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17-19 May 2022
Bloomberg
Senior Editor
17 May
Session 4: Active Engagement: Broadening Investors’ Role in Sustainability
President and Founder, Eurasia Group and GZERO Media
Author, "The Power of Crisis: How Three Threats – and Our Response – Will Change the World"
18 May
Session 10: Geopolitics and Financial Markets
NYU Stern School of Business
Kerschner Family Chair Professor of Finance
17 May
Session 3: Dreams and Delusions: Valuing and Pricing Young Businesses
Character Lab
Founder and CEO
19 May
Session 15: Grit: The Power of Passion and Perseverance
Ritholtz Wealth Management
Lead Advisor - The Preserve
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Envestnet
Head of Strategic Development
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
CFA Institute
Head, Strategy and Governance Research, Advocacy, and Standards
19 May
Opening Remarks
CFA Institute
Head of New Product Development, Professional Learning
17 May
Bonus Session: The 21st Century Quant: Skills to Win in the Age of Data Science and Machine Learning
CFA Institute
Senior Director, Global Industry Standards
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
CFA Institute
President and Chief Executive Officer
17 May
Session 1: Finding Purpose and Meaning Through Finance (and What You Need to Know about Crypto to Serve Your Clients Well)
Solve for Happy and Scary Smart
Author and Speaker
18 May
Session 6: Saving Our World with AI
Professor of Finance, Duke University, Partner and Senior Advisor, Research Affiliates LLC
Author, DeFi and the Future of Finance
19 May
Session 13: Rethinking the Global Financial System
Managing Partner and Chief Investment Officer
Honeycomb Digital Investments
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Rayliant Global Advisor
Chairman and Chief Investment Officer
18 May
Session 8: Navigating Today’s Investment Conundrums
PGIM
Chief Operating Officer
18 May
Opening Remarks
Wellington Management Company LLP
CEO, Managing Partner, and Portfolio Manager
18 May
Session 7: Leading the Investment Firm of the Future
Co-Chair, CFA Institute Systemic Risk Council
Professor, MIT Sloan School of Management
19 May
Session 11: Systemic Risks: Uncharted Territory for Investors
CFA Institute
Head, Regulatory Outreach, EMEA
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
QuantUniversity
Founder
18 May
Session 9: How AI and Big Data are Changing the Investment Process
Chair, CFA Institute Board of Governors
Non-Executive Director, Yarra Capital Management, Fisher Funds Management, Omnia Capital Partners
18 May
Session 7: Leading the Investment Firm of the Future
MSCI
Managing Director and Global Head, ESG and Climate Research
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
Host
International News Correspondent and Anchor
19 May
Closing Remarks
Man Group plc
Co-Head of Responsible Investment
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
RBC Global Asset Management
Head, ESG Investment and Portfolio Manager
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
PGIM
Principal and Head of Real Assets Research Institutional Advisory & Solutions
18 May
Presented by PGIM: Inflation vs. Stagflation: How Will Your Real Assets Portfolio Differ?
Bridgewater Associates
Chief Investment Strategist
17 May
Session 5: The Future of Capital Markets: Thinking Through Inflection Points
Clarity AI
Head of Product Research and Innovation
18 May
Session 9: How AI and Big Data are Changing the Investment Process
Founder
401STC, LLC
17 May
Session 1: Finding Purpose and Meaning Through Finance (and What You Need to Know about Crypto to Serve Your Clients Well)
CPP Investments
Senior Managing Director and Chief Investment Strategist
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
CFA Institute Systemic Risk Council
Executive Director
19 May
Session 11: Systemic Risks: Uncharted Territory for Investors
Betterment
Founder
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
ViviFi Ventures
Founder and co-CIO
18 May
Session 8: Navigating Today’s Investment Conundrums
Head of Fundamental Research and ESG Integration
Franklin Templeton Investment Solutions
19 May
Bonus Session: How DEI Can Benefit Investors and Investment Firms
Goldman Sachs
Managing Director, Head of Data Strategy in Global Investment Research
18 May
Session 9: How AI and Big Data are Changing the Investment Process
PGIM Private Capital
Executive Managing Director and Portfolio Manager
18 May
Session 8: Navigating Today’s Investment Conundrums
Inclusive Capital Partners
Founder, Managing Partner, Portfolio Manager
17 May
Session 4: Active Engagement: Broadening Investors’ Role in Sustainability
PGGM
Principle Director Investment Strategy
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
Guggenheim Investments
Managing Partner, Chief Investment Officer Fixed Income
18 May
Session 8: Navigating Today’s Investment Conundrums