Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming

Honoring Black History Month: Empowering Change in Investment Management

Thursday, February 23 | 5:30 PM - 8:30 PM

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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

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

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