The schedule is subject to change.

Sunday, 13 May 2018

14:00–16:30

The Research Foundation Workshop for the Practitioner

Joanne M. Hill
Chief Advisor for Research and Strategy, CBOE Vest
Research Committee Chair, CFA Institute Research Foundation Board of Trustees

Keith Black, CFA
Managing Director, Curriculum and Exams
CAIA Association

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14:00–15:00

Beyond the Numbers

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.

14:00–15:00

The Wisdom of Finance: Discovering Humanity in the World of Risk and Return

Mizuho Financial Group Professor of Finance, Harvard Business School
Professor of Law, Harvard Law School

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14:00–15:00

The Art of Stillness

Bestselling Author and Travel Writer

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15:30–16:30

Beyond the Numbers

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.

15:30–16:30

Creating a Culture of Compliance and Avoiding Ethical Pitfalls

Mary C. Gentile
Creator/Director, Giving Voice to Values
Professor of Practice, University of Virginia, Darden School of Business

Donald C. Langevoort
Thomas Aquinas Reynolds Professor
Georgetown Law

Lim Siong Guan
Professor
Lee Kuan Yew School of Public Policy, National University of Singapore

Tony Tan, CFA, Moderator
Co-Head, Ethics, Standards, and Professional Conduct
CFA Institute

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15:30–16:30

Robot Ethics and the Future of Human–Robot Interaction

Kate Darling
Researcher
Massachusetts Institute of Technology

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17:00–17:15

Welcoming Remarks

18:30–19:30

Welcome Reception

Monday, 14 May 2018

08:00–08:45

Sponsored Corporate Presentations

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.

08:30–16:15

Exhibit Hall Open

09:00–09:15

Opening Remarks

11:45–12:45

Plenary Session

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.

12:45–14:30

Networking Lunch

13:45–14:30

Sponsored Corporate Presentations

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.

15:00–15:45

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45

Behavioral Factors and Their Performance in Emerging Markets: An Illustration Using China A-Shares Data

Chairman and Chief Investment Officer, Rayliant Global Advisors
Professor in Finance, UCLA Anderson School of Management

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15:00–15:45

The Investment Firm of the Future

Richard Brandweiner, CFA
Partner
Leapfrog Investments

Virginie Maisonneuve, CFA
Chief Investment Officer
Eastspring Investments (Singapore) Limited

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

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15:00–15:45

Risks and Opportunities in Asian Frontier Markets

Joyce Ng
Former Partner and Senior Portfolio Manager
Sumeru Capital

Andreas Vogelsanger
CEO
Asia Frontier Capital (Vietnam) Ltd.

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16:15–17:15

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.

16:15–17:15

Trends and Opportunities in Asian Asset Management

David Hui
Partner
Heidrick & Struggles

Nicolas Manset
Managing Director, Financial Services, Asset and Wealth Management Practice
Russell Reynolds Associates

May Tung
Managing Partner, Financial Services
DHR International Asia Limited

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16:15–17:15

Propel Your Career: Figuring Out Your Next Move

Founder, Institute of Life
Writer, LinkedIn China
Adjunct Associate Professor, HKUST

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Tuesday, 15 May 2018

08:00–08:45

Sponsored Corporate Presentations

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.

08:30–16:15

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–10:15

Abenomics: Japan’s Macro and Markets Outlook

Vice Chair, Chief Japan Strategist, and Co-head of Macro Research Asia
Goldman Sachs

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11:45–12:45

Alternative Investment Opportunities in Asia: A Conversation with Institutional Allocators and Managers

Amy Flikerski
Senior Portfolio Manager, External Portfolio Management
Canada Pension Plan Investment Board (CPPIB)

Chris Gradel
Founding Partner
PAG

Bonnie Yu, CFA
Senior Investment Associate, External Portfolio Management
CDPQ Asia-Pacific Pte Ltd

Bruce Tomlinson, CFA, Moderator
Manager, Hedge Funds and Alternative Strategies
Sunsuper Pty Ltd

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12:45–14:30

Networking Lunch

13:45–14:30

Sponsored Corporate Presentations

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.

15:00–15:45

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on important market sectors and trends from prominent practitioners.

15:00–15:45

Illusion of Control and Its Impact on Judgments

Anil Gaba
Orpar Chaired Professor of Risk Management and Professor of Decision Sciences
INSEAD

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15:00–15:45

Meeting Client Objectives through Goals-Based Investment Strategies

Stefano Cavaglia
Head of Investment Research
Findex

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16:15–17:45

Extended Sessions

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

16:15–17:45

Lessons in Managing Issues Faced by Women in Finance around the Globe

Anne Cabot-Alletzhauser
Head of the Alexander Forbes Research Institute
Alexander Forbes

Xiaowei Rose Luo
Rudolf and Valeria Maag Professor in Entrepreneurship
INSEAD

Rani Piputri, CFA
Principal Researcher
Aspect Capital

Deborah M. Kolb, Moderator
Deloitte Ellen Gabriel Professor for Women and Leadership (Emerita)
Simmons College School of Management

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16:15–17:45

The Art of Cultural Fluency in Business and Leadership

Founder and President, Hyun & Associates
Global Leadership Strategist and Author

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16:15–17:45

The Future of Global Investing: Asset Owners Panel

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

Alison Tarditi
Chief Investment Officer
Commonwealth Superannuation Corporation

Roger Urwin, FSIP, Moderator
Global Head of Investment Content, Willis Towers Watson
Co-Founder, Thinking Ahead Institute

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16:15–17:45

Incorporating Geopolitical Analysis into Your Investment Process

Vice President, Client Advisory
BCA Research

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Wednesday, 16 May 2018

08:00–10:45

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–10:15

China and G–20’s Green Finance Initiatives

Director, Center for Finance and Development, Tsinghua National Institute for Financial Research
Chairman, Green Finance Committee, China Society for Finance and Banking

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10:45–11:45

Short Takes

  • A series of three speakers addressing the 71st Annual Conference theme—Future of Global Investing.
  • Get “short takes” from speakers from around the globe highlighting what they see as the significant issues faced by global investors.
  • Speaker names and topics will be added after the speaker selection process is completed. So, check back for topics and speaker names.

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11:45–12:45

Plenary Session

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.