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3rd National Pension Funds Conference

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

The 3rd 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.

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Asset Owner Series, Industry Conference

2nd Annual Multi Family Office Conference

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

The 2nd 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.

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Asset Owner Series, Industry Conference

2nd Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 2nd 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. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. According to the latest Nacubo-Commonfund study on endowments, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments, tail risk hedges, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference.

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Asset Owner Series, CE Credits, Industry Conference

2nd Annual Institutional Investment Consulting Roundtable

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

The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market.

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Asset Owner Series, Industry Conference

[CFA Institute Webinar] What Do We Know About the New Coronavirus Outbreak?

Virtual Only

at 8:00-8:30AM (EST) | Repeat Session: 12:00-12:30PM (EST)

A free webinar from CFA Institute: Accurate data is the key to making better investment decisions, and understanding the current facts about the new Coronavirus outbreak is important for understanding today’s capital markets. Dr. Heymann will answer audience questions and help us understand the current data. Momoe Ikeda-Chelminska, EMEA Director for Educational Events at CFA Institute, will moderate this session.

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Industry Conference, Other Industry Events, Virtual Events & Programming

Global Panel: COVID-19 Implications – Navigating New Realities in Today’s Connected Markets

Virtual Only

A free webinar, presented by CFA Institute
The global pandemic has shocked the world and impacted every aspect of our lives. Staying connected to each other and to ideas and information is even more important now in this time of isolation and rapid change. The medical crisis has led to drastic economic disruption. Turbulent markets have left investment professionals trying to analyze the short- and long-term impact on business, the capital markets, and the geopolitical environment. Those working in finance are looking to learn more about supply chain issues, business viability, and what central banking tools will support the capital markets.
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Industry Conference, Other Industry Event, Other Industry Events, Virtual Events & Programming

[CFA Institute Webinar] 73rd CFA Institute Annual Conference: Thriving in Today’s Connected Market

Virtual Only

Join the global community of investment professionals for three days of informative, practical programming focusing on strategies to navigate the evolving global marketplace and fast changing world. The 73rd CFA Institute Annual Virtual Conference will feature presentations and interviews with noted investors, geopolitical experts, bestselling authors, coaches, psychologists, leading researchers, and successful practitioners.

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Industry Conference, Other Industry Events, Virtual Events & Programming

26th Annual Raymond James Insurance Conference

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

We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.

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Conference, Conference / Seminar, Global Passport, Industry Conference, Other Industry Events, Virtual Events & Programming
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