CFA Conference: Post Compendium

CFAI have been live-blogging at the 67th CFA Institute Annual Conference here in Seattle. As before, I have been very gratified at the kind reception they have received. This post will act as a compendium of these posts so that you may find them in one convenient location. Links to the posts are provided below, with the most recent listed first.

CFA Conference: Clifford S. Asness

CFA21st Century Asset Management

Moderated by Brendan Conway, Barron’s

Clifford S. Asness (@Cimmerian999) is co-founder, managing principal, and chief investment officer at AQR Capital Management. Prior to co-founding AQR Capital Management, he was a managing director and director of quantitative research for the asset management division of Goldman, Sachs & Co. Mr. Asness serves on the editorial board of the Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of Q-Group, and the board of the International Rescue Committee. He received a BS in economics from the Wharton School, a BS in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, and an MBA and a PhD in finance from the University of Chicago.

  • Trends that are likely to transform the investment industry
  • Steps that firms need to take to be relevant in the future, and constraints we will never be able to do anything about
  • Skills that investment professionals, firms, and clients will need to thrive in the next 20 years:
    • Developing a better understanding of risk
    • Making judgments and a constant philosophy equal to data
    • Offering hedge funds that hedge
    • Recalibrating fees  Continue reading