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Search for:

Membership
- Access
  Select
  Join or Renew
  Volunteer Interest Groups
  Membership Account & Profile
  Member Directory
Events
- Upcoming
  Conferences & Seminars
  Group Meetings
  All Programming
- Past Events
  Conference Video Gallery
  Photo Galleries & Recaps
  Podcast
  Compound Insights
  Wall Street Prep Courses
- Society Initiatives
  Key Alliance Program
  Society Initiatives
  Diversity & Inclusion Forum
- Event Space Rentals
  Rental Information
CFA Candidates
- Select
  CFA Program Exam Prep
  Free Resources
- More
  CFA Research Challenge
Sponsors & Partners
- Information
  Key Alliance Program
Professional Development
- Career Center
  Society Job Board
- More
  Resources & Opportunities
  Wall Street Prep Courses
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11:00 AM

Featured June 11, 2021 | 11:00 AM - 12:00 PM EDT

Family Offices: A Long Term View of Investments and Philanthropy

Virtual Only

Hear Binu George, CFA, Willet Advisors (Bloomberg family office) and Bruce Zimmerman, CIO, Dalio Family Office discuss their investment program changes and managing philanthropic goals.

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CFA Society New York
1540 Broadway Suite 1010
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Phone: (212) 541-4530

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