CFA Asset and Risk Allocation 2023 | CFA Institute | 2 May 2023 | The Watergate Hotel, 2650 Virginia Ave NW, Washington, DC 20037, USA
Venue
The Watergate Hotel
The Watergate Hotel, 2650 Virginia Ave NW, Washington, DC 20037, USA
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| Event Date |
Tue May 2 -04 - Wed May 3 -04 (over 1 year ago)
In your timezone (EST): Tue May 2 12:00am - Wed May 3 12:00am |
| Location |
The Watergate Hotel
2650 Virginia Ave NW, Washington, DC 20037, USA |
| Region | Americas |
Details
Global financial markets in this decade have been marked by tremendous upheaval, transitions, and the reversal of market trends that had endured for 40 years. As dramatic changes in the global economy make smart active management, diversification, allocations to public and private markets, and risk management more important than ever, we’re pleased to announce our preeminent event for investors in 2023:
Asset and Risk Allocation: Building Resilient Portfolios for the Future.
CFA Institute has gathered renowned experts to share their insights about key developments across fixed income, equities, alternative investments, real return sectors and new investment technologies—and discuss how investors can adapt and prepare for the future, meet investment objectives and improve client outcomes.
Speakers
2023 Speakers
Chris Addy, CFA
President and CEO, Castle Hall
Paul Andrews
Managing Director, Research, Advocacy, & Standards, CFA Institute
Sheila Bair
Author, Corporate Director, and Former Chair, FDIC
Aron Betru
Chief Strategic Officer and Chief Operating Officer, Trident
Daniel Bienvenue, CFA
Deputy Chief Investment Officer, Capital Markets, CalPERS
Joyce Chang
Managing Director and Chair of Global Research, J.P. Morgan
Alberto Fassinotti
Managing Director, RockCreek
Eelco Fiole, CFA
Co-Founder and Managing Partner, Alpha Governance Partners
Marg Franklin, CFA
President and CEO, CFA Institute
Simon Johnson
Professor of Entrepreneurship, Head of the Global Economics and Management Group, MIT Sloan School of Management
Sonny Kalsi
Co-Chief Executive Officer, BentallGreenOak
Marlena Lee
Head of Investment Solutions and Vice President, Dimensional Fund Advisors
Howard Marks, CFA
Co-Chairman, Oaktree
Michael Mauboussin
Head of Consilient Research, Counterpoint Global, Morgan Stanley Investment Management
Ashby Monk
Head of Research, Addepar
Marko Papic
Partner and Chief Strategist, Clocktower Group
Carlos Rangel, CFA, CIPM
Vice President and Chief Investment Officer, W.K. Kellogg Foundation
Sarah Samuels, CFA
Partner, NEPC
Jeremy Schwartz, CFA
Global Chief Investment Officer, WisdomTree
Jeremy J. Siegel
Emeritus Professor of Finance, The Wharton School, University of Pennsylvania
Kai Wu
Founder and Chief Investment Officer, Sparkline Capital
Lowell Yura, CFA
Head of Multi-Asset Solutions—North America, T. Rowe Price
MODERATORS:
Blair duQuesnay, CFA
Investment Advisor and Financial Planner, Ritholtz Wealth Management
Deborah Kidd, CFA
Director, Global Industry Standards, CFA Institute
Andres Vinelli
Chief Economist, CFA Institute
Sponsors & Partners
2023 Sponsor
GOLD SPONSOR:
• Wisdom Tree