Tuesday, August 13

8:15 am - 9:15 am | Breakfast & Opening Keynote | Law School Atrium

"Investing in Climate and the Energy Transition"

J. Drake Hamilton
Science Policy Director, Fresh Energy

Climate change has been described as both the most important global systemic threat to the economy and the greatest investment opportunity in history. It’s estimated that we need to leave at least 80% of fossil fuel reserves in the ground to avoid the worst impacts of climate change, yet it is hard to imagine an economy that doesn’t run on fossil fuels. Hear from J. Drake Hamilton about the accelerating pace of climate change and the damaging impacts we are already starting to see, as well as what the transition to clean energy could look like in Minnesota and beyond.


11:55 am - 12:35 pm | FactSet Technical Training Demo | Room 235

"Demonstrating Alpha:  Learn How to Quantify the Impact of Active Investment Strategies with FactSet"

Dan Poll
Vice President Quantitative and Risk Analytics, FactSet

Whether it’s pressure from active to passive fund flows, increased cost pressures, or increased investor understanding and interest, there has been demand by our clients to help show insight into their portfolio construction process and better articulate the value they are adding. There are several ways for an active portfolio manager to demonstrate and measure the value that they add to the investment process using different performance attribution models. Learn how you can utilize different tools in FactSet to show that your investment process aligns with your strategy and to help quantify the impact of systematic investment strategies.


3:15 pm - 4:00 pm | The Great Debate | Law School Atrium


"It is impossible to implement unsupervised AI within the context of the CFA Institute ethical standard for Diligence and Reasonable Basis."


Moderator: Glenn Doggett, CFA, CFA Institute
Debate Team 1 (It's possible): Chris Bemis, Whitebox Advisors; Mark Yusko, Morgan Creek Capital Management
Debate Team 2 (It's impossible): Nick Hansen, CFA, CAIA, Disciplined Growth Investors; Keturah Pestel, CFE, FLMI, Thrivent



4:00 pm - 5:00 pm | Closing Keynote | Law School Atrium

A Fireside Chat with Gene Munster - "The Future of Frontier Technology"

Interview by Reed Robinson of Beta.MN



Wednesday, August 14

12:00 pm - 12:50 pm | Lunch Keynote Speaker | Law School Atrium

"AI & Healthcare"

Kerrie Holley
Optum Technical Fellow