Capital Markets

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.

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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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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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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