Conference

CFA Institute European Investment Conference


The CFA Institute European Investment Conference, organized by the CFA Institute will take place from 26th November to the 27th November 2015 at the The Guoman Tower Hotel in London, United Kingdom. The conference will cover areas like unique conference delivers valuable insights on the region’s most pressing economic developments, alongside sought-after technical workshops led by expert CFA charterholders.

Speakers

Speaker
Peter Denton

Peter Denton

Starwood Capital Group at Starwood Capital GroupLondon, Canada
Speaker
Michala Marcussen

Michala Marcussen

Global Head of Economics at Société GénéraleLondon, Canada
Speaker
Lindsey Matthews

Lindsey Matthews

UBS Delta - Head of Quant R&D and Client Development,...London, Canada
Speaker
Lars Kroijer

Lars Kroijer

Author & Investor at AlliedCrowdsLondon, Canada
Speaker
Dan Ariely

Dan Ariely

Behavioral economist at TimefulDurham, United States Of America
Speaker
Anne Richards

Anne Richards

CVO, CBE Global Chief Investment Officer, Aberdeen Asset Management at...London, Canada

Schedule & Agenda

Thu, 26 Nov07:30 AM - 08:40 AMRegistration & Networking Breakfast
Thu, 26 Nov08:40 AM - 08:45 PMChairu2019s Opening Comments
Thu, 26 Nov08:45 AM - 09:00 AMWelcome Address: CFA InstituteNitin Mehta, CFAManaging Director, Europe, Middle East, and AfricaCFA Institute
Thu, 26 Nov09:00 AM - 09:45 AMKeynote Address: Outlook for EuropeMichala Marcussen, CFAHead of Global EconomicsSociete Generale
Thu, 26 Nov09:45 AM - 10:45 AMRemember Weu2019re IrrationalDan ArielyJames B. Duke ProfessorPsychology & Behavioural EconomicsDuke UniversityHow do we think about money?How do we think about opportunity costs?How do we think about short-term vs. long-term decisions?
Thu, 26 Nov10:45 AM - 11:15 AMNetworking Refreshments
Thu, 26 Nov11:15 AM - 12:00 PMThrough the Eye of the Storm with Feminine ValuesHalla TomasdottirFounder & CEOSisters CapitalSurviving Icelandu2019s Financial MeltdownThe Business Case for Gender BalanceWhy a more balanced set of values is key to sustainable financial services
Thu, 26 Nov12:00 PM - 01:30 PMNetworking Lunch
Thu, 26 Nov01:30 PM - 02:30 PMEquities Master Class Part I: Best Practices for Improving Your Equity ResearchJames J. Valentine, CFAFounderAnalystSolutionsAn interactive workshop with practical exercises designed to help equity analysts refresh their approach and enhance their teamu2019s performance across four core areas:Are your critical factors critical? Identifying the best areas to focus your effortsIs it worth your time? Dissecting the components of materialityIs your call differentiated? Ensuring your stock call is differentiated from consensusAre you aware of the most prevalent investment mind traps? Spotting and avoiding these critical blind spots
Thu, 26 Nov01:30 PM - 02:30 PMImpact InvestingMore details coming soon.
Thu, 26 Nov01:30 PM - 02:30 PMReal Estate Investments: This Time, Is It Really Different?Peter DentonPeter DentonSenior Vice PresidentHead of Debt, EuropeStarwood Capital GroupAn interactive workshop exploring core elements of the real estate investment market, addressing three key questions:The benefits of property exposure in a diversified investment portfolioThe property market cycle of boom and bust u2014 has it learnt its lessons this time?Has the real estate sector matured into an established institutional asset class, or is it still an illiquid, alternative niche sector?
Thu, 26 Nov02:30 PM - 02:45 PMTransition Break
Thu, 26 Nov02:45 PM - 03:45 PMCrowdfunding: Impact and Opportunities for InvestorsLars KroijerFounder & CEOAlliedcrowds
Thu, 26 Nov02:45 PM - 03:45 PMEquities Master Class Part II: Best Practices for Improving Your Equity ResearchJames J. Valentine, CFAFounderAnalystSolutionsAn interactive workshop with practical exercises designed to help equity analysts refresh their approach and enhance their teamu2019s performance across four core areas:Are your critical factors critical? Identifying the best areas to focus your effortsIs it worth your time? Dissecting the components of materialityIs your call differentiated? Ensuring your stock call is differentiated from consensusAre you aware of the most prevalent investment mind traps? Spotting and avoiding these critical blind spots
Thu, 26 Nov02:45 PM - 03:45 PMMemory Training for Financial Service ProfessionalsUS Memory ChampionConverting the analystu2019s brain into a valuable business assetMemorization skills that can lead to improved financial analysisStrengthening professional relationships by retaining and applying important information
Thu, 26 Nov03:45 PM - 04:00 PMTransition Break
Thu, 26 Nov04:00 PM - 05:00 PMClosing Plenary: Doing the Right Thing in a High Pressure EnvironmentLord Sebastian Coe, CH, KBEExecutive ChairmanCSM Sport & Entertainment
Thu, 26 Nov05:00 PM - 06:15 PMDrinks Reception
Thu, 26 Nov06:15 PM - 08:00 PMOffsite Social EventMore details coming soon.
Fri, 27 Nov07:45 AM - 08:55 AMRegistration & Networking Breakfast
Fri, 27 Nov08:55 AM - 09:00 AMChairu2019s Opening Comments
Fri, 27 Nov09:00 AM - 09:45 AMThe Future of Portfolio ManagementAnne RichardsChief Information OfficerAberdeen Asset Management
Fri, 27 Nov09:45 AM - 10:00 AMTransition Break
Fri, 27 Nov10:00 AM - 11:00 AMCommodities as an Asset Class: Delivering Beta & BeyondDavid-Michael Lincke, CFAHead of Asset ManagementPicard AngstCommodity investments as a hedge against inflation and their past performance as a portfolio diversifierManagement of reputation risk and ethical concerns within agricultural commodity exposuresFundamental asset class characteristics, exploitation of u201calternative risk premiums,u201d and methods for optimizing risk-adjusted returns
Fri, 27 Nov10:00 AM - 11:00 AMDistress Debt Workshop: Analysis of a Distress TransactionChristopher Boehringer, CFASenior Vice PresidentOaktree CapitalIn this case study, we will dissect a distress-for-control transaction, touching on:asset selection, valuation, entry-point in the capital structurenegotiation strategy during the restructuring, andoptimizing the exitWe will also demonstrate that there is no such thing as a typical distress deal!
Fri, 27 Nov10:00 AM - 11:00 AMQuantifying Risk & PerformanceLindsey Matthews, CFAManaging DirectorUBS Delta
Fri, 27 Nov11:00 AM - 11:30 AMNetworking Refreshments
Fri, 27 Nov11:30 AM - 12:30 PMHow to See into the FutureBehavioural Economist & ColumnistFinancial TimesHow can we see into the future, given the questionable forecasting record of some of the worldu2019s greatest economists?What skills or qualities does good forecasting require?What do economics and psychology tell us about the limits of economic forecasting, and what are the secrets of the few forecasters with a proven track record?
Fri, 27 Nov12:30 PM - 12:35 PMClosing CommentsNatalie Winterfrost, CFANatalie WinterFrost, CFAChairmanCFA Society United Kingdom
Fri, 27 Nov12:35 PM - 02:00 PMNetworking Lunch
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Entry Fees & Tickets

1095 USDClaritas Certificants/Candidates
1095 USDCFA Institute Members/Candidates
1406 USDNon-Member
1095 USDCIPM Members/Candidates
860 USDGroup
51.506620-0.072779

Map & Directions

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St Katharines Way St Katharines & Wapping London E1W 1LD UK
London, UK

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