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Investment Firm Of The Future: Alternative Business Models & Strategies For A More Forward-Thinking Industry



Start Time

14/02/2019 18:15

End Time

14/02/2019 21:00



All Day Event




Location Info

BNP Paribas Asset Management

14 rue Bergère

75009, Paris

Event Description

We are all living in a world of technological, economic and social disruption which is already impacting our industry. 

CFA Institute has just published its "Investment Firm Of The Future" report, accessible here, in which it develops the context for the organizations in our industry, by again looking out over the next 5-10 years with the aim of helping firms better face realities, manage risks, and craft alternative pathways. 

From the scenarios developed in Future State, CFA Institute constructs various Narratives unpacked into five Models organized by their functional parts:

Business Model: Core attributes on value and competitive differentiation

Operating Model: How the organization manages its products and services

People Model: The staffing model and the attract-and-retain methods used

Investment Model: The component parts of the organization's investment philosophy, beliefs, and capabilities

Distribution Model: The client relationship model

Rhodri Preece, CFA, Head of Industry Research at CFA Institute will present the challenges and the opportunities our industry will face over the coming years. This is a unique opportunity to share views on mega trends and solutions to benefit from them.

Please note that the event will be in English.


Rhodri Preece, CFA

Head of Industry Research
CFA Institute

Rhodri Preece is Head of Industry Research for CFA Institute. He is responsible for building and maintaining the global thought leadership function at CFA Institute, including leading the planning, coordination and creation of research content across CFA Institute research platforms including the Financial Analysts Journal, the Research Foundation, the Future of Finance, and the Enterprising Investor blog.

Rhodri formerly served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.
Mr Preece is a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.

Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP where he specialized in investment funds.

CE Credits






Education Topic

Alternative Investments; Economics; Equity Investments; Fixed Income; Leadership, Management, and Communication Skills; Portfolio Management; Risk Management

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43 510,760416667






Content Type: Event
Created at 03/12/2018 08:05 by
Last modified at 03/12/2018 08:05 by