Racial Equity in Asset Management: Asset Owners’ Perspectives

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Racial Equity in Asset Management: Asset Owners’ Perspectives

February 16, 2021

Overview

A virtual Asset Owner Series™ event, co-hosted with CFA Society New York’s Diversity & Inclusion Forum, and the New Jersey Interest Group.

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

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.

Agenda

WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

KEYNOTE ADDRESS

Cory Booker, United States Senator, New Jersey

PANEL

Moderator

Sancia Dalley, Senior Vice President – Strategic Partnerships and Investor Engagement, RFK Human Rights

Panelists

William Lee, CFA, Chief Investment Officer, New York-Presbyterian Hospital

Brian O’Neil, CFA, Chief Investment Officer, The Robert Wood Johnson Foundation

Tatiana Pohotsky, CFA, Chief Investment Officer, The New York Community Trust

Corey Amon, CFA, Director and Chief Investment Officer, New Jersey Division of Investment

CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, Managing Director, Fidelis Capital LLC

Agenda

4:00 PM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

4:05 PM | PANEL

Moderator

Sancia Dalley, Senior Vice President – Strategic Partnerships and Investor Engagement, RFK Human Rights

Panelists

William Lee, CFA, Chief Investment Officer, New York-Presbyterian Hospital

Brian O’Neil, CFA, Chief Investment Officer, The Robert Wood Johnson Foundation

Tatiana Pohotsky, CFA, Chief Investment Officer, The New York Community Trust

Corey Amon, CFA, Director and Chief Investment Officer, New Jersey Division of Investment

6:00 PM |  CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, Managing Director, Fidelis Capital LLC

Additional Details

Areas of Focus

  • Manager selection for diverse managers
  • Due diligence on emerging managers in the current age
  • Current and aspirational diversity achievements

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

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 partners 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.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply 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.

Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

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

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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.