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Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Rebecca Patterson is Chief Investment Officer at Bessemer Trust, a privately owned wealth and investment management firm that oversees more than $120 billion in assets.

Ms. Patterson has overall responsibility for investments, including asset allocation, strategic portfolio direction, and research. She is chair of the Investment Policy and Strategy Committee and a member of the firm’s Management Committee.