About This Event

CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.

Content Access

Summit Assets and Resources

Session 1

ETFs and Systemic Risks
CFA Institute Research Foundation / Brief

Accounting and Disclosure Information (ADI)
U.S. Securities and Exchange Commission

Regulation Best Interest — A Small Entity Compliance Guide
U.S. Securities and Exchange Commission

Statement of Hester M. Peirce in Response to Release No. 34-88890; File No. S7-13-19
U.S. Securities and Exchange Commission