Alpha Summit Global 2022 | CFA Institute | 17 May 2022 | Virtual

We’re back – live and in-person – delivering the one-of-kind experience that only CFA Institute can. The content you care about. The speakers who matter. The opportunity to meet, network, and connect with like-minded investment professionals. We bring to life our global event series with a hybrid conference that will compel you to think beyond the horizon.

We can’t predict the future, but we can prepare for it and help shape it. Over three days, This Summit GLOBAL offers multiple networking opportunities surrounding 30 content sessions, focusing on the investment industry’s biggest challenges and most compelling trends. Unique access to industry luminaries and thought leaders will provide insights on five main themes. This dynamic experience will connect you with the content you need to know, as – together – we set our vision on shaping the future of our profession – our industry – our lives.

Why you should attend?
This Summit GLOBAL is the must-attend event of the year where you will have unique access to investment luminaries, thought leaders, and industry peers from around the world. Come to New York – the financial capital of the world – and immerse yourself in an unforgettable experience designed to give investment professionals a new exciting perspective on the future.

2022 Speakers

Ian Bremmer
President and Founder, Eurasia Group and GZERO Media

Aswath Damodaran
NYU Stern School of Business, Kerschner Family Chair Professor of Finance​

Angela Duckworth
Founder and CEO, Character Lab

Blair duQuesnay, CFA
Lead Advisor - The Preserve, Ritholtz Wealth Management

Dani Fava
Head of Strategic Development, Envestnet

Richard Fernand, CFA
Head of New Product Development, Professional Learning, CFA Institute

Chris Fidler
Senior Director, Global Industry Standards, CFA Institute

Margaret Franklin, CFA
President and Chief Executive Officer, CFA Institute

Mo Gawdat
Author and Speaker, Solve for Happy and Scary Smart

Campbell R. Harvey
Author, DeFi and the Future of Finance, Professor of Finance, Duke University, Partner and Senior Advisor, Research Affiliates LLC

Baxter Hines, CFA
Honeycomb Digital Investments, Managing Partner and Chief Investment Officer

Jason Hsu
Chairman and Chief Investment Officer, Rayliant Global Advisor

Jean Hynes, CFA
CEO, Managing Partner, and Portfolio Manager, Wellington Management Company LLP

Simon Johnson
Professor, MIT Sloan School of Management, Co-Chair, CFA Institute Systemic Risk Council

Josina Kamerling
Head, Regulatory Outreach, EMEA, CFA Institute

Sri Krishnamurthy, CFA
Founder, QuantUniversity

Linda-Eling Lee
Managing Director and Global Head, ESG and Climate Research, MSCI

Rosanna Lockwood
International News Correspondent and Anchor, Host

Jason Mitchell
Co-Head of Responsible Investment, Man Group plc

My-Linh Ngo
Head, ESG Investment and Portfolio Manager, RBC Global Asset Management

Rebecca Patterson
Chief Investment Strategist, Bridgewater Associates

Patricia Pina
Head of Product Research and Innovation, Clarity AI

Tyrone Ross
Founder, 401STC, LLC

Geoffrey Rubin
Senior Managing Director and Chief Investment Strategist, CPP Investments

Kurt Schacht, CFA
Executive Director, CFA Institute Systemic Risk Council

Jon Stein, CFA
Founder, Betterment

Brian Singer, CFA
Head of Dynamic Allocation Strategy, William Blair

Ingrid Tierens, CFA
Managing Director, Head of Data Strategy in Global Investment Research, Goldman Sachs

Albert Trank, CFA
Executive Managing Director and Portfolio Manager, PGIM Private Capital

Jeffrey Ubben
Founder, Managing Partner, Portfolio Manager, Inclusive Capital Partners

Jaap van Dam
Principle Director Investment Strategy, PGGM

Anne Walsh, CFA
Managing Partner, Chief Investment Officer Fixed Income, Guggenheim Investments

2022 Sponsors

SERIES SPONSORS:
• PGIM

TITLE SPONSORS:
• Clarity AI
• KraneShares
• RBC Global Asset Management
• Wiley

ASSOCIATE SPONSORS:
• FactSet
• Kaplan Schweser
• MSCI
• Qontigo

SUPPORTERS:
• ACCA Think Ahead
• Savvy Investor