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 [...]
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, [...]
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 [...]
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 [...]
In this conference, we honor the legacy of Benjamin Graham, the founder of NYSSA. The theme of this year's conference will be Margin of Safety and Risk Management and subtopics will include research process and portfolio management in volatile markets.
3rd Annual CFANY Volunteer Leaders Summer Social Wednesday, August 24, 2016 from 6:00 PM to 9:00 PM 6:00 PM: Welcome Chris Cutler, CFA, Founder, Manager Analysis Services; Board of Directors, CFANY;Chairman Emeritus, CFANY Alternative Investments Committee 6:05 - 6:10 PM: Keynote Address Jae S. Yoon, CFA, Chief Investment Officer, New York Life Investment Management 6:10 - 6:30 PM: Panel [...]
Agenda 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Alex Urdea, Board of Directors, CFANY 6:05 PM: Keynote Address Tom Byrne, Chairman, New Jersey State Investment Council 6:30 PM: Panel Moderator David E. Ourlicht, Founding Board Member, New York City and State Pension Systems (NYPERS); Commissioner, New York State Insurance Fund Speakers James [...]
5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Chris Cutler, CFA, Board of Directors, CFANY 6:10 PM: Keynote Carol Boykin, CFA, Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund 6:25 PM: Panel Moderator Lisa Chung, Manager, Foreign Reserves Management, Federal Reserve Bank of New [...]
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 [...]
Fall 2016 Quarterly Investment Job Market Outlook live session engages with timely issues of common interview pitfalls, job hunting strategies, and how best to interact effectively with agency recruiters and HR personnel. Expert executive recruiters servicing the financial services firms will provide key information about industry-specific hiring trends and short-term expectations. Research analysts and portfolio managers at investment banks, hedge funds, issuance-side professionals, consultants, asset management firms, insurance companies and pension plan sponsors are encouraged to attend.
Global Infrastructure Conference Series 4th Global Infrastructure Conference Friday November 4, 2016 9:00 AM through 4:00 PM 8:00 AM Registration and Continental Breakfast 8:25 AM Welcome Daniel Dagen, CFA, President and CEO, CFANY 8:30 AM Special Guest Keynote Address Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management 8:45 AM [...]
5:45 PM: Check-in 6:05 PM: Welcome and Opening Comments Jonathan Prin, CFA, Greylock Capital 6:15 PM: Panel Moderator Han Yik, Head of Institutional Investors at the World Economic Forum Speakers Alex Greenbaum, VP - Private Equity & Infrastructure, GIC Marcia Favale, Member, Government Investment Council, Kazakhstan Nigel Gormly, Head of International Direct Investment, New Zealand Superannuation [...]
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 [...]
Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability. Add to the mix, negative to low interest rates in Europe & Japan, emerging market headwinds, global growth concerns and stock-market volatility, and the opportunities for yield appear to be limited.
2nd Annual Single Family Office Conference April 6, 2017 5:30PM: Check-In 5:55PM: Sponsor Welcoming Remarks Jason Psome, CAIA, Managing Director, Nuveen 6:00PM: Special Guest Keynote Address Dr. Raphael Amit, Founder, Wharton Global Family Alliance 6:15PM: CFANY Welcoming Remarks Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office and Board of Directors, CFANY 6:20PM: Keynote Address Fireside [...]
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