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Previously known as the Financial Analysts Seminar, the CFA Institute Seminar for Global Investors is widely known as one of the most comprehensive continuing education programs for investment professionals.

Topics: EconomicsCorporate FinanceFinancial AnalysisFintechTrading StrategiesAlternative AssetsInvestment IndustryInvestment Management StrategiesFixed Income InvestmentsInvestment Products & Asset ClassesFirm Management & Client RelationshipsStandards, Ethics, and RegulationsEquity InvestmentsESG & SRI Investing

Hosted by CFA Institute, CFA Society Chicago

Held for the last 64 years, the CFA Institute Seminar for Global Investors gathers a faculty of leading investors and researchers to provide their insights, perspectives, and practical takeaways to a global audience of asset managers and asset owners.

With the objective of improving investment decisions, participants at the seminar study an array of investment topics such as:

  • Effects of global macroeconomic trends,
  • Geopolitics
  • Investment policy
  • Improving data analysis
  • Application of new technologies in traditional and quantitative portfolio management,
  • Development and allocation of a range of investment strategies, asset classes, and risks.

 The material places a special emphasis on improving the practice of investment management and successfully achieving client objectives.

What to Expect

  • Four days
  • A mix of engaging lectures, small classroom discussions, and interactive case studies
  • Networking opportunities in a relaxed university setting with leading investment managers, researchers, and an audience of peers from around the world
  • Discussions of the latest developments, strategies, tools, and research in investment management to improve investment decisions and practices

Who Should Attend?

Buy-side investors seeking to broaden their knowledge of the latest developments in investment management, uncover investment opportunities, and risk management for their client portfolios 

  • Portfolio Managers
  • Financial Analysts
  • Financial Strategists
  • Risk Managers
  • Asset Allocators
  • Asset Owners
  • Private Wealth Managers
  • Financial Consultants

Please view information about CPE credits for NASBA (PDF).

27 PL

including 2 SER

CFA Institute members/charterholders who log in to register will automatically receive PL/SER credits in their online trackers post-event.


George (Yiorgos) Allayannis
George (Yiorgos) Allayannis

George (Yiorgos) Allayannis is a professor of business administration at the Darden School of Business at the University of Virginia. His research focuses on corporate risk management, international finance, capital structure, and corporate financial policies and has appeared in leading journals, such as the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies. He was the recipient of the University of Virginia Alumni Association Distinguished Professor Award in 2011. Between 2005 and 2007, he was a director at Citigroup’s Global Financial Strategies Group and worked extensively with clients in the financial institutions and industrials sectors. He holds an MBA degree from the University of Massachusetts and a PhD in finance from the Leonard N. Stern School of Business at New York University.

Oksana Aronov
Oksana Aronov

Oksana Aronov is a managing director and head of market strategy for J.P. Morgan Asset Management’s Absolute Return Fixed Income—a global alternative fixed-income platform. In this role, she has investment strategy, research, and business development responsibilities. Ms. Aronov pioneered the firm’s narrative regarding fixed-income portfolio diversification and absolute-return-oriented investing and has written and spoken extensively on these topics. Previously, she established and led fixed-income due diligence and manager research at J.P. Morgan Private Bank and served as a risk manager at Goldman Sachs Asset Management across traditional and alternative fixed-income and equity strategies. Ms. Aronov spent the early part of her career focusing on bond accounting and performance attribution at Blackrock and J.P. Morgan Investment Management, respectively. She is a frequent contributor to financial media, such as Barron’s, the Financial Times, Institutional Investor, Bloomberg, and CNBC. Ms. Aronov earned a BS in finance and information systems from the New York University Stern School of Business and an MBA in finance and marketing from Fordham University.

Barbara Ann Bernard
Barbara Ann Bernard

Barbara Ann Bernard is founder, CEO, and CIO of Wincrest Capital. She is the portfolio manager of the Wincrest Contraria Fund, which is a global long/short equity fund of niche investment ideas based on bottom-up “Go-See” research. Ms. Bernard grew up in the Bahamas, where at age 15 she persuaded legendary value investor Sir John Templeton, a fellow Bahamian resident, to offer her the first of what became a series of summer jobs at Templeton Global Advisors. Those jobs instilled in her a belief in the fundamental value-oriented investment approach to the public markets. Later, working in investment banking at Goldman Sachs, alternative asset management at Deutsche Bank, and investment analysis at Holowesko Partners, Ms. Bernard acquired a grasp of fundamental company valuation and the hedge fund industry. She was named a Young Global Leader by the World Economic Forum and serves on the Finance Committee of the Lyford Cay Foundation. Ms. Bernard is a graduate of Li Po Chun United World College of Hong Kong and the London School of Economics, where she chaired the LSE Business Society.

Stephanie G. Braming, CFA
Stephanie G. Braming CFA

Stephanie G. Braming, CFA, is a partner at William Blair and the global head of William Blair Investment Management. She is also chairman of the board of trustees and president of the William Blair Funds, chairman of the William Blair SICAV, and a member of the firm’s executive committee. Mrs. Braming is responsible for leading and setting the strategic direction for William Blair Investment Management, including broadening, deepening, and evolving the firm’s investment capabilities. She also chairs the Investment Management leadership team and serves on the firm’s global inclusion council. Previously, Mrs. Braming was a portfolio manager for the firm’s International Growth, International Small Cap Growth, and Japan strategies, was instrumental in portfolio construction and design, and had a leadership role in the enhancement of the firm’s systematic research tools. In addition, she has served as a principal at Mercer Investment Consulting, where she was responsible for the strategic investment direction of institutional clients. Mrs. Braming has also worked at the Federal Reserve Bank of Chicago. She has served on the board of directors of CFA Society Chicago. Mrs. Braming received a BA from DePauw University and an MBA from the University of Chicago Booth School of Business.

Katherine Collins
Katherine Collins CFA

Katherine Collins, CFA, is head of sustainable investing and portfolio manager for sustainable investing equity strategies at Putnam Investments. She is responsible for leading Putnam’s investment research on environmental, social, and governance issues and serves as portfolio manager for public equity assets through the Putnam Sustainable Leaders and Putnam Sustainable Future strategies. Ms. Collins is the author of The Nature of Investing: Resilient Investment Strategies through Biomimicry. Previously, she founded and led Honeybee Capital, an independent investment research firm focused on sustainable investment themes. Earlier in her career, Ms. Collins served as head of equity research, portfolio manager, and equity research analyst at Fidelity Investments. She also served as philanthropic program officer at the Fidelity Foundations. Ms. Collins serves on Harvard Divinity School’s Dean’s Council and on numerous boards, including those of Last Mile Health, the Santa Fe Institute, and Omega Institute. She earned a BA from Wellesley College and a master of theological studies from Harvard Divinity School.

Meltem Demirors
Meltem Demirors

Meltem Demirors is chief strategy officer at CoinShares, where she serves as the managing director of the firm’s US operations and builds asset management products to provide institutional investors with exposure to crypto assets and blockchain companies. She is also a cryptocurrency investor, adviser, and advocate, with a unique blend of experience in legacy and blockchain-based finance and cryptocurrencies. On the legacy side, Ms. Demirors has worked with some of the largest companies in the world, mainly on financial risk management and capital efficiency. On the blockchain-based side, her focus has been on portfolio management and network development. Previously, Ms. Demirors served as vice president of development at Digital Currency Group. She invests in and advises cryptocurrency and blockchain startups via her personal fund, Shiny Pony Ventures. Ms. Demirors works closely with the academic community and helped create the MIT “Future of Commerce” online course and the Oxford Saïd Business School Blockchain Strategy Program. She writes a blog on leaders in the cryptocurrency and blockchain ecosystem, called the Collective, and participates in the World Economic Forum Blockchain Council. Ms. Demirors earned a BA in mathematical economics from Rice University and an MBA from the MIT Sloan School of Management.

Danielle DiMartino Booth
Danielle DiMartino Booth

Danielle DiMartino Booth is CEO and director of intelligence at Quill Intelligence LLC, a research and analytics firm, and a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on major media outlets. She founded Money Strong LLC, an economic consulting firm, and worked at the Federal Reserve Bank of Dallas as adviser to Richard W. Fisher, then president of the bank. Ms. DiMartino Booth began her career at Credit Suisse and Donaldson, Lufkin & Jenrette, where she worked in the fixed-income, public equity, and private equity markets. She has published a weekly newsletter for more than three years, and her columns are regularly featured on various industry websites. Ms. DiMartino Booth is author of the Amazon bestseller FED UP: An Insider’s Take on Why the Federal Reserve Is Bad for America and was recently invited to Brussels by members of the European Parliament to share her insights on global economic trends and fiscal policy. She earned a BBA as a College of Business Scholar at the University of Texas at San Antonio, an MBA in finance and international business from the University of Texas at Austin, and an MS in journalism from Columbia University.

Michael S. Falk, CFA
Michael S. Falk CFA

Michael Falk, CFA, is a partner at the Focus Consulting Group. He specializes in helping investment/wealth management teams improve their investment decision making and helping their firms with strategic planning and succession. Previously, Mr. Falk was a chief strategist at global macro L.P. and chief investment officer in charge of manager due diligence and asset allocation at a multi-billion dollar advisory practice. He is a frequent speaker and presenter at industry events and is often quoted in the press. Mr. Falk is on the CFA Institute Approved Speaker List and has taught on behalf of CFA Society Chicago. He had served as a contributing member for the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative and as an adjunct faculty member for DePaul University’s Certified Financial Planner Certificate Program. Mr. Falk is author of the CFA Institute Research Foundation monograph Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth and Get to Work . . . on OUR Future, and he co-authored Money, Meaning, and Mindsets.

Ronald Florance
Ronald M. Florance, Jr. CFA

Ronald M. Florance, Jr., CFA, is president and founder of RMF Consulting, LLC. He is a private investment consultant and financial educator with over 30 years of experience in the investment field, and he meets with individuals, foundations, and endowments to evaluate investment needs and strategies. Previously, Mr. Florance worked at Wells Fargo Wealth Management as the deputy chief investment officer responsible for developing and executing investment strategy guidance for high-net-worth individuals, families, and philanthropic entities. He has also worked at the Vanguard Group, Wells Fargo Nikko Investment Advisors, Robertson Stephens, and the Private Bank at Bank of America. Mr. Florance’s areas of expertise include global asset allocation, equity research, fixed-income research, manager due diligence, and portfolio design and management. He is a frequent speaker at industry conferences, is a TED speaker, and is quoted in print and broadcast media. Mr. Florance earned a bachelor of science in applied mathematics and economics from Brown University.

Monika Freyman, CFA
Monika Freyman CFA

Monika Freyman, CFA, is the head of responsible investment for Canada at Mercer. Her focus is to drive the creation of solutions and implementable responsible investment consulting advice to address market needs expressed by companies, pension plans, and participants across the country. She has worked in the financial services industry in both fixed income and equity analysis. Ms. Freyman currently advises CFA Institute on how to embed more ESG content into their financial analyst seminars and is a standing author for the CFA Institute Enterprising Investor Series. For the past decade, she has been a leader in responsible investing including projects with Harvard’s Kennedy School and Trillium Asset Management. More recently she was a Director with Ceres, a sustainability research and advocacy enterprise. There she created and led the Ceres’ Investor Water Hub, a working group of over 120 global pension funds and managers, working to evolve ESG and water integration approaches. She also worked with Ceres’ investor network including the Global Climate Action 100+ initiative. She was lead author of the Ceres Investor Water Toolkit, a how-to guide on water integration practices in portfolio management, in collaboration with 40 institutional investors. With a background both in finance and science, she enjoys bridging knowledge and ideas between these two fields.

Ms. Freyman holds a bachelor of commerce in finance from University of British Columbia, a master of science from Loyola University Chicago and is a National Science Foundation Award Winner.

Matt Gertken
Matt Gertken

Matt is BCA Research’s Strategist, Geopolitical Strategy. He oversees the firm’s coverage of market-relevant geopolitical, political, and policy developments across the world. From 2015-18 he headed up the Asia coverage for the Geopolitical Strategy. Prior to joining BCA in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. He frequently appears in international news media, including CBC, BNN Bloomberg, CNBC Asia, Bloomberg TV, and Fox Business News. Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.

William George Greig
William George Greig

William George Greig is co-founder of Datum 9 Analytics, where he serves as a portfolio manager. He has over 35 years of industry experience as an analyst, portfolio manager, strategist, and chief investment officer. Mr. Greig has been involved in developing quantitative research modeling tools since the 1980s. He spent the largest part of his career at William Blair & Company, where he developed and led the firm’s global investment management efforts. Mr. Greig has been a Morningstar International Manager of the Year finalist and has been named a Barron’s Top 100 fund manager seven times.

Robert G. Hagstrom, CFA
Robert G. Hagstrom CFA

Robert G. Hagstrom, CFA, is a senior portfolio manager at EquityCompass, where he launched the Global Leaders Portfolio. In addition, he serves as chairman of the Investment Management Committee for Stifel Asset Management. Mr. Hagstrom has more than 30 years of investment experience. Previously, he was the chief investment strategist at Legg Mason Investment Counsel and, before that, the portfolio manager of the Growth Equity Strategy at Legg Mason Capital Management. Mr. Hagstrom has also served as president and chief investment officer of Legg Mason Focus Capital, general partner of Focus Capital Advisory, and principal at Lloyd Leith & Sawin. He is the author of nine investment books, including the New York Times bestseller The Warren Buffett Way, which considers how Warren Buffett analyzes stocks and makes investment decisions. Mr. Hagstrom received honorable mention as Morningstar’s US Equity Manager of the Year in 2007. He earned his bachelor’s and master’s of arts degrees from Villanova University.

Jon Hale, CFA
Jon Hale CFA

Jon Hale, CFA, is global head of sustainability research for Morningstar. He directs the company’s research initiatives on sustainable investing, which began with the launch of the Morningstar Sustainability Rating for funds. Previously, Dr. Hale was director of manager research, North America, for Morningstar, responsible for leading approximately 60 manager research analysts based in North America and overseeing the team’s operations, thought leadership, and manager research coverage across asset classes. He has also served as a senior investment consultant, a managing consultant, and head of the Investment Advisory unit at Morningstar. Dr. Hale first joined Morningstar as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar. He has also spent time working for Domini Social Investments, LLC. Dr. Hale earned a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.

Anders Hall, CFA
Anders W. Hall CFA

Anders W. Hall, CFA, is vice chancellor for investments and chief investment officer at Vanderbilt University, where he oversees the Office of Investments and is responsible for managing the university’s endowment and quasi-endowment assets. Previously, he served as head of public securities at DUMAC, Duke University’s investment management company. Mr. Hall has also held positions at Hewitt Investment Group and Prudential Financial. He serves on the boards of Big Brothers Big Sisters of Middle Tennessee, the Pi Kappa Phi Foundation, and Rock the Street, Wall Street. In addition, Mr. Hall is a member of the governing board at Westminster Presbyterian Church, and as co-chair of the Annual Fund at the University School of Nashville (USN), he serves as an ex officio member of USN’s board. Mr. Hall earned a bachelor’s degree in public policy studies and economics at Duke University and an MBA in finance and economics at the New York University Leonard N. Stern School of Business.

Roger Ibbotson
Roger G. Ibbotson PhD

Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at Yale School of Management and chairman of Zebra Capital Management, LLC, a global equity investment and hedge fund manager. He is founder and former chairman of Ibbotson Associates. Dr. Ibbotson conducts research on a broad range of financial topics, including popularity, liquidity, investment returns, mutual funds, international markets, portfolio management, and valuation. He has written numerous books and articles, including Stocks, Bonds, Bills, and Inflation (coauthored by Rex Sinquefield), which is updated annually and serves as a standard reference for information and capital market returns. Dr. Ibbotson’s other books include The Equity Risk Premium, Lifetime Financial Advice, and, most recently, Popularity: A Bridge between Classical and Behavioral Finance. He is a regular contributor to and an editorial board member of both trade and academic journals. Dr. Ibbotson serves on numerous boards and frequently speaks at universities, conferences, and other forums. He received his bachelor’s degree in mathematics from Purdue University, his MBA from Indiana University, and his PhD from the University of Chicago, where he also taught for more than 10 years and served as executive director of the Center for Research in Security Prices.

Kathryn Kaminski
Kathryn M. Kaminski

Kathryn M. Kaminski is chief research strategist and a portfolio manager at AlphaSimplex Group, LLC, where she conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. She is a member of the firm’s Investment Committee and serves as a co-portfolio manager for the AlphaSimplex Managed Futures Strategy. Previously, Dr. Kaminski was a visiting scientist at the MIT Laboratory for Financial Engineering. She has served as director of investment strategies at Campbell & Company and as a senior investment analyst at RPM, a commodity trading adviser fund of funds. Dr. Kaminski co-authored Trend Following with Managed Futures: The Search for Crisis Alpha. Her research and industry commentary have been published in a wide range of industry publications and academic journals. Dr. Kaminski is a contributing author for CFA Institute and CAIA Association reading materials. She has taught at the MIT Sloan School of Management, the Stockholm School of Economics, and KTH Royal Institute of Technology. Dr. Kaminski is a CAIA charterholder. She earned an SB in electrical engineering and a PhD in operations research from MIT, where her doctoral research focused on stochastic processes, stopping rules, and investment heuristics.

Kunal Kapoor, CFA
Kunal Kapoor CFA

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm.

Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com and the firm’s data business as well as its global products and client solutions group.

Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape

Bryan Kelly
Bryan T. Kelly

Bryan Kelly is professor of finance at the Yale School of Management (SOM), a research fellow at the National Bureau of Economic Research, associate director of the SOM’s International Center for Finance, and a consultant for AQR Capital Management, LLC. His primary research fields are asset pricing and financial econometrics. Professor Kelly is interested in issues related to volatility, tail, and correlation risk in financial markets; predictive methods in high-dimensional systems; banking sector systemic risk; financial intermediation; and financial networks. His papers have been published in the American Economic Review, the Quarterly Journal of Economics, the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies, among others. Professor Kelly is an associate editor at the Journal of Finance and the Journal of Business and Economic Statistics. Previously, he was a tenured professor of finance at the University of Chicago Booth School of Business, and he has also worked in investment banking at Morgan Stanley. Professor Kelly earned a bachelor’s degree in economics from the University of Chicago, a master’s degree in economics from the University of California, San Diego, and a PhD in finance from New York University’s Stern School of Business.

Kim Lew, CFA
Kim Y. Lew CFA

Kim Y. Lew, CFA, is vice president and chief investment officer of Carnegie Corporation of New York, a private foundation established in 1911 by Andrew Carnegie. The organization’s portfolio is global in scope and diversified by asset class and strategy. While at Carnegie, she has also served as co-chief investment officer and director of investments, with responsibility for private equity. Previously, Ms. Lew worked at the Ford Foundation, Prudential Capital, and Chemical Bank. She is chair of the Board of Trustees of the Stevens Cooperative School and serves on the Mutual Fund Board of Ariel Investments and the board of TIFF Advisory Services. Ms. Lew is on the Steering Committee of the Private Equity Women Investor Network and is a member of the Investment Committee of the ACLU and Wesleyan University. She earned a BS from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.

Craig MacKinlay
A. Craig MacKinlay

A. Craig MacKinlay is the Joseph P. Wargrove Professor of Finance at the Wharton School of the University of Pennsylvania. He is an instructor in Wharton’s CIMA Education Program and has been a faculty member at Wharton since 1984. Professor MacKinlay’s honors include the inaugural Eugene Fama Prize for Outstanding Contributions to Doctoral Education, the Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security, the Oxford University Press Century Publication Celebration 100 Best Papers of All Time Award, the Journal of Financial Economics All Star Paper designation, and the Wharton Undergraduate Excellence in Teaching Award. He has coauthored two books—The Econometrics of Financial Markets and A Non-Random Walk down Wall Street—and has published research papers in numerous journals.

Chris Meredith, CFA
Chris Meredith CFA

Chris Meredith, CFA, is the director of research, co-chief investment officer, and a portfolio manager at O’Shaughnessy Asset Management, where he is responsible for managing investment strategy research, portfolio management, and the firm’s trading efforts. He leads a team of analysts conducting research on new factors, improving existing stock selection, and portfolio construction techniques. Mr. Meredith is a member of the firm’s Executive Committee and Operating Committee. He has written several white papers, including “Price-to-Book’s Growing Blind Spot” and “Microcap as an Alternative to Private Equity,” and is the author of the Investing Research blog. Mr. Meredith is a visiting lecturer of finance at the SC Johnson College of Business at Cornell University, where he co-teaches “Applied Portfolio Management” and co-manages the student-run Cayuga Fund. Previously, he served as a senior research analyst on the Systematic Equity team at BSAM. Mr. Meredith was also a director at Oracle Corporation and spent eight years as a technology professional before attending the SC Johnson College of Business. He holds a BA in English from Colgate University, an MBA from Cornell University, and an MA of financial mathematics from Columbia University.

André F. Perold
André F. Perold

André F. Perold is cofounder, managing partner, and chief investment officer of HighVista Strategies. Previously, he was the George Gund Professor of Finance and Banking at Harvard Business School, where he also served as senior associate dean and chair of the finance faculty. Professor Perold won numerous awards for his research and teaching in the fields of investment management and the capital markets. He is a board member for the Vanguard Group and RIT Capital Partners, and he serves on the investment committees of the Partners Healthcare System and the Museum of Fine Arts, Boston. Professor Perold received a BSc (hons.) from the University of Witwatersrand, Johannesburg, and an MS and a PhD from Stanford University.

Dhvani Shah, CFA
Dhvani Shah CFA

Dhvani Shah, CFA, is the chief investment officer of the Illinois Municipal Retirement Fund. Previously, she was the managing director of private equity at the New York State Teachers’ Retirement System, where she oversaw a program with more 64 managers and 140 partnerships and was a member of the Internal Investment Committee. In addition, Ms. Shah invested in private equity and real estate funds at the Chicago office of Bank of America, serving as vice president of the bank’s Strategic Investment Group. She started her career at Northwestern University’s Investment Office, as part of the team that managed the university’s endowment fund. Ms. Shah serves on the board of directors of CFA Society Chicago, the Robert Toigo Foundation, the Pension Real Estate Association (PREA), and the PREA Foundation, where she also serves as treasurer. She is a former member of the Education Committee and served as a board member of Institutional Limited Partners Association. Ms. Shah is a member of the Private Equity Women Investor Network and the National Association of Securities Professionals. She earned a bachelor of business administration (magna cum laude) from Loyola University and an MBA from the University of Chicago Booth School of Business.

Laurence Siegel
Laurence B. Siegel

Laurence B. Siegel is the Gary P. Brinson Director of Research at CFA Institute Research Foundation and an independent consultant. He has authored, edited, or co-edited six CFA Institute Research Foundation monographs and is the author of Fewer, Richer, Greener, published by Wiley in 2019. Mr. Siegel serves on the editorial boards of several prominent journals and on the board of directors of the Q Group and the American Business History Center. He has assisted a variety of nonprofit organizations in the role of investment committee chair or member. Previously, Mr. Siegel was director of research in the Investment Division of the Ford Foundation. Before that, he served as a managing director at Ibbotson Associates (now Morningstar). His website is www.larrysiegel.org. Mr. Siegel received a BA in urban geography and an MBA in finance from the University of Chicago.

Arun Sundararajan
Arun Sundararajan

Arun Sundararajan is the Harold Price Professor of Entrepreneurship and Technology at the New York University Stern School of Business and an affiliated faculty member at the NYU Center for Data Science and Center for Urban Science and Progress. He is the author of the award-winning book, The Sharing Economy, published by MIT Press in 2016, and translated into numerous languages. Mr. Sundararajan has published over 50 scientific papers in peer-reviewed academic journals and conferences and over 35 op-eds in leading outlets globally. His scholarship has been recognized by eight best paper awards and two Google Faculty awards. Mr. Sundararajan is a member of the World Economic Forum’s Global Future Council on the New Economic Agenda and adviser to numerous other policy bodies, venture capital firms, and cities. He has provided expert input about the digital economy as part of congressional testimony and to a range of government agencies. He works with tech companies on issues of strategy and regulation, and with non-tech companies trying to understand how to forecast and address changes induced by digital technologies.

Shundrawn A. Thomas

Shundrawn A. Thomas is president of Northern Trust Asset Management, where his responsibilities include developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships, and developing talented professionals. He also serves as a member of the Management Group for Northern Trust Corporation. Previously, Mr. Thomas served as executive vice president and head of funds and managed accounts, overseeing the development, management, and distribution of Northern Funds, Northern Institutional Funds, and FlexShares Exchange Traded Funds, as well as the managed accounts practice, which provides investment advisory solutions to clients. He has served as president and chief executive of Northern Trust Securities, Inc., and as head of corporate strategy for Northern Trust Corporation, supporting executive management with key strategic planning initiatives. In addition, Mr. Thomas served as a vice president at Goldman Sachs and held positions in sales, trading, and research at Morgan Stanley. He has completed executive education programs in corporate strategy at the University of Chicago Booth School of Business and corporate governance at the University of Notre Dame Mendoza School of Business. Mr. Thomas received a BS in accounting from Florida A&M University and an MBA from the University of Chicago Booth School of Business.

Mustafa Ulukan
Mustafa Ulukan CFA

Mustafa Ulukan, CFA, is an analyst engaged in research for the Emerging Country Debt team at GMO. Previously, he was an associate for East Asian financials at the World Bank Group. In addition, Mr. Ulukan has served as a private equity analyst at Grea Ventures. He earned a BA in economics from the University of California, Irvine, and an MBA from the George Washington University School of Business.

Tina Vandersteel
Tina Vandersteel CFA

Tina Vandersteel, CFA, is the head of the Emerging Country Debt team at GMO. Previously, she worked in fixed-income research at J.P. Morgan, where she developed quantitative arbitrage strategies for emerging debt and high-yield bonds. Ms. Vandersteel began her career at Morgan Guaranty Trust, attending Morgan Finance Program #18, before moving into the field of emerging debt. She earned a BA in economics from Washington & Lee University.

George Wilbanks
George R Wilbanks

George R. Wilbanks is founding partner of Wilbanks Partners, LLC. Before starting his own firm, he spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry-leading position. Before that, Mr. Wilbanks worked at Agtek International, a venture capital and family office business. He has also worked in business development as assistant to the chairman at the Dreyfus Corporation. Mr. Wilbanks graduated from Williams College with a degree in political philosophy and earned his MBA in marketing at New York University’s graduate school of business.

Luigi Zingales
Luigi Zingales

Luigi Zingales is the Robert C. McCormack Distinguished Service Professor of Entrepreneurship and Finance at the University of Chicago Booth School of Business. He has served as the president of the American Finance Association and as the director of the Stigler Center at the University of Chicago. Professor Zingales’s research interests span from corporate governance to financial development and from political economy to the economic effects of culture. He has published extensively in major economics and financial journals. Professor Zingales is the coauthor of Saving Capitalism from the Capitalists and the author of A Capitalism for the People. Professor Zingales holds a bachelor’s degree in economics from Universitá Bocconi and a PhD in economics from the Massachusetts Institute of Technology.


  • Economics
  • Corporate Finance
  • Financial Analysis
  • Fintech
  • Trading Strategies
  • Alternative Assets
  • Investment Industry
  • Investment Management Strategies
  • Fixed Income Investments
  • Investment Products & Asset Classes
  • Firm Management & Client Relationships
  • Standards, Ethics, and Regulations
  • Equity Investments
  • ESG & SRI Investing

Monday, 22 July

Tuesday, 23 July

Wednesday, 24 July

Thursday, 25 July



Gleacher Center, University of Chicago Booth School of Business

450 North Cityfront Plaza Drive
Chicago, Illinois 60611



InterContinental Chicago

505 North Michigan Avenue
Chicago, Illinois 60611


CFA Institute has arranged for a special group rate at the InterContinental Chicago. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel or apply the group code “FKL,” Reservations should be made by Monday, 24 June 2019 to take advantage of the discounted rate. The CFA Institute rate at the InterContinental Chicago is USD 199, subject to availability.

Book hotel reservation


Group Price
Early Bird – CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 2495
Valid through 28 Jun 2019
Early Bird – Non-Members USD 2995
Valid through 28 Jun 2019
CFA Institute Members and Candidates (CFA Program, CIPM, or Investment Foundations) USD 2995
Non-Members USD 3495
Group USD 2495

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.

Cancellation Policy: A cancellation fee of USD 250 applies for all cancellations made after 15 July 2019. 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 groups, if a cancellation brings a group's delegate count below three, 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: 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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