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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
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Family Offices: A Long Term View of Investments and Philanthropy
June 11, 2021
A virtual Asset Owner Series™ event
Hear Binu George, CFA, Willet Advisors (Bloomberg family office) and Bruce Zimmerman, CIO, Dalio Family Office discuss their investment program changes and managing philanthropic goals.
CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.
11:00 AM | WELCOMING REMARKS
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series
11:05 AM | INTERVIEW, DISCUSSION
Binu George, CFA, Managing Director, Willet Advisors
Bruce Zimmerman, CIO, Dalio Family Office
12:00 PM | CLOSING REMARKS & ADJOURNMENT
Daniel Fridson, Senior Advisor, McCarvill Capital Partners
Areas of Focus
- Long Term Asset Allocation
- Long Term Planning
- Philanthropic Planning and Giving