CFA Society New York

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Greece: What’s Next?

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

Greece: What's Next? Monday, July 27, 2015   6:00: OPENING REMARKS Chris Cutler, CFA, Chairman Emeritus, CFANY Alternative Investments Committee Deepika Sharma, CFA, Co-Vice-Chair, CFANY Global Investing Committee 6:05 – 6:30:  KEYNOTE ADDRESS Wilbur L. Ross Jr., Chairman and Founder, Wilbur Ross & Co 6:30 – 7:45: PANEL Moderator Daniel Bases, Senior Correspondent at Reuters Panelists Geoffrey Dennis, Head [...]

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Global Investing Group

Strategies for Exchange Traded Funds in Global Investing

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

Strategies for Exchange Traded Funds in Global Investing   Wednesday, June 10, 2015   6:00: OPENING REMARKS Patrick Holert, CFA, CAIA, BBVA Securities 6:05 – 6:30: KEYNOTE ADDRESS Christopher Wolf, Chief Investment Officer for Portfolio Solutions, Private Banking and Investment Group & Institutional, Merrill Lynch Wealth Management 6:30 – 7:30: PANEL Moderator Eric Balchunas, [...]

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Global Investing Group

Systemic Risk Conference: What Are the Odds of Financial Collapse?

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

Systemic Risk Conference: What Are the Odds of Financial Collapse? December 3, 2014 8:15 Registration and Breakfast 8:45 Opening Remarks and Intro - Robert Andriano 9:00 Keynote Address - Financial Regulatory Reform: Looking Forward by Barbara Novick. A discussion of the cumulative impacts of regulatory reform as well as a discussion of [...]

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Market Integrity

Middle East & North African (MENA) Capital Markets Conference

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

Give a more in-depth look at the specific investment vehicles in MENA and the methods of analyzing and investing in them Promote a more useful and detailed discourse than the standard MENA narrative; Address the global challenge of applying increasingly data-driven financial analysis techniques to a market with often unreliable statistical coverage; Provide an opportunity to network with top professionals in the MENA-focused investment sphere.

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Asset Owner Series

2nd Global Infrastructure Conference

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

Global Infrastructure Conference Series 2nd Global Infrastructure Conference Thursday, November 6, 2014 8:25: Welcome Vinny Catalano Thomas Brigandi Patrick Holert, CFA, CAIA Daniel Fridson Chiara Salghini 8:30: KEYNOTE SPEAKER Gautam Bhandari, Partner, I Squared Capital 8:45: Power Panel The power and energy complexes have an estimated $18 trillion of projected spending earmarked [...]

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Global Investing Group

Asian Capital Markets Conference

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

Emerging and Frontier Markets Series Asian Capital Markets Conference October 28, 2014 8:00: Registration and Continental Breakfast 8:25: Welcome Patrick Holert, CFA, CAIA Thomas Brigandi Dan Fridson Amelie Derosne, CFA Jonathan Prin Chris Cutler, CFA 8:30: Keynote Speaker Jae Yoon, Chief Investment Officer, New York Life Investment Management 9:00: Asian Debt Capital Markets Panel Moderator: Kishlaya Pathak, [...]

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Alternative Investments, Global Investing Group

Russian and Central & Eastern European Capital Markets

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

Emerging and Frontier Markets Series Russian and Central & Eastern European Capital Markets Conference September 8, 2014 5:45 Check-in 5:55 Welcome Chris Cutler, CFA, Founder, Manager Analysis Services 6:00 Keynote Speaker Drew Guff, Managing Director and Founding Partner, Siguler Guff & Company 6:15 Russian and Central & Eastern European Markets Panel Moderator: Chris [...]

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Global Investing Group

India Capital Markets

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

Emerging and Frontier Markets Series India Capital Markets July 30, 2014   5:45: Check-in 5:55: Welcome Patrick Holert, CFA, CAIA Thomas Brigandi Daniel Fridson Chiara Salghini 6:00: Keynote Speaker Parag Saxena, Founding General Partner and CEO, New Silk Route Partners 6:15: Indian Capital Markets Panel Moderator: Amit Thakur, Regional Head of Industrials M&A, Standard Chartered Bank [...]

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Global Investing Group

1st Annual Volunteer Leaders Summer Social

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

1st Annual Volunteer Leaders Summer Social July 1, 2014   6:00 PM: Registration 6:25 PM: Welcome Patrick Holert, CFA, CAIA, Chairman, CFANY Global Investing Committee Leland Montgomery, Chairman, CFANY Membership Committee Christopher Cutler, CFA, CFANY Member 6:30 PM: Emerging Markets Panel Dan Keeler, Editor of Frontier Markets, Wall Street Journal (Moderator) Dan [...]

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Global Investing Group, Market Integrity, Membership Committee

Latin American Capital Markets Conference

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

Emerging and Frontier Markets Series Latin American Capital Markets Conference June 25, 2014 8:00 Registration and Continental Breakfast 8:25 Welcome Thomas Brigandi 8:30 Keynote Speaker Sarah Alexander, Managing Director, The Abraaj Group 9:00 Economic Factors Presentation Moderator: Daniel Bases, Correspondent, Reuters Donald Rissmiller, Partner, Strategas Research Partners Dr. Drausio Giacomelli, Managing Director [...]

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Global Investing Group

Sustainable Investing: Perspectives and Opportunities

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

Sustainable Investing: Perspectives and Opportunities May 13, 2014 8:30 am – 8:40 am Continental Breakfast and Check-in 8:40 am – 8:45 am Opening Remarks Steve Loren, Committee Chair, NYSSA Drianne Benner, Managing Director, Appomattox Advisory 8:45am – 9:30am The Landscape of Sustainable Investing– Opportunities and Perspectives This speaker will address questions such as: What asset classes [...]

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Sustainable Investing

1st Global Infrastructure Conference

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

Global Infrastructure Conference Series 1st Global Infrastructure Conference November 15, 2013 8:00 Registration and Continental Breakfast 8:25 Welcome Vinny Catalano 8:30 Keynote Speaker Joseph Adams, Managing Director, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund 9:00 Infrastructure Investment Strategies Panel (Transportation) With an [...]

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Global Investing Group

The Role of Coal in India’s Future: Climate, Reserves, Price, and Policy

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

The Role of Coal in India’s Future: Climate, Reserves, Price, and Policy November 13, 2013 Description Whether the story is told in India or the United States, Mozambique, or China, coal, climate change, and investment growth are generally treated as forces in conflict. Coal’s storyline in India is as the “go [...]

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Global Investing Group, Sustainable Investing

African Capital Markets Conference

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

Emerging and Frontier Markets Series African Capital Markets Conference October 18, 2013 8:00 Check-in and Breakfast 8:25 Welcome Thomas Brigandi 8:30 Keynote Speaker Tom Speechley, Senior Partner, The Abraaj Group 9:00 African Debt Capital Markets Panel Samir Gadio, Emerging Markets Strategist, Standard Bank Kristin Lindow, Regional Credit Officer, European and African Sovereigns, [...]

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Global Investing Group

Africa 2013: Investing in the Rising Continent

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

Emerging and Frontier Markets Series Africa 2013: Investing in the Rising Continent April 11, 2013 Description With rapid and sustained growth in many sectors, the modern investor can no longer afford to ignore the continent of Africa. Recognizing the inherent risks, the prudent investor must be able to interpret the evolving [...]

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Global Investing Group