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Putting Beneficiaries First Series

1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First

Thursday, February 8 | 5:30 – 8:00
Followed by a catered networking reception

Agenda

5:58 OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFANY

6:00 – 6:10 SPECIAL GUEST KEYNOTE ADDRESS

Bjorn Forfang, Deputy Chief Executive Officer, CFA Institute

6:10 – 6:45 KEYNOTE ADDRESS

Hon. Joshua Gotbaum, Guest Scholar, Brookings Retirement Security Project; Former Director, Pension Benefit Guaranty Corporation; Former Assistant Secretary, US Treasury

6:45 – 8:00 PANEL

Moderator

Han Yik, Head of Institutional Investors, World Economic Forum

Panelists

Marc Goldwein, Senior Vice President, Committee for a Responsible Federal Budget
Focus: Entitlement Crisis

Brian Levitt, Senior Investment Strategist, OppenheimerFunds
Focus: National Debt

Tim Blake, CFA, Managing Director & Chairman of Pension Steering Committee, Moody’s Investors Service
Focus: Public Pension

8:00 CLOSING REMARKS

Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award

FOLLOWED BY A CATERED NETWORKING RECEPTION

TO ATTEND
Members: FREE | Nonmembers: $30

LIVESTREAM REGISTRATION
Free to Members & Nonmembers

Register to Attend
Livestream Registration
Asset Owners: Request Complimentary Admission

Media/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at jball@cfany.org for related inquiries.

Date

Thursday, Feb. 8

5:30-8:00
Followed by catered networking reception

Location

CFA NY Conference Center
1540 Broadway
45th St. Entrance
Suite 1010

Fees

To Attend

Members: FREE
Nonmembers: $30

Livestream registration free to members & nonmembers

Visit the Asset Owner Series Homepage
Become a CFA Society New York Member

Description

This event will feature thought leaders that represent apolitical financial institutions such as OppenheimerFunds and Moody’s Investors Service, in addition to objective nonprofit organizations such as the Committee for a Responsible Federal Budget, CFA Institute, the Brookings Institution and the World Economic Forum, for a data driven discussion focused on quantifying the credit and market risks associated with US federal and municipal government unfunded public pension and entitlement liabilities, in addition to the national federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative.

The Congressional Budget Office (CBO) estimates that federal interest outlays will absorb around 15% of fiscal revenue by fiscal year 2026, up from 8% in fiscal 2017. The CBO also estimates gross federal debt will exceed $30 trillion by fiscal 2027, the same year which Social Security expenditures are expected to approach$1.7 trillion and Medicare / Medicaid expenses will collectively eclipse $2 trillion, up from $910 billion and $1.1 trillion in fiscal 2016, respectively. Interest payments as a percentage of the federal budget, in addition to the annual cost of the three main entitlement line items of Social Security, Medicare and Medicaid, beyond the scope of the CBO’s 10-year projections, will be a key focus of this discussion, as will unfunded municipal pension liabilities.

Register to Attend
Asset Owners: Request Complimentary Admission
Livestream Registration

Event Partner

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

CFA Society New York (“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. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

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.