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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:
Monday, 7 May 2012 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 James Montier
Investment Professional, Member, Asset Allocation Team
GMO UK Ltd.
• 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 Sam Zell
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
Michael L. Mayo: The Proper Role of Wall Street in the Economy
W187│Lower Level Michael L. Mayo, CFA
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
Randall S. Kroszner: The Search for Stability: Regulation, Reform, and the Role of Monetary Policy
Skyline Ballroom A–C│Upper Level Randall S. Kroszner
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 Daniel Kahneman
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
Category: Markets, Psychology, Travel
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.
Here is how the banker’s game works:
http://aquinums-razor.blogspot.com/2011/11/here-is-how-bankers-game-works.html
mansoor h. khan
Oh no, BR on the road during Real Options Week.
A breach of SPY’s April low around 136 could really accelerate to the downside IMO.
Mr. Ritholtz, thank you so much for mentioning this event, and especially for mentioning, and providing the links to, the streamcast. Fascinating! Very interesting, very educational, and very refreshing (so far) to see reasoned, intelligent discourse on topics which many of us deal with each day.
Hopefully, these sessions will be archived for future viewing and learning.
Again, an outstanding post-one for the history books. Good luck.
‘For those of you who know what happens when I travel, you have been warned!’
Funny you should mention that, with Sunday night futures sagging on the French and Greek election results.
Hope you saw this coming, and lightened up on equities beforehand!
Delighted that my brother CH had the good sense to recruit you!
Come on BR , can’t you tell us your leaving before we close on Friday ? Asia blowing up on your departure news.
Wow! Limited to one hour for that panel?!?!
good topic have fun
you might want to also take opportunity and talk to this group about
THE ACCOUNTING THEY USE AS THEIR BASIC RAW MATERIAL?
If i was there I would rip them a set of new ones….