CFANY Annual Dinner Honors & Delivers, Raises the Bar for the Investment Industry

NEW YORK, NOV. 05, 2018  — On Tuesday, October 30, CFA Society New York (“CFANY”) hosted its 2018 Annual Dinner; a celebration CFANY’s position as the premier forum for financial professionals to explore, challenge and advance the investment industry.

The premier event, which sold out, promised a unique opportunity to network, socialize, and learn amongst colleagues and advanced practitioners from across the financial services and investment management industries.

Clad in their evening best, over 400 guests arrived and gathered in the foyer—reveling in the company of their peers, hors d’oeuvres and a full premium bar—before filling up the spacious Mandarin Oriental Hotel Ballroom, where 18-foot-high walls of floor-to-ceiling windows offered the patrons an alluring view of the sun setting over Central Park and the Manhattan Skyline.

“As we go forward,” said CFANY Board of Directors Chair Philip J. Taylor, CFA, “the incredible enthusiasm and commitment of our stakeholders will allow us to reach strategic goals of increasing member value, demonstrating organizational excellence and furthering the development of the profession globally.”

Over the last five years, CFANY has grown to over 12,000 members, becoming the largest CFA local society in the world.

A great deal of the society’s growth and recent success, which includes global awards in 2017 for “Delivering Member Value” and in 2018 for “Most Outstanding Society”, was propelled by the flagship Asset Owner Series (“AOS”). The “Asset Owners’ Perspectives Panel” underscored the theme of the event, and befittingly featured a speaker-slate that consisted of some of the Asset Owner sphere’s foremost experts and representatives.

Volunteer Award recipients were also announced, per annual tradition, and the individuals selected to be recognized for exceptional contributions to the investment profession were honored, headlined by Scott C. Evans, CFA—former Deputy Comptroller for Asset Management and Chief Investment Officer for the Office of the New York City Retirement Systems—who was bestowed with the Irving Kahn Lifetime Achievement Award.

“Even as the industry changes around us, we share the exact same vision of excellence and ethics as our founders 81 years ago,” Taylor said.

The panel was comprised by moderator Steven Case, CFA (Partner, Mercer), and panelists Alex Doñé (Interim Deputy Comptroller for Asset Management & CIO, Office of the New York City Comptroller), Rebecca H. Patterson (Managing Director & CIO, Bessemer Trust), Nicholas Liolis (Senior Managing Director & CIO, TIAA General Account) and Scott Pittman (SVP & CIO, Mount Sinai Health System).

Norges Bank Investment Management’s Global Head of Market Allocation, Paul Marcussen, CFA, provided the keynote, opening the evening ceremonies. 

“Like our founders, we believe that great insight does not arise in isolation, but is born out of discussion, exchange of ideas, and the meeting of fertile minds,” Taylor said. “The best environment for such a meeting of those minds is a vibrant community—our community.”


About CFA Society New York
Since 1937, CFANY has sought to raise the standards of the investment industry through global insight, a dynamic community of local investment management professionals, and thought leadership. CFANY’s mission is to raise the bar in investment management wherever possible and help establish the course for where the investment industry is headed.

CFANY is a leading voice within a network of CFA Societies in 150 countries, representing over 145,000 CFA Institute members world-wide. CFANY works in conjunction with CFA Institute to develop the industry’s future professionals and to raise the standards of professionalism in the investment management industry.

With over 12,000 members, CFA Society New York is the largest CFA Institute member society in the world.

About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 145,000 members in 159 countries and territories, including 139,000 CFA charterholders, and 147 member societies.