Concurrent Practitioner Sessions

2:15–3:15 p.m.

Risks and Opportunities in Farmland Investing

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

Executive Vice President and Chief Investment Officer
Northern Trust

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies
William Blair & Company

Asset and Risk Allocation Track

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2:15–3:15 p.m.

Alpha, Beta, and Now . . . Gamma

Head of Retirement Research
Morningstar Investment Management LLC

Equity Investments Topic 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

Fixed-Income Management Track

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2:15–3:15 p.m.

Advising Private Wealth Clients through the Toughest Times of Life

CEO
Corgenius, Inc.

Christopher W. Cannon, CFA, Moderator
Chief Investment Officer
FirsTrust, LLC

Private Wealth Management Topic Track

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2:15–3:15 p.m.

How ESG Standards Underpin Investment Analysis

Head of Standards Setting Organization
Sustainability Accounting Standards Board

Policy and Practice Track

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3:45–4:45 p.m.

Emerging Markets—Optimism Misplaced?

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.

Comparing Model-Based Investing to Fundamental Investing in the Fixed Income Market

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.

Michael G. Trotsky, CFA
Executive Director and Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board

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 Topic Track

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