Past Events › Asset Owner Series

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Middle East & North African (MENA) Capital Markets Conference

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

Give a more in-depth look at the specific investment vehicles in MENA and the methods of analyzing and investing in them Promote a more useful and detailed discourse than the standard MENA narrative; Address the global challenge of applying increasingly data-driven financial analysis techniques to a market with often unreliable statistical coverage; Provide an opportunity to network with top professionals in the MENA-focused investment sphere.

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Asset Owner Series

Insurance Company Chief Investment Officers Roundtable

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

Description This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA NY's code of conduct. Even though we're no longer in a Zero Interest Rate Policy environment, interest rates remain "lower for longer" in the [...]

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Asset Owner Series, Global Investing Group

Single Family Office Conference

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

Description This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFANY's code of conduct. A high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices [...]

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Asset Owner Series, Global Investing Group

Multi-Family Office Conference

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

5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Directors, CFANY 6:05 PM: Keynote Address Jason Pride, CFA, Director of Investment Strategy, Glenmede 6:25PM: Special Guest Keynote Nico Firzli, Director-General & Head of Research of the World Pensions Council 6:30 PM: Panel Moderator Maria Weitzer, CFA, Director, Portfolio Management, [...]

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Asset Owner Series, Global Investing Group, Private Wealth Management

Endowment and Foundation Chief Investment Officer Roundtable

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

5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Directors, CFANY 6:05 PM: Keynote Address Brian O’Neil, CIO, Robert Wood Johnson Foundation 6:25 PM: Panel Moderator Anthony Thai, CFA, Senior Investment Officer, The Wallace Foundation Speakers Colin G. Ambrose, CFA, CIO UJA-Federation of New York’s Endowment and Retirement Plans [...]

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Asset Owner Series, Global Investing Group

Private Bank and Private Wealth Management Chief Investment Officer Roundtable

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

5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Christopher Cutler, CFA, Board of Director, CFANY 6:05 PM: Panel Moderator Kei A. Sasaki, CFA, Senior Vice President, Regional Chief Investment Officer - Northeast, Wells Fargo Private Bank Speakers Christopher Dhanraj, Head of Multi Asset Investment Strategy, North America, Citigroup Larry Adam, CFA, Chief Investment [...]

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Asset Owner Series, Global Investing Group

A Global View Of Commodity Markets

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

A Global View of Commodity Markets Tuesday, June 30, 2016 5:00: REGISTRATION 5:30 – 6:30: FIRE SIDE CHAT Jonathan Goldberg, Founder & CEO, BBL Commodities, L.P. Moderator Hilary Till, Co-Founder, Premia Capital MAnagement, LLC 6:30 – 6:45: BREAK 6:45 – 8:00: COMMODITIES PANEL Moderator Jennifer Ziehe,CFA, CAIA, Independent Consultant Panelists Henry Dunlop, Managing [...]

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Asset Owner Series