Past Events

CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.

Tune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations of Amundi, in conversation with Professor Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment, as well as gain context to better inform the manager search and selection process.

How do a broad cross section of the world’s largest, most sophisticated asset owners address long-term systemic risks and investment opportunities such as those associated with climate change, technological disruption, or low long-term real interest rates? What organizational practices help create competitive advantage in investing to seize opportunities and mitigate risks associated with major trends that might otherwise threaten the ability of an asset owner to achieve their objectives?

Hear Binu George, CFA, Willet Advisors (Bloomberg family office) and Bruce Zimmerman, CIO, Dalio Family Office discuss their investment program changes and managing philanthropic goals.