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.
A Global View of Commodity Markets Tuesday, June 30, 2016 5:00: REGISTRATION 5:30 – 6:30: FIRE SIDE CHAT Jonathan Goldberg, Founder & CEO, BBL Commodities, L.P. Moderator Hilary Till, Co-Founder, Premia Capital MAnagement, LLC 6:30 – 6:45: BREAK 6:45 – 8:00: COMMODITIES PANEL Moderator Jennifer Ziehe,CFA, CAIA, Independent Consultant Panelists Henry Dunlop, Managing [...]
6:00: OPENING REMARKS Christopher Cutler, CFA, Board of Directors, CFANY 6:05 – 6:20: KEYNOTE ADDRESS Gina Wilson, Executive Vice President and Chief Financial Officer, TIAA 6:20 – 7:30: PANEL Moderator Diane Garnick, Managing Director, Chief Income Strategist, TIAA and Trustee, CFA Institute Research Foundation Panelists Jason Bastedo, Director of Investments, Novartis Jean Grisi, Chief Investment [...]
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 [...]
Agenda 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment 6:05 PM: Keynote Address W. Thomas Reeder Jr., Director, Pension Benefit Guaranty Corporation 6:30 PM: Panel Moderator: Christopher Brockmeyer, Director of Employee Benefit Funds, The Broadway League Speakers Christine Dubois, CFA, CEO, AFTRA Health & Retirement Funds [...]
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 [...]
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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