CFA Society Chicago Annual Conference Speakers Ian Bremmer and Brian Singer, CFA, Share How to Adapt Investment Strategies in a Changing World

Financial leaders converge in Chicago to discuss CIO challenges and current issues surrounding trade execution in both equity and fixed income markets.

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CFA Society Chicago Annual Conference on May 1, will bring together the greatest minds in finance.

Chicago (PRWEB) April 24, 2014

CFA Society Chicago Annual Conference on May 1, will bring together the greatest minds in finance including leading CIOs, equity and fixed income market experts, pension plan thought leaders, global political risk research analysts, investment strategists and traders at the University Club in Chicago, 11:30 a.m. – 6:30 p.m.

Recently many dynamics in the investment landscape have changed: geopolitical instability, an expanded role of governments in capital markets, and correlations between previously believed unrelated securities has become a challenging reality. This new macro-driven investment climate has increased scrutiny of traditional portfolio management practices. Discover how recent changes in the global investment landscape should shape strategic and tactical investment decisions.

The CFA Chicago Annual Conference features keynote speakers Ian Bremmer, President and Founder, Eurasia Group and Brian Singer, CFA, Partner, Head of Dynamic Allocation Strategies, William Blair. In addition, two sessions will highlight the following:

Session 1: CIO Perspective - Anticipating and Managing New Risks
Hear directly from the CIOs of three large institutions, representing a public pension plan, corporate pension plan, and endowment fund, on how they have adapted their investment decision process and governance structure to account for this new environment.

  •     Doug Brown - CIO, Exelon Corporation
  •     Carmen Heredia-Lopez, CFA - CIO, Chicago Public School Teachers' Retirement Fund
  •     William McLean, CFA - CIO, Northwestern University Endowment Fund
  •     Moderator: Neil Gilfedder, CFA - Managing Director, Head of Analytics Applied Research, MSCI

Session 2: What Lies Beneath: Seismic Shifts in Market Structure; Equity, Fixed Income and Regulatory
The afternoon’s panel attempts to illuminate some of the current issues surrounding trade execution in both equity and fixed income markets and the strategies various investors have adopted or propose to counter their impact.

  •     Cheryl Cargie - Senior Vice President, Head Trader, Ariel Investments
  •     Carol Clark - Senior Policy Advisor, Financial Markets, Federal Reserve Bank of Chicago
  •     Kashif I. Riaz - Managing Director, Global Capital Markets, BlackRock
  •     Moderator: Ben Eisen - Fixed-Income Reporter, MarketWatch

View the Full Agenda, Speaker Bios and Fees

Pre-Registration is required, Register Today for the CFA Chicago Annual Conference.

CFA Society Chicago
CFA Society Chicago,, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.


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