Conference / Seminar, Global Passport, International Investments, Virtual Events & Programming

Anniversary Celebration: Investment Icons Debate the Equity Risk Premium

November 13, 2025 | 12:30 PM - 7:00 PM

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Overview

Hosted by CFA Society New York in collaboration with CFA Institute Research and Policy Center, and in honor of the 80th Anniversary of the Financial Analysts Journal and 60th Anniversary of the CFA Institute Research Foundation, this half-day summit features some of the industry’s most renowned luminaries examining Jeremy Siegel’s foundational work Stocks for the Long Run and providing their unique insights about the future of the investment industry. For three decades, the mantra “stocks for the long run” has shaped investment strategy, portfolio construction, and the career paths of finance professionals.

For the first time, most agree that the equity premium will be lower this century than it was in the previous century. Find out why!

Join a live panel of legendary industry icons:

Rob Arnott, Founder and Chairman, Research Affiliates

Elroy Dimson, FSIP, Chairman, Centre for Endowment Asset Management, Cambridge Judge Business School, University of Cambridge

Roger G. Ibbotson, Professor in the Practice Emeritus of Finance, Yale School of Management; Chairman, Zebra Capital Management, LLC

Edward F. McQuarrie, Professor Emeritus, Leavey School of Business, Santa Clara University

Carla S. Nunes, CFA, Managing Director, Office of Professional Practice, Kroll 

Amy Resnick, Chief Investment Officer & PLANSPONSOR digital, ISS-Stoxx

Jeremy J. Siegel, Russell E. Palmer Professor of Finance, Wharton School, University of Pennsylvania

Laurence B. Siegel, Gary P. Brinson Director of Research Emeritus, CFA Institute Research Foundation

Jason Zweig, Journalist, columnist, The Wall Street Journal

Additionally, William Goetzmann, editor of the Financial Analysts Journal will discuss how financial history shapes the future.

In person registration is now closed. Only Livestream Access is availableIn person registration is now closed. Only Livestream Access is available

Agenda

12:30 PM | REGISTRATION

1:00 PM | OPENING

Allison Adams, Head of Research Products and Services, CFA Institute Research and Policy Center

1:15 PM | CELEBRATING 80 YEARS OF THE FINANCIAL ANALYSTS JOURNAL

Speaker:

William Goetzmann, Editor, Financial Analysts Journal

1:30 PM | BACKGROUND KEYNOTE: STOCKS FOR THE LONG RUN 

Speakers:

William Goetzmann, Editor, Financial Analysts Journal

Edward F. McQuarrie, Professor Emeritus, Santa Clara University

Jeremy J. Siegel, Professor of Finance, Wharton School, University of Pennsylvania

2:45 PM | LUMINARY DISCUSSION: STOCKS FOR THE LONG RUN 

Speakers:

Elroy Dimson, FSIP, Chairman, Centre for Endowment Asset Management, Cambridge Judge Business School, University of Cambridge

Roger G. Ibbotson, Professor in the Practice Emeritus of Finance, Yale School of Management; Chairman, Zebra Capital Management, LLC

Carla S. Nunes, CFA, Managing Director, Office of Professional Practice, Kroll 

3:45 PM | BREAK

4:00 PM | LUMINARY DISCUSSION: STOCKS FOR THE LONG RUN

Moderator:

Laurence B. Siegel, Gary P. Brinson Director of Research Emeritus, CFA Institute Research Foundation

Panelists:

Rob Arnott, Founder and Chairman, Research Affiliates

Jeremy J. Siegel, Professor of Finance, Wharton School, University of Pennsylvania

Jason Zweig, Journalist, columnist, The Wall Street Journal

5:00 PM | ASK THE EXPERTS – AUDIENCE Q&A

Moderator:

Panelists:

5:45 PM | COCKTAIL RECEPTION

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York 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 CFA Society New York 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.