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2nd Annual Private Bank and PWM Chief Investment Officer Roundtable

September 14, 2017

2nd Annual
Private Bank and PWM Chief Investment Officer Roundtable

Thursday, September 14, 2017
5:45 pm -8:00 pm


6:00     Welcoming Remarks
Robert W. Dannhauser, CFA, FRM, CAIA, Head, Global Private Wealth Management, CFA Institute

6:02     Opening Keynote
Darrell L. Cronk, CFA, President, Wells Fargo Investment Institute; Chief Investment Officer for Wealth and Investment Management, Wells Fargo & Company

6:20     Panel

Garrett R. D’Alessandro, CFA, CAIA, AIF®, Chief Executive Officer, Interim Chief Investment Officer, City National Rochdale Investment Management

Kathleen M. Fisher, Head, Wealth and Investment Strategies, Bernstein Private Wealth Management
Jose A. Rasco, Head of Investment Strategy, HSBC Private Bank
George K, Mateyo, Chief Investment Officer, Key Private Bank
Robert “Tim” McGee, Director of Macro Strategy and Research, U.S. Trust, Bank of America Private Wealth Management

7:40     Closing Keynote
Vinay Pande, Head of Trading Strategies, UBS Wealth Management

Introduced by: Martin Pomp, CFA

8:00     Closing Remarks
Bill Stout, Senior Managing Director, Nuveen


Member $55
Nonmember $150

CFA Society New York reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.


CFA  Society New York Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, September 13 2017 at 3:00 pm

Students and members of the press will be refunded should they register.

Asset Owner Series Sponsor


Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct.

The 2nd Annual Private Bank and PWM Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. The purpose of the panel is to explore how the various issues across assets classes such as Global Equities, Global Fixed Income, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m?ultilateral development bank? or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.?

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.