Joanne M. Hill

CFAI Research Foundation Workshop at 71st CFA Institute Annual Conference, Hong Kong, May 12, 2018 Topics: A. Fit of ETFs into the Evolution of Investment Strategies and Markets in the 21st Century B. ETF Mechanics, Features and Why They Appeal to Investors C. The ETF Landscape in 2018 -Assets, Flows, Trading, and ETF Managers D .The New Active – Factor (Smart Beta) Strategies in ETFs. E. Takeaways and A Forward Look at the ETF Industry

Talk given in May 2018 at conference for pensions, endowments, and foundations. Topics: Why Volatility Dynamics Matters - The Time Dimension of Risk. Volatility Regimes Dimensions of Volatility – Volatility Risk Premium, Term Structure, Skew and Dispersion Volatility-Based Strategies to Enhance Risk-Adjusted Returns and Reshape Return Patterns.

Using my career as an example, this talk will discuss how changes in investment management and financial markets over the last several decades have impacted careers in these industries. The talk will highlight some of the skills and career management techniques that have proven useful in developing a successful career path despite the rate of change from technology applied to investing and markets and from financial market volatility. Examples of from quantitative finance and risk management will be used as illustrations. The evolution of ETFs will be another example discussed with respect to how this new investment management and trading product has created career opportunities in several different functional areas that did not exist a decade ago. The role of networking and my experience founding the Women in ETFs organization which now has over a dozen global chapters and almost 4,000 members will be discussed.