I am participating in a panel discussion on stewardship at CFA UK’s Professionalism Conference on Friday April 19th. The conference is designed to provide practical guidance on building and maintaining an ethical and professional culture in investment management firms. The conference starts at 1pm and is being held at the Americas Square Conference Centre, London EC3N 2LB. There is no charge for attendance and CFA UK expects an audience of 100-200 senior investment professionals to attend. It would be good to see you there. If you would like to register, please click here
13:40 – Keynote address: What it takes – to build an ethical culture
Charley Ellis, CFA, chairman of the Whitehead Institute for Biomedical Research
14:20 – Professionalism Panel Discussion: Stewardship – serving clients and serving the profession
Key components, systems and controls
The demand for good stewardship
Evidencing stewardship
Panellists:
– Colin McLean, FSIP, Founder and CEO, SVM Asset Management
– Natalie WinterFrost, CFA, Client Director, Aberdeen Asset Management
– Daniel Godfrey, chief executive, Investment Management Association
– Michelle McGregor-Smith, ASIP, CFA, CEO BA Pension Investment Management
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