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

Managing Director and Regional Head of Markets for North America
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Tuesday, 19 September 2017

8:00 a.m.–8:15 a.m.

Opening Remarks

President and CEO
CFA Insititute Read More

8:15 a.m.–9:45 a.m.

Shaping the Future of Finance: New Gender Diversity Research

Heather Brilliant, CFA
Morningstar Australasia

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
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12:15 p.m.–1:45 p.m.

Collaborating with Clients to Create Investment Solutions

Vice Chair
Allianz Global Investors
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1:45 p.m.–2:45 p.m.

CEO Panel: Positioning Investment Firms for Success

BNY Mellon Wealth Management, Canada
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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
Vice President and Global Corporate Governance Analyst
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
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4:00 p.m.–4:15 p.m.

Afternoon Break

4:15 p.m.–5:15 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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5:15 p.m.–5:30 p.m.

Closing Remarks

5:30 p.m.–7:00 p.m.

Farewell Reception