Share Event


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.
Overview
The Value Investing group is proud to present the return of its Author Series, with its guest, Dr. Charles (Charley) D. Ellis, CFA. Join us for an exclusive interview with Charley, the author of ” Rethinking Investing: A Very Short Guide to Very Long-Term Investing.”
Dr. Charley D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of America’s largest fund company, The Vanguard Group, which manages over $1.7 trillion dollars in assets.
In addition, Charley was a successor trustee of Yale University, where he chaired the university’s famed investment committee with David Swensen. He was awarded the Graham & Dodd Award of Excellence from the Financial Analysts Journal and is one of only twelve people recognized by the CFA Institute for lifetime contributions to the investment profession. He has served on the governing boards of both Harvard and Yale business schools, as well as New York University’s Stern School of Business and Phillips Exeter Academy.
During the interview, Charley will share insights from his book and will be followed by a Q&A session, giving you the opportunity to engage with Charley directly and ask any questions you may have; and then a networking reception to conclude the evening.
Agenda
6:00 PM | WELCOMING REMARKS
Andrew Auslander, CFA, FRM, NACD.DC, Treasurer, CFA Society New York
6:05 PM | Dr. Charley Ellis Speaks about his book, Rethinking Investing: A Very Short Guide to Very Long-Term Investing
Author
- Dr. Charely Ellis, CFA
6:30 PM | Interview with Dr. Charley Ellis, CFA
Interviewer
Jason Zweig, investing columnist, The Wall Street Journal
Author
7:00 PM | Q&A
7:10 PM | CLOSING REMARKS
Andrew Auslander, CFA, FRM, NACD.DC, Treasurer, CFA Society New York
