CFA Institute Research Challenge

Schedule

(subject to change)

Tuesday, 21 April

1:30 – 5:00 PM

Participants can choose from a variety of Keynote Perspectives, Breakout Panels, Presentations and Workshops.

KEYNOTE PERSPECTIVES

  • Where Are We in the Credit Cycle
    Dr. Edward Altman
    Max L. Heine Professor of Finance, Emeritus
    NYU Stern School of Business
  • Investment Management – Observations Challenges & Opportunities
    John Augustine, CFA
    Chief Investment Officer
    Huntington Private Bank
  • Exchange Traded Funds: All You Wanted to Know
    Reginald M. Browne
    Principal
    GTS Securities

BREAKOUT PANELS, PRESENTATIONS, & WORKSHOPS

  • Investment Banking – A Guide to Securitization
  • How Institutions Design Superior Portfolios
  • Professional Designations in the Investment Industry
  • Large Cap Equity Investing Taking the Long-Term View
  • Young Professionals Careers in Financial Service
  • Multi-Asset Investing: From Your Mom & Pop to the Board Room
  • Career Paths in Trading & Investing
  • Real Estate Capital Markets: Finding Opportunity in an Uncertain Environment
  • Efficient Use of Capital with Options…
  • State of Alternatives
  • Ethical Dilemmas in Investment Management

ACADEMIC PROGRAM DEVELOPMENT (Faculty Sessions)

  • Innovations in Student Managed Portfolio Education
  • CFA Institute: Guide to Classroom Resources and Opportunities

Wednesday, 22 April

6:30 – 7:45 AM Continental Breakfast

8:00 – 8:15 AM Opening Remarks

KEYNOTE PANELS

8:15 – 9:45 AM Global Markets Keynote Panel

Moderator:

  • Dr. Bob Froelich
    Owner, Kane County Cougars Baseball Club &
    Former Vice Chair, Deutsche Bank

Panelists:

  • Richard Bernstein
    Chief Executive Officer & Chief Investment Officer
    Richard Bernstein Advisors LLC
  • Abby Joseph Cohen, CFA
    Advisory Director & Senior Investment Strategist
    Goldman Sachs
  • Robert C. Doll, CFA
    Chief Equity Strategist & Senior Portfolio Manager
    Nuveen
  • Emanuella Enenajor
    Director & Portfolio Manager
    BlackRock

9:45 – 10:15 AM Break with Exhibitors

10:15 – 11:30 AM Corporate Governance Keynote Panel

Moderator:

  • Dr. Bob Froelich
    Owner, Kane County Cougars Baseball Club &
    Former Vice Chair, Deutsche Bank

Panelists:

  • Heather Brilliant, CFA
    President & Chief Executive Officer
    Diamond Hill Capital Management
  • Margaret Franklin, CFA
    President & Chief Executive Officer
    CFA Institute
  • Georg Kell
    Chairman, Arabesque Partners
    Founding Director, United Nations Global Compact
  • Kim Shannon, CFA
    Founder, President & Co-Chief Investment Officer
    Sionna Investment Managers

11:30 – 1:00 PM Lunch (on your own)

1:00 – 2:30 PM Global Economy Keynote Panel

Moderator:

  • Dr. Bob Froelich
    Owner, Kane County Cougars Baseball Club &
    Former Vice Chair, Deutsche Bank

Panelists:

  • Frances Donald
    Managing Director, Global Chief Economist &
    Global Head of Macroeconomic Strategy
    Manulife Investment Management
  • Tom Keene, CFA
    Editor-At-Large
    Bloomberg News

RESEARCH CHALLENGE GLOBAL FINAL

3:00 – 7:00 PM Research Challenge Global Final

*7:30 – 9:30 PM Research Challenge Global Final Reception (offsite)

*Global Final Reception is only available to those who register by the early bird deadline.