Asia Pacific Special Preview

EPISODE 1

1:00pm – 1:45pm HKT / 1:00am – 1:45am ET

The Role of Long-Term Investors in Fostering Sustainable Investing

Join a conversation with two of the largest and most innovative asset owners as they discuss how they are addressing global risks and allocating capital. In this episode, you will hear more about:

  • How stakeholder capitalism is playing out in practice
  • How investors can positively influence the long-term health of capital markets, society, and the world through their investment strategies and active engagement
  • Asset owners’ expectations around measuring impact
Hiro-Mizuno

Hiro Mizuno
UN Special Envoy on Innovative Finance and Sustainable Investment

Alison Tarditi

Alison Tarditi
Chief Investment Officer, Commonwealth Superannuation Corporation

Lutfey Siddiqi

Lutfey Siddiqi, CFA
MODERATOR
Managing Director, Regions and Society Relations, CFA Institute

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EPISODE 2

2:00pm – 3:00pm HKT / 2:00am – 3:00am ET

Geopolitical Risks and the Changing Global Order

What are the investment implications of our geopolitical landscape? In this episode, we’ll discuss:

  • The policy, politics, and geopolitical tensions expected to play out in the years ahead
  • How to use data to quantify the related risks and incorporate this information across your portfolios

The Honourable Kevin Rudd AC will join a fireside chat with Lutfey Siddiqi, CFA:

The Honourable Kevin Rudd AC

The Honourable Kevin Rudd AC
Australia’s 26th Prime Minister (2007-2010, 2013) and Foreign Minister (2010-2012)

Lutfey Siddiqi

Lutfey Siddiqi, CFA
MODERATOR
Managing Director, Regions and Society Relations, CFA Institute

Followed by a panel discussion:

Michala Marcussen

Michala Marcussen, CFA
Group Chief Economist and Head of Economic and Sector Research, Société Générale

Danny Quah

Danny Quah
Dean and Li Ka Shing Professor in Economics, Lee Kuan Yew School of Public Policy, NUS

SEE MORE +

Alpha Summit Shows

Welcome Remarks

9:00am–9:10am ET

Margaret Franklin

Margaret Franklin, CFA
President and CEO, CFA Institute

Changemakers
Get inspired by finance legends who are leading the way to solve society’s biggest challenges such as mitigating climate change or preparing for the next health crisis. You’ll understand key trends, the role of finance in providing innovative solutions to world problems and the emerging investment opportunities that will result.
changemakers

EPISODE 1

9:10am–9:50am ET

Finance as the Lever to Reach Net Zero

The race toward net-zero carbon emissions represents one of the greatest investment opportunities of our time. This episode will explore:

  • Trends and risks that climate change represents to portfolios
  • The role of policy around incentives, disclosure, transparency, and measurement
  • How investors can be part of driving meaningful change
Mary Robinson

Mary Robinson
Former President of Ireland, Chair of The Elders and Former UN Special Envoy on Climate Change

John Oliphant

John Oliphant
Executive Chairman, Third Way Asset Management Group

Taimur Hyat

Taimur Hyat
Chief Operating Officer, PGIM

Margaret Franklin

Margaret Franklin, CFA
MODERATOR
President and CEO, CFA Institute

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EPISODE 2

9:50am–10:20am ET

Blockchain and DeFi: Driving Change in Asset Management

Decentralized finance (DeFi) and its building blocks—blockchain and cryptocurrencies—are driving dramatic change in finance and the investment industry. In this episode, the next generation of finance leaders share their outlook for blockchain-based finance and investment management. You will hear about:

  • The latest developments in this rapidly changing space that is democratizing finance
  • The convergence of DeFi and investment management
  • What investment professionals will need to know to invest smarter
mona-el-isa

Mona El Isa
CEO, Avantgarde Finance

Vitalik Buterin

Vitalik Buterin
Founder and Chief Scientist,
Ethereum

Eelco Fiole

Eelco Fiole, CFA
MODERATOR
Managing Partner, Alpha Governance Partners

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Break

10:20am–10:30am ET

EPISODE 3

10:30am–11:15am ET

Looking Back to Look Forward: A Conversation with Michael Lewis

More than 30 years after publishing Liar’s Poker, Michael Lewis continues to delight his readers by providing unusual and unexpected insights through his characters and capturing the most important narratives of our time. In this engaging conversation, we’ll:

  • Discuss Lewis’s observations and lessons learned from his writing career
  • Take a deeper dive into how Lewis uncovered significant risks throughout our world and exposed the systems that failed us

In this year of a pandemic, what can we learn from Lewis’s narratives about preparing for the next crisis, and how can finance play a role in solving world problems?

Michael-Lewis2

Michael Lewis
Best-Selling Author of The Fifth Risk, Moneyball, The Blind Side, and The Big Short

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Break

11:15am–11:25am ET

Guardians
Are standards, regulations and ethical guardrails keeping pace with the digital economy, the democratization of finance or online trading? What are the ethical issues at the heart of the GameStop frenzy or the Wirecard collapse? Get prepared to hear from experts in ethics and standards. We’ll also cover the ESG landscape and the challenges and opportunities within it, so you can confidently support your clients.
Guardians

EPISODE 1

11:25am–12:05pm ET

The Next Frontier of Sustainable Investing: Measuring Impact

Investing for impact represents tremendous opportunity, but it is not without its challenges. In this episode, we’ll explore:

  • The fluid environmental, social, and governance (ESG) landscape and the need for standardization and measurement
  • How you can help implement ESG analysis for your organization and clients
George Serafeim

George Serafeim
Charles M. Williams Professor of Business Administration and Faculty Chair of the Impact-Weighted Accounts Project, Harvard Business School

Linda Zhang

Linda Zhang
CEO, Purview Investments

Melanie Adams

Melanie Adams
Vice President and Head,
Corporate Governance and Responsible Investment,
RBC Global Asset Management Inc.

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EPISODE 2

12:05pm–12:30pm ET

Wirecard: CEO Observations on the Rise and Fall of a Global FinTech

Is your approach to investment analysis ready for the digital economy? Take a lesson from Wirecard, frequently referred to as the “Enron of Germany.” In this episode, James H. Freis Jr., CFA, will share:

  • His experience in joining the company and promptly exposing the massive fraud; followed by restructuring and eventual wind down
  • Lessons for investors and regulators on the importance of assessing corporate governance and culture
  • Repercussions of Wirecard for the approach to investment analysis in the rapidly evolving fintech space
James-Fries

James H. Freis, Jr., CFA
Founder, Market Integrity Solutions LLC
Former CEO, Wirecard

Paul Andrews

Paul Andrews
MODERATOR
Managing Director of Research, Advocacy, and Standards, CFA Institute

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Break

12:30pm–1:00pm ET

Visionaries
We’ll share different viewpoints and perspectives on the consequences of a range of unprecedented government and Central Bank policy decisions around the world. Hear from innovative asset owners and asset managers who are disrupting traditional approaches, creating impact and leading the way to a better future. You’ll gain a deeper understanding of the geopolitical landscape and potential risk factors to consider in managing investment portfolios.
Visionaries

EPISODE 1

1:00pm–1:45pm ET

Upstream: The Quest to Solve Problems before They Happen

Why are we so often trapped in a cycle of reaction—putting out fires, responding to emergencies—when the problems we’re reacting to could have been prevented? In this episode, you will:

  • Hear stories of leaders who have escaped this cycle by using data to identify problems before they happen
  • Learn techniques to be proactive, not reactive, and establish processes that have power and permanence
Dan Heath

Dan Heath
Innovative Business Thought Leader and New York Times Best-Selling Author

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EPISODE 2

1:45pm–2:30pm ET

Perspectives on Policy—Impact on Investment Strategy

Join some of the world’s most renowned global investors as they discuss recent unprecedented monetary and fiscal policy actions used by central banks and governments. They’ll debate:

  • How quickly and efficiently the world economy can recover from the pandemic
  • Valuation and short- and long-term risks to markets
  • The effects of policy on interest rates, currencies, and inflation, and capital allocation strategies for staying afloat in this brave new world
Rob Arnott

Rob Arnott
Partner, Founder, and Chairman of the Board, Research Affiliates

Joyce Chang

Joyce Chang
Chair, Global Research, JP Morgan

Louis-Vincent Gave

Louis-Vincent Gave
CEO, Gavekal

Brian D. Singer

Brian D. Singer, CFA
MODERATOR
Partner, Head of Dynamic Allocation Strategies Team, William Blair

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Break

2:30pm–2:40pm ET

Career Developers
The workplace, changed by Covid-19, continues to evolve against the changing tides of the world around us. What does this mean for the future of work and for the leaders of organizations? Understand how you can enter, survive and thrive in the new workplace.
Career Developers

EPISODE 1

2:40pm–3:25pm ET

Leadership and Fostering Inclusion

Inclusion and diversity are top of mind for just about every organization, but simply talking about these topics is not enough. In this episode, we will share:

  • Stories from leaders who have found new ways to source and recruit diverse talent, as well as establish programs to help employees stay connected and continue to advance their careers
  • How asset owners think about diverse manager selection and how they have adapted their due diligence practices for inclusivity
Jasmine N. Richards

Jasmine N. Richards, CFA
Head of Diverse Manager Research, Cambridge Associates

Shundrawn A. Thomas

Shundrawn  A. Thomas
President, Northern Trust Asset Management

Christie Smith

Christie Smith
Senior Managing Director, Accenture Strategy & Consulting

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EPISODE 2

3:25pm–4:10pm ET

Future of Work: How to Advance Your Career (and Prepare to Pivot)

Whether you want to advance your career or land your first role, you’re navigating these goals in a changed world. In this episode, we will discuss practical advice to help you excel in today’s workplace, including how to:

  • Build and sustain your personal brand
  • Build your network
  • Increase your influence to propel your career
Ravin Jesusthasan

Ravin Jesuthasan, CFA
Futurist and Author on the Future of Work, Automation, and Human Capital

Jen Fisher

Jen Fisher
Chief Well-being Officer, Deloitte US

Jodi Glickman

Jodi Glickman
CEO and Founder, Great on the Job

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Break

4:10pm–4:20pm ET

Inspirers
Get practical ways to improve creativity and problem-solving by rethinking issues, questioning assumptions, adopting mental flexibility and avoiding common biases.
Inspirers

EPISODE 1

4:20pm–5:05pm ET

Mission Not Impossible: Overcoming the Odds to Create Meaningful Change

“Commit, then figure it out.” Discover how this mantra inspired a team of hackers, doers, makers, and thinkers to create “technology for the sake of humanity.” In this episode, New York Times best-selling author Mick Ebeling will:

  • Recount stories of overcoming impossible odds for the sake of good
  • Discuss how these experiences inspired others around the world to do the same

You’ll walk away feeling inspired to do what others think cannot be done.

Mick Ebeling

Mick Ebeling
Founder and CEO, Not Impossible Labs

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Closing Remarks

5:05pm–5:10pm ET

Margaret Franklin

Margaret Franklin, CFA
President and CEO, CFA Institute

Trendmakers

BONUS SHOW

Emerging technologies using AI, Machine Learning and Blockchain are driving interesting developments in finance, asset management and beyond. We’ve gathered the next generation of leaders to offer their take on where these technologies are headed, and to provide you with new ideas on how these technologies can join forces with finance to improve investment outcomes and benefit society.
Trendmakers

EPISODE 1

Harnessing Technology to Propel Finance Forward

Leading researchers are using machine learning (ML) and other artificial intelligence (AI) techniques to solve some of the biggest problems in finance and the world. In this episode, you will:

  • Gain new perspectives on how these technologies are being applied in asset management to improve investment decision making, risk management, and investment outcomes
  • See how business problems can be transformed into prediction problems for ML to solve
  • Walk away with new ideas about how technology can join forces with finance for the benefit of society
Ajay Agrawal

Ajay Agrawal
Professor at the University of Toronto and Founder of the Creative Destruction Lab

Andrew W. Lo

Andrew W. Lo
Charles E. and Susan T. Harris Professor of Finance,
MIT Sloan School of Management

SEE MORE +
Hosted by Mary Childs
Mary child

Mary Childs
Co-Host, Planet Money

Conference Pricing

Can’t join live? Your registration includes on-demand access to Alpha Summit episodes from 20 May – 4 June 2021.

CFA Institute Members, Charterholders and Candidates
Early Rate*
USD 119
Full Rate
USD 159
Non-Members
Early Rate*
USD 149
Full Rate
USD 199

*early registration pricing by 27 April 2021

You will be asked to log into your cfainstitute.org account or create an account to begin registering.

Alpha Summit will qualify for up to 9.5 Professional Learning (PL) credits including up to 1.5 SER. Credits will be automatically added in our online tracking system for CFA Institute members/charterholders.

Payment is due at time of registration. All fees are payable in U.S. funds. Please register early as registration will close on 17 May 2021.
Cancellation Policy: No refunds will be issued for any cancellations received after 11 May 2021. Sharing of registrations is not permitted.

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