2018 Schedule

Monday, 26 November 2018

08:15–09:00
Registration and Breakfast

09:00–09:05
Chair’s Opening Comments

Rosanna Lockwood, Broadcast Journalist and Presenter

 

09:05–09:10
Welcome Remarks

Jean-Philippe Dorp, CFA, President, CFA Society France

 

09:10–09:50
Session I: Risky Business: Daring to Predict Political Outcomes

John Hulsman, President, John C. Hulsman Enterprises

The past and the future of the political risk consulting industry
How to make more accurate forecasts
How to evaluate political risk analysis

 

09:50–10:30
Session II: Asset Owners in the Changing Investment Landscape

Gary Baker, CFA, Managing Director, EMEA, CFA Institute

Kati Eriksson, CFA, Head of Investments, Aalto University Endowment

Hamza Khushaim, CFA, Chief Investment Officer, International Investments, Hassana Investment Company

Elena Manola-Bonthond, Chief Investment Officer, CERN Pension Fund

The balance between insourcing and outsourcing asset management
Building and maintaining productive relationships with asset managers
How are asset owners incorporating sustainable investment strategies in their portfolios?

 

10:30–11:00
Coffee Break

11:00-11:30
Session III: Debate: Is ESG Mainstream?

Rhodri Preece, CFA, Head, Industry Research, CFA Institute

Sony Kapoor, Managing Director, Re-Define

Mirjam Staub-Bisang, Chair, Profond Pension Plan; Head, BlackRock Switzerland

A discussion presenting two opposing views on ESG’s practical impact on investments. Mirjam Staub-Bisang will argue that ESG has now become a mainstream consideration affecting assets around the world. Sony Kapoor will bring up arguments to the contrary.

 

11:30–12:00
Session IV: Taking Stock of the European Capital Markets

Josina Kamerling, Head of Regulatory Outreach, EMEA, CFA Institute

Diego Valiante, Senior Officer and Team Leader, European Commission

Action plan on sustainable finance
Banking Union and Capital Markets Union
The implementation of MiFID II

 

12:00–12:10
Transition Break
Workshop Streams
These sessions will run concurrently on Monday from 12:10 to 13:00 and will repeat from 14:10 to 15:00.

12:10–13:00
Stream 1: Green Bonds for Investors

Justine Leigh-Bell, Director of Market Development and Deputy CEO, Climate Bonds Initiative

Doris Kramer, Head of Investment Strategies, Sustainability, KfW

This workshop will provide tools for investors to analyze green bonds. The participants will learn about trends in the green bonds market, the drivers of investor demand, and technical aspects of evaluating green bonds.

12:10–13:00
Stream 2: Applications for Machine Learning in the Design of Financial Products

Lee Davidson, CFA, Head of Quantitative Research, Morningstar

This workshop will demonstrate some best practices for building teams with the skills to incorporate artificial intelligence/machine learning (AI/ML) in the development of financial products. The participants will learn when should AI/ML be deployed in financial services, how should data science teams be managed to maximize effectiveness, and how should quant teams partner with IT to deliver investor-focused products.
Speaker: Lee Davidson, CFA, Head of Quantitative Research, Morningstar

 

12:10–13:00
Stream 3: Wisdom of the Crowds in Action

Mariano Sigman, Neuroscientist, Author, and Professor, Business School of Universidad di Tella

This workshop will provide a chance to participate in a live experiment to understand how to improve our group decisions. The participants will learn how to optimize collective intelligence, how to build consensus when there seem to be unsolvable discrepancies, and how to reveal biases that govern our decisions.

 

13:00–14:10
Lunch

14:10–15:00
Previous Workshop Streams Repeat

15:00–15:30
Coffee Break and Book Signing with Mariano Sigman

15:30–16:10
Session V: Preparing Asset Management for the Future

Rebecca Fender, CFA, Head, Future of Finance, CFA Institute

Naïm Abou-Jaoudé, CEO, Candriam Investors Group; Chairman, New York Life Investment Management International

Pascal Blanqué, Group Chief Investment Officer, Amundi

Marie Dzanis, Head of EMEA and CEO, Northern Trust Global Investments

Adjusting to robo-advisors
The choice between active and passive management
Rising interest rates, volatility, and their effects on investment strategies
The future of asset management jobs and of the investment industry

 

16:10–16:50
Session VI: The Value of Everything

Mariana Mazzucato, Chair in the Economics of Innovation and Public Value, University College London (UCL); Founder and Director, The UCL Institute for Innovation and Public Purpose

Distinguishing between value creation and value extraction
Where does true value come from?
Why is money a poor indicator of value?
How to create an economic and social order that promotes value creation?

 

18:30–22:30
Evening Reception
Musée des Arts Forains
Experience a 19th century fairground at Musée des Arts Forains. Please view more information on the Monday Evening Reception page.

 

Tuesday, 27 November 2018

08:15–09:00
Registration and Breakfast

09:00–09:05
Chair’s Opening Comments

Rosanna Lockwood, Broadcast Journalist and Presenter

 

09:05–09:45
Session VII: The Prize—and the Price—of Whistleblowing

Josina Kamerling, Head of Regulatory Outreach, EMEA, CFA Institute

Stephanie Gibaud, Author and UBS Whistleblower

Peter Massey-Cook, Head of Ethics, EMEA, State Street

What does it take to become a whistleblower?
How can companies help protect employees who report wrongdoing?
How does whistleblowing affect career opportunities and personal lives?

 

09:45–09:55
Transition Break
Workshop Streams
These sessions will run concurrently on Tuesday from 09:55 to 10:45 and will repeat from 11:15 to 12:05.

 

09:55–10:45
Stream 1: You vs. a Pension Fund: Compare Your ESG Solutions

Joachim Klement, CFA, Head of Investment Research, Fidante Partners

In this workshop, the participants will create a plan for incorporating environmental, social, and governance (ESG) considerations into the investment process of a pension fund and compare it with the real-life approach the company took. The participants will learn which steps to consider before and during the integration of ESG factors into an existing investment process, pitfalls to avoid, and hurdles to overcome in an organization.

 

09:55–10:45
Stream 2: Data from AI to Z

Fabian Astic, Managing Director, Analytic and Technology Solutions, Moody’s Investors Service

This workshop will give background on the technological advances that led to currently available artificial intelligence/machine learning (AI/ML) technologies, and it will demonstrate AI solutions used in the financial industry. The participants will learn about the technical breakthroughs that are changing the world of finance and beyond, what artificial intelligence can and cannot do when it comes to data processing, and how machines are changing the jobs of human analysts.

 

09:55–10:45
Stream 3: A Different Kind of Stress Test

Mithu Storoni, Physician, Stress Management Consultant, and Author of Stress-Proof

The workshop will teach how to identify signs of compromised performance in financial decision making. The participants will learn how to manipulate uncertainty tolerance, how mindset shapes investment strategy, and key strategies for avoiding burnout.

 

10:45–11:15
Coffee Break and Book Signings with Mithu Storoni and Stephanie Gibaud

11:15–12:05
Previous Workshop Streams Repeat

12:05–12:15
Transition Break

12:15–12:55
Session VIII: Globalization in an Increasingly Fractured World

Lauren Foster, Content Director, Americas, CFA Institute

Lajos Bokros, Professor of Economics and Public Policy, Central European University; Former Minister of Finance of Hungary; Former Managing Director of the National Bank of Hungary

Mark Malloch‐Brown, Senior Advisor, Eurasia Group; Former Deputy Secretary-General and Chief of Staff, UN

Marko Papic, Chief Geopolitical Strategist and Senior Vice President, BCA Research

Free trade, financial infrastructure, and the consequences of wealth inequality
Exploring drivers of populism
Is the global economic system broken?

 

12:55–13:00
Closing Remarks
Gary Baker, CFA, Managing Director, EMEA, CFA Institute

 

13:00–14:00
Lunch