Extended Sessions

2:00–3:30 p.m.

The Blockchain Identity

113 │ Level 1

Professor of Finance
Duke University

Elaine Cheng, Moderator
Managing Director and Chief Information Officer
CFA Institute

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2:00–3:30 p.m.

The Behavioral Financial Analyst

114 │ Level 1

CEO and Director of Research
AthenaInvest

Ron Rimkus, CFA, Moderator
Director, Content
CFA Institute

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2:00–3:30 p.m.

The Design Thinking Toolkit: Strategies for Successfully Leading Growth and Innovation at Your Firm

201 │ Level 2

United Technologies Professor of Business Administration
University of Virginia Darden Graduate School of Business

Nathan Kowalski, CFA, Moderator
Chief Financial Officer and Senior Portfolio Manager
Anchor Investment Management Limited

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2:00–3:30 p.m.

Fundamentals of Retirement Planning

204 │ Level 2

Professor of Retirement Income
The American College

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

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