Share Event

CFA Society New York 2017 Summer Social

Date

Wednesday, July 26th
6:00 pm – 9:00 pm

Location

Ascent Lounge
10 Columbus Circle
New York, NY 10019
Time Warner Center
4th Floor
Google Map

Fees

$15
Members & Invited Guests Only

Agenda

TimeDetails
6:00pmOPEN NETWORKING, OPEN BAR & HORS D’OEUVRES
6:20pmCFA SOCIETY NEW YORK OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York

6:25pmCFA INSTITUTE OPENING REMARKS

Recognition of three 2017 CFA Institute Society Excellence Awards.

Bjorn Forfang, Managing Director, Stakeholders, Advocacy, and Communications, CFA Institute

6:35pmKEYNOTE SPEAKER

If Your Palms Aren’t Sweating, Your Game’s Not Big Enough:
The shift from improving yourself to improving our industry.

Diane Garnick, Managing Director & Chief Income Strategist, TIAA; Board Member, CFA Institute Research Foundation

6:50pmMILESTONE AWARD PRESENTATION

CFA Society New York thanks Thomas Brigandi for organizing a record 50 events as a Society volunteer; Thomas Brigandi is recognized by CFA Institute as the 2017 Inaugural Global Outstanding Young Leader of the Year.

Presenter
Jae S. Yoon, CFA, Chief Investment Officer, New York Life Investment Management (NYLIM); 2016 CFA Society New York Irving Khan Lifetime Achievement Award Recipient

Recipient
Thomas R. Brigandi, Infrastructure & Project Finance Lead Analyst, Moody’s Investors Service; Inaugural Global Outstanding Young Leader, CFA Institute

7:00pmCLOSING REMARKS

Philip J. Taylor, CFA, Head of the Capital Markets Desk, Lazard Frères; Chairman, CFA Society New York

7:10pmNETWORKING SESSION

Open bar, hors d’oeuvres.

9:00pmADJOURNMENT
Event Agenda
About Society
Award Details
Join CFA Society New York

Join fellow Society members, CFA charterholders, and industry leaders in celebration of CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a new course for new accomplishments.

CFA Society New York is dedicated to raising professional standards while forging the future of the investment management industry. We join to celebrate another year of excellence; delivering member value and industry relevance.

Open bar and passed hors d’oeuvres will be served in an elegant setting with a view of central park.

Date

Wednesday, July 26th, 2017
6:00 pm – 9:00 pm

Location

Ascent Lounge
10 Columbus Circle | New York, NY 10019
Time Warner Center—4th Floor
Google Map

Fees

$15 | Members & Invited Guests Only

TimeDetails
6:00pmOPEN NETWORKING, OPEN BAR & HORS D’OEUVRES
6:20pmCFA SOCIETY NEW YORK OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York

6:25pmCFA INSTITUTE OPENING REMARKS

Recognition of three 2017 CFA Institute Society Excellence Awards.

Bjorn Forfang, Managing Director, Stakeholders, Advocacy, and Communications, CFA Institute

6:35pmKEYNOTE SPEAKER

If Your Palms Aren’t Sweating, Your Game’s Not Big Enough:
The shift from improving yourself to improving our industry.

Diane Garnick, Managing Director & Chief Income Strategist, TIAA; Board Member, CFA Institute Research Foundation

6:50pmMILESTONE AWARD PRESENTATION

CFA Society New York thanks Thomas Brigandi for organizing a record 50 events as a Society volunteer; Thomas Brigandi is recognized by CFA Institute as the 2017 Inaugural Global Outstanding Young Leader of the Year.

Presenter
Jae S. Yoon, CFA, Chief Investment Officer, New York Life Investment Management (NYLIM); 2016 CFA Society New York Irving Khan Lifetime Achievement Award Recipient

Recipient
Thomas R. Brigandi, Infrastructure & Project Finance Lead Analyst, Moody’s Investors Service; Inaugural Global Outstanding Young Leader, CFA Institute

7:00pmCLOSING REMARKS

Philip J. Taylor, CFA, Head of the Capital Markets Desk, Lazard Frères; Chairman, CFA Society New York

7:10pmNETWORKING SESSION

Open bar, hors d’oeuvres.

9:00pmADJOURNMENT

Event Overview

Join fellow Society members, CFA charterholders, and industry leaders in celebration of CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a new course for new accomplishments.

CFA Society New York is dedicated to raising professional standards while forging the future of the investment management industry. We join to celebrate another year of excellence; delivering member value and industry relevance.

Open bar and passed hors d’oeuvres will be served in an elegant setting with a view of central park.

Agenda

6:00pm: OPEN NETWORKING, OPEN BAR & HORS D’OEUVRES

6:20pm: CFA SOCIETY NEW YORK OPENING REMARKS

DANIEL DAGEN, CFA, Chief Executive Officer, CFA Society New York

6:25pm: CFA INSTITUTE OPENING REMARKS

Recognition of THREE 2017 CFA Institute Society Excellence Awards.

BJORN FORFANG, Managing Director, Stakeholders, Advocacy, and Communications, CFA Institute

6:35pm: KEYNOTE SPEAKER

If Your Palms Aren’t Sweating, Your Game’s Not Big Enough:
The shift from improving yourself to improving our industry.

Diane Garnick, Managing Director & Chief Income Strategist, TIAA; Board Member, CFA Institute Research Foundation

6:50pm: MILESTONE AWARD PRESENTATION

CFA Society New York thanks Thomas Brigandi for organizing a record 50 events as a Society volunteer; Thomas Brigandi is recognized by CFA Institute as the 2017 Inaugural Global Outstanding Young Leader of the Year.

Presenter
JAE S. YOON, CFA, Chief Investment Officer, New York Life Investment Management (NYLIM); 2016 CFA Society New York Irving Khan Lifetime Achievement Award Recipient

Recipient
THOMAS R. BRIGANDI, Infrastructure & Project Finance Lead Analyst, Moody’s Investors Service; Inaugural Global Outstanding Young Leader, CFA Institute

7:00pm: CLOSING REMARKS

PHILIP J. TAYLOR, CFA, Head of the Capital Markets Desk, Lazard Frères; Chairman, CFA Society New York

7:10pm: NETWORKING SESSION

Open bar, hors d’oeuvres.

9:00pm: ADJOURNMENT

Overview

Join fellow members, CFA charterholders and industry leaders to celebrate CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a course for new accomplishments.

CFA Society New York is dedicated to raising professional standards while forging the future of the investment management industry. We join to celebrate another year of excellence; delivering member value and industry relevance.

Open bar and passed hors d’oeuvres will be served in an elegant setting with a view of central park.

Features, Benefits, Values

Build meaningful connections through networking with other CFA Society NY members and non-members.

Celebrate the Society’s milestones:

  1. 80th anniversary year of CFA Society New York.
  2. Recognition by CFA Institute as recipient of 2017 Society Excellence Awards in the following categories:

– Delivering Member Value:  CFA Society NY received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. Our Society’s membership grew from 6700 to 10,000 during the period.

– Research Foundation Society Award—Events/Activities:  CFA Society was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over 70 seminars per year, while also offering numerous member-only forums organized according to member interests. During this period we also hosted 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the James R. Vertin award.

– Global Outstanding Young Leader—Thomas Brigandi:  Tom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society NY. He has built a team of over 150 volunteers who regularly organize events from an independent and objective perspective. The most successful of these is the Asset Owner Series, which hosts Chief Investment Officers from each segment of the Asset Owner universe.

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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.

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.

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 seminars@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.