Research for the Practitioner Workshops

Research for the Practitioner Workshops are typically held at the CFA® Institute Annual Conference and are free to all conference attendees. Videos of past presentations are available below.

2018 (Hong Kong)

Joanne M. Hill
Chief Advisor for Research and Strategy, CBOE Vest
Research Committee Chair, CFA Institute Research Foundation Board of Trustees

Donald R. Chambers
Keith H. Black, CFA
Nelson J. Lacey, CFA

2017 (Philadelphia)

Michael S. Falk, CFA
Focus Consulting Group

2016 (Montreal)

Lawrence E. Harris, CFA
Fred V. Keenan Chair in Finance, Professor of Finance and Business Economics
Marshall School of Business, University of Southern California

Keith P. Ambachtsheer
Director Emeritus
International Centre for Pension Management, Rotman School of Management, University of Toronto

2015 (Frankfurt)

Joachim Klement, CFA
Chief Investment Officer
Wellershoff & Partners

Previous Research for the Practitioner Workshops


Manager Selection: Evidence, Methods for Selection, and Techniques for Managing



Good Derivatives: A Story of Financial and Environmental Innovation


Risk Capital Allocation

The Risk of Emotions: Understanding What Drives Investors (video)


Global Currency Hedging: What Role Should Foreign Currency Play in a Diversified Investment Portfolio?

Not a Failure of Capitalism—A Failure of Government


Central Banking and Monetary Policy in Emerging Market Nations


The Buying Behavior of Individual and Institutional Investors

Understanding and Applying Behavioral Finance: Behavioral Biases and the Systematic Mispricing of Securities


Lifetime Advice: Human Capital, Asset Allocation, and Insurance

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