Sir Bob Geldof, David Rubenstein and Carolyn Wilkins Join Line-Up of More Than 40 Speakers at 69th CFA Institute Annual Conference: “Investing In A Changing World”, May 8-11, 2016 in Montréal

CFA Institute and CFA Society Montréal will host the 69th CFA Institute Annual Conference in Montreal, from May 8-11, 2016 at the Palais des congrès de Montréal. This flagship CFA Institute event will attract more than 1,500 dedicated investment management professionals from around the world to examine how investment management is changing with new investment platforms, technological advancement and evolving market trends that will affect the future of finance. The May conference occurs during Putting Investors First Month, a global initiative to build awareness and unite financial professionals in a commitment to place investor interests above all others.

Featuring more than 30 sessions examining market trends, new investment opportunities, and practical advice for investment professionals, the conference agenda will address:

• Finance as a force for good - The necessary ingredients to become an agent for a more positive future, a theory of change, and a game plan;
• Changes in global financial markets – new perspectives on the changing face of the Middle East and investment in Africa;
• Innovation and developments in global markets – the rise of financial technology and the changing bond market.

Top leaders to share insights and ideas to shape professionalism and industry standards

The CFA Institute Annual Conference is one of the world’s largest and longest running gatherings of investment professionals. Attendees will hear from top economists, respected investors, best-selling authors, and governmental and regulatory leaders share insights on today’s most critical industry issues. The conference will feature a line-up of more than 40 speakers including:

• Rupal J. Bhansali, executive vice president and CIO, Global Equities
  Portfolio Manager at Ariel Investments;
• Sir Bob Geldof, businessman, political activist, songwriter, musician, and author;
• Daniel Goleman, psychologist and the author of Emotional Intelligence and A Force for Good: The Dalai Lama’s Vision for Our World;
• Amy Myers Jaffe, executive director for energy and sustainability at the University of California, Davis;
• Ron Mock, president and CEO of the Ontario Teachers’ Pension Plan;
• David M. Rubenstein, co-founder and co-CEO of The Carlyle Group;
• Ronald O’Hanley, president and CEO at State Street Global Advisors
• Michael Pettis, professor of international finance at Peking University’s Guanghua School of Management; and
• Carolyn Wilkins, senior deputy governor, Bank of Canada.

During the conference, attendees will connect with the CFA Institute global community of more than 135,000 members, sharing their knowledge and insight based on the themes and trends from the conference. All are invited to follow the conversation worldwide from the conference social media lounge, where they can exchange ideas and best practices with colleagues and leaders using the #CFAInvest hashtag. 

MEDIA ATTENDANCE
Journalists are invited to register for a complimentary press pass. Please contact Alliccia Hernandez, PR Specialist (AMER) to request media credentials and to place interview requests. A press pass provides the following benefits:

• Attendance throughout the conference, networking receptions, meals; and
• Access to investment industry resources, content, the press room and interview facilities.

Can't attend in person? Follow the conversation with @CFAInstitute, @CFAMontreal, and @CFAEvents and #CFAInvest for session summaries, photos and updates, as well as additional conference highlights.

CONFERENCE DETAILS
Conference date: May 8-11, 2016
Conference venue: Palais des congrès de Montréal, 1001 Place Jean-Paul-Riopelle, Montréal, Canada