The Agenda is subject to change.

Monday, 26 November 2018

09:00-09:10

Welcome Remarks

CFA Society France Representative

09:10-09:50

Session I

09:50-10:30

Session II: Asset Owners in the Changing Investment Landscape

  • The benefits and drawbacks of insourcing asset management
  • How are asset owners viewing the effects of macroeconomic changes, such as rising interest rates, on their lending activities?
  • What kind of impact are new regulations, such as Mifid II, having on asset owners?
  • How are asset owners incorporating sustainable investment strategies in their portfolios?

Majdi Chammas, Head of External Asset Management, Första AP-fonden, First Swedish National Pension Fund (AP1)

10:30-11:00

Break

11:00-11:40

Session III: Building a Level Playing Field

  • Comparing regulatory environments in Asia, Europe and North America
  • How can regulators cooperate better on a global scale?
  • Exploring links between coordinated regulation and global market stability

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

13:00-14:00

Lunch

14:00-14:50

Stream 1: Sustainable Investing

Sean Kidney
CEO
Climate Bonds Initiative

14:00-14:50

Stream 2: 10 Lessons in the Application of Machine Learning to the Design of Innovative Financial Products

The participants in this workshop will learn some best practices for incorporating AI/ML and building teams that wield these tools to succeed in the development of innovative financial products.

  • When should AI/ML be deployed in financial services?
  • How should data science teams be managed to maximize effectiveness?
  • How should quant teams partner with IT to deliver investor-focused products?

Lee Davidson, CFA, Head of Quantitative Research, Morningstar, Inc

14:50-14:55

Break

15:45-16:00

Break

16:00-16:40

Session VI: Asset Management: The CEO Perspective

  • Adjusting to robo-advisors, artificial intelligence and other technological changes
  • Active vs. passive management
  • Rising interest rates, volatility, and their effects on investment strategies
  • What will asset management jobs look like in the future?

Louis Vincent Gave, Founding Partner and Chief Executive Officer, Gavekal

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

Tuesday, 27 November 2018

09:00-09:40

Session VII: The Prize — and the Price — of Whistleblowing

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

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

Stephanie Gibaud, Author and UBS Whistleblower

09:40-09:50

Break

09:50-10:40

Stream 1: You vs. a Pension Fund: Compare Your ESG Solutions

Joachim Klement, CFA
Head Investment Research
Fidante Partners

The participants in this workshop will create a plan for incorporating ESG considerations into the investment process of a pension fund and compare it to the real-life approach the company took. You will learn:

  • which steps to consider before and during the integration of ESG factors into an existing investment process,
  • pitfalls to avoid,
  • hurdles to overcome in an organization

10:40-11:10

Break

12:00-12:40

Session VIII: Globalization in an Increasingly Fractured World

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

Marko Papic, Chief Geopolitical Strategist, BCA Research

12:40-12:45

Closing Remarks

12:45-13:30

Lunch