GLOBAL - Virtual

17-19 May 2022

Agenda

17 May

18 May

19 May

All timings shown in EDT (GMT -4)

  • 08:30 - 08:45
    Welcome Remarks
    Basic and Premium Access

  • 08:45 - 09:30
    Session 1: Finding Purpose and Meaning Through Finance (and What You Need to Know about Crypto to Serve Your Clients Well)
    Basic and Premium Access

    Although many people say our financial system is broken, it actually works very well—but only for people who have the privilege of “financial access.” What role should digital assets and cryptocurrencies play in our society and our clients’ portfolios? What do investment advisors and institutional investment managers need to know about cryptoassets, and how can we integrate them into our clients’ portfolios? This session will help you prepare for the accelerating disruption, as digital assets lead the way to the democratization of finance and provide better ways for you to serve your clients in the future.
  • 09:30 - 10:15
    Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
    Basic and Premium Access

    Asset owners around the world are committing to and incorporating sustainability in the context of their overall long-term investment objectives and investment performance goals. In a post-pandemic world, with the potential for higher interest rates and higher inflation, how are these global investors aligning sustainability with their investment mission and balancing priorities? Join us for this conversation to learn how asset owners are thinking differently about building portfolios and how are they altering approaches to risk management and decision making to achieve long-term sustainable results.
  • 10:15 - 10:30
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  • 10:30 - 11:30
    Session 3: Dreams and Delusions: Valuing and Pricing Young Businesses
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    The allure of young companies leads entrepreneurs, venture capitalists, and other investors to act based on delusional assumptions about future growth. Such participants believe fundamentals don’t matter for these disruptive or innovative new companies because intrinsic value and business value cannot be estimated, discounted cash flow valuations are obsolete and cannot be applied to 21st century companies, and the promise of “big” markets will pay off. Combined with overconfidence, these errors lead to collective overpricing, but wise investors can use fundamentally sound methods to exploit these delusions and make money.
  • 11:30 - 12:00
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  • 12:00 - 12:45
    Session 4: Active Engagement: Broadening Investors’ Role in Sustainability
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    Investors need to be able to assess which companies are strategically resilient enough to withstand physical, transition, and liability risks posed by climate change as well as how these companies may be positioned to take advantage of technologies and opportunities in a low-carbon world. Active shareholder engagement offers a range of effective approaches both inside and outside the boardroom to encourage management and boards to integrate material ESG-related considerations in their decision-making. Engaging management on company-specific environmental and social business drivers can contribute to making business models more resilient, dynamic, and sustainable, leading to the creation of long-term value.
  • 12:45 - 13:30
    Session 5: The Future of Capital Markets: Thinking Through Inflection Points
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    Deflation to inflation risks? Globalization to reshoring? Fiat currencies to alternative storeholds of wealth? The last few years have seen extraordinary and often humbling events. As investors, how should we think through these sorts of market shocks, both in the year ahead but also longer-term? We walk through opportunities we are considering today but also how these inflection points could shape markets and portfolios longer-term.
  • 13:30 - 13:35
    Closing Remarks
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  • 13:35 - 16:05
    2022 Research Challenge Global Final
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  • 16:05 - 16:25
    Bonus Session: The 21st Century Quant: Skills to Win in the Age of Data Science and Machine Learning
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    Advances in technology have disrupted the financial industry like never before. Data science, machine learning, and algorithms have revolutionized how investors process and analyze vast amounts of information. With information available in real time to analysts everywhere, how can quants and analysts adapt and find new advantages? Join this session to learn which skills will be essential for leveraging opportunities and staying ahead of the data-driven revolution.
  • 08:00 - 08:30
    Presented by PGIM: Inflation vs. Stagflation: How Will Your Real Assets Portfolio Differ?
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    The potential benefits that real assets bring to institutional portfolios are as wide-ranging as the asset class itself. And, in today’s market environment – of volatility and rising inflation fears – investor interest in real assets continues to grow. Yet, many questions remain regarding the role of real assets in institutional portfolios. During this session, PGIM Institutional & Advisory Solutions’ Head of Real Assets Research, Harsh Parikh, will uncover the benefits of real assets in institutional portfolios. Additionally, Parikh will share insights on how real assets portfolios can be optimized as investors seek protection against challenging market environments such as inflation, stagflation, and more.
  • 08:30 - 08:45
    Opening Remarks
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  • 08:45 - 09:30
    Session 6: Saving Our World with AI
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    Within a decade, AI will go beyond specific tasks and develop general intelligence, becoming much smarter than humans in many ways. Although the coming dominance of AI has the potential to be one of humanity’s greatest opportunities, ethical issues are already surfacing that must be addressed alongside technological advancement. How can we, collectively and as individuals, manage AI and other technologies in a way that ensures continued success and prosperity for humanity? Faced with complex challenges and potential threats, how can we find happiness by identifying the silver linings in recovering from a crisis, such as the aftermath of COVID-19, or trying to prevent a future crisis?
  • 09:30 - 10:15
    Session 7: Leading the Investment Firm of the Future
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    Asset managers globally are entering a new era requiring them to adapt to new ways of doing business and seeking strategies in private markets and alternatives to provide growth and alpha. New operating models, such as remote work for employees and the use of virtual technology for customer service, have become permanent features. Advanced data and analytics are enhancing efficiency and providing opportunities for differentiation and gaining an investment edge. In both public and private markets, demand for sustainable investing from clients has never been stronger. What strategies and structures will be most effective for helping asset managers to position themselves for the future? How are leaders adapting to assure their firm cultures are inclusive and can help employees thrive?
  • 10:15 - 10:30
    Visit Our Sponsors

  • 10:30 - 11:30
    Session 8: Navigating Today’s Investment Conundrums
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    With low interest rates and higher inflation likely to persist, among other perplexing factors, investors face a number of conundrums. Fixed-income investors are being forced to seek yields outside traditional benchmarks, look across the credit spectrum, and try to capture new opportunities in both public and private credit markets. Emerging markets historically have been another excellent source of diversification, but lately, they have generally underperformed. China, however, offers attractive opportunities in fixed income and equities. How can investors allocate capital to navigate historic uncertainties and changing dynamics in global markets?
  • 11:30 - 12:00
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  • 12:00 - 12:45
    Session 9: How AI and Big Data are Changing the Investment Process
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    Use of AI and big data analytics has already become widespread in the investment industry, with AI being applied to improve research and analysis, portfolio management, trading, risk management, and other functions. Because the adoption of AI is still relatively new, investment practitioners are in the process of learning best practices and understanding new risks, unexpected consequences, and benefits. What do investment professionals need to know about AI and data analytics and their impact on investing? How will they need to adapt for a future increasingly influenced by the use of these techniques in the investment process?
  • 12:45 - 13:30
    Session 10: Geopolitics and Financial Markets
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    What are the interconnections between geopolitics, economics, and financial markets? Destabilized regimes, distorted monetary and fiscal policies, increasingly complicated international relations, challenges of the energy transition, and the underrated yet rapidly growing danger of cyber threats are only a few of the variables in a complex equation of geopolitical risk. Which trends will have the greatest short-term and long-term importance for investment strategies, and what are the emerging risks investors will need to monitor closely.
  • 13:30 - 13:35
    Closing Remarks
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  • 13:35 - 13:55
    Bonus Session: Changes and Trends in the ESG Landscape
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    Are firms reappraising ESG? Join us for this conversation to learn about recent changes in ESG, how firms produce views on ESG trends, and how this impacts organizational plans and operations.
  • 08:30 - 08:45
    Opening Remarks
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  • 08:45 - 09:30
    Session 11: Systemic Risks: Uncharted Territory for Investors
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    The boundaries of traditional fiscal and monetary policy orthodoxy have been redefined in recent years. With many experts believing the shift is a permanent new normal, investors are in unfamiliar territory for evaluating systemic risks. How will challenges such as inflation, commodity shortages, excessive global debt, rising interest rates, climate change and global armed-conflict change the equation, and can these problems be resolved without serious systemic shocks? What steps should investors, policymakers, and regulators take now to prepare for systemic challenges and improve the structural resiliency of capital markets?
  • 09:30 - 10:15
    Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
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    In the past two years, the Net Zero Asset Owner Alliance (56 investors managing US$10 trillion in assets) and the Net Zero Asset Managers initiative (220 signatories managing nearly US$60 trillion in assets) have grown rapidly in scale and influence. What do these commitments entail, and how will they influence asset allocation in the coming decade? What sorts of problems are arising as asset owners and managers start to implement these commitments? How are investment management professionals helping to overcome these problems?
  • 10:15 - 10:30
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  • 10:30 - 11:30
    Session 13: Rethinking the Global Financial System
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    Our global financial infrastructure has failed to fully adapt to the digital era in which we live. DeFi (decentralized finance) has the potential to solve the significant problems of centralized finance, such as expanding access, making fair lending more available, and reducing inefficiencies and high costs for consumers and businesses alike. Decreasing the financial frictions in our current system could unlock economic growth and help promote equality of opportunity. What will the DeFi landscape look like in the future, and what are the leading ideas and opportunities in this emerging space? What are the risks in the DeFi ecosystem, and how can they be mitigated?
  • 11:30 - 12:00
    Visit Our Sponsors

  • 12:00 - 12:45
    Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
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    The latest wave of innovation and technology will transform client relationships, with AI techniques handling more routine functions and freeing up advisors and investment managers for more substantial client interactions. How is tech altering custom approaches for clients and helping to manage client relationships?
  • 12:45 - 13:30
    Session 15: Grit: The Power of Passion and Perseverance
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    After conducting extensive research on people who have succeeded in high-stress environments, psychologist Angela Duckworth found that the most important factor in determining success was not talent but a set of traits that she calls “grit.” Moreover, she believes that anyone at any stage of life can acquire gritty habits and skills. What makes gritty people different, and how can investment professionals learn how to cultivate the persistence and passion that is so essential for success?
  • 13:30 - 13:35
    Closing Remarks
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  • 13:35 - 14:00
    Bonus Session: How DEI Can Benefit Investors and Investment Firms
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    Diversity, equity, and inclusion strategies not only can positively affect the business outcomes of companies but also can be a source of added value for investors. How can investors integrate DEI in their decision-making processes, and why is the link with ESG important to consider as well? Within investment firms, implementing a DEI program requires a framework for measurement and accountability. What are the keys to measuring DEI efforts, and how can the new CFA Institute Diversity, Equity, and Inclusion Code help firms?