Plenary Sessions

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 … Read More

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 … Read More

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

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, … Read More

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 … Read More

09:05–09:45

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

Room: Mac-Mahon

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? Moderator: Josina Kamerling, Head of Regulatory Outreach, EMEA, CFA Institute Speaker: Stephanie Gibaud, Author and … Read More

12:15–12:55

Session VIII: Globalization in an Increasingly Fractured World

Room: Mac-Mahon

Free trade, financial infrastructure, and the consequences of wealth inequality Exploring drivers of populism Is the global economic system broken? Moderator: Lauren Foster, Content Director, Americas, CFA Institute Speakers: Lajos Bokros, Professor of Economics and Public Policy, Central European University; Former … Read More

12:55–13:00

Closing Remarks

Room: Mac-Mahon

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