Asset Owner Series History

DateNameEvent PageEvent Recap
Oct. 6, 2015Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds ConferenceHere »Here »
Feb. 18, 20161st Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Mar. 10, 20161st Annual Single Family Office ConferenceHere »Here »
Apr. 21, 20161st Annual Multi-Family Office ConferenceHere »Here »
May 12, 20161st Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Jun. 14, 20161st Private Bank and PWM Chief Investment Officer RoundtableHere »Here »
Aug. 4, 20161st Single Employer Corporate Pension Chief Investment Officer RoundtableHere »Here »
Sept. 8, 20161st Annual Public Pension Funds ConferenceHere »Here »
Sept. 29, 20162nd National Pension Funds ConferenceHere »Here »
Nov. 29, 20162nd Annual Sovereign Wealth Fund ConferenceHere »Here »
Dec. 8, 20161st Multiemployer Pension ConferenceHere »Here »
Jan. 26, 20171st Annual Institutional Investment Consulting RoundtableHere »Here »
Feb. 23, 20172nd Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Apr. 6, 20172nd Annual Single Family Office ConferenceHere »Here »
Sept. 14, 20172nd Private Bank and PWM Chief Investment Officer RoundtableHere »Here »
Sept. 18, 20173rd Annual Sovereign Wealth ConferenceHere »Here »
Sept. 19, 20173rd National Pension Funds ConferenceHere »Here »
Nov. 1, 20172nd Annual Multi Family Office ConferenceHere »Here »
Nov. 16, 20172nd Annual Public Pension Funds ConferenceHere »Here »
Dec. 7, 20172nd Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Jan. 17, 2018HKSFA Inaugural Asset Owner Series EventHere »Here »
Feb. 22, 20183rd Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Mar. 14, 2018ASFIP Asset Owner Series EventHere »Here »
Mar. 15, 20182nd Annual Institutional Investment Consulting RoundtableHere »Here »
Apr. 12, 20183rd Annual Single Family Office ConferenceHere »Here »
Apr. 23, 20181st Multilateral Development Bank ConferenceHere »Here »
Apr. 24, 20181st Central Bank and Reserve Funds SummitHere »Here »
Jul. 18, 2018Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment ChainHere »Here »
Sept. 18, 2018CFA France Inaugural Asset Owner Series EventHere »Here »
Sept. 24, 2018Climate and ESG Asset Owner SummitHere »Here »
Sept. 25, 20184th National Pension Funds ConferenceHere »Here »
Oct. 11, 20183rd Annual Multi-Family Office ConferenceHere »Here »
Oct. 25, 20182nd Multiemployer Pension ConferenceHere »Here »
Oct. 25, 2018CFA Pennsylvania Inaugural Asset Owner Series EventHere »Here »
Oct. 30, 20182018 Annual Dinner – Asset Owner PerspectiveHere »Here »
Dec. 6, 20183rd Annual Endowment and Foundation CIO RoundtableHere »Here »
Feb. 20, 2019Asset Owner Panel at MENA Investment CongressHere »Here »
Mar. 14, 20193rd Annual Institutional Investment Consulting RoundtableHere »Here »
Apr. 11, 2019ESG Asset Owner Summit (Washington, D.C.): The Rise & Status of Sustainable InvestingHere »Here »
May 1, 2019ASFIP Asset Owner Series RoundtableHere »Here »
May 2, 20194th Annual Single Family Office ConferenceHere »Here »
Jun. 5, 20194th Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Sept. 23-24, 20192nd Annual Climate and ESG Asset Owner SummitHere »Here »
Sept. 26, 2019HKSFA – Investment Perspectives of Family Offices in US vs AsiaHere »Here »
Sept. 30, 2019Peru – Transpacific Asset Owner Series: Lima 2019Here »Here »
Oct. 10, 20194th Annual Multi Family Office ConferenceHere »Here »
Oct. 30, 2019CFA North Carolina Inaugural Asset Owner SeriesHere »Here »
Nov. 4, 20192019 Putting Beneficiaries FirstHere »Here »
Jan. 23, 20205th Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Feb. 6, 20204th Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Nov. 4-6, 2020LatAm & Caribbean Asset Owners Series Virtual Summit 2020Here »Here »
Nov. 13, 2020CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework ConferenceHere »Here »
Nov. 16, 20212nd Annual LatAm & Caribbean Asset Owners Series Virtual SummitHere »N/A
Dec. 8, 20216th Annual Insurance Company Chief Investment Officers RoundtableHere »Here »

AOS Virtual Keynotes

DateNameEvent PageEvent Recap
May 4, 2020An Asset Owner CIO View from APACHere »N/A
May 11, 2020A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth FundHere »N/A
May 18, 2020A View of LATAM’s Public and Private MarketsHere »N/A
May 26, 2020Reflections on a Career Serving the Public Pension SystemHere »N/A
Jun 1, 2020What Clients Want and What They Will Want: A Consulting and OCIO Leader’s PerspectiveHere »N/A
Jun 8, 2020What’s Next for India’s Infrastructure and Other Investments?Here »N/A
Jun 15, 2020A View from the Top of the Real Estate MarketHere »N/A
Jun 22, 2020One Local Retirement Fund Investor’s ViewHere »N/A
Jun 29, 2020A View of the African ContinentHere »N/A
Jul 6, 2020What Can Stressed Public Funds Learn from this Asset Owner?Here »N/A
Jul 13, 2020Spotlight on Mexico’s Public and Private MarketsHere »N/A
Jul 20, 2020What’s Next for the Nordics?Here »N/A
Jul 27, 2020What’s on the Mind of One of the Systems within the Largest Municipal Pension Fund in the US?Here »N/A
Aug 3, 2020Private and Co-Investment Risks and OpportunitiesHere »N/A
Aug 10, 2020How is the World Bank Managing Assets Amid the Crisis?Here »N/A
Aug 17, 2020Where One Sovereign Fund is Allocating to AlternativesHere »N/A
Aug 24, 2020How One Wealthy Family Views the Growth of India’s Family Offices and Alternative InvestmentsHere »N/A
Aug 31, 2020A Candid View of China’s MarketsHere »N/A
Sept 8, 2020What One LATAM Central Bank Reserve Fund Manager Thinks about the CrisisHere »N/A
Sept 14, 2020One Wealthy Family’s Journey to Investing With PurposeHere »N/A
Sept 21, 2020What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and MoreHere »N/A
Sept 28, 2020Hear How One State Pension Plan is Dealing with Covid PressuresHere »N/A
Oct 5, 2020How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?Here »N/A
Oct 6, 2020What the “Technologized Investor” of the Future Looks LikeHere »N/A
Oct 13, 2020How Does One of Asia’s Largest Insurance Group CIOs See the World?Here »N/A
Oct 15, 2020Racial Equity in Asset Management: Asset Owners’ PerspectivesHere »N/A
Oct 19, 2020See How a State Pension Plan Sees the Long RunHere »N/A
Oct 26, 2020How One Endowment and One Family Office are Implementing ESG InvestmentsHere »N/A
Nov 2, 2020A View from AustraliaHere »N/A
Nov 9, 2020Southeast Asia’s Risks and Returns, During and Beyond CovidHere »N/A
Nov 16, 2020Why Investing in Hope is Profitable for One Wealthy FamilyHere »N/A
Nov 23, 2020Building a Successful Investment Strategy in China as a Foreign Investor – Perspectives from Power Corp, a Desmarais family controlled companyHere »N/A
Nov 23, 2020North American Alternative Investment RisksHere »N/A
Nov 30, 2020A View of Long-Termism from New Zealand’s Sovereign Wealth FundHere »N/A
Dec 7, 2020Utilizing the Canadian Endowment Model in a UK Pension SchemeHere »N/A
Jan 11, 2021How Endowments Will Be Impacted by U.S. Higher-Ed PressuresHere »N/A
Feb 1, 2021Pension Manager: A Canadian View of AlternativesHere »N/A
Mar 1, 2021Duke Endowment: A Look ForwardHere »N/A
Mar 15, 2021OCIO: What Investing Trends the CIO of One of the Largest Thinks AboutHere »N/A
Apr 12, 2021Insurance: Portfolio Design Amid Massive ChangeHere »N/A
Apr 26, 2021OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio SolutionsHere »N/A
May 10, 2021Portfolio Construction for Asset Owners Considering Sustainable Data, Risks and ReturnsHere »N/A
Jun 3, 2021Consultants: How the Decision Making Tools Asset Owners Use to Stay Ahead of Trends are ChangingHere »N/A
Jun 11, 2021Family Offices: A Long Term View of Investments and PhilanthropyHere »N/A
Jul 6, 2021Insurance: Innovative Thoughts on Portfolio Construction and Asset SelectionHere »N/A
Aug 2, 2021Development Bank Perspective: Optimizing Investments in Sustainable Infrastructure in Emerging MarketsHere »N/A
Aug 16, 2021Insurance: Subsectors Worth Watching, According to AFLAC’s CIOHere »N/A
Sep 13, 2021Family Offices: New Views into Diversification BenefitsHere »N/A

Summits

Climate and ESG Asset Owner Summit

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September 2018

Climate and ESG Asset Owner Summit

In this first annual Climate and ESG Asset Owner Summit event, scheduled to take place during Climate Week in NYC, CFA Society New York (CFANY) is dedicating a full day to the rise and status of sustainable investing among asset owners, by featuring addresses and panel discussions led and informed by asset owner representatives covering five continents. These will focus on ESG trends and developments across North America, Latin America, Europe, Asia, and Africa, and offer regional perspectives, unique challenges and opportunities, and their outlooks.

A Climate Week NYC and a Global Goals Week Event

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally. Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.

By the Numbers

One of the largest one-day gatherings of asset owner speaker representatives, by assets under management, in history.

55 speakers and 260+ industry-leader attendees representing:

  • $9.5 trillion, or 12%, of total owned institutional assets globally
  • Tens of trillions of dollars of institutionally managed assets
  • Five CFA Societies speaking

Tom Brigandi’s 70th Society Event, 500th Speaker & 13,000th Attendee

Ahead of this event, CFANY, CFA Institute and 23 other CFA societies across the world have teamed up with Principles for Responsible Investment (PRI) to conduct a comprehensive 2017 global ESG integration study covering equities, bonds and sovereign debt.  The study results are expected to be published in the form of four separate reports, each covering ESG trends in the Americas, Europe and APAC, supplemented by a fourth report consisting of case studies.  Based on an initial analysis of the results, the report covering the Americas supports previous CFA Institute survey findings, showing that risk analysis and client demand are the main reasons for taking ESG integration into consideration in the investment process.  The report’s findings for the Americas will be published in advance of the ESG Asset Owner Summit, and its conclusions will be introduced and discussed at that time.

Supranational and Central Bank Summit

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April 2018

1st Multilateral Development Bank Conference

CFA Society New York’s Multilateral Development Bank Conference featured a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution, created by a group of countries, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates, very-long-term loans below market rates, and through grants. MDBs have a strong record of cooperation on infrastructure, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design, as well as practitioners engaged in the business of structuring, financing and implementing projects.

1st Central Bank and Reserve Funds Conference

A central bank, reserve bank, or monetary authority is an institution that manages a nation’s currency, money supply, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis, central banks’ balance sheets have grown significantly, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However, all central banks have an important role in macroeconomic management and global financial stability.

80th Anniversary Asset Owner Summit

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September 2017

2nd Annual Private Bank & PWM Chief Investment Officer Roundtable

The 2nd Annual Private Bank and PWM Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. The purpose of the panel is to explore how the various issues across assets classes such as Global Equities, Global Fixed Income, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.

3rd Annual Sovereign Wealth Conference

Sovereign Wealth Fund delegates to discuss their long-term capital management philosophy, asset allocation approach and outlook for global markets. ‎Since the early 2000s, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However, all Sovereign Wealth Funds, whether structured as stabilization funds, savings & development funds or reserve investments, have an important role in macroeconomic management and global financial stability. In this context, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns, has led these funds to have unique asset allocation profiles.

3rd Annual National Pension Funds Conference

The 3rd Annual National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy.

While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

News

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong.

NEW YORK, JULY 12, 2017 — CFA Society New York and The Hong Kong Society of Financial Analysts Ltd. (HKFSA) today announced a unique collaborative plan to expand CFA Society New York’s ASSET OWNER SERIES™ to Hong Kong. Both societies will work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events, hosted by two of the largest local CFA societies in the world. Chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants and public pension schemes across Asia will gather amongst themselves and alongside local CFA society-members to speak at the newly established HKSFA Asset Owner Series. The objective is to host C-Level asset owner investment executives—who represent firms that collectively manage in excess of US$10 trillion in assets (roughly HK$78 trillion)—and a cumulative audience that will be comprised of more than 1,000 investment professionals over the next two to three years. Read Full Press Release >>