Learn insights into valuation to help you avoid the market’s noise and stay focused on client objectives.

Hosted by CFA Society New York, CFA Institute

This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, valuation, and portfolio management. The application of new technologies in portfolio management will be a key theme for the 2018 conference, and speakers will discuss such topics as the use of artificial intelligence, data analytics, and quantitative techniques in investment decision making and how blockchain could disrupt a number of industries, including financial services.

Join world-class equity investors for insights into valuation to help you avoid the market’s noise and stay focused on client objectives. Learn to avoid behavioral pitfalls in investing, and gain a better understanding of the differences between pricing assets and valuation. Topics for discussion will include valuation approaches and analysis, global investment strategies, research methods, how to better understand and analyze portfolio risks, and the top challenges equity investors face today.

2nd Annual FinTech Symposium: A Look into the Future 

Monday, 5 November, 4:00–8:00 p.m.

Organized by CFA Society New York

Taking place in tandem with the Equity Research and Valuation Conference, innovators, investment practitioners, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry at the 2nd Annual FinTech Symposium hosted by CFA Society New York. 

For more information and to register for the 2nd Annual FinTech Symposium, please visit CFA Society New York's website.

10 CE

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.


Aswath Damodaran
Aswath Damodaran

Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and valuation to MBAs, executives, and practitioners. He is the author of five books on valuation, three books on corporate finance, and three books on portfolio management, and he was co-editor of the book Investment Management with Peter Bernstein. Professor Damodaran has published articles in a number of journals, including the Journal of Financial and Quantitative Analysis and the Journal of Finance. He was named the most popular US business school professor in a 2011 survey by Businessweek. Professor Damodaran also writes a popular blog, Musings on Markets. He holds an MBA and a PhD from the University of California, Los Angeles.

Bryan Healey
Bryan Healey

Bryan Healey is the chief technology officer and co-founder of Aiera. Previously, he was the Senior SDM at Amazon Alexa and headed three groups of 25 engineers for NLU, ASR and Data. More recently, Mr. Healey was Director of AI at Lola travel.

Thomas J. Lee, CFA
Thomas J. Lee CFA

Thomas J. Lee, CFA, is co-founder and managing partner at Fundstrat Global Advisors. He has over 20 years of experience in macro markets and equity research. Previously, Mr. Lee served as chief equity strategist at J.P. Morgan Chase & Co. and was a telecommunications equity research analyst and a small-cap equity/bankruptcy/reorganization strategist. He has served as managing director at Salomon Smith Barney and also worked at Kidder, Peabody & Co. and Oppenheimer. Mr. Lee was ranked 1, 2, or 3 by Institutional Investor every year from 1998 to 2013. He is a member of the Economic Club of New York. Mr. Lee received his BSE from the Wharton School of the University of Pennsylvania with concentrations in finance and accounting.

S. Joyce Li, CFA
S. Joyce Li CFA

S. Joyce Li, CFA is a Portfolio Manager at Matthews Asia. As an independent, privately owned firm, Matthews Asia is the largest dedicated Asia investment specialist in the United States, with offices in San Francisco, London, and Hong Kong. Prior to joining Matthews Asia in 2016, she was a Portfolio Manager and Principal at Marvin & Palmer Associates, investing in Asia markets since 2007. Ms. Li received an M.B.A. with honors from the Wharton School of the University of Pennsylvania and a M.S. in Computer Science from the University of Virginia. She is fluent in Mandarin and Cantonese.

Caitlin Long
Caitlin Long

Caitlin Long is a 22-year Wall Street veteran who has been active with bitcoin since 2012. As co-founder of the Wyoming Blockchain Coalition, she recently helped drive Wyoming’s trail-blazing blockchain legislation, with the passage of five bills and the recognition of utility tokens as a new form of property. Previously, Ms. Long was chairman and president of Symbiont, an enterprise blockchain company, where she jointly spearheaded a blockchain project for delivering index data to Vanguard. In addition, she ran Morgan Stanley’s pension solutions business, held senior roles at Credit Suisse, and began her career at Salomon Brothers. Ms. Long has a BA from the University of Wyoming, a master of public policy from the Kennedy School of Government, and a JD from Harvard Law School.

Kate Moore
Kate Moore

Kate Moore is a managing director and chief equity strategist for BlackRock and is a member of the BlackRock Investment Institute. She is responsible for developing global equity market insights and actionable investment advice, as well as for representing BlackRock’s market views for US equities. Previously, Ms. Moore was a chief investment strategist at J.P. Morgan. She has also served as the senior global equity strategist at BofA Merrill Lynch Global Research, an emerging markets strategist at Moore Capital Management, and a member of the Global Strategy team at Morgan Stanley Investment Management. Ms. Moore began her career as a strategy consultant for both Mitchell Madison Group and Silver Oak Partners. She holds a BA in political and social thought from the University of Virginia and an MA in political economy from the University of Chicago.

Russell Napier, ASIP
Russell Napier ASIP

Russell Napier, ASIP, is author of “The Solid Ground” investment report and co-founder of the investment research portal ERIC. He has worked in the investment business for almost 30 years and has been writing global macro strategy for institutional investors since 1995. Professor Napier is author of Anatomy of the Bear: Lessons from Wall Street’s Four Great Bottoms and founder and course director of the Practical History of Financial Markets course at the University of Edinburgh. He is on the board of the Scottish Investment Trust and the Mid Wynd International Investment Trust, a member of the investment advisory committees of three fund management companies, and an adviser to a family office. Professor Napier founded the Library of Mistakes, a business and financial history library. He is a fellow of the CFA Society of the UK and is an honorary professor at Heriot-Watt University and the University of Stirling. Professor Napier has law degrees from Queen’s University Belfast and Magdalene College.

Antti Petajisto
Antti Petajisto

Antti Petajisto is a researcher and portfolio manager at quantPORT, a systematic multi-strategy asset manager and formerly the proprietary trading desk of Jefferies. Previously, he was a portfolio manager and researcher at LMR Partners, a multi-strategy hedge fund, as well as in BlackRock’s Scientific Active Equities group, where he focused on researching new alpha signals and implementing quantitative trading strategies in global equity markets, including emerging markets. Dr. Petajisto has also worked as a finance professor at the Yale School of Management and the NYU Stern School of Business, where he taught MBA courses on investments, portfolio management, and behavioral finance. His academic research includes the development of the Active Share concept for quantifying active portfolio management, performance evaluation of money managers, pricing inefficiencies in exchange-traded funds, and the price impact of passive indexing strategies. Dr. Petajisto has an MSc in engineering physics from the Helsinki University of Technology and a PhD in finance from the MIT Sloan School of Management.

Ken Sena
Ken Sena

Ken Sena is the CEO and co-founder of Aiera. Prior to joining Aiera, Mr. Sena was the global head of Internet equity research at Wells Fargo Securities and Evercore ISI. He has also held equity research positions at Credit Suisse and Bear Stearns, which followed corporate and banking stints at MTV Networks, Time Inc., and Salomon Smith Barney.

Kim Shannon, CFA
Kim Shannon CFA

Kim Shannon, CFA, is founder, president, and chief investment officer at Sionna Investment Managers. Previously, she served as chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada Inc. Ms. Shannon is a past president of CFA Society Toronto. She is currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Financial Analysts Seminar Board of Regents (where she previously served as chair), and the board of the Brandes Institute. Ms. Shannon also serves as a board member of the Canadian Coalition for Good Governance, the Canadian Business Diversity Council, the Women’s College Hospital investment committee, and the United Corporation (a listed closed-end fund). She holds a bachelor of commerce and economics degree and an MBA degree from the University of Toronto.

Ed Yardeni
Ed Yardeni

Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist at Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. Dr. Yardeni has also served as the chief economist at CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He has taught at Columbia University’s Graduate School of Business and was an economist at the Federal Reserve Bank of New York. Dr. Yardeni has also held positions at the Federal Reserve Board of Governors and the US Treasury Department. He frequently appears on CNBC and Bloomberg Television and is quoted in the financial press, including the Wall Street Journal, the Financial Times, the New York Times, and Barron’s. Dr. Yardeni is author of Predicting the Markets: A Professional Autobiography. He completed his undergraduate studies magna cum laude at Cornell University, received a master’s degree in international relations from Yale University, and earned his PhD in economics from Yale University.


Tuesday, 06 November

Wednesday, 07 November



Sheraton New York Times Square Hotel

811 7th Ave
New York, NY 10019


CFA Institute has arranged for a special group rate at the Sheraton New York Times Square Hotel. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel, and reservations should be made by 2 October 2018 to take advantage of the discounted rate. The CFA Institute rate at the Sheraton New York Times Square Hotel is USD 335, subject to availability.

Book hotel reservation


Group Price
CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 1095
Non-Members USD 1295
Early Bird – CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 795
Valid through 02 Oct 2018
Early Bird – Non-Members USD 995
Valid through 02 Oct 2018
Group USD 700

What's Included

Continental breakfasts, refreshment breaks, lunch, a networking reception, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and a notebook containing extensive conference materials.

Event Info

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.

Group Rate: Groups of three or more delegates from the same firm will receive a discounted rate of USD 700 per delegate. The corporate group discount cannot be combined with other promotional rates and discounts. 

Cancellation Policy: A cancellation fee of USD 150 applies for all cancellations made after 30 October 2018. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

For corporate groups, if a cancellation brings a group's delegate count below three and a substitute is not available, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute. Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs. CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

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