Wait! A Note on Registration:
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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
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The 6th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single-family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single-family office space.
5:30 PM | REGISTRATION
6:00 PM | WELCOMING REMARKS
Thomas Brigandi, CFA, Chair, CFA Society New York Board of Directors; Founder, CFA Society New York Asset Owner Series
6:05 PM | PANEL DISCUSSION
Daniel Fridson, Managing Director, McCarvill Capital Partners
7:20 PM | CLOSING REMARKS
Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Vice Chair – Board of Directors, CFA Society New York
7:30 PM | NETWORKING RECEPTION
- Asset allocation
- Manager search and selection
- Multi generational planning