4 февраля 2020 г.

Please be invited to a business breakfast, where CFA Association Russia and Giuseppe Ballocchi present the Future of Finance , a project that develops CFA Institute thought leadership to help shape the future of the investment profession according to CFA Institute values.

Dr. Giuseppe Ballocchi, CFA is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards.

The event will focus in particular on the Investment Firm of the Future and the Investment Professional of the Future. Giuseppe Ballocchi will also conduct a skill map exercise and lead a discussion on opportunities for member value and the engagement of CFA local societies in the context of CFA Institute Future of Finance project.


The main points:

Fintech Disruption

New technologies promote new business models; disruption and creative destruction are endemic

Parallel Worlds

Engagement in society differs by geography, generation and social group; effects on financial services participation and preferences

Lower for Longer

Interest rates stay low, global growth disappoints, and political instability rises


Capitalism Investment industry becomes more professional, ethical, and client-centric


Changing Roles

Adaptability is essential / Change is anticipated / AI+HI will become the norm / Teams will dominate / Work–life integration is the goal / Asia Pacific growth continues

Changing Skills and Careers

More investment professionals are motivated by learning than by compensation / Soft skills is the topic most pursued across all career phases / T-shaped skills are valued / Many important skills are difficult to find / Time spent in on-the-job learning is high / Career catalysts exist

Changing Cultures and Organizational Context

The world of work is changing / Firms are managing the employee experience more / Workplace design is an enabler of culture / Technology will change cultures / Training will increase



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