Past Events › Asset Owner Series

At CFANY's Third Annual Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they're uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.

The 3rd 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 that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space

CFA Society New York's Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally.

Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets.

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally.  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.  As noted by CalPERS, the largest public pension fund in the U.S. with a long-term time horizon, “sustainable investment means taking account of environmental, social, and governance (ESG) factors across all our day-to-day investment business.”

The 4th Annual National Pensions Conference 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. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

The 3rd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.