W City Center

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172 W. Adams Street
Chicago
IL


United States


Investing in Innovation
CFA Society Chicago
Date, Time, and Location:
Wednesday, September 28, 2016 (add this event to your Outlook Calendar)
3:00 pm – 6:00 pm
The W City Center, 172 W. Adams Street, Chicago, IL  60603   (Driving Directions)

Program Description:
Over the past decade, some of the largest companies in the world grew at astounding speed, from start-up to IPO to a position of market dominance through incredible innovation. Many of these companies provided investors extraordinary gains, including Google’s near 1,300% gain since its 2004 IPO! Innovators across multiple sectors such as biotechnology, transportation, and communications are capitalizing on emerging technologies and intellectual property rights, leading to transformation of our global markets. At the same time, many of these firms are developing sustainable products and business models that address climate change, energy, and other critical global needs.

Our program brings together a diverse group of individuals actively involved in the world of innovation – entrepreneurs, investors, and legal and sustainability experts. From venture capital to IPO and beyond, learn how to uncover value in technology and innovation while positioning your portfolio for growth!

You will learn:

Learn how intangible assets and intellectual property rights drive innovation and market value
Explore the nexus between sustainability and innovation across sectors through Sustainability Accounting Standards Board (SASB) standards
Catch the latest success stories from Chicago’s innovation district and high-tech incubators
Gain global perspectives on the changing role of innovation and technology in society
Hear top investment managers discuss the risks and opportunities of investing in innovation
Learn how innovation is driving growth in Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) integration
Discover how financial technology (FinTech), “robo advisors,” demographics and regulation are disrupting traditional financial advisory services
Participate in the dialogue through networking and a lively Q&A discussion

PANEL A: GLOBAL TRENDS IN INNOVATION AND SUSTAINABILITY

Moderator:
Dr. James Conley – Clinical Professor of Technology, Northwestern University, Kellogg School of Management and the McCormick School of Engineering

Panelists:
Janine Guillot – Director of Capital Markets Policy and Outreach, Sustainability Accounting Standards Board (SASB)
Terry Howerton – Founder and CEO, TechNexus
James E. Malackowski – Chairman & CEO, Ocean Tomo, LLC
John Morris- General Manager, IBM Cloud Object Storage

 

PANEL B: THE OPPORTUNITIES AND RISKS OF INVESTING IN INNOVATION

Moderator:
John Pletz – Senior Reporter, Crain’s Chicago Business

Panelists:
Bruno Bertocci, CFA – Managing Director Senior Portfolio Manager, UBS
Matt Litfin, CFA – Sr. Portfolio Manager & Director of Domestic Research, Columbia Wanger
Daniel Nielsen – Managing Director, Great Lakes Advisors
Tricia Rothschild, CFA – Head of Global Advisor Solutions, Morningstar, Inc.

REGISTER HERE

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