AOS Original, Conference / Seminar, Virtual Events & Programming

6th Annual Single Family Office Conference

Thursday, May 11 | 5:30 PM - 8:30 PM

Share Event

Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide
Global Passport Icon
Global Passport Program Eligible

Overview

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.

Agenda

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

Moderator

Daniel Fridson, Managing Director, McCarvill Capital Partners

Panelists

TBA


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

Additional Details

Learning Outcomes

  • Asset allocation
  • Manager search and selection
  • Multi generational planning