ASSET OWNER SERIES™

Asset Owner Series™ is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFA Society New York has to offer. Since the end of 2015, the Series has hosted 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, public pensions and union pensions that collectively have over $55 trillion in assets under management or advisory. According to OECD and World Pensions Council estimates, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally. The Series was founded by CFA Institute’s Inaugural Global Outstanding Young Leader and CFA Society New York’s 2016 Benjamin Graham Distinguished Service Award recipient, 2015 & 2017 Volunteer of the Year and 2013 Young Investment Professional Award recipient, Thomas Brigandi, in collaboration with a team of over 500 industry leaders who source speakers from their respective networks on behalf of the Society. The Series is being spearheaded by CFA Society New York volunteer leaders Thomas Brigandi, CFA; Deepika Sharma, CFA; Jae Yoon, CFA; Roberto Peralta, CFA; Kevin Maxwell, CFA; Sammy Suzuki, CFA; Robert Discolo, CFA, CAIA, CPA; Peter Sang, CFA; Sanjay Arora, CFA, ACA, CMA; Amelie Derosne, CFA; Dennis A. Johnson, CFA; Maria Weitzer, CFA; and Nithin Johnson.

Annual AOS events include:

  1. Insurance Company Chief Investment Officers Roundtable (Ira Kaplan, Lead Organizer; February)
  2. Institutional Investment Consulting Roundtable (Tom Brigandi, Leader Organizer; March)
  3. Single Family Office Conference (Bob Discolo, Lead Organizer; April) (No sponsor keynote addresses)
  4. Climate and ESG Asset Owner Summit (Tom Brigandi, Lead Organizer; September)
  5. Multi-Family Office Conference (Maria Weitzer, CFA, Lead Organizer; October)
  6. Public Pension Funds Conference (Kevin Maxwell, Lead Organizer; November)
  7. E&F Chief Investment Officer Roundtable (Bob Discolo, Lead Organizer; December) (No sponsor keynote addresses)

Biennial or Triennial AOS events include:

  1. Private Bank and Private Wealth Management CIO Roundtable
  2. National Pension Funds Conference
  3. Single Employer Corporate Pension Chief Investment Officer Roundtable
  4. Multilateral Development Bank Conference
  5. Central Bank and Reserve Funds Summit
  6. Multiemployer Pension Conference
  7. Sovereign Wealth Fund Conference (No sponsor keynote addresses)

The Seven Kinds of Asset Owner Institutions, By Tom Brigandi and Sloane Ortel

“A very useful, descriptive piece for people to understand everything they need to know about asset owners in one place.”
– Paul Smith, CFA, CEO, CFA Institute

Global Asset Owner Series Federation of CFA Societies
DateProgram Name
March 14, 20193rd Annual Institutional Investment Consulting Roundtable
April 4-5, 20195th Pension Funds Conference
May 2, 20194th Annual Single Family Office Conference
June 5, 20194th Annual Insurance Company Chief Investment Officers Roundtable
September 23-24, 20192nd Annual Climate and ESG Asset Owner Summit
October 10, 20194th Annual Multifamily Office Conference
November 7, 20191st Asset Owner Series Infrastructure Forum
December 5, 20194th Annual Endowment and Foundation CIO Roundtable

DateProgram Name
October 6, 2015Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 20161st Annual Insurance Company Chief Investment Officers Roundtable
March 10, 20161st Annual Single Family Office Conference
April 21, 20161st Annual Multi-Family Office Conference
May 12, 20161st Annual Endowment and Foundation Chief Investment Officer Roundtable
June 14, 20161st Private Bank and PWM Chief Investment Officer Roundtable
August 4, 20161st Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 20161st Annual Public Pension Funds Conference
September 29, 20162nd National Pension Funds Conference
November 29, 20162nd Annual Sovereign Wealth Fund Conference
December 8, 20161st Multiemployer Pension Conference
January 26, 20171st Annual Institutional Investment Consulting Roundtable
February 23, 20172nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 20172nd Annual Single Family Office Conference
September 14, 20172nd Private Bank and PWM Chief Investment Officer Roundtable
September 18, 20173rd Annual Sovereign Wealth Conference
September 19, 20173rd National Pension Funds Conference
November 1, 20172nd Annual Multi Family Office Conference
November 16, 20172nd Annual Public Pension Funds Conference
December 7, 20172nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018HKSFA Inaugural Asset Owner Series Event
February 22, 20183rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018ASFIP Asset Owner Series Event
March 15, 20182nd Annual Institutional Investment Consulting Roundtable
April 12, 20183rd Annual Single Family Office Conference
April 23, 20181st Multilateral Development Bank Conference
April 24, 20181st Central Bank and Reserve Funds Summit
July 18, 2018Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment Chain
September 18, 2018CFA France Inaugural Asset Owner Series Event
September 24, 2018Climate and ESG Asset Owner Summit
September 25, 20184th National Pension Funds Conference
October 11, 20183rd Annual Multi-Family Office Conference
October 25, 20182nd Multiemployer Pension Conference
October 25, 2018CFA Pennsylvania Inaugural Asset Owner Series Event
October 30, 20182018 Annual Dinner – Asset Owner Perspective
December 6, 20183rd Annual Endowment and Foundation CIO Roundtable

DateProgram Name
October 6, 2015Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 20161st Annual Insurance Company Chief Investment Officers Roundtable
March 10, 20161st Annual Single Family Office Conference
April 21, 20161st Annual Multi-Family Office Conference
May 12, 20161st Annual Endowment and Foundation Chief Investment Officer Roundtable
June 14, 20161st Private Bank and PWM Chief Investment Officer Roundtable
August 4, 20161st Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 20161st Annual Public Pension Funds Conference
September 29, 20162nd National Pension Funds Conference
November 29, 20162nd Annual Sovereign Wealth Fund Conference
December 8, 20161st Multiemployer (Union) Pension Conference
January 26, 20171st Annual Institutional Investment Consulting Roundtable
February 23, 20172nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 20172nd Annual Single Family Office Conference
September 14, 20172nd Private Bank and PWM Chief Investment Officer Roundtable
September 18, 20173rd Annual Sovereign Wealth Conference
September 19, 20173rd National Pension Funds Conference
November 1, 20172nd Annual Multi Family Office Conference
November 16, 20172nd Annual Public Pension Funds Conference
December 7, 20172nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018 HKSFA Inaugural Asset Owner Series Event
February 22, 20183rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018ASFIP Asset Owner Series Event
March 15, 20182nd Annual Institutional Investment Consulting Roundtable
April 12, 20183rd Annual Single Family Office Conference
April 23, 20181st Multilateral Development Bank Conference
April 24, 20181st Central Bank and Reserve Funds Summit
July 18, 2018Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment Chain
September 18, 2018CFA France Inaugural Asset Owner Series Event
September 24, 2018Climate and ESG Asset Owner Summit
September 25, 20184th National Pension Funds Conference
October 11, 20183rd Annual Multi-Family Office Conference
October 25, 20182nd Multiemployer Pension Conference
October 25, 2018Harrisburg Sponsored Luncheon: The Current Challenges Facing Asset Owners
October 30, 20182018 Annual Dinner- Asset Owner Perspective
December 6, 20183rd Annual Endowment and Foundation CIO Roundtable

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 >>

Series Gold Sponsor

Series Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks