The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    Future of Finance Conference

    April 19, 2017 7:30 AM to 1:00 PM  Add to Calendar

    Grand Hyatt Atlanta in Buckhead 3300 Peachtree Road NE
    Atlanta, GA 30305  Directions


    $40.00 Member Fee

    $65.00 Guest Fee



    Special Thanks to our Partner Sponsors


    7:30a - 8:00a - Breakfast Buffet & Networking

    8:00a - 8:15a - Event Kick-off - Bob Stammers, CFA, Director of Investor Engagement for Future of Finance

    8:15a - 9:00a - First Plenary Speaker: Tim Hodgson, Thinking Ahead Institute (Willis Towers Watson)

    • How Asset Management Industry Needs to Evolve in the Face of Transformational Change
    • Structuring Financial Incentives to Better Align Industry Compensation with Successful Client Outcomes


    9:00a - 9:45a - Second Plenary Speaker: Cliff Kupchan, Chairman of Eurasia Group

    • Top Geopolitical Risks
    • Macro Factors that may Impact the Investment Profession


    9:45a - 10:00a - BREAK

    10:00a - 10:45a - Breakout Sessions A - Select One

    The Gender Gap - How the Financial Services Industry can Better Serve Women, Lisa Kueng, Creative Campaign Consultant, INVESCO

    • Research illustrates that US women control 51% of personal wealth, yet 86% of investment advisors are men
    • Few advisors intentionally pursue this marketplace and many do not have a targeted strategy for doing so, which may lead to attrition and ignores a significant client segment
    • What resonates with female investors? This research-based session will provide insight and practical tools for creating momentum with female clients, such as adopting a strategic mindset, adjusting processes, and applying new ideas to practice management- all designed to appeal to female investors


    Trading and Execution Costs - Ways to Preserve Alpha Through Successful Execution, Kevin O’Connor, Global Head of ITG Analytics Product

    • Session will review the impact of trading costs on portfolio returns since successful execution may be the difference between additional alpha or alpha decay
    • Discussion will help frame successful execution and how to mitigate hidden costs


    10:45a - 11:00a - BREAK

    11:00a - 11:45a: Breakout Sessions B - Select One

    Role of Alternative Investments - Have Structural Changes in the Industry Made Them Irrelevant? Moderated by: Anna Dunn Tabke, Director of Research, Alpha Capital Management, Speakers: Brady Hyde, Portfolio Manager - Private Equity Investments, UPS, Jeff Vale, Chief Investment Officer, Infinity Capital Partners, David Axelson, Principal, Mercer

    • Session will discuss whether the illiquidity premium in alternative investments still exists and will review whether investors have the time horizon available and remain willing to capture this illiquidity premium.  Or do investors widely overemphasize liquidity?
    • It will also review whether flows of public market participants into passive investing have caused a structural change in the alternatives industry, either on the liquid or illiquid side.  How might this impact alpha generation abilities of alternative managers?


    Trends in Private Capital - David Cummings, Founder, Atlanta Tech Village, John Huntz, Founder & Chairman, Southern Capital Forum, Phillip Lewis, Principal, Fulcrum Equity Partners, Kunal Shah, Managing Director of Fund Manager Due Diligence & Origination, iCapital Network

    • Session will review hurdles private wealth investors face- access, complexity of deals, regulations and reporting
    • How the industry is solving for this problem with the emergence of firms (Artivest, iCapital, CAIS) which provide broad scale and access. 
    • Who ultimately wins and loses?


    11:45a-12:00p - BREAK

    12:00p-12:45p - Lunch & Third Plenary Speaker: George Greig, Investment Analytics Miami

    • Session will focus on investment process trade-offs, intuition, and data
    • The investment decision framework typically includes a subjective dimension which may rely on intuition, habitual styles, and/or heuristics.  Quantitative modelling began as a way of systematizing short-cuts and heuristics, but how does it evolve in a bigger-data and more complex era?
    • How do quantitative tools help convert portfolio management decisions into a more systematic process, reduce subjective judgement, and shape a better definition of risk and/or investor utility?         


    Check out the conference videos on our YouTube channel

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