CFA Institute Annual Conference

Day 1 Programme, 06-May-2012

Summary : Welcome to all attendees and registration will be done this day followed by conference sessions, workshops and CFA Institute Annual Members Meeting.

12:00 PM  -  19:00 PM
Registration

13:00 PM  -  15:30 PM
Pre-Conference Research for the Practitioner Workshop

14:00 PM  -  17:00 PM
Refreshments in Exhibit Hall

14:15 PM  -  15:00 PM
Orientation for First-Time Attendees

15:45 PM  -  16:45 PM
CFA Institute Annual Members Meeting

17:00 PM  -  18:00 PM
Annual Conference Opening Session: The Good, The Bad, and The Ugly
James Montier, Investment Professional, Member, GMO UK Ltd., James Montier is the Investment Professional, Member of GMO UK Ltd.

18:30 PM  -  19:30 PM
Attendee Welcome Reception

Day 2 Programme, 07-May-2012

Summary : The day will cover all aspects of investments with the objectives of keeping investment professionals to manage the changing investments risk and options.

08:00 AM  -  09:00 AM
Corporate Breakfast Presentations

08:00 AM  -  16:00 PM
Exhibit Hall Open

09:00 AM  -  10:10 AM
World Debt Crisis: Endgame Scenarios and What They Could Mean for Investors and the World
Barry L. Ritholtz, CEO

10:10 AM  -  10:40 AM
Refreshment Break with Exhibit Viewing

10:40 AM  -  10:40 AM
Searching the World for Growth: Opportunities in Emerging Markets Real Estate and Infrastructure
Sam Zell, Chairman, Equity Group Investments, LLC

11:40 AM  -  12:40 PM
Leading an Investment Firm in Times of Economic Turbulence
Mellody Hobson, President, Ariel Investments

12:40 PM  -  14:00 PM
Networking Lunch and Dessert with Exhibit Viewing

14:00 PM  -  15:00 PM
Global Private Equity: The Importance of Portfolio Construction
Gary Fencik , Partner, Adams Street Partners LLC

14:00 PM  -  15:00 PM
The Importance of Emerging Markets
David Hale , Chairman, David Hale Global Economics

14:00 PM  -  15:00 PM
The New New Municipal Bond Market: What Has Really Changed?
George Friedlander , Managing Director and Chief Municipal Strategist, Citi Investment Research & Analysis

14:00 PM  -  15:00 PM
What Investment Teams Need to Know about Performance Analysis
Carl Bacon, Chairman, StatPro Group plc

14:00 PM  -  15:00 PM
A Risk-Based Asset Allocation Framework for Unstable Markets
Ashvin B. Chhabra, Institute for Advanced Study, Institute for Advanced Study

15:00 PM  -  15:30 PM
Refreshment Break with Exhibit Viewing

15:30 PM  -  16:30 PM
The Evolution of Alternative Investing: New Approaches, New Thinking, New Conversations
Scott D. Welch, Senior Managing Director, Fortigent, LLC

15:30 PM  -  16:30 PM
The Impact of Skewness and Fat Tails on the Asset Allocation Decision
Thomas M. Idzorek, Morningstar Investment Management, CFA

15:30 PM  -  16:30 PM
Evaluating Sovereign Credit: Key Factors and What Has Changed in Europe and Beyond
David Riley , Group Managing Director of Sovereign and Supranational Ratings, Fitch Ratings

15:30 PM  -  16:30 PM
The Proper Role of Wall Street in the Economy
Michael L. Mayo, managing director, CLSA.

13:30 PM  -  16:30 PM
Investing in Firm Culture
Kim G. Redding, chief executive officer, Brookfield Investment Management Inc.

16:30 PM  -  16:45 PM
Break

16:45 PM  -  17:45 PM
Celebrating 50 Years of the CFA Charter: The Evolution of a Profession
Abby Joseph Cohen, president , Global Markets Institute and senior investment strategist at Goldman

16:45 PM  -  17:45 PM
Best Practices in Client Communications
Jamie Ziegler , Co-Founder and Partner, AUM Partners, LLC

Day 3 Programme, 08-May-2012

Summary : The day will provide an opportunity for investment professionals to discuss current market trend and define strategies and tactics for successful investment management and analysis.

08:00 AM  -  09:00 AM
Corporate Breakfast Presentations

08:00 AM  -  16:00 PM
Exhibit Hall Open

09:00 AM  -  10:10 AM
The Search for Stability: Regulation, Reform, and the Role of Monetary Policy
Randall S. Kroszner, Professor, University of Chicago Booth School of Business

10:10 AM  -  10:40 AM
Refreshment Break with Exhibit Viewing

10:40 AM  -  10:40 AM
Challenging Industry Norms: Has Innovation Helped or Hurt the Integrity of Markets (Panel)
Harold S. Bradley , Chief Investment Officer, Ewing Marion Kauffman Foundation

10:40 AM  -  12:40 PM
Psychology for Behavioral Finance
Daniel Kahneman, Professor, Princeton University.

14:00 PM  -  15:00 PM
Pension Finance: Putting the Risks and Costs of Defined Benefit Plans Back under Your Control
M. Barton Waring, Globle Chief investment officer, investment strategy and policy at Barclays Global Investors

14:00 PM  -  15:00 PM
Investing in Farmland
Shonda Warner , Partner, Chess Ag Full Harvest Partners

14:00 PM  -  15:00 PM
What You Need to Do Now Before U.S. Taxes Increase in 2013
Robert N. Gordon , Founder and President, Twenty-First Securities Corporation

15:00 PM  -  15:30 PM
Refreshment Break with Exhibit Viewing

15:30 PM  -  16:30 PM
Hedge Funds: The Future of Finance
Sebastian Mallaby , Director, Greenberg Center for Geoeconomic Studies, Council on Foreign Relations

15:30 PM  -  16:30 PM
Seven Key Principles for Private Client Investing
Dean A. Junkans, chief investment officer , Wells Fargo Private Bank

16:30 PM  -  16:45 PM
Break

16:45 PM  -  17:45 PM
Ethical Decision Making
Jonathan Stokes , Director, Standards of Practice Development and Education, CFA Institute

16:45 PM  -  17:45 PM
Six Degrees of Separation: The Power of Social Networks to Build Your Business and Move Markets
Brian Uzzi, Professor, Kellogg School of Management, Northwestern University

16:45 PM  -  17:45 PM
Presenting Yourself as a Leader
Neil Grammer , President, Dialogue Strategies Inc

16:45 PM  -  17:45 PM
The Broader Responsibilities of Leadership
Jeffrey J. Diermeier, President and CEO, CFA Institute

19:00 PM  -  22:30 PM
Networking Reception and Dinner

Day 4 Programme, 09-May-2012

Summary : The day will be updating the knowledge of Investment professionals with the current trends in investment and financial planning across the globe.

08:00 AM  -  09:00 AM
Corporate Breakfast Presentations

08:00 AM  -  11:45 AM
Exhibit Hall Open

09:45 AM  -  10:45 AM
The Evolution of Financial Theory
Eugene F. Fama, Professor, University of Chicago Booth School of Business.

10:45 AM  -  11:15 AM
Refreshment Break with Exhibit Viewing

11:15 AM  -  12:00 PM
Allocating Risk Capital in a Low Interest Rate Environment
Christopher J. Ailman, Chief investment officer , California State Teachers' Retirement System

12:00 PM  -  13:00 PM
Global Imbalances and the Decoupling Myth: China's Role in the World Economy
Michael Pettis , Professor, Guanghua School of Management, Peking University