Bridge over ocean
14 May 2018 Multimedia

The Investment Firm of the Future

  1. Richard J. Brandweiner, CFA
  2. Virginie Maisonneuve, CFA
  3. Roger Urwin, FSIP

Richard Brandweiner, CFA, and Virginie Maisonneuve, CFA, discuss scenarios for future strategy and the implications for business models, building effective teams and the skills needed for success, changes to operational and distribution models and how to leverage technology, investment product and process trends, and purpose, trust, and value in the investment industry.

This is the archived version of a live presentation from the 2018 CFA Institute Annual Conference in Hong Kong.

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