65th CFA Conference


I will be spending the next few days appearing at and attending the 65th annual CFA conference in Chicago. (For those of you who know what happens when I travel, you have been warned!)

The conference site has lots of goodies: You can stream the event; see the full schedule; get bios of all the speakers.

My panel is this:

9:00-10:10 a.m.

World Debt Crisis: Endgame Scenarios and What They Could Mean for Investors and the World

Anatole Kaletsky, GaveKal
John F. Mauldin, Millennium Wave Investments
Barry L. Ritholtz, Fusion IQ
David Rosenberg, Gluskin Sheff + Associates Inc.

• How the effects of deleveraging will increasingly shape the economic environment and policy decisions
• What effects unforeseen outcomes and behind-the-scenes factors are having on the eurozone crisis
• How emotion and instinct can be our worst enemies in extreme market conditions


and I am definitely planning on seeing these:


James Montier: The Flaws of Finance

Skyline Ballroom A–C│Upper Level
Investment Professional, Member, Asset Allocation Team
• How bad models, bad behavior, bad incentives, and bad policies interact to create perfect storms for markets
• How physics envy in finance and the abuse of mathematics endanger our industry
• What effects these problems have on the finance industry


Sam Zell: Searching the World for Growth/4Opportunities in Emerging Markets Real Estate and Infrastructure

Skyline Ballroom A–C│Upper Level
Chairman, Equity Group Investments

• The most promising emerging markets for investment today
• Hot real estate sectors within emerging markets
• Demographic factors and cultural lifestyle changes affecting real estate trends


The Proper Role of Wall Street in the Economy

W187│Lower Level
Managing Director, Banks, CLSA
Author, Exile on Wall Street: One Analyst’s Fight to Save the Big Banks from Themselves

• Factors in the banking industry that led to the financial crisis (e.g., dodgy accounting, the separation of risk from reward, outsized executive pay) and factors that still exist today
• Lack of management transparency and other information obstacles that hinder objective analysis
• Solutions to the problems and the need for more capitalism


: The Search for Stability: Regulation, Reform, and the Role of Monetary Policy

Skyline Ballroom A–C│Upper Level
Norman R. Bobins Professor of Economics, University of Chicago Booth School of Business and Former Governor of the Federal Reserve System (2006–2009)

• A former central banker’s “insider” perspective on international coordination of monetary policy and the key risks facing policymakers as the global economy works through the deleveraging process
• The impact of current and future regulation on risk mitigation in the global banking system
• The expanding set of policy instruments, challenges of macro-prudential policy, near-zero interest rates, and the evolution of central bank objectives

Daniel Kahneman: Psychology for Behavioral Finance

Skyline Ballroom A–C│Upper Level
2002 Nobel Laureate in Economic Sciences and Professor Emeritus, Woodrow Wilson School of Public and International Affairs, Princeton University

• The role of intuition and reasoning in decision making
• Loss aversion
• The denial of uncertainty
• Overconfidence: Causes and consequences
• Differences between investment professionals and amateurs

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