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2018 Annual Dinner – Asset Owner Perspectives
October 30, 2018
2018 Annual Dinner
Tuesday, October 30
5:30 – 9:00 PM
Sold Out: No Walk-Ins
Mandarin Oriental Hotel
80 Columbus Circle, New York, NY 10023
Interested in sponsoring this event? Contact Jenny Ball for more information: jball@cfany.org
2018 Annual Dinner
Tuesday, October 30
5:30 – 9:00 PM
Sold Out: No Walk-Ins
Mandarin Oriental Hotel
80 Columbus Circle, New York, NY 10023
Interested in sponsoring this event? Contact Jenny Ball for more information: jball@cfany.org
Featuring
Keynote Speaker
Paul Marcussen, CFA
Global Head of Market Allocation
Norges Bank Investment Management
Lifetime Achievement Award
Scott C. Evans, CFA
Former Deputy Comptroller for Asset Management & CIO
New York City Retirement Systems
Asset Owner Perspective Panel
Moderator
Steve Case, CFA
Partner
Mercer
Panelist
Rebecca H. Patterson
Managing Director & CIO
Bessemer Trust
Panelist
Alex Doñé
Interim Deputy Comptroller for Asset Management & CIO
Officer of the New York City Comptroller
Panelist
Nicholas Liolis
Senior Managing Director & CIO
TIAA General Account
Panelist
Scott Pittman
SVP & CIO
Mount Sinai Health System
Overview
CFA Society New York’s 2018 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
Enjoy dinner, an open bar and open networking around a quality panel discussion between some of the Asset Owner sphere’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.
Join us in celebration of 81 years of excellence and delivering member value—including the global 2018 CFA Institute Society Excellence Award for Most Outstanding Society — and help us chart a new course for new accomplishments.
Irving Kahn Lifetime Achievement Award
Scott C. Evans, CFA
Former Deputy Comptroller for Asset Management and Chief Investment Officer
New York City Retirement Systems
Irving Kahn Lifetime Achievement Award
Scott C. Evans, CFA
Former Deputy Comptroller for Asset Management and Chief Investment Officer
New York City Retirement Systems
CFA Society New York
Society Excellence Award Winner
2017 Delivering Member Value
2018 Most Outstanding Society
2017 Delivering Member Value
2018 Most Outstanding Society
Asset Owner Panel
Moderator
Panelist
Panelist
Panelist
Panelist
Sponsorship
Silver Sponsors
Cocktail Napkin Sponsor
Table Sponsors
Baillie Gifford International, LLC
BlackRock
The Chartered Market Technician® (CMT)
Deloitte & Touche LLP
DWS Investment
FlexShares
Greylock Capital Management, LLC
Northern Trust Asset Management
Nuveen
River Partners Capital Management
Societe Generale
State Street Global Advisors
DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.