The New York Society of Security Analysts Partners with CFA Institute to Present Event on the Future of Finance

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Finance luminaries such as Charley Ellis convene to give finance professionals a better understanding of consumer concerns and provide insight on how to improve personal approaches

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On May 1, 2014, the New York Society of Security Analysts and its Market Integrity Committee in collaboration with CFA Institute are hosting a conference called "What is the Future of Finance?" (available in-person and as a live-stream) that aims to restore trust in the finance industry by improving transparency, professionalism, and ethics.

Based on an investor trust study that was completed in 2013, CFA Institute is launching a new program to improve consumer confidence in the world of finance. This program will allow attendees to discuss and examine a variety of tools for shaping a more trustworthy financial industry.

The last fifteen years have been some of the most trying in financial history with one scandal after another: the dot-com crash, the housing bubble, the 2008 financial meltdown, the House of Cards, the Big Short, Madoff, Stamford, Lehman, Bear Stearns, AIG, Too Big to Fail, record fines paid by big banks, the London Whale, and The Wolf of Wall Street. Lack of trust hurts everyone: consumers, investors, the financial industry, and the economy. Is there any wonder why consumer confidence in the financial industry is as low as it has ever been?

Attendees will demonstrate their commitment to ethics and professional excellence and learn how to help the industry progress by hearing presentations from:

  •     Bob Dannhauser, CFA, Head of Global Capital Markets Policy at CFA Institute on “Showing Your Hand: Transparency and the Future of Investment Management”

This session will explore the good, the bad, and the ugly of the issue of transparency in investment management, and consider the issues that regulators and practitioners alike will need to address to build investor trust and confidence and demonstrate that real value is being offered.

  •     Greg Dienna, CFA, Wealth Manager at Manchester Capital Management on “Why Ethics and Finance are Not Mutually Exclusive”

Greg Dienna will discuss how finance professionals must learn how the willingness and ability to adhere to a higher ethical standard is good for their careers, businesses, and the finance industry as a whole.

  •     Charley Ellis, PhD, CFA, Author of What It Takes on “What It Takes to Excel”

Charley Ellis will discuss how great firms in every profession achieve and sustain excellence by mastering the same seven core capabilities.

  •     Robert F. Jenkins, FSIP, Adjunct Professor at London Business School on “Systemic Risk and the Investment Professional”

In his talk, Robert Jenkins will cover the global reform debate and the investment profession’s role, and allow time for a lively Q&A.

“What is the Future of Finance?” will be held on May 1, 2014 from 8:30 a.m.–1:00 p.m. The conference location is NYSSA Conference Center, 1540 Broadway, Suite 1010, New York, NY 10036.

Visit for a detailed event description and registration information.

Press members with proper credentials who wish to attend may contact press(at)nyssa(dot)org. Space is limited.

The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA’s mission is to serve the needs of all members and investment professionals and to educate the investing public. With more than 8,000 members, NYSSA is the largest of the 135 societies worldwide that make up CFA Institute, which has over 105,000 members.

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Shauntay Jones
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