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Africa Rising: Investor Fad or Sustainable Trend?

Bloomberg LP 731 Lexington Avenue, New York, NY, United States

Emerging and Frontier Markets Series Africa Rising: Investor Fad or Sustainable Trend? Thursday, February 25, 2016  A debate on whether Africa is really poised to become a region that can deliver meaningful and sustainable growth. Do the impressive growth rates posted by various countries across Africa reflect real and sustainable economic progress, [...]

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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

China: What’s Next?

Société Générale 245 Park Ave, New York City, NY, United States

Emerging and Frontier Markets Series China: What's Next? April 14, 2016 5:30PM: Check-in 6:00PM: Welcome and Opening Comments Robert Discolo, CFA, CAIA, CPA, EVP at Investments Permal Group, 6:10PM: Panel Discussion 7:00PM: Q&A 7:30PM: Closing Remarks Roberto Peralta, CFA, Société Générale  7:35PM: Adjournment & Reception Description Over the past [...]

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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

NYSSA and CFA Institute Sovereign Wealth & National Pension Funds Conference

Société Générale 245 Park Ave, New York City, NY, United States

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. A high-level discussion on major investment themes and global market dynamics from the perspective of SWFs, National pension plans and large institutional [...]

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Asset Owner Series, Global Investing Group

1st Annual Institutional Investment Consulting Roundtable

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

1st Annual Institutional Investment Consulting Roundtable January 26, 2017 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Kelly Holmes, Vice President, Consultant Relations, TIAA Global Asset Management 6:05 PM: Keynote Address Richard M. Charlton, Chairman Emeritus, NEPC, LLC 6:30 PM: Panel Moderator  Steve Case, CFA, Partner, Mercer Investment Consulting Speakers  [...]

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Asset Owner Series, Global Investing Group

Green Bond Investment Outlook

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

Green Bond Investment Outlook February 2, 2017 5:00PM Welcoming Remarks Daniel Dagen, CFA, Chief Executive Officer, CFANY 5:02PM Keynote Address Mike Eckhart, Managing Director, Global Head of Environmental Finance and Sustainability, Citigroup 5:30PM Green Bond Asset Manager Panel Moderator Henry Shilling, Senior Vice President, Moody's Investors Service Panelists Eric Glass, CFA, Portfolio [...]

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Asset Owner Series, Global Investing Group

Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective

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

In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.

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Global Investing Group, Institutional Asset Management

NYSSA GIC Fall 2015 Quarterly Networking Event & Latam Conference

Société Générale 245 Park Ave, New York City, NY, United States

NYSSA GIC Fall 2015 Quarterly Networking Event & Latam Conference Monday September 21, 2015 Please join us at the invitation-only CFA NY Global Investing Committee Fall 2015 Latin America Conference at SocGen, scheduled for September 21st, 2015 at 6 PM. The conference will bring together institutional investors, strategists and experts in Latin [...]

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Global Investing Group

Latin America Investment Conference

Bloomberg LP 731 Lexington Avenue, New York, NY, United States

The conference features globally-acclaimed speakers and a range of diverse topics and perspectives to shape investment strategies in Latin American markets, as well as global issues relevant to investors worldwide.

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Global Investing Group
Free

How To Be Active

Harding Loevner 400 Crossing Blvd, Fourth Floor, Bridgewater, NJ, United States

In the past decade, the financial services industry has witnessed continuing growth in diversity of its approaches to generating returns. This discussion will feature a panel of senior investment professionals who will share their own views on where there is opportunity to generate excess returns. You will depart the evening with insights into the versatility of investment strategies along with new ideas to help you achieve your investment objectives.

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Global Investing Group
Free

China – A First World Economy?

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

Our panel will discuss the questions on China that are top-of-mind for investors around the world. China is perhaps the most important variable in global trade, economic growth, and the capital markets. We will explore China’s aspirations to be a First World nation, its secular shift into higher-margin businesses, and to a consumer-led economy. We will posit and discuss scenarios for varying levels of China’s success, and ramifications for investors of all sizes and geographies.

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Global Investing Group