What the “Technologized Investor” of the Future Looks Like

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Cvent Transition Guide ⭢

What the “Technologized Investor” of the Future Looks Like

October 6, 2020

Overview

A virtual Asset Owner Series™ event, presented in conjunction with Sustainable Investing Group and Fintech Thought Leadership Group

Ashby Monk (Stanford) thinks investors will need to understand more about long term risks, unconventional data and have good tech partners in the future.

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

6:00 PM | WELCOMING REMARKS

Deepika Sharma, CFA, Director, Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Board Member, CFA Society New York

6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Hugh O’Reilly, President and CEO, Acuity Global; Former CEO, OPTrust

Interviewee

Ashby H. B. Monk, PhD, Executive and Research Director, Stanford Global Projects Center

6:45 PM | Q&A FROM AUDIENCE

7:00 PM |  ADJOURNMENT

Additional Details

Areas of Focus

  • Asset Allocation
  • Manager Selection
  • Emerging Markets

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.

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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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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

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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.

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