Past Events › Asset Owner Series

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5th Annual Endowment and Foundation Chief Investment Officer Roundtable

CFA Society New York 1540 Broadway, New York City, NY, United States

The 5th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

How Asset Owners Source, Underwrite, and Monitor Equitably

CFA Society New York 1540 Broadway, New York City, NY, United States

Discover the secrets of successful endowment strategies as renowned experts reveal exclusive insights, offering privileged access to invaluable discussions in an exclusive, press-free event.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Filling the Global ESG Gap Before It’s Too Late!

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The financial services industry has a long way to go to play its part in ESG and DEI change. With time running out, hear from global asset owners, local and federal government officials and other SDG experts about what we can do and how. Agenda 8:30 AM | REGISTRATION [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Pacific Alliance Leaders ESG Summit

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

4th Institutional Investment Consulting Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

8th Annual Insurance Company Chief Investment Officers Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join industry leaders at our roundtable event, where CIOs and insurance sector heads share insights on sustaining investment premiums amidst economic challenges. Explore crucial topics like manager selection, emerging market policies, and global investment strategies.

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AOS Original, Conference / Seminar, Virtual Events & Programming

6th Annual Single Family Office Conference

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join the 6th Annual Single Family Office Conference for insightful discussions and presentations by experts. Explore investment themes and global markets from the unique perspective of single family offices, entities managing one family's capital with a focus on privacy and non-commercial interests.

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AOS Original, Conference / Seminar, Virtual Events & Programming

Outsourced CIO Event

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview An Asset Owner Seriesâ„¢ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]

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AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

Fourth AOS Climate and ESG Asset Owner Summit

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview An Asset Owner Series™ Event Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset [...]

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AOS Original, Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

AOS: Africa Investment Forum

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview An Asset Owner Series™ Event Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa.     In-person registration will close on Friday, September [...]

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AOS Original, Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

How Asset Owners Can Address Stock Market Concentration with a Novel Approach to Minimum Variance

Virtual Only

Overview An Asset Owner Seriesâ„¢ Event The significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification, tighter industry, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a [...]

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AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

9th Annual Insurance Company Chief Investment Officers Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join the 7th Annual Single Family Office Conference for insightful discussions and presentations by experts. Explore investment themes and global markets from the unique perspective of single family offices, entities managing one family's capital with a focus on privacy and non-commercial interests.

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AOS Original, Conference / Seminar, Virtual Events & Programming

7th Annual Single Family Office Conference

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview An Asset Owner Series™ Event The 7th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense [...]

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AOS Original, Conference / Seminar, Virtual Events & Programming

5th Institutional Investment Consulting Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The world of investment management consultants is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming