Concurrent Practitioner Sessions

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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