Events for Friday, December 19 - Thursday, June 12

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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

The Annual Benjamin Graham Conference

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

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.

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Alternative Investments

A Global View Of Commodity Markets

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

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 [...]

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Asset Owner Series

Single Employer Corporate Pension Conference

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

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 [...]

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Asset Owner Series

3rd Annual CFANY Volunteer Leaders Summer Social

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

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 [...]

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Annual Public Pension Funds Conference

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

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 [...]

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Asset Owner Series

2nd National Pension Funds 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  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 [...]

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Asset Owner Series

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

Fall 2016 Quarterly Investment Job Market Outlook

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

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.

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4th Global Infrastructure Conference

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

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 [...]

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Second Annual Sovereign Wealth Conference

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

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 [...]

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Asset Owner Series

1st Multiemployer (Union) Pension Conference

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

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 [...]

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Asset Owner Series

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

2nd Annual Insurance Company Chief Investment Officers Roundtable

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

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.

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Asset Owner Series
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