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.
A virtual Asset Manager Series event
How are ESG market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from sector heads about how they are planning strategically in the face of due diligence challenges and higher valuations.
In addition to discussing how they plan to position their investment portfolios, our speakers will talk about making key decisions to better prepare their teams for the next phase of client needs. Gain understanding of asset managers’ big-picture considerations as well as a snapshot of their immediate macroeconomic outlook when you participate in this discussion.
5:00 PM | OPENING REMARKS
Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System
5:05 PM | PANEL
Swami Venkataraman, CFA, Associate Managing Director, Moody’s Investors Service
Annika Lombardi, Managing Director, Lord Abbett
Anne Simpson, Global Head of Sustainability, Franklin Templeton
Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein
Bruce M. Kahn, Ph.D., Climate Solutions Specialist, MSCI
6:15 PM | Q&A
6:30 PM | CLOSING REMARKS & ADJOURNMENT
Thomas Brigandi, CFA, Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series
Areas of Focus
- Due Diligence
- Asset Selection