Concurrent Practitioner Sessions

13:30–14:15

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.

13:30–14:15

Global ETFs: Products and Trends

Capital Suites 10/11/12 │ Level 3

Deborah Fuhr
Managing Partner
ETFGI LLP

Rani Piputri, CFA, Moderator
Head of Automated Intelligence Investing
NN Investment Partners

Topical Track: Global Opportunities
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13:30–14:15

Principles of Responsible Investing: Putting Sustainability at the Heart of the Capital Markets

Capital Suites 2/3/4 │ Level 3

Graeme Griffiths
Chief Operating Officer
Principles for Responsible Investment (PRI)

Thomas A. Porter, Moderator
Head, CIPM Program
CFA Institute

Topical Track: Sustainable Investing
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13:30–14:15

Digital Financial Attention

Capital Suites 14/15/16 │ Level 3

Jane E. Henshaw
Head of Digital Research
Vanguard Center for Investor Research

Bob Stammers, CFA, Moderator
Director, Investor Education
CFA Institute

Topical Track: Capital Markets
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13:30–14:15

The Perfect Financial Services CV

Capital Suites 6/13 │ Level 3

Victoria McLean
Founder and CEO
City CV

Heather Packard, Moderator
CPD Director, Business and Soft Skills
CFA Institute

Topical Track: Career Development
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14:30–15:15

Dynamic Currency Management: Yes Alpha, No Beta

Capital Suites 6/13 │ Level 3

Thomas Clarke
Partner, Portfolio Manager
William Blair

Eelco Fiole, CFA, Moderator
Managing Partner
Alpha Governance Partners

Topical Track: Global Opportunities
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14:30–15:15

Forecasting Long-Term Portfolio Returns: The Efficient Valuation Hypothesis

Capital Suites 7/8/9 │ Level 3

Niall Gannon
Private Wealth Advisor
The Gannon Group

Barbara S. Pettit, CFA, Moderator
Head, Curriculum and Learning Experience
CFA Institute

Topical Track: Capital Markets
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14:30–15:15

ESG Investment: From Process to Product

Capital Suites 14/15/16 │ Level 3

Amanda Young
Head of Global ESG Investment Research
Aberdeen Standard Investments

Susan Spinner, CFA, Moderator
Managing Director
CFA Society Germany

Topical Track: Sustainable Investing
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14:30–15:15

The Art of Business Influence

Capital Suites 2/3/4 │ Level 3

Mark Jeffries
Author, Keynote Speaker and Former Stockbroker at Merrill Lynch

Michael McMillan, CFA, Moderator
Director, Ethics Education
CFA Institute

Topical Track: Career Development
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14:30–15:15

Embracing the Potential of Artificial Intelligence

Capital Suites 10/11/12 │ Level 3

Thorsten Heymann
Global Head of Strategy
Allianz Global Investors GmbH

Lynn Raebsamen, CFA, Moderator
CEO
Swiss Vanquest AG

Topical Track: FinTech
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15:45–16:30

Alternative Assets in 2023: What Does the Future Hold?

Capital Suites 10/11/12 │ Level 3

Amy Bensted
Head of Data Products
Preqin

Anish Chopra, CFA, Moderator
Managing Director
Portfolio Management Corporation

Topical Track: Global Opportunities
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15:45–16:30

The Development of Digital Assets and Their Implications for Portfolio Construction

Capital Suites 2/3/4 │ Level 3

John Dwyer
Global Blockchain Research Lead
Celent

Heidi Raubenheimer, CFA, Moderator
Head, Journal Publication
CFA Institute

Topical Track: Capital Markets
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15:45–16:30

Investing in Fintech—Analysis and Approaches

Capital Suites 14/15/16 │ Level 3 · ·

Carol Cheung, CFA
Investment Associate
Cambridge Innovation Capital

Richard Clode, CFA
Portfolio Manager
Janus Henderson Investors

Reshma Sohoni
Co-Founder and Managing Partner
Seedcamp

Will Goodhart, Moderator
Chief Executive
CFA Society United Kingdom

Topical Track: FinTech
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15:45–16:30

How ESG Factors Impact Corporate Valuations: Trends and Analysis

Capital Suites 7/8/9 │ Level 3

Jessica Alsford, CFA
Managing Director and Head of Global Sustainability Research
Morgan Stanley

Anne Cabot-Alletzhauser, Moderator
Head, Research Institute
Alexander Forbes Financial Services (Pty) Ltd

Topical Track: Sustainable Investing
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15:45–16:30

Optimizing Ourselves for Expansive Leadership

Capital Suites 6/13 │ Level 3

Sartaj Garewal
Founder and Director
Dynamic Presenting Ltd

Nick Bartlett, CFA, ASIP, Moderator
Director, CPD Competencies
CFA Institute

Topical Track: Career Development
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15:45–16:30

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.

15:45–16:30

Applying Behavioral Finance to the Investment Process

Capital Suites 10/11/12 │ Level 3

Clare Flynn Levy
Founder and CEO
Essentia Analytics

Margaret E. Franklin, CFA, Moderator
President
BNY Mellon Wealth Management, Canada

Topical Track: Psychology and Decision Making
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15:45–16:30

Rethinking Investment Management Fees, and the “Value for Money” Equation

Capital Suites 7/8/9 │ Level 3

Daniel Brocklebank, CFA
UK Director
Orbis Investments

Gerald Lee, CFA, Moderator
CEO
Lion Global Investors Ltd

Topical Track: Asset Management
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15:45–16:30

Stand Up and Be Counted: Wealth Management’s Necessary Responses to Technology Disruption and Changing Client Preferences

Capital Suites 6/13 │ Level 3

Sebastian Dovey
Entrepreneur, Investor, and Exited Co-Founder of Scorpio Partnership (An AON Group company)

Bob Dannhauser, CFA, Moderator
Head, Private Wealth Management
CFA Institute

Topical Track: Private Wealth Management
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15:45–16:30

The United Kingdom’s Role in an International Portfolio

Capital Suites 14/15/16 │ Level 3

Ian Harnett
​Managing Director and Chief Investment Strategist
Absolute Strategy Research Ltd.

Neil Govier, CFA, Moderator
Director, CPD Content and Delivery APAC
CFA Institute

Topical Track: Brexit

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15:45–16:30

Late Cycle vs. End Cycle: Building Multi-Asset Portfolios

Capital Suites 2/3/4 │ Level 3

Geraldine Sundstrom
Managing Director and Portfolio Manager​
PIMCO

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

Topical Track: Valuation
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