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Overview
Join our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.
Agenda
5:30 PM | REGISTRATION
5:55 PM | WELCOME REMARKS | INTRODUCE KEYNOTE SPEAKER
Won Palisoul, Chair of Veterans Roundtable, CFA Society New York
6:00 PM | KEYNOTE SPEAKERS
Rick Calero, Head of Banking and Lending, BNY Wealth
COL Jarrett A. Thomas II, Director, U.S. Army Soldier for Life
6:20 PM | VETERAN TRANSITION PANEL
Moderator
Ebonnie Goodfield, Founder & President, Women Veterans of Columbia University, 501c(3)
Panelists
Nathan Cole, Vice President, Impact Investing, Citi
Melissa Fay, Managing Partner, Drexel Hamilton
Dave Forrester, Client Strategist, BNY Wealth
7:00 PM | Q&A
7:10 PM | CLOSING REMARKS
Andrew Auslander, CFA, FRM, Board of Directors, CFA Society New York
7:15 PM | NETWORKING RECEPTION
CFA Society New York would like to acknowledge Lance Widner (CFA, CFP, and Co-Founder of CFANY Veterans Roundtable) for his continued support and generous contribution in covering registration fee for 20 attendees.