Plenary Sessions

5:00–6:15 p.m.

Annual Conference Sunday Keynote: Choice Architecture in Financial Decision Making

Hall B │ Level 2

Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics
Booth School of Business, University of Chicago

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

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8:45–9:45 a.m.

Strategic Investment Choices and Considerations in the Current Market Environment

Hall B │ Level 2

Vice Chair
Allianz Global Investors

James Benoit, CFA, Moderator
CEO, FCMB Bank (U.K.) Limited
Chair, Annual Conference Advisory Group

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10:15–11:15 a.m.

Progress Interrupted: The Revolt against the Status Quo and the Challenge to 20th Century Institutions

Neil Howe
President
Saeculum Research

Michala Marcussen, CFA
Global Head of Economics
Societe Generale Corporate & Investment Banking

Willis Sparks
Director of Global Macro
Eurasia Group

Gillian Tett, Moderator
US Managing Editor
Financial Times

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11:15 a.m.–12:15 p.m

Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

Robert J. Shiller
2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University

Jeremy J. Siegel
Author, Stocks for the Long Run
Russell E. Palmer Professor of Finance, The Wharton School, University of Pennsylvania

Gillian Tett, Moderator
US Managing Editor
Financial Times

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8:45–9:45 a.m.

A New Era for Finance and the Financial Markets: A Discussion with John C. Bogle

Hall B │ Level 2

Founder
The Vanguard Group, Inc.

Theodore R. Aronson, CFA, Moderator
Founder
AJO

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10:15–11:15 a.m.

Systemic Risk: Are World Financial Markets Still Vulnerable and Where?

Hall B │ Level 2

Chair, Systemic Risk Council
Former Deputy Governor, Bank of England

Tom Buerkle, Moderator
Associate Editor
Thomson Reuters

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11:15 a.m.–12:15 p.m

Tools for Maximizing Your Career Success

Hall B │ Level 2

Vice Chairman of Wealth Management, Managing Director, and Senior Client Advisor
Morgan Stanley

Veronica Dagher, Moderator
Senior Wealth Management Reporter
Wall Street Journal

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8:45–9:45 a.m.

Getting to Great: Investment Firm Management Practices That Build Success

Joseph Brennan, CFA
Principal, Equity Index Group
The Vanguard Group, Inc.

Tina Byles Williams
Portfolio Manager, Global Equities; Chief Investment Officer; and CEO
FIS Group

Leo P. Grohowski
Executive Vice President and Chief Investment Officer
BNY Mellon Wealth Management

Paul Smith, CFA, Moderator
President and CEO
CFA Institute

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10:15–11:15 a.m.

Plenary Session

Hall B │ Level 2

11:15 a.m.–12:15 p.m

The Outlook for the Global Economy and Financial Markets

Hall B │ Level 2

President, Global Markets Institute and Senior Investment Strategist
Goldman Sachs & Co.

Neil Irwin, Moderator
Senior Economics Correspondent
New York Times

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