Practical analysis for investment professionals
21 May 2014

The Future of Finance: Ten Key Talks from the 67th CFA Institute Annual Conference

These days, far too many financial industry conferences feature CEOs and CFOs talking up their companies or academics touting their most recent papers. That makes it tough for curious and committed finance pros to learn anything of use. This year’s recently concluded CFA Institute Annual Conference in Seattle was, as in year’s past, refreshingly different, with many presenters sharing learned opinion, startling new perspectives, and novel ways of thinking about both the world at large and the practice of investing.

A few notable examples: Nobel Laureate William F. Sharpe discussed not only his current research interests but also what he considers to be some of the most intractable problems in finance (think retirement security). Nate Silver, who gained fame with his stunningly accurate US election predictions, discussed the limits of big data — an important message, given the loud buzz emanating from this latest technological frontier. And “smart beta,” one of the hottest topics of the past several years, was the subject of both scrutiny and scorn by Paul Bouchey, CFA, managing director of research at Parametric Portfolio Associates.

Highlights from ten key talks follow below. You can find more of our coverage on the Annual Conference blog.

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Photo credit: W. Scott Mitchell

About the Author(s)
Jason Voss, CFA

Jason Voss, CFA, tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor and the CEO of Active Investment Management (AIM) Consulting. Voss also sub-contracts for the well known firm, Focus Consulting Group. Previously, he was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund to noteworthy returns. Voss holds a BA in economics and an MBA in finance and accounting from the University of Colorado.

Ethics Statement

My statement of ethics is very simple, really: I treat others as I would like to be treated. In my opinion, all systems of ethics distill to this simple statement. If you believe I have deviated from this standard, I would love to hear from you: [email protected]

1 thought on “The Future of Finance: Ten Key Talks from the 67th CFA Institute Annual Conference”

  1. Per Kurowski says:

    Portfolio invariant credit risk weighted equity requirements for banks allow banks to earn much higher risk adjusted returns on equity when lending to the safe than when ending to the risky.

    When will CFA look into the distortions in the allocation of bank credit to the real economy that regulation produces?

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