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
Welcome to the CFA Society of New York’s Inaugural Honoring Black History Month Event. We have assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start, grow, and manage a successful money management firm.
Asset Owners are invited to learn about the benefits and opportunities of investing in new, small, diverse and women owned, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market.
Agenda
5:30 PM | REGISTRATION
6:00 PM | OPENING REMARKS
Amara Raines, Head of Broker Relations, Schonfeld Strategic Advisors
6:05 PM | FIRESIDE CHAT
Interviewer
Andra Ofosu, CFA, CAIA, Director, US Sales, Aspect Capital
Interviewee
Michelle Gadsden-Williams, Managing Director, BlackRock
6:35 PM | PANEL DISCUSSION
Moderator
Rev. Dr. Sidney S. Williams, Jr., Chief Executive Officer, Crossing Capital Group
Panelists
Diana Amoa, CFA, CIO of Long Biased Strategies, Kirkoswald Asset Management LLC
Franklin Olakunle Amoo, Managing Partner, BAYLIS
Jarrad Linzie, Global Head of Fixed Income Index Research / Managing Director, MSCI
Juliette Menga, CFA, Managing Director- Investments, Chair of ESG Committee, Aetos Alternatives Management
7:35 PM | CLOSING REMARKS
Introduced by Alton Crooks, CFA, Chair, Business Management Group
Lauren Holland, Managing Partner, Wall Street Friends, LLC
7:40 PM | NETWORKING RECEPTION
Additional Details
Learning Outcomes
- Address best practices for running a money management firm
- Discuss legal, regulatory, and compliance guidelines
- Importance integrating DEI and Sponsorship into firm growth
- Network and review allocation and seeding opportunities available
Event Sponsor

Event Partners


