BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CFA Society New York X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20130310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20131103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20140309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20141102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20150308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20151101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20160313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20161106T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20130411T180000 DTEND;TZID=America/New_York:20130411T200000 DTSTAMP:20260619T090750 CREATED:20171120T171524Z LAST-MODIFIED:20171127T174551Z UID:30003-1365703200-1365710400@cfany.org SUMMARY:Africa 2013: Investing in the Rising Continent DESCRIPTION:Emerging and Frontier Markets SeriesAfrica 2013: Investing in the Rising ContinentApril 11\, 2013 \nDescription\nWith 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 financial\, economic\, and political climates to determine the best possible strategies. \nGet an insider’s view of investment in Africa at “Africa 2013: Investing in the Rising Continent.”  An expert panel will give a comprehensive overview of the investment vehicles available\, techniques to evaluate their risk and return potential\, and some of the nuts and bolts of the investment process.  Professionals with a proven track record in private equity\, investment banking\, research\, and corporate operations on the African continent will give you an invaluable perspective on how best to position yourself to participate in the rapidly developing African marketplace. In 2013\, strategies for such participation are essential for any savvy globally-minded investor\, and this program will provide you with a useful and unique framework for developing them. \nA networking event will follow directly after the Africa 2013 program to allow additional time for attendees to talk with the evening’s speakers. \n\nAgenda\n6:00 p.m.–7:30 p.m. | Presentation\n7:30 p.m.–8:00 p.m. | Networking \nSpeaker\nTeresa H. Clarke\, Chairman and CEO\, Africa.com LLC\nDaniel Freifeld\, Founder\, Permian International\nClaire Husson-Citanna\, CFA\, Portfolio Manager\, EMD Research Analyst\, Franklin Templeton Fixed Income Group\, Franklin Templeton Institutional\, LLC\nStephen Murray\, Senior Investment Officer\, Pan African Capital Group\nEric-Michel Sossou-Gloh\, Senior Consultant\, Cedar Street Capital LLC \nModerator\nshley Bendell\, African Equity Sales specialist for RenCap Securities Inc. RenCap Securities Inc. \nChairs\nThomas Brigandi\nDaniel Fridson\nPaul Osinloye\, CFA \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/africa-2013-investing-in-the-rising-continent/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20131018T080000 DTEND;TZID=America/New_York:20131018T133000 DTSTAMP:20260619T090750 CREATED:20171120T170410Z LAST-MODIFIED:20171127T174603Z UID:29964-1382083200-1382103000@cfany.org SUMMARY:African Capital Markets Conference DESCRIPTION:Emerging and Frontier Markets SeriesAfrican Capital Markets ConferenceOctober 18\, 2013 \nAgenda\n8:00\nCheck-in and Breakfast \n8:25\nWelcome\nThomas Brigandi \n8:30\nKeynote Speaker\nTom Speechley\, Senior Partner\, The Abraaj Group \n9:00\nAfrican Debt Capital Markets Panel\nSamir Gadio\, Emerging Markets Strategist\, Standard Bank\nKristin Lindow\, Regional Credit Officer\, European and African Sovereigns\, Moody’s Investors Service\nClaire Husson-Citanna\, Portfolio Manager & EMD Research Analyst\, Franklin Templeton Fixed Income Group\nCorey Modeste\, Director\, Greylock Capital Management \n10:00\nBreak \n10:15\nAfrican Public Equity Panel\nAshley Bendell\, African Capital Markets and Investment specialist\nJamieson Odell\, Partner/Deputy Global Portfolio Manager\, Caravel Management\nTim Drinkall\, Frontier Emerging Markets Portfolio Manager\, Morgan Stanley Investment Management\nGordon McLaughlin\, CFA\, Partner\, Development Capital Partners \n11:15\nAfrican Private Equity Panel\nMaxine Barnett\, CEO\, Acorus Capital\nAnthony Carroll\, Vice President\, Manchester Trade\nStephen B. Murray\, Senior Investment Officer\, Pan African Capital Group\nDavid L. Ross\, Managing Director\, Statera Capital \n12:15\nLunch \n12:45\nLuncheon Address  – A Capital Markets View From East Africa \nJake Bright\, Whitehead Fellow\, Foreign Policy Association; Contributing Writer\, Bloomberg Institute – Moderator\nEwart Salins\, Regional Chief Executive Officer – East Africa\, African Alliance Securities Limited – Featured Speaker \n1:30\nConference Ends and Networking \nDescription\nBy now\, any serious global investor knows about the tremendous economic potential of the African continent and the significant strides many of its countries have made over the past decade.  The only questions for those without direct experience are the mechanics of investing and the balancing of unique risk and reward factors.  As the so-called “Last Frontier”\, what distinguishes Africa from other developing markets?  Which investment vehicles are appropriate for early-stage growth countries?  What are the risk factors involved and how can one approach the task of quantifying them? \nAn expert panel of seasoned investment professionals will give the audience a true insider’s view from those who have been ahead of the curve in the burgeoning African investment field. Those interested in any genre of investment\, be it fixed income\, equity both private and public\, or highly-structured vehicles such as project finance\, will have an opportunity to hear from someone who has succeeded in delivering returns from these investments in the world’s second-largest continent. \nThis is a great opportunity for any globally-minded investment professional seeking a better understanding of one of the world’s most dynamic regions. \nConference objectives:\n\nGive you a more in-depth look at the specific investment vehicles in Africa and the methods of analyzing and investing in them\nPromote a more useful and detailed discourse than the standard Africa narrative\nAddress the global challenge of applying increasingly data-driven financial analysis techniques to markets with often unreliable statistical coverage\nProvide members and other conference attendees with an opportunity to network with top professionals in the Africa-focused investment sphere\n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/african-capital-markets-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20131111T080000 DTEND;TZID=America/New_York:20131111T100000 DTSTAMP:20260619T090750 CREATED:20171120T165214Z LAST-MODIFIED:20171120T165214Z UID:29949-1384156800-1384164000@cfany.org SUMMARY:The Role of Coal in India’s Future: Climate\, Reserves\, Price\, and Policy DESCRIPTION:The Role of Coal in India’s Future: Climate\, Reserves\, Price\, and PolicyNovember 13\, 2013 \nDescription\nWhether 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 to” source for the country’s energy and economic future. But a look under the hood at this growth engine reveals considerable support for an investment thesis that the commodity will not make it over India’s tough financial and economic terrain.\nThis session will explore India’s coal future through the lens of Coal India\, India’s state-owned coal company and the largest producer of coal in the world. Coal India’s successful 2010 IPO issuance brought 10% of its ownership interest into the private sector. Its plan is to move 10% more into global capital markets. The economic and financial climate in 2013 requires investors to take a careful look at the evolving outlook of Coal India’s investor experience since 2010\, including its domestic reserves and price and sales revenue prospects\, along with the changing policies on renewables in India and around the world.\nA team of expert coal\, finance\, environmental\, and renewables analysts will provide the lay of the land of current financial conditions and the opportunities and challenges for coal\, and specifically Coal India’s future. Attend to gain a global perspective on global energy issues and markets from expert analysts and influential global investors. \nAt this program\, you will learn about: \n\nThe risks and opportunities of investing in coal\nThe investment-related prospects for the world’s largest coal producer—Coal India\nWhat the future energy landscape may look like in India\n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/the-role-of-coal-in-indias-future-climate-reserves-price-and-policy/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group,Sustainable Investing GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20131115T080000 DTEND;TZID=America/New_York:20131115T170000 DTSTAMP:20260619T090750 CREATED:20171120T162340Z LAST-MODIFIED:20180422T183220Z UID:29915-1384502400-1384534800@cfany.org SUMMARY:1st Global Infrastructure Conference DESCRIPTION:Global Infrastructure Conference Series1st Global Infrastructure ConferenceNovember 15\, 2013 \nAgenda\n8:00\nRegistration and Continental Breakfast \n8:25\nWelcome\nVinny Catalano \n8:30\nKeynote Speaker\nJoseph Adams\, Managing Director\, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund \n9:00\nInfrastructure Investment Strategies Panel (Transportation)\nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session. \nModerator: Patrick Holert\, CFA\, CAIA\, Vice President and Research Principal\, BBVA Securities\nJoseph Adams\, Managing Director\, Chief Investment Officer & Co-Chairman of Fortress Infrastructure Partners Fund & Fortress Worldwide Transportation & Infrastructure Fund\nJosh Duitz\, Portfolio Manager\, Alpine Global Infrastructure Fund\nAndrew Hohns\, PhD\, Managing Director\, Mariner Investment Group \n10:15\nBreak \n10:30\nInfrastructure Investment Strategies Panel (Power and Energy)\nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session. \nModerator: Heidi Thompson\, CFA\nNick Cleary\, Investment Director\, Infrastructure Debt\, Hastings Funds Management\nMitchell F. Moss\, CFA\,  Research Analyst\, Fixed Income\, Lord Abbett\nPradeep Ramamurthy\, Partner\, The Abraaj Group\nPeter McNally\, Analyst\, Global Energy\, Kingdon Capital \n11:45\nLunch \n12:15\nLuncheon Address \nModerator: Pimm Fox\, Anchor\, Taking Stock with Pimm Fox\, Bloomberg Television; Host\, Bloomberg Businessweek Radio\, Bloomberg Radio\nAudrey H. Kaplan\, SVP & Senior Portfolio Manager\, Co Head International Equities\, Federated Investors\, Inc. Alec Young\, Global Equity Strategist\, Investment Policy\, S&P Capital IQ Equity Research \n12:45\nEconomic Factors Presentation\nThe global economic picture remains an unsettled one. The effects and interactions between and among the developed and developing economies—and their likely impact on the global infrastructure growth story—will be one of the many topics discussed with our panel of expert economists. \nModerator: Vinny Catalano\, President and Global Investment Strategist\, Blue Marble Research\nDonald J. Rissmiller\, Partner and Chief Economist\, Strategas \n1:45\nPower and Energy Panel\nThe ability to generate the power and energy needed to grow and maintain an economy goes without saying. Sources and uses of energy and power have been\, and are projected to be\, an area of key analysis. What forces will be exercised on this sector will be among the many topics discussed in this session. \nModerator: Daniel J. Aschenbach\, Senior Vice President\, Public Power Sector Lead Analyst\, Moody’s Investors Service\nRobert Becker\, Senior Vice President\, Portfolio Manager\, Cohen & Steers\nJames C. Berner\, Director\, First Reserve\nJames Guidera\, Managing Director and Group Head for Energy & Infrastructure (North America)\, Credit Agricole CIB \n2:45\nBreak \n3:00\nWater Panel\nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session. \nModerator: Vinny Catalano\, President and Global Investment Strategist\, Blue Marble Research\nMatthew J. Diserio\, Cofounder and President\, Water Asset Management\nAndrea Marmolejo\, Alternative Investments Principal\, Candesic\nAditi Advani Ramirez\, Vice President\, Macquarie Infrastructure Partners \n4:00\nTransportation (Roads\, Rails\, P3 and Sea and Air Ports) Panel\nThe development of an emerging economy and the maintenance of a developed one rely heavily on their transportation infrastructure for growth and economic stability. The ability to move goods\, services\, and people across a reliable transportation network is a vital part of any country’s functioning. The key trends and themes within this sector will be discussed and debated in this session. \nModerator: Daniel Fridson\, Research Associate\, Empire Valuation Consultants\nKurt Krummenacker\, Vice President – Senior Credit Officer\, Port Sector Lead Analyst and Co-Airport Sector Lead Analyst\, Moody’s Investors Service\nScott Trommer\, Managing Director\, Public Financial Management\nAlex Greenbaum\, Director\, UBS 5:00  Closing Remarks and Adjournment\nPatrick Holert\, CFA\, CAIA\, Vice President and Research Principal\, BBVA Securities \nDescription\n“The world needs to increase its investment in infrastructure by nearly 60 percent over the next 18 years\,” according to a January 2013 report by the consultancy firm McKinsey Global Institute. The report further notes that “global infrastructure investment would need to increase … from the $36 trillion spent on infrastructure over the 18 years to $57 trillion over the next 18 years.” Infrastructure spending on roads\, rail\, power\, seaports\, airports\, telecom\, and water is vital to the smooth functioning of all countries\, their businesses\, and society overall. Whether it is to repair or improve an existing transportation system or to provide the ability to provide clean\, potable water\, infrastructure spending is essential on multiple levels to all countries whether they are developed\, emerging\, or frontier nations. The New York Society of Security Analysts will present its First Annual Global Infrastructure Conference\, which brings together leading analysts\, portfolio managers\, and topic experts to explore the investment and economic opportunities and challenges involved in this vital area of the global economy. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/first-annual-global-infrastructure-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20140513T083000 DTEND;TZID=America/New_York:20140513T153000 DTSTAMP:20260619T090750 CREATED:20171117T195207Z LAST-MODIFIED:20171117T195544Z UID:29738-1399969800-1399995000@cfany.org SUMMARY:Sustainable Investing: Perspectives and Opportunities DESCRIPTION:Sustainable Investing: Perspectives and OpportunitiesMay 13\, 2014 \nAgenda\n8:30 am – 8:40 am\nContinental Breakfast and Check-in \n8:40 am – 8:45 am\nOpening Remarks\nSteve Loren\, Committee Chair\, NYSSA\nDrianne Benner\, Managing Director\, Appomattox Advisory \n8:45am – 9:30am\nThe Landscape of Sustainable Investing– Opportunities and Perspectives\nThis speaker will address questions such as: What asset classes are included in the landscape? How is this being done now? Who are the investors and what are they concerned about? What is the size of the market and who is driving growth? What are the current and potential roles of industry groups?\nKevin Parker\, CEO\, Sustainable Insight Capital Management \n9:30am – 10:15am\nTotal Portfolio Activation\, Investing Across all Asset Classes\nThis panel will explore the following perspectives in a total portfolio context: What is Sustainable Investing? What is the role of ESG criteria in the Sustainable Investment process? Where does impact investing fit? What other approaches are there to invest for financial returns while incorporating a social lens? What’s the potential role for microfinance\, social impact bonds and private equity? Who is doing this and are there barriers to investing? Are fiduciary concerns an issue?\nDiane Keefe\, Trustee National Finance and Investment Committees\, American Friends Service Committee (Moderator) \nAner Ben-Ami\, Managing Director\, Pi Investments\nJason Green\, Chief Investment Officer\, Blue Moon Fund\nNikita Singhal\, Impact Investor\, FB Heron Foundation \n10:15am – 10:30am\nBreak \n10:30am – 11:15am\nIncorporating ESG Criteria into Investment Decision Making\nESG risks need to be identified\, understood and managed in every class. How does one know if those risks are material to investment performance? What tools exist to evaluate them? How does that knowledge affect decision-making? Where does impact investing fit in and how do you measure it and align it to fundamental risk-return objectives? Our panelists\, who bring perspectives from public equities\, fixed income and real estate\, will address those questions and others\, including how ESG analysis can lead to new investment opportunity and competitive advantage and how they draw upon emerging frameworks such as the Sustainability Accounting Standards Board (SASB). \nPeter Ellsworth\, Senior Manager\, Investor Programs\, Ceres (Moderator) \nNicholas S. Elfner\, Director of Corporate Research\, Breckinridge Capital Advisors\nAri Frankel\, Head of ESG Strategy\, Real Estate\, Deutsche Asset & Wealth Mgt.\nRobert Morris\, Associate\, Strategic Product Management Group\, BlackRock\nCheryl Smith\, PhD\, CFA\, Partner\, Investment Manager\, Trillium Asset Mgt. \n11:15am – 12:00pm\nA Case Study: Using ESG/Impact Investing Tools to Construct Portfolios\nAn overview of how several investors use these tools to research investment opportunities and construct a diversified portfolio. This will include a review of the tools available and how they are used. What is the rationale for using particular tools vs. others. \nAnna Snider\, CAIA\, Director\, Global Head of Equity Due Diligence\, Merrill Lynch\nWealth Management (Moderator) \nMark Bateman\, ESG/SRI Consultant\, Aperio Group\nSamuel Pierce\, President and CEO\, IW Financial\nLiz Luckett\, Director of Impact Investing\, Pershing Square Foundation\n\n12:00pm – 12:15pm\nLunch \n12:15pm – 1:15pm\nLunch Panel – Investment Strategies in Response to Climate Risk\nDeploying capital into a world exposed to increased stresses from accelerating climatic changes presents new opportunities and new risks for investors. This panel will explore strategic and tactical approaches across various asset classes. \nBruce Kahn\, PhD\, Portfolio Manager\, Sustainable Insight Capital Management\n(Moderator) \nSilda Wall Spitzer\, Principal\, NewWorld Capital Group\nNicholas P. Whitcombe\, Managing Director\, NY State Green Bank\nBob Litterman\, Chairman\, Risk Committee\, Kepos Capital \n1:15pm – 1:30pm\nBreak \n1:30pm – 1:45pm\nIntroduction to Workshops\nHimani Phadke\,Assoc. Dir. of Research\, Sustainability Accounting Standards Board \n1:45pm – 2:45pm\nWorkshop: Incorporating Metrics into Investment Decision Making\nThese workshops will build on the earlier panel and demonstrate how investors are integrating metrics into the investment process for sustainable/ESG public equities\, and impact investing/alternatives – are the metrics all the same? Where do metrics fit in constructing an overall portfolio? How does it vary by asset class? \nWorkshop I: Bloomberg\nLenora Suki\, CFA\, Senior Product Strategist\, Bloomberg LP \nWorkshop II: MSCI\nLinda-Eling Lee\, PhD\, Executive Director & Global Head of ESG Research\, MSCI\nKimberly Jensen\, Barra Asset Manager Consultant\, MSCI \nWorkshop III: Impact Investing\nGraham Sinclair\, Principal\, Sustainable Investment Consulting LLC \n2:45pm – 2:50pm\nBreak \n2:50pm – 3:20pm\nESG 2.0\nCan the Sustainability Transformation be achieved within the confines of our existing market institutions and structures? During this talk\, we will explore an emerging investment architecture that represents both a reengineering and bold repurposing of time-tested techniques. It enables institutional investors to partner\nwith values-aligned business leaders\, empowering them to co-create the rapid transition we must make to a truly sustainable economy.\nJohn Fullerton\, Founder and President\, Capital Institute \n3:20pm – 3:30pm\nClosing Remarks: Portfolio Construction and Asset Allocation\nTo conclude the day\, speakers will recap the discussion of sustainable investments across asset class (debt\, equity\, and alternatives) and methods/tools for total portfolio construction. \nDescription\nSustainable investing is the mega trend of our time. In the face of unprecedented challenges\, the world relies on the mechanisms and transformative capacity of capital markets and market mechanisms in general as a cure-all. Sustainable investing strategies have naturally captured the imaginations of investment professionals and other civil society actors across all disciplines. The dynamics of our 21st century economy has unleashed the economic power of the intangible while at the same time opening our eyes to the constraints and challenges of the tangible. Human and intellectual capital\, company brand and reputation\, and networks are under-appreciated economic value creators. Resource constraints and environmental challenges have heightened our awareness of the fragility of this system of natural capital that serves as the under-priced foundation for all of our economic activities. Pioneering thought leaders and practitioners are rethinking\, remeasuring\, and remaking natural\, social\, and financial capital into a new business model and investment practice. \nIn this full-day Sustainable Investing Summit\, we will hear from the visionaries and practitioners who are realizing the benefits of incorporating different kinds of capital into their investment analysis and decision-making process. We will look at how Environmental\, Social\, and Governance (ESG) considerations are incorporated into research analysis and portfolio selection. We will understand the various new metrics and techniques used to measure the impact of investments as well as how data is being collected\, standardized\, and synthesized to evaluate ESG performance across asset classes. We will also evaluate the challenges and rewards of integrating ESG considerations as well as address the due diligence and fiduciary imperatives that new research has uncovered. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/sustainable-investing-perspectives-and-opportunities/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Sustainable Investing GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20140625T080000 DTEND;TZID=America/New_York:20140625T170000 DTSTAMP:20260619T090750 CREATED:20171117T191745Z LAST-MODIFIED:20171127T174538Z UID:29713-1403683200-1403715600@cfany.org SUMMARY:Latin American Capital Markets Conference DESCRIPTION:Emerging and Frontier Markets SeriesLatin American Capital Markets ConferenceJune 25\, 2014 \nAgenda\n8:00\nRegistration and Continental Breakfast \n8:25\nWelcome\nThomas Brigandi \n8:30\nKeynote Speaker\nSarah Alexander\, Managing Director\, The Abraaj Group \n9:00\nEconomic Factors Presentation\nModerator: Daniel Bases\, Correspondent\, Reuters\nDonald Rissmiller\, Partner\, Strategas Research Partners\nDr. Drausio Giacomelli\, Managing Director and Head of Emerging Markets Research\, Deutsche Bank\nLuis Oganes\, Ph.D.\, Global Head of Emerging Markets Research\, JP Morgan \n9:45\nLatin American Corporate Credits Panel\nModerator: Robert Schmieder\, Head of LatAm Credit Research\, BBVA Securities\nRoger K. Horn\, Emerging Markets Corporate Credit Analyst\, MacKay Shields\nDavid Hinman\, Chief Investment Officer\, SW Asset Management\nDarin Batchman\, Emerging Markets Corporate Debt Portfolio Manager\, Stone Harbor Investment Partners\nJonathan Prin\, Emerging Markets Corporate Debt Portfolio Manager and High Yield Credit Analyst\, JP Morgan Asset Management \n11:00\nCoffee Break \n11:15\nLatin American Equities Panel\nModerator: Dr. Stephen Wood\, Chief Market Strategist\, Russell Investments\nGaite Ali\, Emerging Markets Equity Portfolio Manager\, Morgan Stanley Investment Management\nAlbert Yuen\, Head of Portfolio Management\, LR Global\nAndrew W. Jones\, Emerging Markets Equity Portfolio Manager\, PineBridge Investments\nM. Caglar Somek\, Partner and Global Portfolio Manager\, Caravel Management \n12:30\nLunch \n1:45\nLatin American Private Equity Panel\nModerator: Pradeep Ramamurthy\, Director\, The Abraaj Group\nMichael Hacker\, Managing Director\, AlpInvest Partners\nSebastián Miralles\, CFA\, Private Equity Principal\, CAF\nKsenija Jovanovic\, Director of Strategy and Business Development\, Latin American Private Equity & Venture Capital Association\nChristopher T. Bruneau\, Executive Director\, 57 Stars \n3:00\nKeynote Speaker\nMarie-Aimee Boury\, Managing Director\, Project Bond | Private Placement\, Societe Generale \n3:30\nClosing Remarks and Adjournment\nPatrick Holert\, CFA\, CAIA \nDescription\nBy now\, any serious global investor knows about the tremendous economic potential of Latin America and the significant strides many of its countries have made over the past decades. The only questions for those without direct experience are the mechanics of investing and the balancing of unique risk and reward factors. What distinguishes Latin America from other developing markets? Which investment vehicles are appropriate for these growth countries? What are the risk factors involved and how can one approach the task of quantifying them? Expert panels of seasoned investment professionals will give the audience a true insider’s view from those who have been ahead of the curve in the burgeoning Latin American investment field. Those interested in any genre of investment\, be it fixed income\, private and public equity\, or highly-structured vehicles such as project finance\, will have an opportunity to hear from someone who has succeeded in delivering returns from these investments in one of the world’s most dynamic regions. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/latin-american-capital-markets-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20140701T180000 DTEND;TZID=America/New_York:20140701T210000 DTSTAMP:20260619T090750 CREATED:20171114T163600Z LAST-MODIFIED:20171127T174852Z UID:29457-1404237600-1404248400@cfany.org SUMMARY:1st Annual Volunteer Leaders Summer Social DESCRIPTION:1st Annual Volunteer Leaders Summer SocialJuly 1\, 2014 \n  \nAgenda\n6:00 PM: Registration \n6:25 PM: Welcome \nPatrick Holert\, CFA\, CAIA\, Chairman\, CFANY Global Investing Committee\nLeland Montgomery\, Chairman\, CFANY Membership Committee\nChristopher Cutler\, CFA\, CFANY Member \n6:30 PM: Emerging Markets Panel \nDan Keeler\, Editor of Frontier Markets\, Wall Street Journal (Moderator)\nDan Gelfand\, Vice President\, Emerging Markets Debt Trading\, Blackrock\nDavid Feygenson\, Senior Analyst\, Emerging Markets Equity\, Van Eck\nTom Speechley\, Partner\, Growth Markets Private Equity\, The Abraaj Group \n7:00 PM: Closing Remarks and Networking Session \n9:00 PM: Adjournment \nDescription\nPlease join us at the CFANY Membership\, Market Integrity & Global Investing Committees’ Summer 2014 Networking Meeting at Connolly’s Pub\, as we mix and mingle with hundreds of other working investment professionals in an informal atmosphere and discuss the future of CFANY!\n \nNumerous senior CFANY volunteers will be sending this invite to over 7\,500 of our Regular CFANY Member personal contacts. Registration will be limited to 400 working investment professionals. To reserve the venue\, we have a minimum guarantee on revenues (Chris Cutler\, a long-time CFANY member\, graciously guaranteed this occasion).  Please make sure to buy some drinks and food! \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/1st-annual-volunteer-leaders-summer-social/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group,Market Integrity,Membership Committee GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20140730T173000 DTEND;TZID=America/New_York:20140730T200000 DTSTAMP:20260619T090750 CREATED:20171114T164314Z LAST-MODIFIED:20171114T164314Z UID:29461-1406741400-1406750400@cfany.org SUMMARY:India Capital Markets DESCRIPTION:Emerging and Frontier Markets SeriesIndia Capital MarketsJuly 30\, 2014 \n  \nAgenda\n5:45: Check-in \n5:55: Welcome \nPatrick Holert\, CFA\, CAIA\n Thomas Brigandi\n Daniel Fridson\n Chiara Salghini \n6:00: Keynote Speaker \nParag Saxena\, Founding General Partner and CEO\, New Silk Route Partners \n6:15: Indian Capital Markets Panel \nModerator: Amit Thakur\, Regional Head of Industrials M&A\, Standard Chartered Bank \nRobert T. Lutts\, President and Chief Investment Officer\, Cabot Wealth Management\nKishlaya Pathak\, CFA\, Global Markets Strategist\, BNY Mellon Investment Management\nParag Saxena\, Founding General Partner and CEO\, New Silk Route Partners\nSwami Venkataraman\, Vice President – Senior Credit Officer\, Moody’s Investors Service \n7:30: Closing Remarks \nPatrick Holert\, CFA\, CAIA \nDescription\nThe overwhelming victory of the business friendly Bharatiya Janata Party in the May 2014 general election is already being welcomed as the solution for what has proven to be a disappointing investment climate in India.  But is the newfound sense of optimism justified?  Our expert panel will examine how a shift to free market policy in India could impact global investors. \nThis program will:\n\nGive you a more in-depth look at the specific investment vehicles in India and the methods of analyzing and investing in them\nPromote a more useful and detailed discourse than the standard Indian narrative\nAddress the global challenge of applying increasingly data-driven financial analysis techniques to a market with often unreliable statistical coverage\nProvide members and other conference attendees with an opportunity to network with top professionals in the India-focused investment sphere\n\n  \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/india-capital-markets/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20140908T180000 DTEND;TZID=America/New_York:20140908T200000 DTSTAMP:20260619T090750 CREATED:20171114T162324Z LAST-MODIFIED:20171114T162324Z UID:29442-1410199200-1410206400@cfany.org SUMMARY:Russian and Central & Eastern European Capital Markets DESCRIPTION:Emerging and Frontier Markets SeriesRussian and Central & Eastern European Capital Markets ConferenceSeptember 8\, 2014 \nAgenda\n5:45\nCheck-in \n5:55\nWelcome\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \n6:00\nKeynote Speaker\nDrew Guff\, Managing Director and Founding Partner\, Siguler Guff & Company \n6:15\nRussian and Central & Eastern European Markets Panel\nModerator: Chris Osborne\, CFA\, Equity Sales\, Managing Director\, Sberbank CIB USA\nKyrill Firshein\, Head of CEEMA Equity Sales\, Deutsche Bank\nDrew Guff\, Managing Director and Founding Partner\, Siguler Guff & Company\nMichelle Kelner\, Founding Partner\, Sandglass Capital Management\nYaroslav Lissovolik\, Chief Russian Economist\, Strategist & Head of Research\, Deutsche Bank\nJamieson Odell\, Partner and Deputy Global Portfolio Manager\, Caravel Management \n7:30\nClosing Remarks & Networking\nPatrick Holert\, CFA\, CAIA \n8:00\nAdjournment \nDescription\nEntering its third post-Soviet decade\, Russia has authored economic narratives centered on spectacular growth\, with a rising middle class\, maturing finance sector and booming oil and gas export. Now\, defiant despite heavy condemnation from the West\, Russia is facing the threat of a sanctions-induced recession and economic near-isolation. Our Russian and Central and Eastern European Capital Market program will examine if the 2014 Crimean crisis and its ongoing diplomatic fallout will bring enduring setbacks to the Russian financial markets as well as investigate the potential of the developing CEE. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/russian-and-central-eastern-european-capital-markets/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20141028T080000 DTEND;TZID=America/New_York:20141028T150000 DTSTAMP:20260619T090750 CREATED:20171114T160136Z LAST-MODIFIED:20171114T160833Z UID:29403-1414483200-1414508400@cfany.org SUMMARY:Asian Capital Markets Conference DESCRIPTION:Emerging and Frontier Markets SeriesAsian Capital Markets ConferenceOctober 28\, 2014 \nAgenda\n8:00: Registration and Continental Breakfast \n8:25: Welcome\nPatrick Holert\, CFA\, CAIA\nThomas Brigandi\nDan Fridson\nAmelie Derosne\, CFA\nJonathan Prin\nChris Cutler\, CFA \n8:30: Keynote Speaker\nJae Yoon\, Chief Investment Officer\, New York Life Investment Management \n9:00: Asian Debt Capital Markets Panel\nModerator: Kishlaya Pathak\, CFA\, Global Markets Strategist\, BNY Mellon Investment Management\nAshwin Mahabaleswara\, CFA\, CIM\, Asia\, Africa and the Middle East Debt Investments\, Vice President\, Developing World Markets\nJakob Bak\, PhD\, CFA\, Director\, Global Fixed Income Division\, MacKay Shields\nChristopher Tackney\, CFA\, Managing Director\, Greylock Capital Management\nKunal Rambhia\, CFA\, Director\, Lazard Asset Management LLC \n10:15: Coffee Break \n10:30: Asian Equities Panel\nModerator: Ming Zhong\, CFA\, Emerging Market Equity Senior Portfolio Manager\, Lazard Asset Management\nAnindya Chatterjee\, Managing Director\, Senior Portfolio Manager\, City National Rochdale\nAudrey Kaplan\, Senior Vice President / Senior Portfolio Manager & Head of International Equity Team\, Federated Investors\nDavid Feygenson\, Emerging Market Equity Senior Analyst\, Van Eck Global\nLaurent Saltiel\, Chief Investment Officer\, International Large Cap Growth & Emerging Markets Growth\, AllianceBernstein \n11:45: Lunch\n\n12:30: Asian Economic Factors Panel\nModerator: Daniel Bases\, Correspondent\, Reuters\nLúcio Vinhas de Souza\, Managing Director – Sovereign Chief Economist\, Moody’s Investors Service \n1:15: Asian Private Equity Panel\nModerator: Patrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities\nSarah Alexander\, Managing Director\, The Abraaj Group\nAmy Zhou\, Princeton University Investment Company\nSteve Cowan\, Co-Founder & Managing Director\, 57 Stars LLC\nJeffrey E. Glat\, Managing Director and Chief Financial Officer\, Olympus Capital Asia \n2:30: Keynote Speaker\nTom Speechley\, Chief Executive Officer\, Abraaj North America; Partner\, The Abraaj Group \n3:00: Closing Remarks and Adjournment\nPatrick Holert\, CFA\, CAIA \nDescription\nAsia has perhaps the most sophisticated capital markets of any region covered in the Global Investing Committee Emerging Market Series.  With China on track to become the largest economy in the world\, not to mention the number of regional economies currently outpacing growth in the developed world\, Asian markets have been a key focus of many top investors and analysts.   But lingering questions about Asia remain.  Is sustainability the future of the Asian growth story\, or will ASEAN economies will hit the wall that BRICS countries ran into?  How will a complex geopolitical landscape affect these dynamic economies? Is Asia headed for a repeat of the sovereign crisis\, or have issuers adapted? \n  \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/asian-capital-markets-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20141106T080000 DTEND;TZID=America/New_York:20141106T160000 DTSTAMP:20260619T090750 CREATED:20171027T192351Z LAST-MODIFIED:20180422T183300Z UID:28242-1415260800-1415289600@cfany.org SUMMARY:2nd Global Infrastructure Conference DESCRIPTION:Global Infrastructure Conference Series2nd Global Infrastructure ConferenceThursday\, November 6\, 2014 \nAgenda\n8:25: Welcome \nVinny Catalano\nThomas Brigandi\nPatrick Holert\, CFA\, CAIA\nDaniel Fridson\nChiara Salghini \n\n8:30: KEYNOTE SPEAKER\nGautam Bhandari\, Partner\, I Squared Capital \n\n8:45: Power Panel\nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session.\nModerator: Daniel J. Aschenbach\, Senior Vice President\, Public Power Sector Lead Analyst\, Moody’s Investors Service\nTavraj Banga\, Director\, Terra Firma Capital Partners\nCatherine Helleux\, Vice President\, Societe Generale\nMitchell F. Moss\, CFA\, Research Analyst\, Fixed Income\, Lord Abbett \n\n9:45: BREAK \n\n10:00:  ENERGY PANEL \nModerator: Marie-Aimee Boury\, Managing Director\, Project Bond | Private Placement\, Societe Generale\nNick Cleary\, Investment Director\, Infrastructure Debt\, Hastings Funds Management\nDabo Horsfall\,Investment Officer\, African Capital Alliance (ACA)\nCarmine Villani\, Managing Director\, GEM\nNicholas Matacchieri\, VP\, Director Project Finance\, Intesa Sanpaolo\nBrian Chase\, Principal\, Campbell Lutyens \n\n11:00:  ECONOMIC FACTORS PRESENTATION \nThe global economic picture remains an unsettled one. The effects and interactions between and among the developed and developing economies—and their likely impact on the global infrastructure growth story—will be one of the many topics discussed with our panel of expert economists.\nModerator: Vinny Catalano\, President and Global Investment Strategist\, Blue Marble Research\nDonald J. Rissmiller\, Partner and Chief Economist\, Strategas \n\n11:45: LUNCH \n\n12:15:  LUNCHEON ADDRESS \nInvestment Strategy Outlook: Key investment trends\, themes\, and issues impacting the global financial markets.\nModerator: Pimm Fox\, Host\, Bloomberg Radio\nLouise Purtle\, Senior Analyst – Macro Strategy\, CreditSights \n\n1:15:  WATER PANEL \nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session.\nModerator: Matthew J. Diserio\, Cofounder and President\, Water Asset Management\nAndrea Marmolejo\, Managing Partner\, Principium\nSimon Gottelier\, Portfolio Manager\, Impax Asset Management\nFuensanta Diaz Cobacho\, VP\, Intesa Sanpaolo \n\n2:15: BREAK \n\n2:30:  TRANSPORTATION PANEL:ROADS\, RAILS\, P3 AND SEA AND AIR PORTS \nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session.\nModerator: J. Michael McCarthy\, Senior Portfolio Analyst\, APG Asset Management\nKurt Krummenacker\, Vice President – Senior Credit Officer\, Moody’s Investors Service\nScott Trommer\, Managing Director\, Public Financial Management\nJosh Duitz\, Portfolio Manager\, Alpine Global Infrastructure Fund\nAlex Greenbaum\, Director\, UBS \n\n3:30: KEYNOTE SPEAKER\nMichael Doolan\, Principal – National Tax\, Ernst & Young LLP \n\n4:00: CLOSING REMARKS AD ADJOURNMENT\nPatrick Holert\, CFA\, CAIA\n \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nDescription\nThe World Economic Forum in June reported a trillion-dollar gap in infrastructure spending globally.  In America\, a country facing what has been termed a legitimate infrastructure crisis\, government spending on transportation\, energy\, water and wastewater\, and social infrastructure\, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects. \nInfrastructure—be it transportation infrastructure such as roads\, bridges and airports\, or “midstream” energy like pipelines—is vital for national economic prosperity\, supporting goods\, services and the workforce.  But in the U.S. as well as worldwide\, public funding to build and repair infrastructure is scarce\, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. \nOn Thursday\, November 6\, 2014\, NYSSA will present its Second Annual Global Infrastructure Conference to explore the global infrastructure deficit\, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios. \nWho Should Attend\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \n  \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/second-annual-global-infrastructure-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20141202T180000 DTEND;TZID=America/New_York:20141202T200000 DTSTAMP:20260619T090750 CREATED:20171013T184734Z LAST-MODIFIED:20171013T195956Z UID:27260-1417543200-1417550400@cfany.org SUMMARY:Middle East & North African (MENA) Capital Markets Conference DESCRIPTION:Middle East & North African (MENA) Capital Markets ConferenceCo-Sponsored by the Arab Bankers Association of North America (ABANA) and CFANYObjectives\n\nGive a more in-depth look at the specific investment vehicles in MENA and the methods of analyzing and investing in them\nPromote a more useful and detailed discourse than the standard MENA narrative\nAddress the global challenge of applying increasingly data-driven financial analysis techniques to a market with often unreliable statistical coverage\nProvide an opportunity to network with top professionals in the MENA-focused investment sphere\n\nAgenda\n5:45: Check-in \n\n5:55: Welcome \n\n6:00: CFANY Middle East & North African (MENA) Panel \nModerator \nAlison Graham\, Founder and Chief Investment Officer\, Voltan Capital Management \nPanelists \nAshok Parameswaran\, Senior Sovereign Analyst\, AIG Investments \nAshwin Mahabaleswara\, CFA\, CIM\, Asia\, Africa and the Middle East Debt Investments\, Vice President\, Developing World Markets \nAlbert Yuen\, CFA\, Head of Portfolio Management\, LR Global \nPradeep Ramamurthy\, Director\, The Abraaj Group \n\n7:30: Closing Remarks & Networking \n\n8:00: Adjournment URL:https://cfany.org/event/middle-east-north-african-mena-capital-markets-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20141203T081500 DTEND;TZID=America/New_York:20141203T140000 DTSTAMP:20260619T090750 CREATED:20171120T174644Z LAST-MODIFIED:20171120T174644Z UID:30030-1417594500-1417615200@cfany.org SUMMARY:Systemic Risk Conference: What Are the Odds of Financial Collapse? DESCRIPTION:Systemic Risk Conference: What Are the Odds of Financial Collapse?December 3\, 2014 \nAgenda\n8:15\nRegistration and Breakfast\n8:45\nOpening Remarks and Intro – Robert Andriano\n9:00\nKeynote Address – Financial Regulatory Reform: Looking Forward by Barbara Novick. A discussion of the cumulative impacts of regulatory reform as well as a discussion of reforms to come.\n10:00\n“Moral Hazards”: Nick Gogerty visits the broken checks-and-balances where the drive for short-term individual gains creates systemic risk and transfers the costs to society.\n10:30\nBreak\n10:45\n“Risk Management 3.0”: After Value-at-Risk and Stress Testing comes “Agent-based Modeling”. Rick Bookstaber describes how agent-based models can help predict the cascades and risk propagation during a crisis by incorporating the dynamics that arise from crowded trades\, forced selling\, liquidity shortages and interconnectedness.\n11:15\n“Gambling with Insurance”: Emily Eisenlohr analyzes the systemic impact and growing battle for collateral posed by the proliferation of derivatives such as Credit Default Swaps and Interest Rate Swaps.\n11:45\n“Global Markets\, Global Risks” – Lawrence Goodman discusses the threats to financial stability coming from different corners of the world and the challenges that national and international regulators and monetary authorities are confronting.\n12:15\nPanel Discussion + Q&A – Jim Allen – moderator\n12:45\nClosing remarks – Jim Allen\n1:00\nLunch and Networking\n2:00\nEnd \nDescription\nNYSSA in collaboration with CFA Institute is hosting a half-day conference that brings together experts from different organizations dealing with Systemic Risk. They will present and discuss major risk factors in today’s financial system – what has been fixed and what still needs to be done. \nThe Financial Crisis of 2008 was the most serious threat to the world economy since the Great Crash of 1929. This time\, the Fed and the government were able to avoid an ensuing Great Depression by applying the lessons learned last time.\nStill\, the fact that the crisis did happen in this age\, demonstrated that regulators are unable to predict and prevent all systemic risk events. Too much trust placed in the large financial institutions and the resiliency of the system provided both regulators and the public with a false sense of security and even complacency in the years leading up to the crisis. \nThere is no question that we are now in a somewhat better place than we were prior to 2009. But is enough being done? What are the known and unknown risks that could lead to a financial system collapse? Is there an obvious elephant in the room that no one is willing to acknowledge? \nWho should attend?\nThe risk of another financial crisis is a concern for everyone. Nonetheless\, the people who would benefit most from attending the conference are those who can gain actionable insight from the information presented and from addressing questions to the panelists. They include: \n\nInvestment Strategists\, Portfolio Managers and Risk Officers\nElected officials and congressional staffers\nRegulators\nMembers of the Media\nMembers of organizations that advise on Systemic Risk\n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/systemic-risk-conference-what-are-the-odds-of-financial-collapse/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Market Integrity GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20150610T174500 DTEND;TZID=America/New_York:20150610T200000 DTSTAMP:20260619T090750 CREATED:20171025T163420Z LAST-MODIFIED:20171025T164748Z UID:28052-1433958300-1433966400@cfany.org SUMMARY:Strategies for Exchange Traded Funds in Global Investing DESCRIPTION:Strategies for Exchange Traded Funds in Global Investing \n  Wednesday\, June 10\, 2015 \n  \nAgenda\n6:00: OPENING REMARKS \nPatrick Holert\, CFA\, CAIA\, BBVA Securities \n\n6:05 – 6:30: KEYNOTE ADDRESS\nChristopher Wolf\, Chief Investment Officer for Portfolio Solutions\, Private Banking and Investment Group & Institutional\, Merrill Lynch Wealth Management \n\n6:30 – 7:30: PANEL \nModerator\nEric Balchunas\, Senior ETF Analyst and Funds Product Specialist\, Bloomberg \nPanelists \nReginald Browne\, Senior Managing Director of the ETF group\, Cantor Fitzgerald \nChristopher Gannatti\, Associate Director of Research\, WisdomTree \nBruno del Ama\, Co-Founder and CEO\, Global X Funds \nGregory Shinnick\, Chief Executive Officer\, Blue Ocean \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nDescription\nMore than US $2 trillion of financial assets are managed through Exchange Traded Funds (“ETFs”).   In this conference\, managers\, investors and market makers of ETF funds will discuss their use in international and emerging markets.  Some of the topics that will be explored include: \n\nStrategies for using ETFs to diversify exposure to asset classes and manage risk\nInvesting in passive\, actively managed and leveraged ETFs\nTracking error of ETFs versus market indices\nLiquidity\, market making and trading of ETFs\nManagement fees and operating expenses for ETFs\n\nThis conference will equip our audience with a deeper understanding of ETFs and their use in managing assets\, particularly in international and emerging markets. \nWho should attend?\nPortfolio Managers\, Wealth Managers and Research Analysts \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/strategies-for-exchange-traded-funds-in-global-investing/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20150727T174500 DTEND;TZID=America/New_York:20150727T200000 DTSTAMP:20260619T090750 CREATED:20171025T144430Z LAST-MODIFIED:20171025T175419Z UID:28012-1438019100-1438027200@cfany.org SUMMARY:Greece: What's Next? DESCRIPTION:Greece: What’s Next?Monday\, July 27\, 2015 \n  \nAgenda\n6:00: OPENING REMARKS \nChris Cutler\, CFA\, Chairman Emeritus\, CFANY Alternative Investments Committee\nDeepika Sharma\, CFA\, Co-Vice-Chair\, CFANY Global Investing Committee \n\n6:05 – 6:30:  KEYNOTE ADDRESS\nWilbur L. Ross Jr.\, Chairman and Founder\, Wilbur Ross & Co \n\n6:30 – 7:45: PANEL \nModerator\nDaniel Bases\, Senior Correspondent at Reuters \nPanelists\nGeoffrey Dennis\, Head of Global Emerging Markets Equity Strategy\, UBS\nPoul Kristensen\, CFA\, CQF\, Director and Portfolio Manager\, New York Life Investment Management\nGina Martin Adams\, CFA\, CMT\, Institutional Equity Strategist\, Wells Fargo\nJessica Zarzycki\, Senior Sovereign Analyst at TIAA-CREF\nHans Humes\, Chairman and Chief Executive Officer of Greylock Capital \n\n7:45: CLOSING REMARKS \nPatrick Holert\, CFA\, CAIA\, Board of Directors\, CFANY; Chairman Emeritus\, CFANY Global Investing Committee  \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nDescription\nGreece is on the precipice of a financial meltdown and the faultlines in the European systems are deeper than ever. After 5 years of kicking the can down the road\, the European monetary union could be at its moment of reckoning. Greece was declared in technical default by the IMF as the bailout extension expired and with it\, Europe’s 5 year battle to preserve the EMU. All in all\, market participants agree that any resolution that quiets down uncertainty will be preferable to the current situation and positive for the markets. As we wade into uncharted territory for both Greece and global markets without any blueprint or historical precedent\, the Global Investing Committee has brought together a panel of experts to break it down for us.  How did we get here and what lessons can we draw from this long-drawn saga? This one’s for the history books\, you wouldn’t want to miss it! \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/greece-whats-next/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20150805T180000 DTEND;TZID=America/New_York:20150805T210000 DTSTAMP:20260619T090750 CREATED:20200630T171255Z LAST-MODIFIED:20200630T171255Z UID:61816-1438797600-1438808400@cfany.org SUMMARY:GIC AIC Summer 2015 Quarterly Networking Event DESCRIPTION:OverviewThe GIC-AIC summer social event will kick off with an abbreviated discussion about how the shift in commentary from the US Fed and other trends could affect developed\, emerging\, and frontier economies. The Wall Street Journal’s frontier markets editor Dan Keeler will moderate a panel with Dan Gelfand\, fixed-income expert from BlackRock\, Kishlaya Pathak\, CFA\, Global Markets Strategist from BNY Mellon Investment Management and Christine Phillpotts\, African Equity specialist for AllianceBernstein. \nWith the Fed’s guidance shifting to the trajectory rather than the timing of rate hikes\, come learn about how to position your bond portfolio and how follow-on effects will impact long-term growth drivers outside the US. Our speakers will be available to continue the discussion after formal remarks. To wrap-up\, mix and mingle with hundreds of other investment professionals and CFA Society New York members. \nAgendaWELCOME \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment Management \n\n\nKEYNOTE ADDRESS \n\nPhillip J. Taylor\, CFA\, Managing Director\, Lazard; Board of Directors\, NYSSA \n\n\nPANEL \n\nModerator \nDan Keeler\, Editor\, Frontier Markets\, Wall Street Journal (Moderator) \nPanelists \nDan Gelfand\, Vice President\, Blackrock \nChristine Phillpotts\, CFA\, Vice President (Africa Specialist)\, AllianceBernstein \nKishlaya Pathak\, CFA\, Global Markets Strategist\, BNY Mellon Investment Management \n\n\nCLOSING REMARKS AND NETWORKING SESSION \n\nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities \n\n\nADJOURNMENT URL:https://cfany.org/event/nyssa-gic-aic-summer-2015-quarterly-networking-event/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20150923T174500 DTEND;TZID=America/New_York:20150923T200000 DTSTAMP:20260619T090750 CREATED:20171117T214442Z LAST-MODIFIED:20171117T214609Z UID:29821-1443030300-1443038400@cfany.org SUMMARY:CFA NY Presents with Chris Cutler - A Conversation on East Africa DESCRIPTION:CFA NY Presents with Chris Cutler – A Conversation on East AfricaWednesday September 23\, 2015 \nEast Africa is now rated the most dynamic growth areas in Africa and their growth performance in the past decade has been impressive. Such performance is even more remarkable taking into account that the past decade encompasses the global economic and financial crisis that began in 2007.  Will this prove to be an isolated episode or is strong growth going to persist- this is a question on the minds of policymakers and investors alike. \nJoin us in an intimate conversation with Mr. Richard Patrick Byarugaba\, CEO of Uganda’s National Social Security Fund (NSSF)\, one of the largest national funds in East Africa\, on the opportunities in East Africa (and Africa generally) and NSSF’s current practices in investment selection/risk management in the region. \n*Admission is invite-only\, but please e-mail gic.nyssa@gmail.com if you are interested in requesting an invite to attend. \n**This is not a career event\, it is for working investment professionals only. We reserve the right to grant / deny access or to expel any individual. Please be prepared to provide your business card to enter. \n\nWho should attend?\nEmerging Markets and Africa-focused Portfolio managers and research analysts\n\nCFA NY expects all attendees to comply with CFA NY’s Code of Conduct while attending CFA NY events or meetings. CFA NY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA NY event or meeting. \n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/nyssa-presents-with-chris-cutler-a-conversation-on-east-africa/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20151106T080000 DTEND;TZID=America/New_York:20151106T160000 DTSTAMP:20260619T090750 CREATED:20171030T161838Z LAST-MODIFIED:20180422T183340Z UID:28438-1446796800-1446825600@cfany.org SUMMARY:3rd Global Infrastructure Conference DESCRIPTION:Global Infrastructure Conference Series3rd Global Infrastructure ConferenceFriday November 6\, 2015  \nThe World Economic Forum reported a trillion-dollar gap in infrastructure spending globally. In America\, a country facing what has been termed a legitimate infrastructure crisis\, government spending on transportation\, energy\, water and wastewater\, and social infrastructure\, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects. \nInfrastructure—be it transportation infrastructure such as roads\, bridges and airports\, or “midstream” energy like pipelines—is vital for national economic prosperity\, supporting goods\, services and the workforce. But in the U.S. as well as worldwide\, public funding to build and repair infrastructure is scarce\, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. At the same time\, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years. \nCFA Society New York’s 3rd Annual Global Infrastructure conference will once more bring together leading executives\, analysts\, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power\, Oil & Gas\, Water\, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2015\, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit\, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios. \nWho Should Attend\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nAgenda\n8:00 AM\nRegistration and Continental Breakfast \n8:25 AM\nWelcome\nDaniel Dagen\, CFA\,‎ President and CEO\, CFA NY \n8:30 AM\nKeynote Speaker\nWalter Winrow\, Managing Director\, Moody’s Global Project and Infrastructure Finance Group \n8:45 AM\nPower Panel\nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session.\nDan Aschenbach\, Senior Vice President\, Moody’s Investors Service  (moderator)\nMike McDermott\, Head of Municipal Research\, AIG‎ Asset Management Group\n‎Jorge Rodriguez\, Global Head of Infrastructure Debt\, Deutsche‎ Bank\nRobert K. Simmons\, Partner‎\, Panda Power Funds \n9:45 AM\nBreak \n10:00 AM\nEnergy Panel\nEnergy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality\, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy.\nAkhil Kapoor\, Senior VP\, Senior Research Analyst\, Alliance Bernstein (moderator)\nOlivier Mussat\, Chief Investment Officer\, IFC\nNick Cleary\, Investment Director\, Hastings\nAaron Rubin\, Chief Executive Officer\, Macquarie Russia & CIS Infrastructure Fund (MRIF)\nShawn Reynolds\, Co-Portfolio Manager\, Van Eck Global \n11:00 AM\nEmerging and Frontier Markets PanelEmerging and frontier markets have experienced considerable volatility of late. Yet\, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth.\nMarie-Aimee Boury\, Managing Director\, SocGen  (moderator)\nAlan Fields\, CFA\, CAIA\, CPA\, Principal\,The Abraaj Group\nJonathan Prin\, Managing Director\, Head of Research\, Greylock Capital\nDabo Horsfall\, Managing Partner\, TriCap Investments LLC\nDavid Feygenson\, Senior Analyst\, Van Eck Global \n11:45 AM\nLunch \n12:15 PM\nLuncheon AddressI\nnvestment Strategy and Economic Outlook: A presentation and discussion on the key investment and economic trends\, themes\, and issues impacting the global financial markets and economy.\nVincent Catalano\, CFA\, Managing Member\, Adriatic Capital Partners; Global Investment Strategist\, Blue Marble Research\nDon Rissmiller\, Chief Economist\, Strategas Research Partners \n1:00 PM\nTransportation Panel: Roads\, Rails\, P3 and Sea and Air Ports\nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session.\nYannick Da Ros\, Executive Director\, UBS Investment Bank (moderator)‎\nJ. Michael McCarthy\, Portfolio Manager\, APG\nKurt Krummenacker‎\, VP\, Senior Credit Officer\, Moody’s Investors Service‎\nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC\nPerry Offutt\, Managing Director\, Macquarie Infrastructure and Real Assets \n2:15 PM\nBreak \n2:30 PM\nWater Panel\nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session.\nThomas J. Swartz\, III\, Vice President\, The Chubb Corporation (moderator)\nMatthew J. Diserio\, President & Co-founder\, Water Asset Management‎\nIan Copeland\, Managing Director and Co-Chief Investment\, Ultra Capital\nNicolas Martin\, CFA\, Partner\, Baylis Emerging Markets\nDavid Smith\, CFA\, CA\, Portfolio Manager\, GCA Sustainable Growth Funds \n3:30 PM\nClosing Remarks and Adjournment \nMedia Partners DISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/third-annual-global-infrastructure-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160218T173000 DTEND;TZID=America/New_York:20160218T200000 DTSTAMP:20260619T090750 CREATED:20171024T204006Z LAST-MODIFIED:20191018T220530Z UID:27944-1455816600-1455825600@cfany.org SUMMARY:Insurance Company Chief Investment Officers Roundtable DESCRIPTION:Description\nThis 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. \nEven 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 in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. According to The National Association of Insurance Companies (NAIC)\, a majority of U.S. insurance industry investments are in bonds with 53.06% or $2.16 trillion in corporate bonds. Research by the Chicago Fed points to increased correlation of insurers’ stock returns to the US treasury yield compared to pre-2007. Consequently\, there is an ongoing shift in asset mix as insurers are reaching out to asset managers with specialties in both traditional and alternative asset classes to maximize total return. Clearly\, this issue has been on the minds of Insurance companies’ Chief Investment Officers and their investment teams. At CFA NY’s Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2016 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \nAgenda\nAgenda:\n5:30 PM: Check-in \n6:00 PM: Welcome and Thank You to Thomas Brigandi and his team of industry leader volunteer organizers\nAlex Urdea\, CFA\, FRM\, CMT\, Chairman\, CFA NY Board of Directors \n6:02 PM: Opening Comments\nPatrick Holert\, CFA\, CAIA\, Board Liaison to CFA Institute and Membership\, CFA NY \n6:05 PM: Keynote Address\nWilliam Riegel\, Senior Managing Director and Chief Investment Officer\, TIAA-CREF Asset Management \n6:20 PM: Panel \nModerator\nDoug Niemann\, Senior Managing Director\, The Guardian Life Insurance Company of America \nSpeakers\nGeoffrey Cornell\, CFA\, Deputy Chief Investment Officer\, American International Group\, Inc\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management\nMichael Buthe\, CFA\, Chief Investment Officer\, ACE Group Life Investments\nJoe Dodi\, CTP\, Director\, Horizon Blue Cross and Blue Shield of NJ \n7:40 PM: Closing Remarks\nDeepika Sharma\, CFA\, Asset Owner Series Co-Lead Volunteer Organizer\, CFA NY \n7:45 PM: Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFA NY \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nCFA NY expects all attendees to comply with CFA NY’s Code of Conduct while attending CFA NY events or meetings. CFA NY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA NY event or meeting. URL:https://cfany.org/event/insurance-company-chief-investment-officers-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160310T173000 DTEND;TZID=America/New_York:20160310T200000 DTSTAMP:20260619T090750 CREATED:20171023T205639Z LAST-MODIFIED:20191018T220457Z UID:27837-1457631000-1457640000@cfany.org SUMMARY:Single Family Office Conference DESCRIPTION:Description\nThis 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 CFANY’s code of conduct. \nA high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \nAgenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, Board of Director\, CFANY \n6:05 PM: Keynote Address\nJohn Andrew Levin\, Chief Executive Officer\, Portfolio Manager\, and Chairman\, Levin Capital Strategies\, L.P. \n6:30 PM: Panel\nModerator\nMichael Oliver Weinberg\, Chief Investment Strategist\, Protege Partners\, and adjunct Associate Professor of Economics and Finance\, Columbia Business School \nSpeakers\nAndrew Eberhart\, Chief Investment Officer\, Heinz Family Office\nAnthony E. Meyer\, Chairman\, Meyer and Co. LLC; President\, Ocean Road Advisors\, Inc.\nRichard Slocum\, Chief Investment Officer\, The Johnson Company\nClark Cheng\,CFA\, FRM\, Chief Investment Officer\, Merrimac \n7:30 PM Closing Remarks\nAlvarez Symonette\, Director of Business Development\, MAK Capital \n7:35 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting URL:https://cfany.org/event/single-family-office-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160421T173000 DTEND;TZID=America/New_York:20160421T200000 DTSTAMP:20260619T090750 CREATED:20171120T183719Z LAST-MODIFIED:20191018T220420Z UID:30065-1461259800-1461268800@cfany.org SUMMARY:Multi-Family Office Conference DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nJason Pride\, CFA\, Director of Investment Strategy\, Glenmede \n6:25PM: Special Guest Keynote\nNico Firzli\, Director-General & Head of Research of the World Pensions Council \n6:30 PM: Panel\nModerator\nMaria Weitzer\, CFA\, Director\, Portfolio Management\, TAG Associates LLC \nSpeakers\nAshok Chachra\, Managing Director\, Allen & Company\nRam Lee\, Partner\, Seven Bridges Advisors\nMichael Nelson\, J.D.\, CFA\, Managing Partner\, Eagle Bay Advisors\nRobert Wedeking\, CFA\, Chief Investment Officer\, Geller and Company \n7:30 PM Closing Remarks\nDaniel Dagen\, CFA\, CEO\, CFANY \n7:35 PM Adjournment and Reception \nDescription\nOver the past several years\, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families\, with some also handling various financial matters for their clients\, including budgeting\, insurance\, wealth transfer\, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of  several of New York’s most prominent Multi-Family Offices. URL:https://cfany.org/event/multi-family-office-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group,Private Wealth Management GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160512T173000 DTEND;TZID=America/New_York:20160512T200000 DTSTAMP:20260619T090750 CREATED:20171120T184930Z LAST-MODIFIED:20190925T190436Z UID:30076-1463074200-1463083200@cfany.org SUMMARY:Endowment and Foundation Chief Investment Officer Roundtable DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nBrian O’Neil\, CIO\, Robert Wood Johnson Foundation \n6:25 PM: Panel\nModerator\nAnthony Thai\, CFA\, Senior Investment Officer\, The Wallace Foundation \nSpeakers\nColin G. Ambrose\, CFA\, CIO UJA-Federation of New York’s Endowment and Retirement Plans\nMichael Reist\, CFA\, CIO\, Phillips Academy in Andover\nJainen Thayer\, CFA\, CIO Oberlin College \n7:35 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nAs Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. According to the latest Nacubo-Commonfund study on endowments\, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments\, tail risk hedges\, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference. \nIn addition\, we will navigate how these nonprofit organizations are managing multiple objectives and are becoming increasingly focused on risk\, managing short-term liquidity and due-diligence in manager selection. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors. \nThis event will discuss:\n\nHow has the endowment model of investing changed in the post-crisis era?\nWhat new approaches to asset allocation are CIOs considering?\nDo alternative investments really add value to the portfolio? URL:https://cfany.org/event/endowment-and-foundation-chief-investment-officer-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160614T173000 DTEND;TZID=America/New_York:20160614T200000 DTSTAMP:20260619T090750 CREATED:20171120T190144Z LAST-MODIFIED:20190925T190510Z UID:30088-1465925400-1465934400@cfany.org SUMMARY:Private Bank and Private Wealth Management Chief Investment Officer Roundtable DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Director\, CFANY \n6:05 PM: Panel\nModerator\nKei A. Sasaki\, CFA\, Senior Vice President\, Regional Chief Investment Officer – Northeast\, Wells Fargo Private Bank \nSpeakers\nChristopher Dhanraj\, Head of Multi Asset Investment Strategy\, North America\, Citigroup\nLarry Adam\, CFA\, Chief Investment Officer and Chief Investment Strategist\, Deutsche Bank Wealth Management Americas\nRebecca H. Patterson\, Managing Director and Chief Investment Officer\, Bessemer Trust Companies\nJeanne Sun\, Managing Director and Head of Investment Strategy\, J.P. Morgan’s GIO Group \n7:15 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nSo far 2016 has been a period of volatile markets that are stemming from concerns about global economic growth which have and are most likely to continue to affect asset prices bringing concerns for investors.   The purpose of the panel is to explore how the various issues across assets classes such as Global Equities\, Global Fixed Income\, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face. URL:https://cfany.org/event/private-bank-and-private-wealth-management-chief-investment-officer-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160629T080000 DTEND;TZID=America/New_York:20160629T180000 DTSTAMP:20260619T090750 CREATED:20200629T211325Z LAST-MODIFIED:20200629T211510Z UID:61798-1467187200-1467223200@cfany.org SUMMARY:The Annual Benjamin Graham Conference DESCRIPTION:OverviewIn 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. \nPlease join us on June 29th to hear some of world’s leading value investors discuss these timeless topics. Portfolio Managers representing more than $80 billion will speak at the conference. \nAgendaCONTINENTAL BREAKFAST AND CHECK-IN \n\nOPENING REMARKS \n\nOPENING KEYNOTE: INVESTING IN INTERNATIONAL EQUITIES \n\nThomas A. Russo\, Partner\, Gardner Russo & Gardner LLC \n\n\nBreak \n\nPANEL #1 “RULE NO.1 IS NEVER LOSE MONEY”\, WARREN BUFFETT \n\nPanelists \nSeth Turkeltaub\, CFA\, Portfolio Manager\, Catapult \nDavid Poppe\, CEO and President\, Ruane\, Cunniff & Goldfarb \nJohn A. Levin\, CEO\, Portfolio Manager and Chairman\, Levin Capital Strategies\, L.P. \nModerator \nMichael Oliver Weinberg\, CFA \n\n\nBreak \n\nPANEL #2 MARGIN OF SAFETY: HOW YOU IDENTIFY AND MANAGE RISK IN YOUR PORTFOLIO \n\nPanelists \nLeon Cooperman\, Founder\, Chairman and CEO\, Omega Advisors\, Inc. \nJason Karp\, CEO and CIO\, Tourbillon Capital Partners \nBrian M. Gillott\, Managing Director & Portfolio Manager\, Jennison Associates LLC \nModerator \nElliot Trexler \n\n\nLunch Sponsored Kahn Brothers Group \n\nPANEL #3 INVESTMENT MISTAKES: “ALL I WANT TO KNOW IS WHERE I’M GOING TO DIE SO I’LL NEVER GO THERE.”\, CHARLIE MUNGER \n\nPanelists \nPaul Lountzis\, President\, Lountzis Asset Management LLC \nEdwin Schloss\, Money Manager\, Walter & Edwin Schloss Associates \nA. Michael Lipper\, CFA\, Founder and President\, Lipper Advisory Services\, Inc. \nModerator \nVishal Mishra \n\n\nBreak \n\nAFTERNOON KEYNOTE \nJohn Bader\, Chairman and Chief Executive Officer\, Halcyon Capital Management\, LLC \n\nBreak \n\nPANEL #4 – DOWNSIDE PROTECTION: SOURCES\, METHODS AND THEIR LIMITATIONS \n\nPanelists \nMiguel Fidalgo\, Founder and Portfolio Manager\, Triarii Capital \nJohn D. Spears\, Managing Director\, Tweedy\, Browne Company LLC \nSteven Bregman\, President\, Co-Founder and Senior Portfolio Manager\, Horizon Kinetics \nModerator \nAdam Barth\, Director of Research\, Gotham Asset Management \n\n\nBreak \n\nCLOSING KEYNOTE \n\nJim Grant\, Founder and Publisher of Grant’s Interest Rate Observer \n\n\nNetworking Reception URL:https://cfany.org/event/the-annual-benjamin-graham-conference-june-2016/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160630T170000 DTEND;TZID=America/New_York:20160630T203000 DTSTAMP:20260619T090750 CREATED:20171120T173324Z LAST-MODIFIED:20171120T174657Z UID:29995-1467306000-1467318600@cfany.org SUMMARY:A Global View Of Commodity Markets DESCRIPTION:A Global View of Commodity MarketsTuesday\, June 30\, 2016 \nAgenda\n5:00: REGISTRATION \n\n5:30 – 6:30: FIRE SIDE CHAT\nJonathan Goldberg\, Founder & CEO\, BBL Commodities\, L.P.\nModerator\nHilary Till\, Co-Founder\, Premia Capital MAnagement\, LLC \n\n6:30 – 6:45: BREAK \n\n6:45 – 8:00: COMMODITIES PANEL \nModerator\nJennifer Ziehe\,CFA\, CAIA\, Independent Consultant \nPanelists\nHenry Dunlop\, Managing Partner CIO\, Ballymena Management LLC\nGreg Buechele\, Senior Portfolio Manager\, Aeris Metals Fund\, The Carlyle Group\nJason Bloom\, Director of Commodity and Alternatives Product Strategy\, Invesco PowerShares Management LLC\nHilary Till\, Co-Founder\, Premia Capital Management\, LLC \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nEvent Overview\nCommodity markets are an integral component of the global economy.  Individual markets across energy\, metals\, softs and grains all have very unique characteristics\, but can also have profound interrelation to one another and the global economic overall.  This engaging event will explore commodity cycles and their implications\, as well as the current trends across the full commodity complex. \nA distinguished group commodity market investors will share their experience in trading commodities\, the forces driving current markets and commodity markets’ interplay with broader political economics. \nThe evening will begin with a fireside chat between oil trader\, Jonathan Goldberg\, founder of BBL Commodities\, L.P. and commodity markets specialist\, Hilary Till\, co-founder of Premia Capital Management\, LLC. Ms. Till and Mr. Goldberg will have a focused discussion on the factors that explain recent and expected movements in the oil markets. \nThe second part of the evening will feature a panel discussion of experienced commodity investors\, who will provide insight into a wide spectrum of commodity markets.  The discussion will cover: \n\nCommodity pricing\nSupply & demand trends\nTechnical indicators\nCommodity shocks\nSecular trends\nGeo-political considerations\n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/a-global-view-of-commodity-markets/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160804T173000 DTEND;TZID=America/New_York:20160804T200000 DTSTAMP:20260619T090750 CREATED:20171120T182517Z LAST-MODIFIED:20190925T190645Z UID:30052-1470331800-1470340800@cfany.org SUMMARY:Single Employer Corporate Pension Conference DESCRIPTION:Agenda\n6:00: OPENING REMARKS \nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n\n6:05 – 6:20:  KEYNOTE ADDRESS\nGina Wilson\, Executive Vice President and Chief Financial Officer\, TIAA \n\n6:20 – 7:30: PANEL \nModerator\nDiane Garnick\, Managing Director\, Chief Income Strategist\, TIAA​ and Trustee\, CFA Institute Research Foundation \nPanelists\nJason Bastedo\, Director of Investments\, Novartis\nJean Grisi\, Chief Investment Officer\, Nokia\nDavid Slifka\, Senior Portfolio Manager\, YMCA Retirement Fund\nBarbara Lupo\, ‎Director of Investment Management\, Advance Publications \n\n7:45: CLOSING REMARKS \nHarumi Urata Thompson\, CFA\, COO\, NYSSA \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nEvent Overview\nSingle employer pension plans\, in which a single employer or several related employers within a corporate group participate and contribute to the same pension plan\, oversee roughly $2 trillion in assets under management.The Pension Benefit Guaranty Corporation estimates that about 30 million Americans are earning or receiving single employer pensions from the roughly 44\,000 single employer pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎NYSSA’s Single Employer Pension Conference will explore the perspectives of senior Single Employer Pension investment professionals and how they are managing not only the volatile equity markets\,but also the low interest rate environment. \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. URL:https://cfany.org/event/single-employer-corporate-pension-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160824T180000 DTEND;TZID=America/New_York:20160824T210000 DTSTAMP:20260619T090750 CREATED:20171120T144242Z LAST-MODIFIED:20171127T184226Z UID:29889-1472061600-1472072400@cfany.org SUMMARY:3rd Annual CFANY Volunteer Leaders Summer Social DESCRIPTION:3rd Annual CFANY Volunteer Leaders Summer Social\n\n\n\n\nWednesday\, August 24\, 2016 from 6:00 PM to 9:00 PM\nAgenda\n6:00 PM: Welcome \nChris Cutler\, CFA\, Founder\, Manager Analysis Services; Board of Directors\, CFANY;Chairman Emeritus\, CFANY Alternative Investments Committee \n6:05 – 6:10 PM: Keynote Address \nJae S. Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n6:10 – 6:30 PM: Panel \nDan Keeler\, Editor\, Frontier Markets\, Wall Street Journal (Moderator) \nCarla Buffulin\, Managing Director and Senior EM Portfolio Manager\, AIG Asset Management \nDavid Feygenson\, Senior Emerging Markets Equity Analyst\, Van Eck \nChristine Phillpotts\, CFA\, Senior Equity Research Analyst\, AllianceBernstein \nDan Gelfand\, Vice President\, Blackrock \n6:30 PM: Closing Remarks and Networking Session \nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities; Board of Directors\,CFANY; Chairman Emeritus\, CFANY Global Investing Committee \n9:00 PM: Adjournment \nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nThe 3rd Annual CFANY Volunteer Leaders summer social event will kick off with an abbreviated discussion about how the shift in commentary from the US Fed and other trends could affect developed\, emerging\, and frontier economies.  With the Fed’s guidance shifting to the trajectory rather than the timing of rate hikes\, come learn about how to position your bond portfolio and how follow-on effects will impact long-term growth drivers outside the US.  Our speakers will be available to continue the discussion after formal remarks.  To wrap-up\, mix and mingle with hundreds of other investment professionals and CFANY members. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/3rd-annual-cfany-volunteer-leaders-summer-social/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160908T173000 DTEND;TZID=America/New_York:20160908T200000 DTSTAMP:20260619T090750 CREATED:20171120T023139Z LAST-MODIFIED:20191018T220305Z UID:29876-1473355800-1473364800@cfany.org SUMMARY:Annual Public Pension Funds Conference DESCRIPTION:Agenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\n \nAlex Urdea\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nTom Byrne\, Chairman\, New Jersey State Investment Council \n6:30 PM: Panel\nModerator\nDavid E. Ourlicht\, Founding Board Member\, New York City and State Pension Systems (NYPERS); Commissioner\, New York State Insurance Fund \nSpeakers\nJames Celestine\, Director of Real Assets\, Pension Investment and Cash Management\, Office of the New York State Comptroller – New York State Common Retirement Fund\nKevin Higgins\, Real Estate Portfolio Manager\, New Jersey Division of Investment\nSanford Rich\, Executive Director\, CIO\, New York City Board of Education Retirement System\nKirk Sims\, CFA\, Investment Officer\, Emerging Manager Program\, Illinois Teachers Retirement System \n7:30 PM Closing Remarks\nChristopher Cutler\, Board of Director\, CFANY \nDescription\nA high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis\, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind\, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies. URL:https://cfany.org/event/annual-public-pension-funds-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20160929T173000 DTEND;TZID=America/New_York:20160929T200000 DTSTAMP:20260619T090750 CREATED:20171120T020415Z LAST-MODIFIED:20190925T190757Z UID:29869-1475170200-1475179200@cfany.org SUMMARY:2nd National Pension Funds Conference DESCRIPTION:Agenda\n5:30 PM: Check-in  \n6:00 PM: Welcome and Opening Comments \nChris Cutler\, CFA\, Board of Directors\, CFANY \n6:10 PM: Keynote\nCarol Boykin\, CFA\, Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund \n6:25 PM: Panel\nModerator \nLisa Chung\, Manager\, Foreign Reserves Management\, Federal Reserve Bank of New York \nSpeakers\nConstantino (Tino) Argimon\, Director\, Canada Pension Plan Investment Board\nM. Nicolas J. Firzli\,  LL.M.\, Director-General\, World Pensions Council (WPC) & Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF)\nSergio Mendez\, CIO\, Afore XXI-Banorte\nAnna Pot\, Director\, Responsible Investments\, APG Asset Management \n7:40 PM Closing Remarks and Networking \nPatrick Holert\, CFA\, CAIA\, Board of Directors\, CFANY \nDescription\nThe 2nd National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in  best practices in investment strategy\, risk management and market engagement. In particular\, we’ll explore\, in detail\, the trends towards sustainable investing and allocation to ESG factors at national pension funds\, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. \nWhile the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes\, National Pension have generally been yield-seeking\, long-term investors which have allocated heavily private markets in the last decade. In that setting\, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways\, benchmarks focused on long-term value creation and evaluation of internal and external managers. URL:https://cfany.org/event/second-annual-national-pension-funds-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20161103 DTEND;VALUE=DATE:20161104 DTSTAMP:20260619T090750 CREATED:20200630T171800Z LAST-MODIFIED:20200630T171800Z UID:61819-1478131200-1478217599@cfany.org SUMMARY:Fall 2016 Quarterly Investment Job Market Outlook DESCRIPTION:OverviewFall 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. \nFeaturingKeynote Speaker \n\nKate Burke\, Head of Human Capital and Chief Talent Officer\, AllianceBernstein \n\n\nModerator \n\nAlexis DuFresne\, Managing Director\, Front Office Search\, Solomon Page Group \n\n\nPanelists \n\nLorraine Twomley\, Head of Career Advisory and Recruitment\, Societe Generale Americas \nDrew Desky\, Managing Partner\, Rand Thompson Consultants \nJames Crowley\, Corporate Vice President\, New York Life \nJohn Jaenisch\, Founder\, Corcoran Partners \nGideon King\, former CEO\, Loeb King Capital Management URL:https://cfany.org/event/fall-2016-quarterly-investment-job-market-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT END:VCALENDAR