M. Blanchett, CFA
Head of Retirement Research
Morningstar Investment Management LLC
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.
3:45–4:45 p.m.
Emerging Markets—Optimism Misplaced?
114 │ Level 1 Devan Kaloo
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
3:45–4:45 p.m.
Bank Stock Investing in the Current Market
204 │ Level 2 Betsy Graseck, CFA
Managing Director
Morgan Stanley
Jeremy Tennenbaum, CFA, Moderator
Chief Financial Officer
The Altman Foundation
3:45–4:45 p.m.
Comparing Model-Based Investing to Fundamental Investing in the Fixed-Income Market
103 │ Level 1 Thomas B. Parker, CFA
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
3:45–4:45 p.m.
Meeting Investor Demand for Transparency and Trust: Complying with the CFA Institute Asset Manager Code
108 │ Level 1 Jane L. Stafford · Michael G. Trotsky, CFA · Ronald D. Peyton
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
3:45–4:45 p.m.
Wealth Management in Practice: Building a Client-Oriented Culture
113 │ Level 1 Blair duQuesnay, CFA · Isaac Presley, CFA · John T. Elmes II, CFA
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
Tuesday, 23 May 2017
7:15 a.m.–5:30 p.m
7:15 a.m.–4:00 p.m
7:30–8:15 a.m.
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
Tune in to these remarks as part of the Virtual Link.
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 John C. Bogle
Founder
The Vanguard Group, Inc.
Theodore R. Aronson, CFA, Moderator
Founder
AJO
Tune in to this session as part of the Virtual Link.
9:45–10:15 a.m.
9:45–10:15 a.m.
Book Signing: John C. Bogle
Bookstore │ Hall A │ Level 2 John C. Bogle
Founder
The Vanguard Group, Inc.
9:45–10:15 a.m.
10:15–11:15 a.m.
Systemic Risk: Are World Financial Markets Still Vulnerable and Where?
Hall B │ Level 2 Sir Paul Tucker
Chair, Systemic Risk Council
Former Deputy Governor, Bank of England
Tom Buerkle, Moderator
Associate Editor
Thomson Reuters
11:15 a.m.–12:15 p.m
Tools for Maximizing Your Career Success
Hall B │ Level 2 Carla Harris
Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley
Veronica Dagher, Moderator
Senior Wealth Management Reporter
Wall Street Journal
Tune in to this session as part of the Virtual Link.
12:15–2:00 p.m.
12:15–12:45 p.m.
Book Signing: Carla Harris
Bookstore │ Hall A │ Level 2 Carla Harris
Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley
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
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
Paul Smith, CFA
President and CEO
CFA Institute
Frederic P. Lebel, CFA
Chair
CFA Institute Board of Governors
1:00–1:20 p.m.
Preparing the Next Generation: CFA Institute Research Challenge
The Forum │ Hall A │ Level 2
Presented by CFA Institute
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 Campbell R. Harvey
Professor of Finance
Duke University
Elaine Cheng, Moderator
Managing Director and Chief Information Officer
CFA Institute
2:00–3:30 p.m.
The Behavioral Financial Analyst
114 │ Level 1 C. Thomas Howard
CEO and Director of Research
AthenaInvest
Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute
2:00–3:30 p.m.
The Design Thinking Toolkit: Strategies for Successfully Leading Growth and Innovation at Your Firm
201 │ Level 2 Jeanne Liedtka
United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business
Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Limited
2:00–3:30 p.m.
Fundamentals of Retirement Planning
204 │ Level 2 Wade D. Pfau, CFA
Professor of Retirement Income
The American College
Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute
3:30–4:00 p.m.
3:30–4:00 p.m.
Book Signing: Wade D. Pfau, CFA
Bookstore │ Hall A │ Level 2 Wade D. Pfau, CFA
Professor of Retirement Income
The American College
3:30–4:00 p.m.
Book Signing: Jeanne Liedtka
Bookstore │ Hall A │ Level 2 Jeanne Liedtka
United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business
3:30–4:00 p.m.
Speaker Meet and Greet: C. Thomas Howard
The Forum │ Hall A │ Level 2 C. Thomas Howard
CEO and Director of Research
AthenaInvest
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 Robert Hellmann
President
Hellmann Career Consulting
Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany
4:00–5:00 p.m.
Entrepreneurship 101: Steps to Building a Successful Business
201 │ Level 2 Kyle Jensen
Associate Dean and Shanna & Eric Bass ’05 Director of Entrepreneurship
Yale School of Management
Anne Cabot-Alletzhauser, Moderator
Head, Research Institute
Alexander Forbes
4:00–5:00 p.m.
Disrupt Yourself: A Unique Approach to Career Change
113 │ Level 1 Whitney Johnson
Founder and CEO
WLJ Advisors, LLC
Eric Balchunas, Moderator
ETF Analyst
Bloomberg Intelligence
4:00–5:00 p.m.
Three Traits That Distinguish Top Investment Leaders in These Dynamic Times
114 │ Level 1 Fran Skinner, CFA
Partner
AUM PARTNERS, LLC
Sameer Somal, CFA, Moderator
Chief Financial Officer
Blue Ocean Global Technology
5:00–5:30 p.m.
Book Signing: C. Thomas Howard
Bookstore │ Hall A │ Level 2 C. Thomas Howard
CEO and Director of Research
AthenaInvest
5:00–5:30 p.m.
Book Signing: Whitney Johnson
Bookstore │ Hall A │ Level 2 Whitney Johnson
Founder and CEO
WLJ Advisors, LLC
5:00–5:30 p.m.
Book Signing: Robert Hellmann
Bookstore │ Hall A │ Level 2 Robert Hellmann
President
Hellmann Career Consulting
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.
Wednesday, 24 May 2017
7:15 a.m.–12:30 p.m.
7:15–10:15 a.m
7:30–8:30 a.m.
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.
8:45–9:45 a.m.
Getting to Great: Investment Firm Management Practices That Build Success
Hall B │ Level 2 Joseph Brennan, CFA · Leo P. Grohowski · Paul Smith, CFA · Tina Byles Williams
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
Tune in to this session as part of the Virtual Link.
9:45–10:15 a.m.
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
10:15–11:15 a.m.
Digital Transformation: Its Impact on Finance and Investing
Hall B │ Level 2 Scott Klososky
Founding Partner
Future Point of View
Richard Brandweiner, CFA, Moderator
Partner
LeapFrog Investments
11:15 a.m.–12:15 p.m
The Outlook for the Global Economy and Financial Markets
Hall B │ Level 2 Abby Joseph Cohen, CFA
Advisory Director and Senior Investment Strategist
Goldman Sachs & Co.
Neil Irwin, Moderator
Senior Economics Correspondent
New York Times
