Conference / Seminar, Global Passport, Veterans, Virtual Events & Programming

10th Annual Veterans in Transition Symposium

November 6, 2024 | 6:00 PM - 8:00 PM

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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.