Virtual Link Schedule

Watch the CFA Institute Annual Conference Virtual Link

Sunday, 21 May 2017


Welcome to the CFA Institute Annual Conference
1:45–2:00 p.m.

Conference Session
2:00–3:00 p.m.: The Sharing Economy and Crowd-Based Capitalism: How Digital Technologies Transform Business, Government, and Society by Arun Sundararajan

CFA Institute Benefits: Credentialing
3:00–3:30 p.m.: CFA® Program Changes and Evolution of Candidate Profile

Insider Perspectives
3:30–3:45 p.m.: The Future State of the Investment Profession
3:45–4:00 p.m.: Student Perspectives

Speaker Insights: Behavior and Technology
4:00–4:15 p.m.: Speaker Interview: Arun Sundararajan
4:15–4:30 p.m.: Speaker Interview: Richard H. Thaler
4:30–4:45 p.m.: Interview: Christopher J. Ailman

Conference Session
5:00–6:15 p.m.: Behavioral Economics: Past, Present, Future, and Football by Richard H. Thaler

Monday, 22 May 2017


Monday Virtual Link Programming Sponsored by S&P Global Market Intelligence

Welcome to Day Two of the Virtual Link
8:25–8:30 a.m.

Conference Session
8:30–8:45 a.m.: Conference Welcome by Paul Smith, CFA

Speaker Insights: Women in Investment Management
8:45–9:00 a.m.: Women in Investment Management Research
9:00–9:15 a.m.: Interview: Margaret E. Franklin, CFA, and Leah R. Bennett, CFA
9:15–9:30 a.m.: Speaker Interview: Michele Wucker
9:30–9:45 a.m.: Speaker Interview: Blair duQuesnay, CFA
9:45–10:00 a.m.: Speaker Interview: Elizabeth Corley and Paul Smith, CFA

Monday Virtual Link Programming Sponsor
10:00–10:15 a.m.: Fuel Your Funds with S&P Global Market Intelligence

Conference Session
10:15–11:15 a.m.: Progress Interrupted: The Revolt against the Status Quo and the Challenge to 20th-Century Institutions by Neil Howe, Michala Marcussen, CFA, Willis Sparks, and Gillian Tett

Topical Discussion
11:15–11:30 a.m.: Brexit—What It Means for Investment Management

CFA Institute Benefits: Advocacy
11:30–11:45 a.m.: Transparency and Fairness: Celebrating 30 Years of Performance Standards

Speaker Insights
11:45 a.m.–12:00 p.m.: Speaker Interview: David M. Blanchett, CFA
12:00–12:15 p.m: Speaker Interview: Robert P. Browne, CFA
12:15–12:30 p.m.: Speaker Interview: Bryan Esterly, CFA
12:30–12:45 p.m.: Speaker Interview: Robert J. Shiller
12:45–1:00 p.m.: Speaker Interview: Jeremy J. Siegel

Topical Discussion: Fake News and Real Events
1:00–1:15 p.m.: Speaker Interview: Willis Sparks
1:15–1:45 p.m.: Responsible Journalism in an Era of Fake News

CFA Institute Benefits: Member Value
1:45–2:00 p.m.: Member Value with Robert A. Gowen, CFA

Conference Session
2:15–3:15 p.m.: Global Asset Allocations: Investment and Business Themes for 2017 and Beyond—A CIO’s Perspective by Robert P. Browne, CFA

Tuesday, 23 May 2017


Tuesday Virtual Link Programming Sponsored by Macquarie Investment Management

Welcome to Day Three of the Virtual Link
8:25–8:30 a.m.

Conference Session
8:30–8:45 a.m.: Americas Region Update by John L. Bowman, CFA

Conference Session
8:45–9:45 a.m.: A New Era for Finance and the Financial Markets: A Discussion with John C. Bogle

CFA Institute Benefits: Credentialing
9:45–10:15 a.m.: How does CFA Institute raise standards throughout the industry and across various roles?

Speaker Insights
10:15–10:30 a.m.: Speaker Interview: C. Thomas Howard
10:30–10:45 a.m.: Speaker Interview: John C. Bogle

Looking Back and What’s to Come
10:45–11:00 a.m.

CFA Institute Benefits: Member Value
11:00–11:15 a.m.: Financial Analysts Journal® Revitalization and Visions for the Future

Conference Session
11:15 a.m.–12:15 p.m.: Tools for Maximizing Your Career Success by Carla Harris

Topical Discussion: Your Career
12:15–12:30 p.m.: Career Interview: Fran Skinner, CFA
12:30–12:45 p.m.: Career Resources

Our New Way Forward in Wealth Management
12:45–1:00 p.m.

Wednesday, 24 May 2017


Wednesday Virtual Link Programming Sponsored by S&P Global Market Intelligence

Welcome to Day Four of the Virtual Link
8:25–8:30 a.m.

Virtual Link Programming Sponsor
8:30–8:45 a.m.: Fuel Your Funds with S&P Global Market Intelligence

Conference Session
8:45–9:45 a.m : Getting to Great: Investment Firm Management Practices That Build Success by Joseph Brennan, CFA, Leo P. Grohowski, Tina Byles Williams, and Paul Smith, CFA

Virtual Link Wrap Up
9:45–10:00 a.m.