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GLOBAL - Virtual
17-19 May 2022
Speakers
John Authers
Bloomberg
Senior Editor
John Authers is a senior editor for markets. Before Bloomberg, he spent 29 years with the Financial Times, where he was head of the Lex Column and chief markets commentator. He is the author of “The Fearful Rise of Markets” and other books.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 4: Active Engagement: Broadening Investors’ Role in Sustainability
Premium Access Only
Ian Bremmer
President and Founder, Eurasia Group and GZERO Media
Author, "The Power of Crisis: How Three Threats – and Our Response – Will Change the World"
Ian Bremmer is a political scientist who helps business leaders, policy makers, and the general public make sense of the world around them. He is president and founder of Eurasia Group, the world’s leading political risk research and consulting firm, and GZERO Media, a company dedicated to providing intelligent and engaging coverage of international affairs. He is an independent voice on critical issues around the globe, offering clear insights and commentary. His latest book “The Power of Crisis: How Three Threats—and Our Response—Will Change the World,” details a trio of looming global crises (health emergencies, climate change, and technological revolution) and outlines how governments, corporations, and concerned citizens can use these crises to create global prosperity and opportunity. "The Power of Crisis" comes out on May 17 and is available to order now.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 10: Geopolitics and Financial Markets
Premium Access Only
Aswath Damodaran
NYU Stern School of Business
Kerschner Family Chair Professor of Finance
Aswath Damodaran teaches corporate finance and valuation to MBAs, executives, and practitioners. He is the author of five books on valuation, three books on corporate finance, and three books on portfolio management, and co-edited the book Investment Management with Peter Bernstein. His articles have been published articles in various journals, including Journal of Financial and Quantitative Analysis and Journal of Finance. He was named the most popular US business school professor in a 2011 survey by Businessweek. Damodaran also writes a popular blog, Musings on Markets. He holds an MBA and a PhD from the University of California, Los Angeles.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 3: Dreams and Delusions: Valuing and Pricing Young Businesses
Premium Access Only
Angela Duckworth
Character Lab
Founder and CEO
Angela Duckworth is the Rosa Lee and Egbert Chang Professor at the University of Pennsylvania (UPenn), faculty co-director of the Penn-Wharton Behavior Change For Good Initiative, and faculty co-director of Wharton People Analytics. A 2013 MacArthur Fellow, she earned a degree in Advanced Studies Neurobiology at Harvard, an MSc in Neuroscience from Oxford, and her PhD in Psychology at UPenn. Her TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller. She is also co-host, with Stephen Dubner, of the podcast No Stupid Questions.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 15: Grit: The Power of Passion and Perseverance
Premium Access Only
Blair duQuesnay, CFA
Ritholtz Wealth Management
Lead Advisor - The Preserve
Blair duQuesnay, CFA, works with Ritholtz’s high net worth clients and is a member of the firm’s investment committee. She writes about personal finance and issues pertaining to women on her blog, The Belle Curve. She is the author of the New York Times op-ed, “Consider Firing Your Male Broker” (January 2019). A member of the CNBC Advisor Council, she has been featured or quoted in The Wall Street Journal, Forbes, InvestmentNews, Morningstar Advisor Magazine, and Business Insider. duQuesnay is a Past President of the CFA Society of Louisiana. She is currently the Chair of Citizens for 1 Greater New Orleans.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Premium Access Only
Dani Fava
Envestnet
Head of Strategic Development
With 15+ years of wealth management and technology experience, Dani Fava identifies transformative opportunities for enabling financial advisors to provide essential advice in a rapidly evolving marketplace. She previously served as Director of Institutional Innovation at TD Ameritrade Institutional and a Senior Product Manager and Strategist at Fiserv. Fava was named to FinTech Magazine’s Top 100 Women in Finance in 2021, InvestmentNews’ Women to Watch in 2020, recognized by ThinkAdvisor’s 2020 IA25 and Top Women in WealthTech by 2019. She earned a BS in Finance from Wagner College.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Premium Access Only
Rebecca Fender, CFA
CFA Institute
Head, Strategy and Governance Research, Advocacy, and Standards
Rebecca Fender, CFA, is the Head of Strategy and Governance for the Research, Advocacy, and Standards area of CFA Institute. She provides strategic analysis and partners with key stakeholders to develop and implement initiatives, processes, and metrics that will improve the team’s effectiveness.
Previously, she was a member of the industry research team and the founder and leader of the Future of Finance initiative. As the thought leadership platform for CFA Institute, her group published studies to help investment professionals build their careers and serve their clients more effectively.
Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others.
Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Opening Remarks
Basic and Premium Access
Richard Fernand, CFA
CFA Institute
Head of New Product Development, Professional Learning
Richard Fernand, CFA, is Head of New Product Development, Professional Learning at CFA Institute, responsible for developing solutions for current and future learner needs. He has a background in financial markets and education, having previously held senior roles in L&D at PIMCO and at Fitch Learning. He is a CFA Charterholder, a Chartered Accountant and earned a degree in law from Oxford University.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Bonus Session: The 21st Century Quant: Skills to Win in the Age of Data Science and Machine Learning
Basic and Premium Access
Chris Fidler
CFA Institute
Senior Director, Global Industry Standards
Chris Fidler is a Senior Director in the Global Industry Standards team at CFA Institute where he leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. Additionally, he led the development of the Global ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in mechanical engineering from University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
Basic and Premium Access
Margaret Franklin, CFA
CFA Institute
President and Chief Executive Officer
Margaret Franklin, CFA, leads CFA Institute in promoting the highest standards of education, ethics, and excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of industry experience. Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She is a founding member of the CFA Institute Women in Investment Initiative and sits on its Future of Finance content council. Margaret holds a bachelor’s degree in administration in economics from McMaster University, Ontario.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
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
Mo Gawdat
Solve for Happy and Scary Smart
Author and Speaker
A serial entrepreneur and author of “Solve for Happy,” Mo Gawdat’s diverse career has included starting at IBM Egypt as a Systems Engineer before moving to a sales role in the government sector. He joined NCR Abu Dhabi to cover the non-finance sector, then entered the consumer goods industry as Regional Manager of BAT. At Microsoft, his varied roles culminated in his position as head of the Emerging Markets Communications Sector. At Google, he started close to half of Google’s operations worldwide, and led the business strategy, planning, sales, business development and partnerships for the innovation arm, Google [X].
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 6: Saving Our World with AI
Basic and Premium Access
Campbell R. Harvey
Professor of Finance, Duke University, Partner and Senior Advisor, Research Affiliates LLC
Author, DeFi and the Future of Finance
Professor Harvey served as President of the American Finance Association in 2016 and as Editor of the Journal of Finance from 2006-2012. He has received nine Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He is a three-time recipient of the best paper award in the Journal of Portfolio Management. Over the past seven years, he has taught Innovation and Cryptoventures, focusing on decentralized finance and blockchain technology. He authored “DeFi and the Future of Finance,” which also the title of his Coursera four-course learning experience.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
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19 May
Session 13: Rethinking the Global Financial System
Premium Access Only
Baxter Hines, CFA
Managing Partner and Chief Investment Officer
Honeycomb Digital Investments
Baxter Hines, CFA, is Managing Partner and Chief Investment Officer of Honeycomb Digital Investments. He founded the firm in 2020 to provide institutional-grade solutions for investments in digital assets. He was formerly a managing director and portfolio manager at NFJ Investment Group, a subsidiary of Allianz Global Investors. He is also a Wiley author of Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Premium Access Only
Jason Hsu
Rayliant Global Advisor
Chairman and Chief Investment Officer
Jason Hsu sits on the editorial board of Financial Analysts Journal, Journal of Investment Management, Journal of Investment Consulting and Journal of Index Investing. He is a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). His award wins include: Bernstein Fabozzi/Jacob Levy (3); William F. Sharpe (3); and multiple Graham and Dodd: Scroll (2), Reader’s Choice, and Most Prestigious (1). He also co-invented the Fundamental Index. Hsu received his PhD in finance from UCLA Anderson School of Management, his MS from Stanford University and his BS from the California Institute of Technology.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 8: Navigating Today’s Investment Conundrums
Premium Access Only
Taimur Hyat
PGIM
Chief Operating Officer
Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages public equity, public fixed income, real estate, private credit and other alternative strategies for a broad array of institutional and retail clients. Mr. Hyat has global oversight for Strategy, ESG, Thematic Research, Operations & Innovation, Marketing and Communications across PGIM. He also oversees the Institutional Advisory & Solutions group, which provides portfolio-level advice to institutional clients globally. Mr. Hyat joined PGIM from Credit Suisse Asset Management, where he was global Head of Strategy & Product Development, as well as a member of the Operating Committee. Prior to Credit Suisse, he was Head of Joint Ventures and Americas Strategy for Lehman Brothers. Earlier in his career he was an associate partner at McKinsey & Company in New York. Mr. Hyat received a Ph.D. in Economics from Oxford University, where he was also a Lecturer in Economics at St John's College.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Opening Remarks
Basic and Premium Access
Jean Hynes, CFA
Wellington Management Company LLP
CEO, Managing Partner, and Portfolio Manager
Jean Hynes, CFA, became CEO in July 2021, overseeing nearly 3,000 employees in 16 offices across North America, Europe, and APAC. She drives the firm’s strategic business priorities, including globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. She serves as portfolio manager on the firm's health care team, overseeing more than $70 billion in AUM. She earned a BA in Economics from Wellesley College. She is a member of the investment committees at Wellesley College, Notre Dame's Wall Street Leadership Committee, and the global Business Council.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 7: Leading the Investment Firm of the Future
Basic and Premium Access
Simon Johnson
Co-Chair, CFA Institute Systemic Risk Council
Professor, MIT Sloan School of Management
In 2007-08, Simon Johnson was chief economist at the IMF. He currently co-chairs the CFA Institute Systemic Risk Council and serves on the board of directors of Fannie Mae. He co-authored “Jump-Starting America: How Breakthrough Science Can Revive Economic Growth and the American Dream.” He was a senior fellow at the Peterson Institute for International Economics in Washington, DC, a cofounder of BaselineScenario.com, and a member of the FDIC’s Systemic Resolution Advisory Committee. From 2014 to 2017, Johnson was a member of the Financial Research Advisory Committee of the U.S. Treasury’s Office of Financial Research, chairing its Global Vulnerabilities Working Group.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 11: Systemic Risks: Uncharted Territory for Investors
Basic and Premium Access
Josina Kamerling
CFA Institute
Head, Regulatory Outreach, EMEA
Josina Kamerling is head, regulatory outreach, for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting the EMEA policy development of CFA Institute, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
Basic and Premium Access
Sri Krishnamurthy, CFA
QuantUniversity
Founder
Prior to starting QuantUniversity, Sri Krishnamurthy, CFA, worked at Citigroup, Endeca, MathWorks and 25+ customers in the financial services and energy industries. Sri has trained thousands of students in quantitative methods, analytics and big data at Babson College, Northeastern University and Hult International Business School and through collaboration with CFA Institute and the PRMIA. He serves on the steering committee of QWAFAFEW and as a reviewer for the Journal of Asset Management. Krishnamurthy earned an MS in Computer Systems Engineering and an MS in Computer Science from Northeastern University (Robotics and agent-based systems) and an MBA (Investments) from Babson College.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 9: How AI and Big Data are Changing the Investment Process
Premium Access Only
Mark Lazberger, CFA
Chair, CFA Institute Board of Governors
Non-Executive Director, Yarra Capital Management, Fisher Funds Management, Omnia Capital Partners
Mark Lazberger’s investment management experience spans 35+ years in global leadership roles across Australia, Europe and Asia. Mark served as CEO of Colonial First State Global Asset Management and First State Investments. Lazberger had responsibility for more than $180 billion in assets under management invested in listed equities, debt, infrastructure, and property. Lazberger served as President, International of State Street Global Advisors and President and CEO of State Street Japan. Lazberger has a bachelor of commerce degree from the University of Western Australia and served two terms on the Board of Governors of CFA Institute (2012-18).
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 7: Leading the Investment Firm of the Future
Basic and Premium Access
Linda-Eling Lee
MSCI
Managing Director and Global Head, ESG and Climate Research
Linda-Eling Lee oversees all ESG- and Climate-related content and methodology at MSCI, leading one of the world’s largest research analyst teams dedicated to identifying risks and opportunities arising from material ESG issues. Previously she worked for RiskMetrics Group and Innovest. Linda was named to the Top 100 Women in Finance by Barron’s in 2019 and 2021 and voted #1 for an Individual Making the Most Positive Overall Contribution to Sustainable Investment / Corporate Governance in 2018 and 2019 by Extel/IRRI. Linda received her AB from Harvard, MSt from Oxford, and PhD in Organizational Behavior from Harvard University.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
Basic and Premium Access
Rosanna Lockwood
Host
International News Correspondent and Anchor
Rosanna Lockwood is a television journalist with a decade of experience working for major news organizations across Europe, the Middle East and Asia, most recently, as an Anchor and Correspondent for CNBC International, based in Singapore and London. She has worked for CNBC’s Squawk Box and Street Signs and has provided markets updates across the wider NBC network. A British citizen, she was born in Hong Kong and grew up mostly in England. She graduated with a BA degree in English Literature and Drama from Royal Holloway University of London and earned a postgraduate diploma in Broadcast Journalism from the London College of Communication.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Closing Remarks
Premium Access Only
Jason Mitchell
Man Group plc
Co-Head of Responsible Investment
Jason Mitchell has co-chaired Man Group’s Stewardship and Active Ownership Committee since July 2018. At Man GLG, he as also served as a portfolio manager and a sustainability strategist. Jason serves on the Esmée Fairbairn Investment Committee, SASB Investor Advisory Group, the CFA Institute’s ESG Technical Committee, the World Bank Carbon Pricing Leadership Coalition Advisory Group and the UN-supported Principles for Responsible Investment Academic Advisory Committee. Mitchell holds a MSc in International Political Economy from the London School of Economics and a degree in English literature and classics. Mitchell hosts the award-winning podcast series, A Sustainable Future.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
Basic and Premium Access
My-Linh Ngo
RBC Global Asset Management
Head, ESG Investment and Portfolio Manager
My-Linh Ngo has spent over two decades in the field of sustainable and responsible/ESG investing, working across equity and fixed income asset classes, on ESG-focused strategies as well as integrating ESG analysis into conventional portfolios. She currently heads up the incorporation of ESG at BlueBay. Previously, she has held ESG-related roles at Schroders Investment Management and Henderson Global Investors. Ngo holds a Master’s in Leadership for Sustainable Development from Middlesex University/Forum for the Future, a Master’s in Environmental Management Systems & Auditing, as well as a degree in Environmental Sciences, both from the University of East Anglia.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 12: Addressing the Net Zero Challenge: Turning Commitments into Action
Basic and Premium Access
Harsh Parikh
PGIM
Principal and Head of Real Assets Research Institutional Advisory & Solutions
Harsh Parikh is a Principal in the Institutional Advisory & Solutions (IAS) group at PGIM, the global investment management businesses of Prudential Financial, Inc. Dr. Parikh heads the real assets research program and is also responsible for index-based solutions research. He joined PGIM as an Investment Vice President in April 2015 from BNY Mellon’s Investment Strategy & Solutions Group, where he was a Vice President, Portfolio Manager & Strategist. Dr. Parikh was a co-portfolio manager for BNY Mellon Real Asset Strategy. Previously, Dr. Parikh worked for GMAC ResCap (now Ally Financial) and Countrywide Capital Markets (now Bank of America). He earned his B.E. degree in Computer Engineering from Gujarat University, his M.S. degree in Computer Science and M.S. degree in Mathematical Finance from the University of Southern California, and his Ph.D. degree in Finance from EDHEC Business School.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Presented by PGIM: Inflation vs. Stagflation: How Will Your Real Assets Portfolio Differ?
Basic and Premium Access
Rebecca Patterson
Bridgewater Associates
Chief Investment Strategist
With 20+ years of investment management experience, Rebecca Patterson came to Bridgewater after serving as Chief Investment Officer at Bessemer Trust. Prior to that, she worked at J.P. Morgan as an investment banking researcher, served as a Chief Investment Strategist in the firm’s asset management arm, and ran the private bank’s global currency and commodity trading desk. Named to American Banker’s Most Powerful Women in Finance for six consecutive years, Patterson holds an MBA from New York University, an MA from The Johns Hopkins University School of Advanced International Studies and a BS in Journalism from the University of Florida.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 5: The Future of Capital Markets: Thinking Through Inflection Points
Premium Access Only
Patricia Pina
Clarity AI
Head of Product Research and Innovation
Patricia Pina specializes in crafting strategic plans and evaluating major development initiatives for public and private organizations from a variety of sectors, as well as supporting financial stakeholders to implement sustainable finance strategies. Previously, Pina was the East Africa Regional Director for IDinsight. She also worked for Dalberg Global Development Advisors, Deworm the World and McKinsey & Company. Pina holds a bachelor’s degree in Aeronautical Engineering from the Spanish Polytechnic University, a master’s degree in Aeronautics from the Massachusetts Institute of Technology, and a Master of Public Administration in International Development from the Harvard Kennedy School.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 9: How AI and Big Data are Changing the Investment Process
Premium Access Only
Tyrone Ross
Founder
401STC, LLC
Formerly as the CEO and Co-founder of Onramp Invest, Tyrone Ross raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor, set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and one of Barron’s 10 people to watch in wealth management in 2022.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
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
Geoffrey Rubin
CPP Investments
Senior Managing Director and Chief Investment Strategist
Geoffrey Rubin is responsible for designing and implementing CPP Investments’ long-term investment strategy. Joining in 2011, he has helped define and execute CPP Investments’ Total Portfolio Approach. Previously, Rubin held finance roles with Fannie Mae and Capital One Financial where he managed the global balance sheet. Rubin also ran a consulting practice and was Adjunct Professor at American University’s Kogod School of Business in Washington, DC. He holds a BA in Economics from the University of Virginia and a PhD in Economics from Princeton University. Rubin serves on the Board of Directors of Antares Capital.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
Basic and Premium Access
Kurt Schacht, CFA
CFA Institute Systemic Risk Council
Executive Director
Kurt Schacht, CFA, has overseen CFA Institute’s global policy research, standards, and government relations in New York, London, Brussels, and Hong Kong, managing the activities of the Global Investment Performance Standards (GIPS®), the CFA Institute Asset Manager Code and the Financial Analysts Journal. He served as Chairman of the Investor Advisory Committee for the U.S. Securities and Exchange Commission (SEC) and as a member of the Public Company Accounting Oversight Board (PCAOB) Standing Advisory Group. Schacht was a Trustee on the IFRS Foundation and on the European Commission's Expert Group on Corporate Bond Market Liquidity based in Brussels.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 11: Systemic Risks: Uncharted Territory for Investors
Basic and Premium Access
Jon Stein, CFA
Betterment
Founder
Jon Stein, CFA, launched Betterment in 2010, starting with a vision of access for all to smarter investments, and growing it into a market-leading pioneer in wealth management, retirement and workplace benefits, and RIA services. At Betterment, Stein raised $350M in equity funding, grew the Betterment team to 400 people, and has been credited with creating the “robo-adviser” space. In 2016, Stein was awarded a spot on Fortune's 40 Under 40 list. He is a member of the CFA Institute's Future of Finance Board. Stein earned an MBA from Columbia Business School and his BA in Economics from Harvard University.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Session 14: Transformational Technologies to Meet Customer Needs and Improve Experiences
Premium Access Only
Brian Singer, CFA
ViviFi Ventures
Founder and co-CIO
Brian Singer, CFA, previously served as Head of Dynamic Allocation Strategy at William Blair. Prior to that, he was head of global investment solutions and the Americas chief investment officer for UBS Global Asset Management. He has written extensively on global portfolio, currency, and performance issues, and co‐wrote Determinants of Portfolio Performance II: An Update, as well as Investment Leadership and Portfolio Management. In 2018 the CFA Society Chicago awarded Brian the Hortense Friedman Award for Excellence, and in 2015 The Spaulding Group inducted Singer into the Performance and Risk Management Hall of Fame. He received a BA in economics from Northwestern University and an MBA from the University of Chicago’s Booth School of Business.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 8: Navigating Today’s Investment Conundrums
Premium Access Only
Kimberly Strand, CFA
Head of Fundamental Research and ESG Integration
Franklin Templeton Investment Solutions
Kim Strand, CFA, is a senior vice president and head of fundamental research and ESG Integration for Franklin Templeton Investment Solutions. In this role she is responsible for the oversight of fundamental and ESG research that supports direct investment funds and asset allocation strategies. Ms. Strand is a comanager for the Franklin Income Fund and related portfolios, and is a member of the FTIS Investment Strategy & Research Committee. Ms. Strand joined Franklin Templeton in 2005. Prior to her current role, Ms. Strand was a VP portfolio manager and research analyst for the Franklin Equity Group, serving on the Industrials team. She was a principal on the Franklin Blackhorse venture fund from 2017-2019, co-manager of the Franklin Focused Core Equity Fund from 2015-2017 and co-manager of the Franklin Equity Income Fund from 2013-2015. Ms. Strand holds an M.B.A from The Wharton School and a B.S. in management science and engineering from Stanford University. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society of San Francisco.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
19 May
Bonus Session: How DEI Can Benefit Investors and Investment Firms
Basic and Premium Access
Ingrid Tierens, CFA
Goldman Sachs
Managing Director, Head of Data Strategy in Global Investment Research
Ingrid Tierens, CFA, is managing director at Goldman Sachs and head of data strategy in global investment research. Tierens’ team focuses on embedding alternative data and quantitative solutions in investment research. Previously, Tierens ran various strats teams across equities execution services, equity derivatives and prime services. Prior to Goldman Sachs, she was a director in the active-quantitative investment group at Merrill Lynch Investment Managers in London. She also worked in JP Morgan Investment Management’s quantitative R&D division in London. She is a board member of the Society of Quantitative Analysts in New York. She earned a PhD and MBA from Chicago Booth.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 9: How AI and Big Data are Changing the Investment Process
Premium Access Only
Albert Trank, CFA
PGIM Private Capital
Executive Managing Director and Portfolio Manager
Albert Trank is an Executive Managing Director and Portfolio Manager of PGIM Private Capital's Institutional Asset Management unit, overseeing the private placement activity of single-investor and commingled accounts serving the pension, insurance and non-U.S. markets. Among other institutional accounts, Mr. Trank is also the Portfolio Manager for PRIVEST, a commingled, investment grade private placement fund managed on behalf of plan sponsors and established in 1976. Prior to becoming a portfolio manager for PRIVEST in 1995, he was responsible for Prudential’s private placement secondary trading and capital markets desk. He joined Prudential in 1987. Mr. Trank received a BA and an MBA from Rutgers University. He holds the Chartered Financial Analyst® designation.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 8: Navigating Today’s Investment Conundrums
Premium Access Only
Jeffrey Ubben
Inclusive Capital Partners
Founder, Managing Partner, Portfolio Manager
Jeffrey Ubben is a retired CEO, CIO, and Portfolio Manager of ValueAct Capital, which he founded in 2000. He had been a Managing Partner at Blum Capital Partners. Ubben is a director of Enviva Inc., Exxon Mobil Corporation, and Fertiglobe plc, and former director of several other public and private companies. He serves on the boards of Duke University, the World Wildlife Fund, The Redford Center and the E.O. Wilson Biodiversity Foundation. He has a BA from Duke University and an MBA from the Kellogg School of Management at Northwestern University.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 4: Active Engagement: Broadening Investors’ Role in Sustainability
Premium Access Only
Jaap van Dam
PGGM
Principle Director Investment Strategy
Jaap Van Dam is chairman of the Dutch Association of Investors for Sustainable Development (VBDO) and of the International Advisory Board of EDHEC. He is co-chair of ICPM’s research committee. Van Dam’s career in investment management spans 30+ years, in which he has performed many roles, ranging from fundamental and quantitative analysis to external manager selection and portfolio construction. Van Dam is a member of the NEST (UK) Investment Committee. He co-authored the book Achieving Investment Excellence, A Practical Guide For Trustees Of Pension Funds, Endowments And Foundations (2019). He holds a Master’s Degree in Finance from Erasmus University in Rotterdam.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
17 May
Session 2: Asset Owner Perspectives: Achieving Long-term Sustainable Investment Performance
Basic and Premium Access
Anne Walsh, CFA
Guggenheim Investments
Managing Partner, Chief Investment Officer Fixed Income
At Guggenheim, Anne Walsh, CFA, serves as head of the Portfolio Construction Group and Portfolio Management teams and chairs the ESG Oversight Committee. Her 35+ years of experience includes roles as chief investment officer at Reinsurance Group of America, and senior investment roles at Zurich Scudder Investments, Lincoln Investment Management and American Bankers Insurance Group. Recognized among Barron’s 100 Most Influential Women in U.S. Finance and the nation’s top-performing female asset managers by Citywire, she earned a BSBA and an MBA from Auburn University and a JD from the University of Miami School of Law.
Event
GLOBAL – Virtual
17-19 May 2022
Sessions
-
18 May
Session 8: Navigating Today’s Investment Conundrums
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