Analysts stage investment forum

The Certified Financial Analysts Society Cayman Islands will hold its first Cayman Investment Forum on Oct. 17 at the Grand Cayman Marriott Beach Resort.  

Economic conditions across the world’s financial markets continue to challenge investors and present new risks to those attempting to navigate today’s choppy markets, the CFA Society said in a statement. The organization, which offers a professional certification for financial analysts, noted that as sovereigns attempt to stabilize their economies, investment professionals must remain abreast of ever-changing market trends and seek out a competitive advantage among new opportunities. 

To this end, the half-day conference, scheduled from noon to 6 p.m. on Thursday, Oct. 17, is aimed at all investment professionals. Five featured speakers will offer diverse perspectives on the economy at large, emerging opportunities, as well as ethical issues.  

Jonathon Lemco, principal and senior analyst with Vanguard Taxable Credit Research Group, will provide a general economic and global market overview with a focus on the credit/fixed income and sovereign risks in developed and emerging markets.  

Pablo Breard, the head of International Research at Scotiabank, aims to outline the driving factors affecting the global markets and their impact on the local economy in the Cayman Islands. 

James Rickards, partner with Tangent Capital Partners and the author of “Currency Wars: The Making of the Next Global Crisis,” will complement the global market overview from the perspective of alternative investments, in particular derivatives and hedge funds, and how they shape the economic landscape.  

One of the objectives of the CFA Society Cayman Islands is to promote ethical and professional standards within the investment industry – a focus that is reflected in its investment forum program. 

Noreen Harrington, alternative investment specialist at MD Sass, will speak about her experience in the mutual fund scandals, and the more recent Madoff financial fraud, as well as the need for ethical leadership within the financial community. 

Investors will also learn about the CFA Institute’s Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The CFA’s Ashvin Vibhakar, senior adviser and executive sponsor of the Future of Finance project, will explain how the project aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding and personal integrity.  

In addition to boasting an informative and high-quality speaking program, and with the support of industry partners such as Vanguard, Silver Wheaton and Scotiabank, the Cayman Investment Forum provides attendees with the opportunity to network with industry colleagues. It will serve as an opportunity to share best practices, voice concerns and hear different perspectives, the CFA Society said. 


The cost per ticket is $75 for CFA Society members and $100 for nonmembers. For tickets and enquiries, email [email protected]