Private Bank and Private Wealth Management Chief Investment Officer Roundtable

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Private Bank and Private Wealth Management Chief Investment Officer Roundtable

June 14, 2016

Agenda

5:30 PM: Check-in

6:00 PM: Welcome and Opening Comments
Christopher Cutler, CFA, Board of Director, CFANY

6:05 PM: Panel
Moderator
Kei A. Sasaki, CFA, Senior Vice President, Regional Chief Investment Officer – Northeast, Wells Fargo Private Bank

Speakers
Christopher Dhanraj, Head of Multi Asset Investment Strategy, North America, Citigroup
Larry Adam, CFA, Chief Investment Officer and Chief Investment Strategist, Deutsche Bank Wealth Management Americas
Rebecca H. Patterson, Managing Director and Chief Investment Officer, Bessemer Trust Companies
Jeanne Sun, Managing Director and Head of Investment Strategy, J.P. Morgan’s GIO Group

7:15 PM Adjournment and Reception
Daniel Dagen, CFA, CEO, CFANY

Description

So far 2016 has been a period of volatile markets that are stemming from concerns about global economic growth which have and are most likely to continue to affect asset prices bringing concerns for investors.   The purpose of the panel is to explore how the various issues across assets classes such as Global Equities, Global Fixed Income, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.