Monday, 18 September 2017

3:00 p.m.–7:15 p.m.

Registration and Exhibits

5:00 p.m.–5:15 p.m.

Conference Welcome

5:15 p.m.–6:15 p.m.

The New World Order in Practice: Creating and Inspiring Teams for Optimal Performance

Head of Investments
UBS Asset Management (Americas) Inc.
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Tuesday, 19 September 2017

8:00 a.m.–8:15 a.m.

Opening Remarks

President and CEO
CFA Insititute
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8:15 a.m.–9:45 a.m.

Shaping the Future of Finance: New Gender Diversity Research

Heather Brilliant, CFA
Managing Director, Americas
First State Investments

Brad M. Barber
Associate Dean and Professor of Finance
University of California, Davis
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9:45 a.m.–10:00 a.m.

Morning Break

10:00 a.m.–11:00 a.m.

Venture Capitalist Perspectives on Investing in Women-Run and Gender-Diverse Startups

Co-Founder, Plum Alley Investments
Author, Harness the Power of the Purse: Winning Women Investors
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11:00 a.m.–11:15 a.m.

Morning Break

11:15 a.m.–12:15 p.m.

Investment Strategies That Persist through Uncertainty

Kim Shannon, CFA
Founder, President, and Chief Investment Officer
Sionna Investment Managers

Jennifer Stevenson
Vice President and Portfolio Manager
1832 Asset Management L.P.

Jennifer Lippin Rexinis
Director, Investment Product Specialist, Global Product Group
MFS Investment Management

Susan J. Schmidt, CFA, Moderator
Senior Vice President, Senior Portfolio Manager and Research Analyst
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1:45 p.m.–2:45 p.m.

Purposeful and Meaningful Leadership: How Leadership and Alpha Go Hand in Hand

Chief Client Officer, Osler, Hoskin & Harcourt LLP
Business Director, The Judy Project
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2:45 p.m.–3:00 p.m.

Afternoon Break

3:00 p.m.–4:00 p.m.

New Frontiers in Security Selection: Incorporating Environmental, Social, and Governance Considerations

Donna F. Anderson, CFA
Head of Corporate Governance
T. Rowe Price Associates, Inc.

Judy Cotte
Vice President and Head, Corporate Governance and Responsible Investment
RBC Global Asset Management

Deborah Ng, CFA
Director, Strategy and Risk and Head of Responsible Investing
Ontario Teachers’ Pension Plan

Roger Urwin, Moderator
Global Head of Investment Content
Willis Towers Watson
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4:00 p.m.–4:15 p.m.

Afternoon Break

4:15 p.m.–5:15 p.m.

CEO Panel: Positioning Investment Firms for Success

Dana M. Emery, CFA
Chief Executive Officer, President, and Director of Fixed Income
Dodge and Cox

Margaret E. Franklin, CFA
BNY Mellon Wealth Management, Canada

Barry S. McInerney, CFA
President and CEO
Mackenzie Investments

Michael S. Falk, CFA, Moderator
Focus Consulting Group
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5:15 p.m.–5:30 p.m.

Closing Remarks

5:30 p.m.–7:00 p.m.

Farewell Reception