CFA Institute: 62nd Annual Financial Analysts Seminar | CFA Institute | 24 July 2017 | Chicago, IL, United States

Join us for the renowned 62nd Annual Financial Analysts Seminar (FAS) on 24–27 July 2017 at the University of Chicago’s Gleacher Center. Internationally-recognized as one of the most comprehensive continuing professional development programs for global investors, the FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics. FAS is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.

View the 62nd Annual Financial Analysts Seminar brochure (PDF)

CFA Institute CE Credit: Fulfill all of your CE credits and more for 2017 through this one unique educational event, which qualifies for 27 credit hours, inclusive of 5 hours in the content areas of Standards, Ethics, and Regulations (SER). For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.

Speakers for 2017

Christopher J. Ailman
Chief investment officer at the California State Teachers’ Retirement System (CalSTRS)

George (Yiorgos) Allayannis
Professor of business administration and associate dean for the Global MBA for Executives Program at the Darden School of Business at the University of Virginia

Teresa C. Barger
Cofounder and CEO of Cartica, an alternative asset manager dedicated to emerging-markets investment

Craig Bodenstab, CFA,
A director for several of the Orbis group companies as well as the Bermuda-domiciled Allan Gray Funds

Michael S. Falk, CFA, is a partner with the Focus Consulting Group

Martin S. Fridson, CFA, is chief investment officer at Lehmann Livian Fridson Advisors LLC

Heidi K. Gardner
Distinguished fellow, a lecturer on law, and faculty chair of the accelerated leadership program at the Harvard Law School Center on the Legal Profession

William N. Goetzmann
is Edwin J. Beinecke professor of finance and management studies and director of the International Center for Finance at the Yale School of Management

Wesley R. Gray
chief executive officer, of Alpha Architect, an asset management firm that delivers affordable active exposures for tax-sensitive investors.

Joanne M. Hill
Head of institutional investment strategy at ProShares, focusing on exchange-traded fund (ETF) education, strategy, and research.
David M. Jones is president and CEO of DMJ Advisors, LLC, a Denver-based consulting firm

Adrian F. Lee
President and chief investment officer of Adrian Lee & Partners Limited, an investment management firm dedicated exclusively to providing active currency and fixed-income management to institutional investors.

Russell Napier, ASIP,
Independent strategist and cofounder of ERIC (Electronic Research Interchange), an online platform for the sale of individually priced investment research

Katherine Nixon, CFA,
Executive vice president and chief investment officer for the wealth management business at Northern Trust, where she leads the national investment management practice

Maureen O’Hara
is Robert W. Purcell Professor of Finance at the Johnson Graduate School of Management, Cornell University and professor of finance at University of Technology Sydney (UTS)

Brian D. Singer, CFA,
Head of the dynamic allocation strategies team, and portfolio manager at William Blair

Amir Sufi
Bruce Lindsay Professor of Economics and Public Policy at the University of Chicago Booth School of Business

Anne B. Walsh, CFA,
Assistant chief investment officer, fixed income at Guggenheim Partners, LLC, where she heads the portfolio construction group and portfolio
management.

Stephen Wendel
Head of behavioral science at Morningstar, where he leads a team of behavioral scientists and practitioners in conducting original research on saving and investment behavior

Sam Zell
Founder and chairman of Equity Group Investments (EGI), a private investment firm