Concurrent Sessions

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

1:15–2:00 p.m.

Blue Zones: Secrets of a Long Life (Repeat Session)

Nick Buettner
Vice President of Product
Blue Zones, LLC
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1:15–2:00 p.m.

The Secret to Becoming Mentally Strong: How to Develop the Mental Toughness You Need to Reach Your Greatest Potential

Amy Morin
Psychology Lecturer, Northeastern University
Author, 13 Things Mentally Strong People Don’t Do

Shreenivas Kunte, CFA, CIPM, Moderator
Director, Continuing Education and Advocacy, Professional Learning India
CFA Institute
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Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

2:30–3:15 p.m.

The Misinformation Age: How False Beliefs Spread

Cailin O’Connor
​Associate Professor in the Department of Logic and Philosophy of Science
University of California, Irvine

Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Ltd.
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2:30–3:15 p.m.

The Nationalist Revival: Trade, Immigration, and the Revolt against Globalization

John B. Judis
Editor-at-Large
Talking Points Memo

Neil Govier, CFA, Moderator
Regional Director, APAC, Professional Learning​
CFA Institute
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Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:45–4:30 p.m.

168 Hours: Succeeding at Work and Life, 24/7

Laura Vanderkam
​Author, Off the Clock and 168 Hours

Brian Portnoy, CFA, Moderator
Head of Education
Magnetar Capital
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3:45–4:30 p.m.

Blue Zones: Secrets of a Long Life (Repeat Session)

Nick Buettner
Vice President of Product
Blue Zones, LLC
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Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

1:45–2:30 p.m.

Words Matter: CEO Candor and Financial Performance

L.J. Rittenhouse
CEO
Rittenhouse Rankings, Inc.

Richard Stott, Moderator
Founding Partner and CEO
CONNECTUM Family Wealth Management
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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.

Asset Allocation for Private Clients: Long-Term Planning in a Low Rate Environment

Adrian J. Cronje, CFA
CEO and Chief Investment Officer
Balentine

Blair duQuesnay, CFA, Moderator
Investment Advisor Representative
Ritholtz Wealth Management
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1:45–2:30 p.m.

No B.S. Branding: Unleash Your Superpowers to Build a Brand That Sells

Curt Mercadante
Principal
Curt Mercadante

Anastasia Diakaki, Moderator
Regional Director, EMEA, Professional Learning
CFA Institute
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1:45–2:30 p.m.

Ethics/the Practicality of Moral Philosophy for Investment Directors

Eelco Fiole, CFA
Managing Partner
Alpha Governance Partners

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany
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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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3:00–3:45 p.m.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:00–3:45 p.m.

Managing the Global Legacy: Helping International Families Think about the United States in Their Planning

Andrew S. Auchincloss
Partner
Schlesinger Lazetera & Auchincloss LLP

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC
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3:00–3:45 p.m.

Prospects for Emerging Market Debt

Jennifer Gorgoll, CFA
Managing Director
Neuberger Berman

George Spentzos, CFA, Moderator
Investment Director
LNG Capital LLP
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3:00–3:45 p.m.

Global Economic Risks and Rewards

Alejandra Grindal
Senior International Economist
Ned Davis Research Group

Gerard Lee, CFA, Moderator
CEO
Lion Global Investors Ltd.
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3:00–3:45 p.m.

Africa’s Next Century: Taking a Thoughtful Approach to the World’s Most Dynamic Markets

Melissa Cook, CFA
Managing Director
African Sunrise Partners, LLC

Mohammad Shoaib, CFA, Moderator
CEO
Al Meezan Investment Management Limited
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3:00–3:45 p.m.

Sustainable Investing: What Works, Red Flags, and Points of Interest

Julie Gorte
Senior Vice President for Sustainable Investing
Impax Asset Management LLC and Pax World Funds

Matt Orsagh, CFA, CIPM, Moderator
Senior Director, Capital Markets Policy
CFA Institute
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3:00–3:45 p.m.

Early-Stage Investing in Technology Companies: The “Whys” and the “Hows”

Anna Garcia, CFA
Co-Founder and Partner
Runway Venture Partners

Rani Piputri, CFA, Moderator
Head of Automated Intelligence Investing
NN Investment Partners
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3:45–4:30 p.m.

Are ETFs the Panacea? Exploring the Intrinsic Risks and Opportunities of ETF Trading

Samantha Merwin, CFA
Head of Markets Advocacy for ETF and Index Investing Markets & Investments
BlackRock

Steve Oh
Head of ETF Listings
Nasdaq

Jayesh D. Bhansali, CFA, Moderator
Chief Investment Officer
IRIQIV
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3:45–4:30 p.m.

Concurrent Sessions

Concurrent Sessions provide analysis and commentary on topics such as alternative investing, capital markets, tech developments, career skills, psychology and decision making, and sustainable investing.

3:45–4:30 p.m.

The Role of Technology in the Investment Decision-Making Process

Claire Gallagher, CFA
​Quantitative Analyst
Orbis Investment Advisory Ltd.

Larry Cao, CFA, Moderator
Senior Director, Industry Research
CFA Institute
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3:45–4:30 p.m.

Marijuana in Markets: The Dos and Don’ts of Cannabis Investing

Steven J. Hawkins
President and CEO
Horizons ETFs Management (Canada) Inc.

Anish Chopra, CFA, Moderator
Managing Director and Portfolio Manager
Portfolio Management Corporation
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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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3:45–4:30 p.m.

The Ultimate Success Formula: Leadership Presence and Emotional Intelligence

Christiane St-Amour
​Executive Coach and Leadership Development Specialist

Heather A. Packard, Moderator
Regional Director, Professional Learning Americas
CFA Institute
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