Monday, 26 November 2018

08:15–09:00

Registration and Breakfast

Room: Lobby Mac-Mahon/Neuilly

09:00–09:05

Chair’s Opening Comments

Room: Mac-Mahon

Conference Chair: Rosanna Lockwood, Broadcast Journalist and Presenter

09:05–09:10

Welcome Remarks

Room: Mac-Mahon

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

09:10–09:50

Session I: Risky Business: Daring to Predict Political Outcomes

Room: Mac-Mahon
  • The past and the future of the political risk consulting industry
  • How to make more accurate forecasts
  • How to evaluate political risk analysis

Speaker: John Hulsman, President, John C. Hulsman Enterprises

09:50–10:30

Session II: Asset Owners in the Changing Investment Landscape

Room: Mac-Mahon
  • 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?

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

Speakers:
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

10:30–11:00

Coffee Break

Room: Lobby Mac-Mahon/Neuilly

11:00-11:30

Session III: Debate: Is ESG Mainstream?

Room: Mac-Mahon

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.

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

Speakers:
Sony Kapoor, Managing Director, Re-Define

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

11:30–12:00

Session IV: Taking Stock of the European Capital Markets

Room: Mac-Mahon
  • Action plan on sustainable finance
  • Banking Union and Capital Markets Union
  • The implementation of MiFID II

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

Speaker: Diego Valiante, Senior Officer and Team Leader, European Commission

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

Room: Wagram 1

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.

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

Doris Kramer, Head of Investment Strategies, Sustainability, KfW

12:10–13:00

Stream 2: Applications for Machine Learning in the Design of Financial Products

Room: Mac-Mahon

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

Room: Wagram 2

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.

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

13:00–14:10

Lunch

Room: Lobby Mac-Mahon/Neuilly

15:00–15:30

Coffee Break and Book Signing with Mariano Sigman

Room: Lobby Mac-Mahon/Neuilly

15:30–16:10

Session V: Preparing Asset Management for the Future

Room: Mac-Mahon
  • 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

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

Speakers:
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

16:10–16:50

Session VI: The Value of Everything

Room: Mac-Mahon
  • 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?

Speaker: 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

17:15

Buses Depart

Le Meridien Etoile

Organised group transfers will be provided from the conference venue to Pavillons de Bercy – Musée des Arts Forains. Buses will depart from outside Le Meridien Etoile at 17:15; the journey is approximately 50 minutes, traffic dependent. Return buses will be available to take guests back to Le Meridien Etoile from 20:30 until event close.

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.