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:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20190910T180000 DTEND;TZID=America/New_York:20190910T200000 DTSTAMP:20260620T090859 CREATED:20190628T181942Z LAST-MODIFIED:20190807T190230Z UID:51309-1568138400-1568145600@cfany.org SUMMARY:CFANY Open House: An Evening of Networking and Opportunity DESCRIPTION:Lend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups \nEvent OverviewJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in which your involvement can benefit both your professional career\, and the Society as a whole. \nAttendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\nAbout SocietyMore InformationCFA Society New York’s Thought Leadership Volunteer Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. Members may join any number of groups. What Does Volunteer Group Membership Involve? While each Group’s respective focus may vary\, agendas include: \n\nBuilding relationships with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProviding support to targeted groups\, such as military veterans.\nPlanning conferences\, curating event themes and inviting industry-leading speakers.\nPublishing research.\nSupporting CFA Society New York via invaluable volunteer-work while guiding both membership and policy decisions.\n\nLeadership Group HomepageVolunteer Leadership Groups\n\n\n\n\nAsset Owner Series™ | About\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\n×About Society\nWe Raise the Standards of the Investment Industry\nCFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.\nUnparalleled Access to a Network of Industry Leaders\nOur members are Chief Investment Officers\, portfolio managers\, and leading analysts on both the buy-side and the sell-side of the industry\, and over 95% of members are CFA charterholders. They are leading the industry both here and abroad. With over 10\,000 members\, CFA Society New York is the largest CFA society in the world. \nCFA Society New York Leadership Groups\nCFA Society New York’s active community of members has something to offer everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. They meet regularly to discuss the latest industry developments and help shape the conversation in the investment industry. \nExclusive Events\nCFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships\, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. And\, all members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities. \nJOIN OUR COMMUNITY OF THINKERS\, DRIVERS\, AND DOERS.\nBecome a Member *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. **Exceptions include events where Chatham House Rule applies\, or when other relevant restrictions are in place. \nClose URL:https://cfany.org/event/cfany-open-house-an-evening-of-networking-and-opportunity/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,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:20190912T163000 DTEND;TZID=America/New_York:20190912T200000 DTSTAMP:20260620T090859 CREATED:20190604T152206Z LAST-MODIFIED:20190913T200156Z UID:50528-1568305800-1568318400@cfany.org SUMMARY:First Annual Secondaries Outlook DESCRIPTION:OverviewThe secondary market began in the 1980s as a method to provide liquidity to investors in illiquid private equity\, and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors use these funds to rapidly build up exposure to diversified\, seasoned positions in private equity and other alternatives with\, potentially\, shorter duration and lower correlation to investors’ existing portfolios. \nSecondary funds cover traditional private equity\, venture capital and hedge fund structures and more esoteric illiquid investments such as private debt\, music royalties\, and direct / co-investments. They may also cover innovative and complex strategies including GP-led transactions\, preferred instruments and fund restructurings. \nAgenda4:30 PM | REGISTRATION & CHECK IN \n\n5:00 PM | OPENING REMARKS \n\nStephan Connelly\, CFA\, Director\, Star Mountain \n\n\n5:05 PM | GP PANEL DISCUSSION \n\nModerator \nLeor Landa\, Partner\, Davis Polk’s Investment Management/Private Funds Group \nPanelists \nEric Foran\, CFA\, Partner\, Coller Capital\n \nBarry Griffiths\, Ph.D.\, CFA\, Partner & Head of Quantitative Research\, Landmark Partners \nBrett Hickey\, Founder & CEO\, Star Mountain Capital \nCari Lodge\, Managing Director\, Commonfund Capital \nVictor Wu\, Partner\, Lexington Partners \n\n\n5:50 PM | Q&A \n\n6:00 PM | LP PANEL DISCUSSION \nIntroduced by: Anna Sembos\,PhD\, CFA\, Senior Consultant at CIFC Asset Management \n\nModerator \nMichael Catts\, Managing Director\, Evercore \nPanelists \nSander Doucette\, CFA\, Director of Investments\, Hamilton College \nJeremy Klepner\, Vice President\, Jasper Ridge Partners \nMichael Nelson\, CFA\, CIO\, Eagle Bay \n\n\n6:45 PM | Q&A \n\n6:55 PM | CLOSING REMARKS \n\nTodd Eklund\, CFA\, CAIA\, Co-Chair\, Alternative Investments Group \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand the rise of interest in secondaries.\nUnderstand how asset owners use secondaries to rebalance and optimize returns.\nUnderstand how secondary managers are finding opportunities in a maturing market by use of size and scale as well as innovative and differentiated strategies.\nLearn about new innovations in the secondary market which have the potential to disrupt and shift the market over the next few years. URL:https://cfany.org/event/first-annual-secondaries-outlook/ 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:20190916T173000 DTEND;TZID=America/New_York:20190916T193000 DTSTAMP:20260620T090859 CREATED:20190314T025849Z LAST-MODIFIED:20190909T213319Z UID:47778-1568655000-1568662200@cfany.org SUMMARY:Value Investing Workshop: Advanced Financial Research DESCRIPTION:OverviewCFANY Value Investing workshop on Advanced Financial Research featuring: Cheryl Strauss Einhorn \nThis workshop will be exploring methods of conducting advanced financial research and lays out Cheryl Strauss Einhorn’s AREA Method and her latest book. The decision-making system Cheryl developed uniquely controls for biases\, focuses on the incentives of others and expands knowledge while improving judgment. This can be applied both to investigating complex financial situations as well as investigative journalism. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | OPENING REMARKS \n\nMathias Strohfeldt\, CFA\, Senior Research Analyst/PM\, OppenheimerFunds \n\n\n6:05 PM | FIRESIDE CHAT \n\nCheryl Strauss Einhorn\, Founder\, CSE Partners \n\n\n6:45 PM |  CASE-STUDY \n\n7:10 PM |  Q & A \n\n7:20 PM |  CLOSING REMARKS \n\n7:25 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nImprove your knowledge of how to conduct advanced financial research\nBecome familiar with the AREA method which helps you to structure complex financial problems\nApply the methods in a short case study\n\nSponsor: URL:https://cfany.org/event/value-investing-workshop-advanced-financial-research/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Value 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:20190917T180000 DTEND;TZID=America/New_York:20190917T200000 DTSTAMP:20260620T090859 CREATED:20190523T213534Z LAST-MODIFIED:20190805T141233Z UID:49968-1568743200-1568750400@cfany.org SUMMARY:Become a Society Leader: Board\, Committees\, Interest Groups DESCRIPTION:Overview\nThis event is an informational session and forum\, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team\, gain understanding about your direct involvement in the mission and vision of CFANY\, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs. \n\n\n\n\n\n\nAs the largest local membership society of the CFA Institute and a leading forum for the investment community\, CFA Society New york is committed to promoting the highest professional standards in the investment industry. CFANY has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFANY promulgates and upholds. \nIn addition\, fairly recent corporate governance changes have created a catalytic environment for CFANY members to get involved and lend their own vision to that of the leading-edge developments at CFANY\, and to elevate this organization to be the foremost of its kind for the investment community. \n\n\n\n\n\n\nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\n6:05 PM | PANEL DISCUSSION \n\nDennis Alvarado\, Managing Director\, Human Resources Business Partner at Nuveen Investments \nSolange Charas. Ph.D.\, CEO\, Charas Consulting\, FOunder\, HCMoneyball \n\n\n7:00 PM |  CLOSING REMARKS \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nThis program will provide:\n\nAn introduction the CFANY\, the current leadership team\, the most recent governance changes.\nInformation about the corporate governance structure\, policies\, and process\, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.\nInformational session will be followed by a catered networking reception.\n\nCandidate Application Forms URL:https://cfany.org/event/become-a-society-leader-board-committees-interest-groups-enhance-your-career-strengthen-your-network-get-involved-2/ 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:20190919T180000 DTEND;TZID=America/New_York:20190919T200000 DTSTAMP:20260620T090859 CREATED:20190429T185515Z LAST-MODIFIED:20190904T175823Z UID:49189-1568916000-1568923200@cfany.org SUMMARY:Trading Psychology: Using Self-Awareness to Improve Your Investment Process DESCRIPTION:OverviewIf there is one fatal flaw that every investor needs to overcome\, it’s a poor mindset.  No matter how good their analysis or their framework\, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. \nSo how can traders and investors limit their mistakes — and perhaps take advantage of the psychological errors of others? \nIn this panel\, world-renowned experts on trading psychology will share specific advice for investors of all kinds. They will touch on the most common mistakes\, and discuss the lessons that we can glean from the latest scientific research. Finally\, they will recommend techniques and tactics that can help traders to keep their heads about them. \nAgenda5:30 PM | REGISTRATION & CHECK IN \n\n6:00 PM | INTRODUCTION & WELCOMING REMARKS \n\nAlex Rosenberg\, CFA\, Editor in chief\, Real Vision \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nClare Flynn Levy\, CEO & Founder\, Essentia Analytics \nPanelists \nSvein Backer\, Managing Director of global equities\, Lockheed Martin Investment Management \nDenise Shull\, MA\, CEO & Lead Performance Coach\, The ReThink Group Inc. \nDr. Gio Valiante\, Head Performance Coach\, Point72 \n\n\n7:05 PM |  Q&A \n\n7:15 PM |  CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder & Managing Partner\, Helix Management \n\n\n7:20 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nLearn what recent research suggests about the psychological element of making investment decisions\nProvide investment decision-makers with techniques that may help them to improve their self-awareness\nPromote a greater understanding of how different individuals make decisions under pressure URL:https://cfany.org/event/investment-lessons-from-poker/ 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;VALUE=DATE:20190923 DTEND;VALUE=DATE:20190925 DTSTAMP:20260620T090859 CREATED:20190614T184718Z LAST-MODIFIED:20230306T143052Z UID:50897-1569196800-1569369599@cfany.org SUMMARY:2nd Annual Climate and ESG Asset Owner Summit DESCRIPTION:2nd Annual Climate and ESG Asset Owner Summit\n \n \n Monday\, Sept. 23 - Tuesday\, Sept. 24\n \nOverviewA Two-Day Asset Owner Series™ Event \n\n\nA Climate Week NYC and a Global Goals Week event\nTom Brigandi’s 85th Society event\, 700th speaker & 15\,000th attendee\n11 CFA Society Partners; 30 Asset Owner / Industry Association Partners; +130 speakers\nRepresentatives from non-bank institutional investors (fiduciary asset owners and institutional asset managers) that collectively have in excess of 45 trillion USD in assets were represented at the Summit\nRepresentatives from fiduciary asset owning organizations (SWFs\, pension funds\, insurance companies\, endowments\, etc) that collectively have in excess of $10 trillion in fiduciary assets spoke\nRepresentatives from investment management organizations that collectively have in excess of $30 trillion in managed assets were represented at the Summit\nRepresentatives from fiduciary asset owning organizations that collectively have in excess of $5 trillion in fiduciary assets attended\, but did not speak\n\n\nThe systematic integration of environmental\, social and governance (ESG) factors into investment strategies\, and investment decision making across asset classes\, has exploded. Asset owners around the world were early adopters of sustainable investment commitments\, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term\, sustainable\, risk-adjusted returns\, consistent with their fiduciary duty. \nThe CFA Society New York 2nd Annual Climate and ESG Asset Owner Summit\, hosted in partnership with Principles for Responsible Investment (PRI)\, is scheduled to take place during Climate Week and Global Goals Week in NYC. The Summit will feature two days focused on the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering all six populated continents. These will focus on ESG trends and developments across Australia\, North America\, Latin America\, Europe\, Asia\, and Africa\, and offer regional perspectives\, unique challenges and opportunities\, and their outlooks. \nAs of September 25th\, 2019\, Asset Owner Series (AOS) will have hosted fiduciary asset owner (sovereign wealth fund\, pension fund\, insurance company general account\, etc) and institutional investment consultant speakers from organizations that cumulatively oversee in excess of $72 trillion of assets under ownership or advisory. There is roughly $90 trillion in total institutionally owned assets and approximately $40 trillion in consultant-advised institutional assets globally. AOS was founded by Tom Brigandi\, CFA\, at CFA Society New York in 2015. In addition to hosting frequent AOS events at CFANY HQ\, there have been nine AOS events hosted outside of New York in partnership with CFA Institute Societies across APAC\, EMEA and the Americas. \n2018 Conference Agenda \n2019 Recap & Content Page \nPost-Conference Press Release \nMONDAYSEPTEMBER 237:30 AM | REGISTRATION\, CONTINENTAL BREAKFAST & MASTER OF CEREMONY WELCOME \nThomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\n8:10 AM | KEYNOTE ADDRESS INTRODUCTION \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n8:15 AM |  SUMMIT OPENING KEYNOTE ADDRESS \n\nTed Roosevelt\, Founding Partner\, Redwood Grove Capital \n\n\n8:35 AM | ALTERNATIVE INVESTMENT ESG ASSET OWNER PERSPECTIVE \nIntroduced by: H.E. Foday Mansaray\, High Representative to the UN and African Region\, International Human Rights Commission \n\nJohn Bowman\, CFA\, Senior Managing Director\, Chartered Alternative Investment Analyst (CAIA) Association \n\n\n8:55 AM | WELCOME REMARKS \nChris Cutler\, CFA\, Former Vice Chair\, CFA Society New York \n\n9:00 AM | CFA INSTITUTE KEYNOTE ADDRESS \n\nMargaret Franklin\, CFA\, President & CEO\, CFA Institute \n\n\n9:30 AM | KEYNOTE ADDRESS \nIntroduced by: Amit Bouri\, CEO and co-founder\, Global Impact Investing Network (GIIN) \n\nLinda-Eling Lee\, Managing Director and Global Head of ESG Research\, MSCI \n\n\n10:05 AM | CANADIAN ASSET OWNER PANEL \nIntroduced by: Matthew Mark\, Director\, US Asset Owners\, World Gold Council \n\nModerator \nNalini Feuilloley\, Head of Canada\, UN-supported Principles for Responsible Investment (PRI) \n\nPanel \nDeborah Ng\, CFA\, Director of Responsible Investment\, Ontario Teachers Pension Plan \nLisa Becker\, FCA\, Chief Operating Officer\, Chief Compliance Officer\, University of Toronto Asset Management Corporation \nJennifer Coulson\, Vice President\, ESG\, Public Markets\, British Columbia Investment Management Corporation (BCI) \n\n\n11:10 AM | BREAK\n\n11:20 AM | SPECIAL ADDRESS: LAUNCH OF THE EM INVESTOR ALLIANCE ASSET OWNER ADVISORY BOARD \nIntroduced by: Brian Lauzon\, CFA\, Board President\, CFA Society Philadelphia \n\nAshok Parameswaran\, Founder\, Emerging Markets Investors Alliance \n\n\n11:25 AM | SPECIAL ADDRESS ON ESG RISKS \nIntroduced by: Richard Ebil Ottoo\, PhD\, CFA\, FRM\, Vice President\, Global Association of Risk Professionals (GARP) \n\nJo Paisley\, Co-President\, GARP Risk Institute \n\n\n11:35 AM | APAC ASSET OWNER PERSPECTIVES \nIntroduced by: Grace Reyes\, President\, Association of Asian American Investment Managers \n\nModerator \nLionel C. Johnson\, President\, Pacific Pension & Investment Institute (PPI) \n\nPanel \nMiyuki Zeniya\, Head of Sustainable Finance\, The Dai-ichi Life Insurance Company\, Limited \nSasmit Dwivedi\, CFA\, Head of ESG and Equity Research\, Nippon Life Global \nDavid Altshuler\, Executive Director\, IFM Investors \nFederico Rodriguez\, CFA\, Global Head of Fixed Income\, QBE Insurance \nEmily Chew\, Global Head of ESG Research & Integration\, Manulife Investment Management; Former Chair\, Asia Investor Group on Climate Change (AIGCC) \nAnne-Maree O’Connor\, Head of Responsible Investments\, NZ Super Fund \n\n\n12:50 PM | LUNCHEON KEYNOTE SPEAKER \nIntroduced by: Henrik Jeppesen\, CFA\, North America Head of Investor Outreach\, Carbon Tracker Initiative \n\nMark Campanale\, Founder & Executive Director\, Carbon Tracker Initiative \n\n\n1:00 PM | LUNCH \n\nLunch Sponsor \n \n\n\n1:40 PM | WHY IS CLIMATE CHANGE BAD: DROUGHT AND FLOOD \nIntroduced by: Paul Kovarsky\, CFA\, Director of Institutional Partnerships\, CFA Institute \n\nMarc H. Robert\, Chief Operating Officer\, Water Asset Management\, LLC \n\n\n1:45 PM | AFRICAN ASSET OWNER ESG PERSPECTIVES \nIntroduced by: Orim Graves\, CFA\, Executive Director\, National Association of Securities Professionals (NASP) \n\nModerator \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Board Council \n\nPanel \nVhahangwele Manavhela\, ESG Specialist\, Public Investment Corporation (South Africa) \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nStella Ojekwe-Onyejeli\, Executive Director & Chief Operating Officer\, Nigerian Sovereign Investment Authority (NSIA) \nAldo Tembe\, CEO\, Moçambique Previdente\, Sociedade Gestora de Fundos de Pensões – SGFP\, S.A. \nLekha Nair\, CEO\, Seychelles Pension Fund \nMustapha Bakkoury\, CEO\, Moroccan Agency for Sustainable Energy (Masen); Former CEO\, Caisse de dépot et de gestion (CDG) \n\n\n3:00 PM | ESG PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY BOSTON \nIntroduced by: Olha Krushelnytska\, CFA\, Green Finance Specialist\, World Bank Group \n\nMichael Greis\, CFA\, Chair of the Sustainable Investing Seminar Committee\, CFA Society Boston \n\n\n3:05 PM | G7 INVESTOR LEADERSHIP NETWORK < INFO > KEYNOTE PANEL \nIntroduced by: Paul Smith\, CFA\, Fmr. Chief Executive Officer\, CFA Institute \n\nEnhancing expertise in infrastructure financing and development in emerging and frontier economies;\nOpening opportunities for women in finance and investment worldwide; and\nSpeeding up the implementation of uniform and comparable climate-related disclosures under the FSB-TCFD framework.\n\n\nModerator \nThomas Collimore\, CFA\, Head\, Institutional Relationships\, CFA Institute \n\nPanel \nUrs Bitterling\, Head of Corporate Responsibility\, Allianz \nBertrand Millot\, Head of Stewardship Investing\, Caisse de dépôt et placement du Québec (CDPQ) \nDeborah Ng\, CFA\, Director of Responsible Investment\, Ontario Teachers Pension Plan \n\n\n4:05 PM | PIONEER SPECIAL ADDRESS \nIntroduced by: Paul Smith\, CFA\, Fmr. Chief Executive Officer\, CFA Institute \n\nBertrand Piccard\, Co-Pilot\, 2016 Solar Impulse 2 (first solar-powered aircraft global circumnavigation); Son of Jacques Piccard\, 1960 Challenger Deep Mission Co-Pilot \n\n\n4:15 PM | BREAK \n\n4:30 PM | PRI SPECIAL ADDRESS \nIntroduced by: Chris Fowle\, Head of Americas\, Principles for Responsible Investment (PRI) \n\nFiona Reynolds\, CEO\, Principles for Responsible Investment (PRI) \n\n\n4:45 PM | ESG FOCUSED INFRASTRUCTURE ASSET OWNERSHIP PANEL \nIntroduced by: Edward Allen\, CAIA\, Managing Director\, MSCI \n\nModerator \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Council \n\nPanel \nDan Winters\, CRE\, Head of America’s\, GRESB BV \nHerman Bril\, Director of Investments\, UNJSPF \nJ. Michael McCarthy\, CFA\, Senior Portfolio Manager\, APG Asset Management \nAmanda Wallace\, Managing Director Infrastructure Investments Group\, J.P. Morgan Asset Management \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\n\n5:55 PM | ASSET OWNER PARTNERSHIP BETWEEN CFANY AND CFA SOCIETY PERU \nIntroduced by: Gabriel Thoumi\, CFA\, FRM\, Director\, Planet Tracker \n\nMelvin Escudero\, CFA\, President\, CFA Society Perú \n\n\n6:00 PM | THINK TANK PANEL \nIntroduced by: Winston Ma\, CFA\, Esq.\, High-tech Investor; Book Author; Adjunct Professor; fmr Managing Director\, China Investment Corporation (CIC) \n\nModerator \nRobert Rowan\, Director\, Asset Owner Series\, CFA Society New York \n\nPanel \nSonja Gibbs\, CFA\, Senior Director of Global Capital Markets\, Institute of International Finance \nHon. Joshua Gotbaum\, Guest Scholar of Economic Studies\, Brookings Institution \n\n\n6:20 | SPECIAL PRESENTATION: CERES INVESTOR NETWORK \nIntroduced by: William “Billy” Gridley\, CFA\, Director\, Investor Network\, Ceres\, Inc. \n\n Rev. Kirsten Snow Spalding\, Senior Department Director\, Investor Network\, Ceres\, Inc. \n\n\n6:30 PM | ESG DUE DILIGENCE CHALLENGES \nIntroduced by: Sofiane Belmiloud\, Investor Outreach Manager\, FAIRR Initiative \n\nModerator \nHenry Shilling\, Chair\, Sustainable Investment Thought Leadership Group\, CFANY \n\nPanel \nJodie Gunzberg\, CFA\, Managing Director\, Chief Investment Strategist\, Graystone Consulting\, Morgan Stanley \nJohn Goldstein\, Co-Founder\, Imprint Capital (acquired by Goldman Sachs) \nSanford Rich\, Executive Director\, NYC Board of Education Retirement System (BERS) \nJeroen Bos\, CFA\, Head of Specialized Equity and Responsible Investing at NN Investment Partners (NN Group’s Asset Management Arm) \n\n\n7:30 PM | CLOSING REMARKS \nIntroduced by: Thomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\nDominick Lucci\, Chief Investment Officer\, Park Avenue Capital Management ($1.4 billion single family office) \n\n\n CATERED NETWORKING RECEPTION \n\nReception Sponsor \n \n\nTUESDAYSEPTEMBER 247:25 AM | REGISTRATION & MASTER OF CEREMONY WELCOME \nThomas Brigandi\, CFA\, Global Asset Owner Series Founder and Lead Organizer\, CFANY \n\n7:30 AM | AFRICA INVESTOR (AI) INSTITUTIONAL INVESTOR SUMMIT — WORKING BREAKFAST \nIntroduced by: Amy Myers Jaffe; David M. Rubenstein\, Sr. Fellow for Energy and the Environmental Council on Foreign Relations \n\nCHAIR: \nHubert Danso\, Chief Executive Officer\, Africa Investor (Ai) Group & Chairman\, CFANY Asset Owner Advisory Board Council \n\nFEATURING: \n\n\n\nVhahangwele Manavhela\, ESG Specialist\, Pubic Investment Corporation \nAldo Tembe\, CEO\, Moçambique Previdente\, Sociedade Gestora de Fundos de Pensões – SGFP\, S.A. \nStella Ojekwe-Onyejeli\, Executive Director & Chief Operating Officer\, Nigerian Sovereign Investment Authority (NSIA) \nMohammed Omran\, Executive Chairman\, The Financial Regulatory Authority (FRA) \nAdmassu Tadesse\, President & Chief Executive\, Trade & Development Bank \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \nLauren Burnhill\, Board Member\, World Pension Council \n\n\n\n\n8:45 AM | WELCOMING REMARKS \nChris Fowle\, Head of Americas\, Principles for Responsible Investment (PRI) \n\n8:50 AM | KEYNOTE ADDRESS: SUSTAINABILITY AND TECHNOLOGY \nIntroduced by: Ivelina Stefanova\, Climate Finance Fellow\, UNEP Finance Initiative \n\nAndrew Shapiro\, Founder & Partner\, Broadscale Group; Advisor\, The Climate Group \n\n\n9:15 AM | “S” IN ESG KEYNOTE ADDRESS \nIntroduced by: Stephanie Potter\, Senior Director of Sustainability and Circular Economy Program\, U.S. Chamber of Commerce Foundation \n\nKerry Kennedy\, President\, Robert F. Kennedy Human Rights \n\n\n9:35 AM | UN NET-ZERO ASSET OWNER ALLIANCE KEYNOTE ADDRESS \nIntroduced by: Bill Scott\, CAE\, President & CEO\, CFA Society Washington\, DC \n\nTorben Möger Pedersen\, CEO\, PensionDanmark \n\n\n9:50 AM | DIVERSITY AND INCLUSION ASSET OWNER PANEL \nIntroduced by: Rosie von Lila\, Interim-Chief Executive Officer\, New America Alliance \n\nModerator \nRobert L. Greene\, President & CEO\, National Association of Investment Companies\, former Chairman of the Board of Trustees for the Virginia Retirement System \n\nPanel \nNeeti Bhalla Johnson\, President & Chief Investment Officer\, Liberty Mutual Investments \nAngela Miller-May\, Chief Investment Officer\, Chicago Teachers’ Pension Fund \nSheryl Mejía\, CFA\, CPA CA\, Director\, Emerging Managers\, NY State Common Retirement Fund\, Office of the State Comptroller \nKirk Sims\, CFA\, Senior Investment Manager – Head of Emerging Manager Program at Teachers Retirement System of Texas \nMarianne Dwight\, Of Counsel\, Michael Best; Former Investment Committee Member\, Texas Treasury Safekeeping Trust Company \n\n\n10:55 AM | KEYNOTE ADDRESS: HOW CAN WE FINANCE SUSTAINABLE GROWTH? \nIntroduced by: Johanna Lasker\, Head of Central Banks & Official Institutions\, BNP Paribas Asset Management \n\nKerstin Jorna\, Deputy DG of Economic and Financial Affairs\, European Commission; Board Director\, European Investment Bank (EIB) \n\n\n11:05 AM | WORLD BANK GROUP SPECIAL PRESENTATION \nIntroduced by: Dr. Patricia Laverley\, Deputy Minister of Finance\, Republic of Sierra Leone \n\nSpeaker \nEkaterina (Katya) Gratcheva\, Lead Financial Officer\, Finance\, Competitiveness and Innovation (FCI) Global Practice\, World Bank Group \nInterviewed by:\nFrédéric Samama\, Head of Responsible Investment\, Amundi; 2019 Real World Impact Award Winner\, PRI \n\n\n11:15 AM | BREAK\n\n11:30 AM | US ASSET OWNER PERSPECTIVE PANEL \nIntroduced by: Emily Kreps\, Global Director\, Investor Initiatives\, CDP \n\nModerator \nHank Kim\, Esq.\, Executive Director and Counsel\, National Conference on Public Employee Retirement Systems \n\nPanel \nTara Stacy\, Director of Investment Stewardship\, Colorado Public Employees’ Retirement Association \nChris Phillips\, Director of Institutional Relations & Public Affairs\, Washington State Investment Board (WSIB) \nKei Yamamoto\, CFA\, Senior Director – Investment\, Casey Family Programs \nAntonio Rodriguez\, Director of Investment Strategy\, NYC Board of Education Retirement System \nLorenzo Bernasconi\, PhD\, Managing Director\, Innovative Finance\, Rockefeller Foundation \n\n\n12:40 PM | SPECIAL ADDRESS & LUNCHEON KEYNOTE SPEAKER INTRODUCTION \n\nJim Hempstead\, Managing Director\, Moody’s Investors Service \n\n\n12:45 PM | LUNCHEON KEYNOTE FIRESIDE CHAT \n\nSpeaker \nHiro Mizuno\, CIO\, Japan’s Government Pension Investment Fund \nInterviewed by:\nLynn Forester de Rothschild\, Chief Executive Officer\, E.L. Rothschild and Founder\, Coalition for Inclusive Capitalism \n\n\n1:15 PM | LUNCH \n\nLunch Host \n \n\n\n1:45 PM | CORPORATE GOVERNANCE ASSET OWNER PANEL \nIntroduced by: Mary Jane McQuillen\, Managing Director\, ClearBridge Investments \n\nModerator \nKen Bertsch\, JD\, Executive Director\, Council of Institutional Investors \n\nPanel \nJeffrey Warshauer\, CFA\, Corporate Governance Officer at New Jersey Division of Investment \nLynn Forester de Rothschild\, Chief Executive Officer\, E.L. Rothschild and Founder\, Coalition for Inclusive Capitalism \nDieter Waizenegger\, Executive Director\, CtW Investment Group \nMichael Garland\, Assistant Comptroller for Corporate Governance and Responsible Investment\, New York City Office of the Comptroller \nAvantika Saisekar\, Director\, Sustainable Investment Group\, Wafra (beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS) \n\n\n3:00 PM | EUROPEAN ASSET OWNER ESG PERSPECTIVES \nIntroduced by: David Allen\, CFA\, Institutional Director\, Schroders \n\nModerator \nM. Nicolas J. Firzli\, LL.M.\, Director-General\, World Pensions Council (WPC); Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF) \n\nPanel \nJeff Houston\, Head of Pensions\, Local Government Association\, Secretary to the Board\, Local Government Pension Scheme Advisory Board (UK) \nValentijin van Nieuwenhuijzen\, CIO\, NN investment Partners \nPeter Damgaard Jensen\, Chair\, IIGCC\, Chief Executive Officer\, PKA \nSylvain Vanston\, Group Head of Corporate Responsibility\, AXA \nHelen Wildsmith\, Head of Ethical and Responsible Investment\, CCLA Investment Management Limited (manager of The CBF Church of England Funds) \nNathalie Lhayani\, Head of Sustainability\, Group Caisse des Dépôts (France) \n\n\n4:15 PM | ONE PLANET SOVEREIGN WEALTH FUND PANEL \nIntroduced by: Patricia Haas Cleveland\, President\, US Operations\, Official Monetary and Financial Institutions Forum (OMFIF) \n\nModerator \nDuncan Bonfield\, Secretariat\, International Forum of Sovereign Wealth Funds \n\nPanel \nAnne-Maree O’Connor\, Head of Responsible Investments\, NZ Super Fund \nRichard Collins\, Saudi Arabia’s Public Investment Fund \n\n\n5:00 PM | BREAK \n\n5:15 PM | LATAM ASSET OWNER PERSPECTIVES \nIntroduced by: Ashley Cooke\, Head of Institutional ESG & Passive Solutions\, Americas\, DWS Investments \n\nModerator \nAriel Fromer Babcock\, CFA\, Managing Director\, FCLTGlobal \n\nPanel \nLeon de Paul\, Chief Risk Officer\, Afore Citibanamex \nRafael Castro\, Compliance and Internal Control Executive Manager\, Previ (Brazil) \nJulia Fontes\, Treasury Officer\, Brazil Specialist\, New Development Bank \nJuan Luis Surgeon\, CFA\, Chief Investment Officer\, MMG Bank \nHilen Gabriela Meirovich\, Head of Climate Change\, Inter-American Development Bank \n\n\n6:30 PM | ESG-FOCUSED MULTILATERAL DEVELOPMENT BANK (MDB) PANEL \nIntroduced by: Michael Rowan\, CFA\, Managing Director\, Global Public\, Project and Infrastructure Finance Group\, Moody’s Investors Service \n\nModerator \nSøren Elbech\, Managing Director\, Global Head of Supranational Institutions\, J.P. Morgan \n\nPanel \nTapiwa Sikipa\, Senior Portfolio Manager\, World Bank Treasury \nCarlos Franco\, Head of Investments\, Inter-American Development Bank \nCourtney Lowrance\, Principal Environment Specialist\, Asian Infrastructure Investment Bank \n\n\n7:30 PM | SUMMIT CLOSING KEYNOTE ADDRESS \nIntroduced by: Deepika Sharma\, CFA\, Director\, BlackRock \n\nDan Carol\, Director\, Milken Institute Center for Financial Markets \n\n\n7:45 PM | ADJOURNMENT \nIntroduced by: Daniel Fridson\, Managing Director\, Arrivato \nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office \n\n CATERED NETWORKING RECEPTION \nSpecial Thanks to Our SponsorsAdditional Thanks to Our PartnersSociety PartnersSupporting Institutions URL:https://cfany.org/event/2nd-annual-climate-and-esg-asset-owner-summit/ 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:20190926T173000 DTEND;TZID=America/New_York:20190926T200000 DTSTAMP:20260620T090859 CREATED:20190318T141729Z LAST-MODIFIED:20190905T212314Z UID:47919-1569519000-1569528000@cfany.org SUMMARY:Women & Wealth Discussion with Sallie Krawcheck DESCRIPTION:OverviewCFA Society New York is welcoming Sallie Krawcheck\, Founder & CEO of Ellevest\, as well as former CEO of Merrill Lynch Wealth Management\, to provide a keynote address describing her experience in the finance world! \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nStephen Mayrose\, CFA\, CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nSallie Krawcheck\, CEO\, Co-Founder\, Ellevest \n\n\n7:00 PM |  Q&A \n\n7:15 PM |  CLOSING REMARKS \n\nKelly Ye\, CFA\, Director of Research at IndexIQ\, \n\n\n7:20 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsHost Group \nPrivate Wealth Management URL:https://cfany.org/event/women-wealth-discussion-with-sallie-krawcheck/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,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:20191007T173000 DTEND;TZID=America/New_York:20191007T203000 DTSTAMP:20260620T090859 CREATED:20190827T214823Z LAST-MODIFIED:20191008T191340Z UID:52524-1570469400-1570480200@cfany.org SUMMARY:Big Data: Active Equity Managers’ Uses and Misuses DESCRIPTION:OverviewBig data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn’t) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.  \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | KEYNOTE ADDRESS \n\nAntonio (Tony) DeSpirito\, Managing Director\, BlackRock \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nChuan Shi\, Ph.D.\, Quantitative Solution Specialist and Deputy Team Leader\, Enterprise Data Department\, Bloomberg LP \nPanelists \nJudith Gu\, Director of Statistical Trading\, ScotiaBank \nJoshua Livnat\, PhD\, CPA\, Managing Director and Head of Research\, QMA \nLilian Quah\, CFA\, Portfolio Manager\, Epoch Investment Partners\, Inc \nNathaniel Storch\, CO-Founder and CEO\, Amenity Analytics \n\n\n7:30 PM |  CLOSING REMARKS \n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations URL:https://cfany.org/event/active-equity-managers-uses-and-misuses-of-big-data/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Institutional Asset Management,Quantitative 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:20191010T173000 DTEND;TZID=America/New_York:20191010T200000 DTSTAMP:20260620T090859 CREATED:20190906T165944Z LAST-MODIFIED:20210810T233438Z UID:52778-1570728600-1570737600@cfany.org SUMMARY:4th Annual Multi Family Office Conference DESCRIPTION:4th Annual Multi Family Office Conference\n \n \n Thursday\, October 10\n \nOverviewThe 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over 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 the New York region’s most prominent Multi-Family Offices. \nAgenda5:30 PM | REGISTRATION  \n\n6:00 PM | WELCOMING REMARKS \n\nMaria Weitzer\, CFA\, Senior Investment Risk Manager\, APG Asset Management US \n\n\n6:05 PM | THE NEXT FRONTIER IN THE RECORD-LONG EXPANSION \n\nJason Pride\, CFA\, Chief Investment Officer of Private Wealth Management\, Glenmede \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nRobert Davis\, CFA\, CAIA\, Partner and the Chief Investment Officer of Round Table Wealth Management \nPanelists \nJerome Antenen\, CFA\, Managing Director and Head of Equity Investments\, Truvvo Partners LLC \nAndy Kapyrin\, CFA\, Partner and Co-Head of Investments\, RegentAtlantic \nMark Lebida\, CFA\, Senior Vice President\, Avestar Capital \n\n\n7:55 PM | CLOSING REMARKS \n\nJonathan Prin\, CFA\, Managing Director\, Greylock Capital \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \n\nReception Sponsor \n \n\nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations URL:https://cfany.org/event/4th-annual-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 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:20191017T173000 DTEND;TZID=America/New_York:20191017T200000 DTSTAMP:20260620T090859 CREATED:20190417T201921Z LAST-MODIFIED:20191016T220546Z UID:48978-1571333400-1571342400@cfany.org SUMMARY:Private Wealth Managers\, Succession Plans: Handing Off the Baton DESCRIPTION:OverviewAge demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice or firm. \nOften\, succession planning conversations focus more on the value of the business than on the transition and continuity of the business.  This event aims to provide fundamental and actionable insights on both aspects. \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n5:55 PM | INTRODUCTION & WELCOME \n\nTodd Eklund\, CFA\, CAIA \n\n\n6:00 PM | OBSERVATIONS – WEALTH MANAGEMENT SUCCESSION ECOSYSTEM & OPTIONS  \n\nScott Slater\, Vice President\, Practice Management & Consulting\, Fidelity Clearing & Custody Solutions \n\n\n6:10 PM | SUCCESSION PANEL \n\nModerator \nScott Slater\, Vice President\, Practice Management & Consulting\, Fidelity Clearing & Custody Solutions \n\nPanelists \nAnthony Cecchini\, CFP\, J.D.\, Chief Executive Officer\, JMG Financial Group \nSonya Mughal\, CFA\, EVP & Chief Operating Officer\, Bailard \nErin Sikorski\, CFP\, Chief Executive Officer – The Wellington Group \n\n\n7:00 PM | AUDIENCE Q&A \n\n7:10 PM | VALUATION & FINANCIAL CONSIDERATIONS PANEL \nIntroduced by Stephen Mayrose\, CFA\, CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\nModerator \nBrooks Hamner\, CFA \, ASA\, Vice President\, Mercer Capital \n\nPanelists \nMatt Crow\, CFA\, ASA\, President\, Mercer Capital \nSteven Levitt\, Founder & Managing Director\, Park Sutton Advisors \nElizabeth Nesvold\, Managing Director\, Head of Asset & Wealth Management Investment Banking – Raymond James \n\n\n8:00 PM | AUDIENCE Q&A  \n\n8:10 PM | CLOSING REMARKS & NETWORKING CATERED RECEPTION \n\nMichael Reuben\,CFA\,CAIA\,CFP \n\nAdditional DetailsLearning Outcomes \n\nAppreciate financial advisor and private wealth practice succession planning challenges and the importance of institutionalization to creating value. \nGain an understanding of valuation and deal structures in today’s market. \nIdentify specific drivers for valuation enhancement. \nLearn key considerations for finding\, attracting\, and retaining younger advisors and staff to ensure long-term viability and sustainability of private wealth business. \nHear from individuals and experts who have successfully implemented a successful transition plan.\n\nFeatures\, Benefits\, Values \nGain an understanding into succession planning options\, trends\, approaches for continuity/handoff\, and strategic objectives for value enhancement: Who? When? How? Why?  URL:https://cfany.org/event/private-wealth-managers-succession-plans-handing-off-the-baton/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,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:20191021T180000 DTEND;TZID=America/New_York:20191021T200000 DTSTAMP:20260620T090859 CREATED:20190923T165225Z LAST-MODIFIED:20191015T140950Z UID:53347-1571680800-1571688000@cfany.org SUMMARY:Value Investing Workshop: The Art of Short Selling DESCRIPTION:OverviewPlease join us for another CFANY Value Investing Workshop\, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.  Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships\, T2 Accredited Fund\, Tilson Offshore Fund and T2 Qualified Fund\, while the latter is comprised of two value-based mutual funds\, Tilson Focus Fund and Tilson Dividend Fund. Mr. Tilson is also the co-founder\, Chairman and co-Editor-in-Chief of Value Investor Insight\, an investment newsletter. Prior to launching his investment career in 1999\, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. Mr. Tilson received an MBA with High Distinction from the Harvard Business School\, where he was elected a Baker Scholar (top 5% of class)\, and graduated magna cum laude from Harvard College\, with a bachelor’s degree in Government. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | OPENING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner of Helix Management \n\n\n6:05 PM | LECTURE \n\nWhitney Tilson\, Founder & CEO\, Empire Financial Research \n\n\n7:00 PM |  HANDS-ON CASE STUDY \n\n7:30 PM | CLOSING REMARKS \n\nMathias Strohfeldt\, CFA\, Director of Equity Research\, Invesco \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nUnderstand what the key differences are between going and long and short a stock\nUnderstand what the key pitfalls are as well as key patterns to look for when shorting a stock\nApply this knowledge to a sample of real-life short case studies\n\nSponsor URL:https://cfany.org/event/value-investing-workshop-the-art-of-short-selling/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,Value 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:20191022T163000 DTEND;TZID=America/New_York:20191022T200000 DTSTAMP:20260620T090859 CREATED:20190417T200047Z LAST-MODIFIED:20191022T165722Z UID:48975-1571761800-1571774400@cfany.org SUMMARY:Alternative Investments for Private Wealth Advisors DESCRIPTION:OverviewAs often occurs in financial markets\, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time\, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives. On the contrary\, data indicates that private wealth advisors have been and continue to be laggards with de minimis allocations to illiquid alternatives in aggregate. Elevated valuations in public markets and low bond yields have generated increased interest in alternative offerings to bolster long-term returns – as well as diversify beyond traditional stocks and bonds. Today new platforms\, technologies\, and asset managers are fueling an increasingly abundant set of products alongside streamlined access – in an effort to provide distribution of hedge funds and private market solutions to broader audiences of investors in the retail HNW space. \nAgenda4:30 PM | Registration & Check-In \n\n5:00 PM | Introduction & Welcome \n\nTodd Eklund\, CFA\, CAIA \n\n\n5:05 PM | Keynote Speaker #1 \n\nRob Brown\, PhD\, CFA\, Chief Investment Officer – Integrated Financial Partners \n\n\n5:25 PM | Audience Q&A \n\n5:35 PM | Keynote Speaker #2 \nIntroduced by: Anna Sembos\, CFA\, Ph.D. \n\nJoan Solotar\, Senior Managing Director\, Head of Private Wealth Solutions – The Blackstone Group \n\n\n5:55 PM | Audience Q&A \n\n6:05 PM | Panel 1 – Due Diligence Perspectives \nIntroduced by: Samuel Wilson\, CFA\, Wealth Strategist\, The Northern Trust Company \n\nModerator \nNic Millikan\, CFA\, CAIA\, Director of Investment Strategy\, CAIS \nPanelists \nBen Goetsch\, CFA\, Senior Analyst Alternative Investments & Manager Research – City National Rochdale \nAref Jessani\, SVP Research & Due Diligence\, iCapital \nJonathan Lee\, Director of Private Strategies – The Colony Group \n\n\n6:45 PM | Panel 1 – Audience Q&A \n\n6:55 PM | Panel 2 – Commercial Perspectives \nIntroduced by: Kris Thiessen\, CFA\, CAIA\, EA \n\nModerator \nRob Brown\, PhD\, CFA\, Chief Investment Officer – Integrated Financial Partners \nPanelists \nJoan Solotar\, Senior Managing Director\, Head of Private Wealth Solutions – The Blackstone Group \nRamona Heine\, CFA\, Co-Founder – Heine & Kim Fiduciary Partners LLC \nDan Vene\, FSA\, Co-Founder & Managing Partner\, iCapital \n\n\n7:45 PM | Panel 2 – Audience Q&A \n\n8:00 PM | Closing Remarks & Networking Catered Reception \n\nStephen Mayrose\, CFA\, CFP \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the historical context of hedge fund and alternative products offered in the HNW space.\nLearn about trends unfolding as alternative investments are offered in a more mainstream fashion today and looking forward.\nAppreciate and pragmatically assess the distinction between the hedge fund & alternative opportunity set available to HNW private wealth investors versus the largest institutions and family offices.\n\nFeatures\, Benefits\, Values \nOur goal is to provide historical context\, diverse perspectives\, and candid assessments of the opportunity in hedge fund and illiquid alternative investments from panelists and industry executives who are of notable quality and distinguished experts in this arena. URL:https://cfany.org/event/alternative-investments-for-private-wealth-advisors/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,CFA Society NY Event,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:20191104T083000 DTEND;TZID=America/New_York:20191104T153000 DTSTAMP:20260620T090859 CREATED:20191016T172916Z LAST-MODIFIED:20200630T191349Z UID:54760-1572856200-1572881400@cfany.org SUMMARY:1st CFANY Fiduciary Trustee Conference DESCRIPTION:OverviewWe will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels. \nAgenda8:30 AM | ATTENDEE REGISTRATION \n\n9:00 AM | WELCOMING REMARKS \n\nClive Lipshitz\, Managing Partner\, Tradewind Interstate Advisors \n\n\n9:05 AM | OPENING KEYNOTE SPEAKER \n\nRay Kanner\, former CIO IBM Pension Fund \n\n\n10:00 AM | BREAK \n\n10:30 AM | STAKEHOLDER PERSPECTIVES ON PENSIONS \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \n\nPanelists \nDoug Offerman\, Senior Director\, Fitch Ratings  \nPeter Grant\, CFA\, Principal\, Mercer \nMichelle L. Boyles\, FSA\,EA\,MAAA\, Consulting Actuary\, Milliman \n\n\n12:00 PM | LUNCH KEYNOTE \n\nDavid Russ\, Former CIO\, Dartmouth College Endowment \n\n\n1:30 PM | KEYNOTE: ESG AND YOUR PORTFOLIO \n\nRandy Bauslaugh\, Head of Pensions\, Benefits & Exec Comp practice\, McCarrthy Tétrault \n\n\n2:30 PM | BREAK \n\n2:45 PM | INTERACTIVE SESSION- PENSION GOVERNANCE \n\nTom Iannucci\, President\, Cortex Applied Research \n\n\n4:15 PM | CLOSING REMARKS \nAdditional DetailsInvitation Only Event \n\nFree to Attend\, Available Exclusively to Members\nRegistration Capacity: 100\nDate: Tuesday\, February 26 @ 5:30 – 8:30pm\nLocation: Moody’s Investors Service\, 7 World Trade Center\, 250 Greenwich St.\n\nRequest an Invitation URL:https://cfany.org/event/2019-putting-beneficiaries-first/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Putting Beneficiaries First 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:20191104T170000 DTEND;TZID=America/New_York:20191104T200000 DTSTAMP:20260620T090859 CREATED:20190423T152625Z LAST-MODIFIED:20191024T180304Z UID:49055-1572886800-1572897600@cfany.org SUMMARY:What Investors Need to Know About Audits DESCRIPTION:OverviewInvestors rely upon financial statements to analyze their current and proposed investments and investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements\, but as we all know\, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process\, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements. \nAgenda5:00 PM | REGISTRATION & NETWORKING \n\n5:30 PM | OPENING REMARKS \n\nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group\, CFA Society of New York \n\n\n5:35 PM | PROGAM INTRODUCTION \n\nJack Ciesielski\, Principal\, R. G Associates \n\n\n5:40 PM | KEYNOTE SPEAKER \nPCAOB Update: Issues of Interest for Investors \n\nMegan Zietsman\, Chief Auditor and Director of Professional Standards\, Public Company Accounting Oversight Board \n\n\n6:00 PM | THE INVESTORS’ VIEW \n\nSandra J. Peters\, Senior Head\, Global Financial Reporting Policy\, CFA Institute \n\n\n6:15 PM | THE VIEW FROM THE UK \n\nDavid Herbinet\, Global Head of Audit\, Mazars LLP \n\n\n6:30 PM | ARE AUDITS IMPROVING? \n\nMichael Nohrden\, CEO\, Audit Analytics \n\n\n6:45 PM | BREAK \n\n7:00 PM | PANEL DISCUSSION \n\nModerator \nJack Ciesielski\, Principal\, R. G Associates \nPanelists \nDavid Herbinet\, Global Head of Audit\, Mazars LLP \nMichael Nohrden\, CEO\, Audit Analytics \nSandra Peters\, Head of Financial Reporting Policy\, CFA Institute \nMegan Zietsman\, Chief Auditor and Director of Professional Standards\, Public Company Accounting Oversight Board \n\n\n7:55 PM | CLOSING REMARKS \n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat does an audit verify and what does it not mean?\nWhat signals should an analyst look for to evaluate the quality of a financial statement and its associated audit?\nHow is the auditing community working to improve audit quality?\nWhat new information do investors have available to evaluate audit quality?\nWhat can investor do to help improve financial statement and audit quality? URL:https://cfany.org/event/what-investors-need-to-know-about-audits-investor-audits/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis 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:20191106T173000 DTEND;TZID=America/New_York:20191106T200000 DTSTAMP:20260620T090859 CREATED:20190506T224622Z LAST-MODIFIED:20191101T145026Z UID:49512-1573061400-1573070400@cfany.org SUMMARY:5th Annual Thinking Beyond the Transition for Veterans DESCRIPTION:Veterans & Military Personnel\nRegistration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form\, with proof\, below. \nComplimentary Admission×Veterans: Request Complimentary Admission\n \n \n Attend or LivestreamWould you like to be registered to attend the event\, or would you prefer to follow along via Livestream? Select event format.*\n \n \n Attend Event\n \n \n \n Livestream Access\n Your InformationName*\n \n \n \n First\n \n \n \n \n Last\n \n \n Phone*Company* Do you have a military (.mil) email address?*\n \n \n Yes\n \n \n \n No - I will provide another form of proof.\n Email*\n \n \n Enter Email\n \n \n \n Confirm Email\n \n \n Use your .mil email.Email*\n \n Please Provide ProofPlease provide proof of military experience by providing a link to your LinkedIn account\, uploading relevant documentation\, or explaining in the field below.LinkedIn Profile\n \n FileMax. file size: 128 MB.Please ExplainNo LinkedIn or relevant documentation to share? Do your best to explain here—we're eager to help.\n \n \n \n \n \n \n \n \n \n \n \n Δ \n \n \n \nCloseOverviewThe 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths\, preferences\, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently\, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions\, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote\, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance. \nLearning Outcome Statements: Understand the value of hiring veterans and military spouses Understand how to leverage background in military service to transition successfully Gain better understanding of roles within the financial industry Focus on key highlights for selling differentiated skill set Learn how to translate language from military to finance Learn what key points to focus on in job search\, resume conversion\, and interview prep Learn about CFANY and CFA Institute’s Career Guide: Veterans Edition \nAgenda5:30 PM | REGISTRATION & CHECK-IN \n\n6:00 PM | OPENING REMARKS  \n\nWon Palisoul\, Chair of Veterans Roundtable at CFANY; U.S. Navy Veteran \nChris Mendez\, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran \n\n\n6:15 PM | KEYNOTE SPEAKER \nIntroduced by Chris Mendez\, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran \n\nDr. Wes Gray\, CEO at Alpha Architect; U.S. Marine Veteran \n\n\n6:30 PM | Q&A \n\n6:45 PM | PANEL DISCUSSION  \n\nModerator \n Jeannie Santiago\, Director of Recruiting\, NY Life Insurance Company \nPanelists \nMercedes Elias\, Head of Veteran Engagement- AmeriVet Securities; US Marine Veteran \nCasey Minnick\, Foreign Exchange COO\, UBS Investment Bank; US Marine Veteran \nDavid Palisoul\, AVP Global Money Markets Trader & Researcher\, Deutsche Bank; U.S. Navy Veteran \nFreddy Rojas\, Director\, Prime Brokerage\, SG Americas; US Army Veteran \nKarl Snyder\, Managing Director\, Chief Market Strategist- VETS INDEXES; US Marine Veteran \n\n\n7:35 PM | PANEL Q&A \n\n7:55 PM | CLOSING REMARKS  \nIntroduced by Jeannie Santiago\, Director of Recruiting\, NY Life Insurance Company \n\nKelly Ye\, CFA\, CFA Society New York Board Member \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \nSponsored by URL:https://cfany.org/event/5th-annual-thinking-beyond-the-transition-for-veterans/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Veterans 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:20191113T090000 DTEND;TZID=America/New_York:20191113T170000 DTSTAMP:20260620T090859 CREATED:20191003T162900Z LAST-MODIFIED:20200316T175950Z UID:54052-1573635600-1573664400@cfany.org SUMMARY:Introduction to Python for Business and Finance DESCRIPTION:OverviewPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game . \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python. URL:https://cfany.org/event/introduction-to-python-for-business-and-finance/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Other Industry Events 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:20191114T160000 DTEND;TZID=America/New_York:20191114T190000 DTSTAMP:20260620T090859 CREATED:20190906T205928Z LAST-MODIFIED:20191113T221713Z UID:52800-1573747200-1573758000@cfany.org SUMMARY:ABCs of Sustainable Investing DESCRIPTION:OverviewServing as the precursor to the full-day 6th Annual Sustainable Investing Conference\, ABCs of Sustainable Investing aims to serve as a sustainable-investing primer for financial analysts\, researchers\, portfolio managers and more. We will delve into topics such as the current state\, the drivers\, and the various approaches that this approach encapsulates\, as well as how to implement these into portfolio management across varying asset classes. \nAgenda4:00 PM | REGISTRATION & CHECK-IN \n\n4:30 PM | OPENING REMARKS \n\nHenry Shilling\, Director of Research\, Sustainable Research and Analysis LLc \n\n\n4:35 PM | LECTURE \n\nMatt Orsagh\, CFA\, CIPM\, Senior Director of Capital Markets\, CFA Institute \n\n\n5:50 PM | PANEL DISCUSSION \n\nModerator \nDouglas A. Burtnick\, CFA\, Equity Portfolio Manager and Analyst \n\nPanelists \nValeria Cisnero\, CFA\, Senior Corporate Analyst\, Macquarie Group \nElizabeth Hiss\, Research Analyst\, Brown Advisory \nSarah Bratton Hughes\, Investment Director – Sustainability\, Americas\,Schroders \nJessica Zarzycki\, CFA\, Portfolio Manager\, Global Fixed Income\, Nuveen \n\n\n6:50 PM |  Q & A \n\n7:05 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nHow such strategies may be implemented\nHow are these applied to equity and fixed income investing\nThe performance debate\n\nWho Should Attend \nPortfolio managers\, financial analysts\, research personnel\, compliance\, marketing and product development specialists who are relatively new to sustainable investing and/or wish to benefit from a refresher on new trends and developments in the sustainable investing sphere. URL:https://cfany.org/event/abcs-of-sustainable-investing/ 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:20191115T083000 DTEND;TZID=America/New_York:20191115T160000 DTSTAMP:20260620T090859 CREATED:20190911T214114Z LAST-MODIFIED:20191115T155452Z UID:52904-1573806600-1573833600@cfany.org SUMMARY:6th Annual Sustainable Investing Conference ESG & Financial Materiality DESCRIPTION:OverviewThrough this full-day conference\, speakers and attendees will explore the methods\, processes and nuances of integrating Environmental\, Social and Governance (ESG) factors when analyzing investment opportunities\, with a focus on financial materiality. The day will be sub-divided into difference panels focusing on four major asset classes – equities\, fixed income\, private equity and real assets. There will also be a keynote speech as well as an academic panel to demystify the links between ESG factors and financial return.  \nAfter Oct. 31$95for membersNonmember Rate: $195Agenda8:30 AM | ATTENDEE REGISTRATION \n\n9:00 AM | OPENING REMARKS \n\nAdam Phillips\, Investment Officer\, UNJSPF \n\n\n9:15 AM | KEYNOTE ADDRESS \n\nDr. Aniket Shah\, Senior Fellow\, Columbia University and Senior Advisor for Sustainable Finance\, UN Sustainable Development Solutions Network \n\n\n10:05 AM | ACADEMIC PANEL \n\nModerator \nDr. Jeff Hales\, University of Texas – McCombs \n\nPanelists \nDr. Witold Henisz\, University of Penn – Wharton \nDr. Tensie Whelan\, NYU – Stern \nDr. Aaron Yoon\, Northwestern – Kellogg \n\n\n10:45 AM |  MORNING BREAK \n\n10:50 AM |  RESEARCH PRESENTATION \n\nGillian Mollod\, Senior Associate\, ESG Research\, MSCI Inc. \n\n\n11:00 AM | REAL ASSETS MATERIALITY PANEL \n\nModerator \nSanaz Raczynski\, Managing Director and Head of Sustainability\, Nuveen \n\nPanelists \nJohn Breckinridge\, Senior Managing Director\, Capital Dynamics \nAnmay Dittman\, Director\, BlackRock Real Assets \nInna Khideke\, CFA\, Partner\, Bridge Investment Group \nBrooks Preston\, Managing Director\, Macquarie \n\n\n11:45 AM | PRIVATE EQUITY MATERIALITY PANEL \n\nModerator \nMina Pacheco Nazemi\, Funds & Co-Investments\, Barrings LLC \n\nPanelists \nRalitza Germanova\, Corporate Governance Officer\, International Finance Corporation \nBryn Gostin\, Head of Product Development & Strategy\, Capital Dynamics \nAdam Heltzer\, Head of ESG & Sustainability\, Partners Group \nElizabeth Seeger\, Director\, Sustainable Investing- KKR \n\n\n12:30 PM | LUNCH \n\nSponsored By: \n \n\n\n1:00 PM | KEYNOTE \n\nGeorg Kell\, Chairman\, Arabesque & Founding Director\, United Nations Global Compact \n\n\n1:45 PM | EQUITIES FINANCIAL MATERIALITY PANEL \n\nModerator \nKuni Chen\, CFA\, Former Director of Impact Investing\, The Nature Conservancy \n\nPanelists \nLisa Goldberg\, PhD\, Director of Research\, Aperio Group \nValerie Grant\, CFA\, SVP\, Senior Portfolio Manager – Responsible Investing\, Alliance Bernstein \nTanya Levy-Odom\, Director\, BlackRock \nDavid Silverman\, Managing Director\, Blue Harbour Group \n\n\n2:25 PM | DWS PRESENTATION- SYSTEMATIC ACTIVE STRATEGY THROUGH AN ESG LENS \n\nPankaj Bhatnagar\, Ph.D.\, Managing Director\, Systematic Active Equity Strategy \, ESG Lens \n\n\n2:35 PM | FIXED INCOME MATERIALITY PANEL \n\nModerator \nJoshua Linder\, CFA\, Credit Analyst\, APG Asset Management \n\nPanelists \nMahesh Jayakumar\, CFA FRM\, Research Analyst\, Fixed Income ESG\, MFS \nTom Socha\, Executive Director\, JP Morgan Asset Management \nSwami Venkataraman\, CFA\, Senior Vice President – Manager\, Moody’s Rating Services \n\n\n3:05 PM | PRI PRESENTATION \n\nChristine Pishko\, US Relationship Manager\, Global Signatory Relations and Outreach\, PRI \n\n\n3:25 PM | CONCLUDING REMARKS \n\nAdam Phillips\, Investment Officer\, UNJSPF \n\n\n3:35 PM | DRINKS AND RECEPTION \nAdditional DetailsLearning Outcomes \nAttendees will learn about the financial materiality of ESG factors from industry veterans and practitioners in this space\, including: \n\nAcademic researchers\nPublic Equity investors\nPublic Fixed Income investors\nPrivate Equity investors\nReal estate and infrastructure investors\n\nSponsored By URL:https://cfany.org/event/6th-annual-sustainable-investing-conference-esg-financial-materiality/ 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:20191118T153000 DTEND;TZID=America/New_York:20191118T200000 DTSTAMP:20260620T090859 CREATED:20190423T153528Z LAST-MODIFIED:20191115T173824Z UID:49059-1574091000-1574107200@cfany.org SUMMARY:4th Annual Performance and Risk Forum DESCRIPTION:OverviewThe Global Investment Performance Standards (GIPS®) are a set of standardized\, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years\, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end. \nAgenda3:30 PM | REGISTRATION & CHECKIN \n\n4:00 PM | INTRODUCTION & WELCOME \n\nJohn Matsikas\, CFA\, CIPM\, Investment Performance & Portfolio Analytics Reporting Group\, Voya Investment Management \n\n\n4:05 PM | GIPS 2020 DISCUSSION \nIntroduced by Jed Schneider\, CIPM\, FRM\, GIPS compliance and performance reporting at Lazard Asset Management \n\nPanelists \nBeth Kaiser\, CFA\, CIPM\, Director\, Global Industry Standards\, CFA Institute \nThomas A. Peters\, CPA\, CIPM\, Director\, Audit & Accounting \nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director on the Global Industry Standards team\, CFA Institute \n\n\n5:00 PM | HIRING AND FIRING MANAGERS \nIntroduced by Richard Ottoo\,PhD\, CFA\, FRM\,Vice President at Global Association of Risk Professionals (GARP) \n\nPanelists \nAndre Mirabelli\, Director of Performance Analytics\, Opturo \nStephen Lerit\, CFA\, Client Portfolio Manager\, Washington Crossing Advisors \nTom Donahue\, JD\,FRM\, Managing Director\, Governance Practice\, Manager Analysis Services\, LLC \n\n\n5:45 PM | BREAK \n\n6:00 PM | IMPLEMENTING THE 2020 GIPS STANDARDS AT YOUR FIRM  \nIntroduced by John Matsikas\, CFA\, CIPM\, Investment Performance & Portfolio Analytics Reporting Group\, Voya Investment Management \n\nModerator \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \nPanelists \nTheresa Dijkstra\, AVP. GIPS Officer in the Performance and Attribution team- MetLife Investment Management \nRaymond Lee\, Vice President\, Manager of Performance- Jennison Associates \nDavid Spaulding\, DPS\, CIPM\, CEO & Founder\,  The Spaulding Group\, Inc. \n\n\n6:45 PM | PORTFOLIO RISK- BEYOND VOLATILITY \nIntroduced by Richard Ottoo\,PhD\, CFA\, FRM\,Vice President at Global Association of Risk Professionals (GARP) \n\nGunter Meissner\, Ph.D.\, University of Hawaii \n\n\n7:30 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nThe 2020 GIPS Standards\nPractitioner implementation of GIPS Standards\n\nEvent Sponsor URL:https://cfany.org/event/4th-annual-performance-and-risk-forum/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Performance & Risk Analytics 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:20191119T180000 DTEND;TZID=America/New_York:20191119T200000 DTSTAMP:20260620T090859 CREATED:20190911T201636Z LAST-MODIFIED:20191108T225137Z UID:52901-1574186400-1574193600@cfany.org SUMMARY:Fall 2019 Employment Outlook DESCRIPTION:OverviewJoin the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow. \nAgenda6:00 PM | REGISTRATION & NETWORKING \n\n6:30 PM | OPENING REMARKS \n\nRandall Thomas\, Founding Partner\, Calice Group \n\n\n6:35 PM | KEYNOTE SPEAKER \n\nRoy Cohen\, Career Coach\, Author- Roy Cohen Career Management \n\n\n6:55 PM | PANEL DISCUSSION \n\nModerator \nAlexis DuFresne\, Director\, Whitney Group \nPanelists \nLauren E. Callaghan\, Financial Services\, Asset Management\, Private Equity\, Real Estate Practices\, SpencerStuart \nLisa Steele\, Partner\, BraddockMatthews \nPeter Tannenbaum\, Founder\, Ramax Search\, Inc. \nLaurie Thompson\, Founder\, Willow Hill Advisors \n\n\n7:55 PM |  CLOSING REMARKS \n\nTodd Eklund\, CFA\, CAIA\, Co-Chair for the Alternative Investments Group\, CFA Society New York (CFANY) \n\n\n8:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nWhat are the compensation & talent management trends affecting the industry\nHow large and small companies from different facets of the finance industry are tackling the issue of a tight labor market\nExpectations of the new generation of employees in the workplace and how companies are addressing them\n\nFeatures\, Benefits\, Values \nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nWho Should Attend? \nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations URL:https://cfany.org/event/fall-2019-employment-outlook/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Career Development,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:20191120T180000 DTEND;TZID=America/New_York:20191120T210000 DTSTAMP:20260620T090859 CREATED:20190417T171911Z LAST-MODIFIED:20191120T225122Z UID:48968-1574272800-1574283600@cfany.org SUMMARY:Women & Wealth: Discussion with Barbara Stewart\, CFA DESCRIPTION:OverviewThe financial landscape has been evolving\, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women’s financial goals and risk tolerance are\, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women\, and how they perceive risk in their investment portfolios. \nAgenda5:30 PM | REGISTRATION & NETWORKING \n\n6:00 PM | WELCOMING REMARKS \n\nStephen Mayrose\, CFA\,CFP\, Financial Advisor & Portfolio Manager\, Morgan Stanley Wealth Management \n\n\n6:05 PM | KEYNOTE ADDRESS \n\nBarbara Stewart\, CFA  \n\n\n6:45 PM | PANEL DISCUSSION \n\nModerator \nBarbara Stewart\, CFA  \nPanelists \nAlicia Syrett\, CEO- Pantegrion Capital \nJane Barratt\, CAO\, MX \n\n\n7:30 PM | CLOSING REMARKS \n\nMaggie Wong\, CFA\, Product Specialist\, Principal Global Investors \n\n\n7:35 PM | NETWORKING & CATERED RECEPTION \nEvent Sponsor URL:https://cfany.org/event/women-and-wealth-discussion-with-barbara-stewart-cfa/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,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:20191122T080000 DTEND;TZID=America/New_York:20191122T170000 DTSTAMP:20260620T090859 CREATED:20190829T210547Z LAST-MODIFIED:20191127T204059Z UID:52604-1574409600-1574442000@cfany.org SUMMARY:ETF Synapse Conference 2019 DESCRIPTION:Sponsored EventThis conference is presented and curated by Nasdaq\, with support from event-host CFA Society New York’s Institutional Asset Management Group. \nOverviewSynapse 2019 brings together the leading minds in the ETF industry from ETF issuers\, market makers\, and exchanges\, to regulators\, industry groups\, journalists and academics\, with the purpose of providing meaningful and timely ETF education. 2019 will go down as an exciting year for ETFs with regulatory announcements approving The ETF Rule and Precidian Activeshares and product innovations such as managed risk funds and ESG. \nThis conference will: \n\nFocus on the key issues and tackling controversial topics within the ETF industry\,\nBring you up to speed and set you up to understand what matters most.\n\nNasdaq global markets reporter Jill Malandrino will be covering the event live and on-site via #TradeTalks. \nAgenda7:30 AM | BREAKFAST & REGISTRATION \n\n8:30 AM | WELCOME REMARKS — CFA SOCIETY NEW YORK \n\nLeo Schmidt\, CFA\, Chief Investment Officer\, River Eddy Capital Management; Chair\, CFANY Institutional Asset Mgmt. Group \n\n\n8:35 AM | WELCOME REMARKS — NASDAQ \n\nTal Cohen\, Executive Vice President and Head of North American Markets\, Nasdaq s \n\n8:40 AM | GENERAL REMARKS \nGeneral remarks around ETF Industry growth and complexity and the need for better ETF education from the CFA Institute.Important and exciting ETF specific updates to the CFA curriculum and exam. \n\nStephen M. Horan\, PhD\, CFA\, CIPM\, CAIA\, Managing Director\, Americas\, CFA Institute s \n\n8:55 AM | KEYNOTE—INDUSTRY SPEAKER \n\nRyan Kreger\, CFA\, Sr. ETF Capital Markets Strategist\, Invesco ETFs s \n\n9:20 AM | OPENING PRESENTATION \nETF industry updates\, fake news and need for better research based education.With the phenomenal growth of the ETF industry\, media and academic attention has spiked along with an increase in factually incorrect and often inflammatory coverage and research that mislead and harm investors. Nasdaq’s chief economist and head of economic research will guide you through a data and chart driven tour to dispel myths and confirm truths. \n\nPhil Mackintosh\, Global Head of Economics & Research and Senior Vice President\, Nasdaq s \n\n9:45 AM | ACADEMIC AND BUSINESS RESEARCH PAPER REVIEW \nThe format will be structured like a peer review/critique of academic work by business peers. The goal is to demonstrate the rigor of the academic research methods coupled with the insights coming from the business community to make the research more relevant and impactful. \n\nModerator \nSteve Oh\, Head of ETF Listings\, Nasdaq s \nPanelists \nJohn D. Finnerty\, Ph.D.\, Managing Principal\, Finnerty Economic Consulting\, LLC; Professor of Finance\, Fordham University s \nJames Winslow\, CFA\, Director\, BlackRock s \nFrancis Rodilosso\, CFA\, Head of Fixed Income ETF Portfolio Management\, VanEck \n\n\n10:30 AM | BREAK \n\n10:45 AM | CURRENT THEMES IN INVESTOR ADOPTION OF ETFs \nCurrent themes in investor adoption of ETFs and how they look at and select ETFs for their portfolios and their influence on how ETF issuer and index providers launch new product innovations.  Also looking for some insights into why great ETF ideas aren’t adopted and sometimes fail. \n\nModerator \nLuke Oliver\, Managing Director\, Head of Index Investing\, Americas\, DWS Investment Management Americas Inc. s \nPanelists \nStephen Blumenthal\, Executive Chairman & CIO\, CMG Capital Management Group\, Inc. \nMary Ann Bartels\, Bank of America \nRobert J. Hughes\, Head of Nasdaq Investment Solutions\, Nasdaq s \nRichard Powers\, Head of ETF Product Management\, Vanguard \nSue Thompson\, Head of SPDR Americas Distribution\, EVP\, State Street Global Advisors s \n\n11:30 AM |  UNDERSTANDING ETF LIQUIDITY \nMarket makers and ETF capital markets specialists will detail what distinguishes ETF liquidity vs single stock and share best practices. \n\nModerator \nEd Coughlin\, Director of Trading Services\, Nasdaq s \nPanelists \nMatthew Brennan\, Director\, BlackRock s \nGrayson Lipton\, Co-Head of ETF Capital Markets Americas\, Invesco s \nMark Hoffman\, Ph.D.\, CFA\, Senior Vice President\, Managing Director\, Head of Portfolio Management\, PNC Asset Management Group \nMarc Horowitz\, Senior Member\, ETF Trading Group\, Susquehanna International Group \nDana Martin\, Managing Director\, ETF Trading Solutions\, WallachBeth Capital \n\n\n12:15 PM | LUNCH \n\nSponsored By: \n \n\n\n1:15 PM | KEYNOTE—FIRESIDE “INVESTOR ADVOCACY” \nA discussion on what the ETF industry is doing together with regulators to protect investors faced with navigating a fast growing world of over 2\,200 ETFs and counting. \n\nModerator \nJohn Zecca\, Executive Vice President\, Chief Legal Officer and Chief Regulatory Officer (U.S. markets operated by Nasdaq) s \nPanelists \nSamara Cohen\, Managing Director\, Co-Head of EII Markets and Investments\, Blackrock s \nS.P. Kothari\, Chief Economist and Director\, Division of Economic and Risk Analysis\, U.S. Securities and Exchange Commission \n\n\n2:00 PM | PANEL—BIGGEST TRENDS IN ETF INVESTING \nETF Industry Pundits address the biggest trends in ETF investing\, covering a range of topics and leaving you with investment ideas to help boost any portfolio. Anything you wish to know about ETFs for your portfolio while learning about things you weren’t expecting. A never before assembled global panel of ETF experts that may not come together again. \n\nModerator \nTom Lydon\, Co-CEO\, ETFtrends.com & ETFdb.com \nPanelists \nEric Balchunas\, Sr.\, Senior ETF Analyst\, Bloomberg Intelligence \nDeborah A. Fuhr\, Managing Partner & Founder\, ETFGI \nMatt Hougan\, Global Head of Research\, Bitwise Asset Management \nBen Johnson\, Director of Global ETF Research\, Morningstar \nElisabeth Kashner\, CFA\, Director of ETF Research\, FactSet s \nTodd Rosenbluth\, Senior Director of ETF and Mutual Fund Research\, CFRA\, Equity and Fund Research \n\n\n2:50 PM | BREAK \n\n3:00 PM | PANEL—EXPLORING ETF-INDUSTRY PERCEPTIONS \nPanel on how the media\, regulatory bodies\, industry groups and research firms all play important roles in the ETF industry. As ETFs are gaining in popularity and attention\, how these players are keeping pace to provide the data\, research\, insights and regulatory tools of tomorrow. \n\nModerator \nRachel Evans\, Financial Journalist\, Bloomberg \nPanelists \nRochelle Antonewicz\,PhD\, Senior Director of Industry and Financial Analysis\, Investment Company Institute \nJ. Matt DeLesDernier\, Senior Counsel\, SEC Investment Management \nStephen Feinour\, Partner\, Investment Management Group\, Stradley Ronon \nJim Gregory\, Director of Business Development\, ETF Global \nKen Monahan\, Senior Analyst\, Market Structure and Technology\, Greenwich Associates \n\n\n3:45 PM | THROUGH THE ETF CRYSTAL BALL: INTO 2020 AND BEYOND \nThrough the crystal ETF ball into 2020 and beyond. \nLearn more about what is on the horizon for the ETF industry; everything from new user segments\, ESG\, structured strategies and non-transparent ETFs. And yes we will also address the current state of Bitcoin and Crypto ETPs! \n\nModerator \nReginald M. Browne\, Principal\, GTS Securities \nPanelists \nJoe Becker\, FRM\, Director\, Portfolio Strategist\, Milliman Financial Risk Management \nBrandon Clark\, Managing Director\, Product Manager\, ETF Management- Legg Mason \nGabor Gurbacs\, Director\, Digital Asset Strategy\,  VanEck/MVIS \nPaul S. Kim\, CFA\, Managing Director\, ETF Strategy- Principal Global Investors \n\n\n4:30 PM | CLOSING REMARKS \n\nBrandon Neal\, NY Manager of the US Treasury Auction\, Markets Group\, Federal Reserve Bank of New York; Vice-Chair\, CFANY Institutional Asset Mgmt. Group \n\n\n4:35 PM | COCKTAILS & NETWORKING RECEPTION \nEvent Media & Related ContentSponsorship URL:https://cfany.org/event/nasdaq-and-cfanys-institutional-asset-management-group-present-etf-synapse-conference/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Institutional Asset Management,Sponsored 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:20191125T170000 DTEND;TZID=America/New_York:20191125T200000 DTSTAMP:20260620T090859 CREATED:20190807T185138Z LAST-MODIFIED:20191125T203520Z UID:52187-1574701200-1574712000@cfany.org SUMMARY:CFANY Fourth Annual Global Macro Outlook DESCRIPTION:OverviewMacroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies\, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition\, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape. \nA distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies\, and how they aim to produce prudent risk-adjusted returns. \nAgenda5:00 PM | REGISTRATION CHECK IN \n\n5:30 PM | OPENING REMARKS \n\nMark Sullivan\, CFA\, Managing Director and Partner\, Stonehaven\, LLC \n\n\n5:35 PM | ECONOMIST PANEL: GLOBAL ECONOMIC AND MARKET OUTLOOK \n\nModerator \nSubadra Rajappa\, Managing Director\, Head of US Rates Strategy\, Societe Generale \nPanelists \nDaniel Ahn\, Managing Director\, Chief US Economist\, Head of Markets 360 North America\, BNP Paribas \nMichael McDonough\, Chief Economist\, Bloomberg \n \n\n\n6:05 PM |  Q & A \n\n6:15 PM |  BREAK \n\n6:30 PM | MANAGERS’ PANEL: GLOBAL MACRO TRENDS WITHIN THE CONTEXT OF MULTI-ASSET INVESTING \nIntroduced by David Motsonelidze\, CFA\, Director\, Stifel \n\nModerator \n Chris Solarz\, Managing Director\, Cliffwater LLC \nPanelists \nJohn Calvaruso\, Macro/Commodities Strategist\, Goldman Sachs (Investment Management Division) \nJohn Floyd\, Macro Portfolio Manager\,  Record Currency Management  \nTania Reif\, Investment  Manager\, Alphadyne Asset Management \nRupert Hope\, Portfolio Manager (Multi-Asset)\, Lazard Asset Management \n \nGreg Kaldor\, Macro Strategist\, Phillimore Investments LP \n\n\n7:10 PM | Q & A \n\n7:25 PM | CLOSING REMARKS \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n7:30 PM | REFRESHMENTS & NETWORKING \nAdditional DetailsLearning Outcome Statements \n\nWhat are the key macro trends today?\nWhat are the dominant political and economic forces that speakers foresee impacting markets in the future\nHow is macro strategy implementation changing\nWhy have many macro managers struggled to generate attractive returns over the course of the past few years?\nWhat investment opportunities do the speakers see across commodities\, interest rates\, equities and foreign/crypto exchange? URL:https://cfany.org/event/fourth-annual-global-macro-outlook/ 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:20191203T180000 DTEND;TZID=America/New_York:20191203T200000 DTSTAMP:20260620T090859 CREATED:20191031T213230Z LAST-MODIFIED:20191203T183308Z UID:55431-1575396000-1575403200@cfany.org SUMMARY:Meet the Board and Nominations Committee Nominees DESCRIPTION:OverviewCFA Society New York members are invited to join the Board\, Society leadership\, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee\, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees\, as well as interact with CFANY staff and representatives of the current Board. \nCandidate Nominations Board of Directors James Adams\, CFA \nAtit Amin\, CFA \nAndrew Auslander\, CFA\, FRM \nGeorge Lee\, CFA \nBrandon Neal \nDeepika Sharma\, CFA \nSammy Suzuki\, CFA \nMaria Weitzer\, CFA \nNominations Committee Viktoria Baklanova\, CFA\, PRM\, PhD \nJoshua Burrell \nChris Cutler\, CFA \nBob Discolo\, CFA\, CAIA \nRoberto Peralta\, CFA \nAnna Sembos\, PhD\, CFA URL:https://cfany.org/event/society-leadership-networking-reception/ 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:20191204T173000 DTEND;TZID=America/New_York:20191204T201500 DTSTAMP:20260620T090859 CREATED:20191104T230257Z LAST-MODIFIED:20191204T190231Z UID:55500-1575480600-1575490500@cfany.org SUMMARY:2020 Quant Outlook on Value Investing DESCRIPTION:OverviewCo-hosted by Society of Quantitative Analysts and CFA Society New York. \nHear from a quant perspective on value investing in 2020 from academics and strategists. Alessio de Longis will explore Value’s failure and discuss potential enhancements\, followed by a panel who will take a discerning look forward. \nAgenda5:30 PM | WELCOME AND REGISTRATION \n\n6:00 PM | EXPLAINING THE DEMISE OF VALUE INVESTING \n\nAlessio de Longis\, CFA\, Senior Portfolio Manager\, Invesco s \n \n\n6:45 PM | EXPERT PANEL: WHAT TO EXPECT IN 2020 FOR MARKETS AND VALUE INVESTING? \n\nModerator \nMelanie Petsch\, Lead Data Scientist\, New York Stock Exchange \nPanelists \nEthan Brodie\, Quantitative Trading Strategist\, Bernstein \nTobias Levkovich\, Chief US Equity Strategist\, Citi Research \nMatthew Rothman\, Managing Director\, Goldman Sachs s\n \n\n7:45 PM | COCKTAILS & NETWORKING \n\n8:15 PM | ADJOURN \nAdditional DetailsLearning Outcomes \n\nCan Quants Pronounce Value Dead?\nWhat Quantitative Analysis Says About Value in 2020\n2020 Quant Outlook on Value Investing URL:https://cfany.org/event/what-to-expect-for-2020-is-value-investing-dead/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Other Industry Events 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:20191206T110000 DTEND;TZID=America/New_York:20191206T180000 DTSTAMP:20260620T090859 CREATED:20190204T192755Z LAST-MODIFIED:20191205T213743Z UID:46087-1575630000-1575655200@cfany.org SUMMARY:Emerging Manager Summit DESCRIPTION:Registration Closed — No Walk-Ins \nLivestream registration will remain open to members only. \nWe apologize for any inconvenience. \nOverviewProfessionals thinking about launching\, getting ready to launch or have recently launched a money management firm should attend this event. Our Panels will discuss issues regarding the development: legal and regulatory\, compliance\, marketing\, capital raising\, administration\, and operational aspects of starting or running a successful money management firm. Capital providers and asset allocators should also attend to discover emerging managers. \nAttendees will learn about the benefits and opportunities of investing in new\, small\, diverse and women owned\, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market\, while networking with key decision-makers of family offices\, endowments\, foundations\, and pension funds. Boutique and New managers will be able to connect and exchange best practice ideas with their peers. \nAsset Owners/Allocators Attend FreeAsset Owner/Allocator status must be verified by filling out the brief form linked below. For eligibility\, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example). \nComplimentary Admission×Checkbox Example\n \nCloseAgenda11:00 AM | Registration & Check-In \n\n11:30 AM | Introduction & Welcome \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \n\n\n11:35 AM | First Keynote Address \n\nJD David\, Partner & COO\, Meyler Capital  \n\n\n12:05 PM | First Panel Introduction \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \n\n\n12:10 PM | First Panel Discussion: How to Successfully Launch a New Fund \n\nModerator \nAdam Zivitofsky\, CFA\, Director\, Crestbridge \n\nPanelists \nJorge  Hendrickson\, Senior Vice President\, Opus Fund Services \nMichael McCuin\, Senior Vice President\, Jefferies Prime Brokerage \nSteven B. Nadel\, Partner\, Seward & Kissel LLP \nJudd Wright\, CPA – Partner at Grant Thorton \n\n\n1:10 PM | BREAK \n\n1:33 PM | Second Keynote Introduction \n\nEvan Katz\, Managing Director\, Crawford Ventures\, Inc.; Director\, Hedge Fund Association \n\n\n1:35 PM | Second Keynote Address \n\nDefina Maluki\, CFA\, Chief Investment Officer at Sagewood Asset Management LLC \n\n\n2:05 PM | Second Panel Introduction \n\nEvan Katz\, Managing Director\, Crawford Ventures\, Inc.; Director\, Hedge Fund Association \n\n\n2:07 PM | Second Panel Discussion: Graduated Emerging Managers from seeding to startup \n\nModerator \nJoanna Horowitz\, CFA\, Corporate Responsibility & Diversity Lead\, Monticello Consulting Group \n\nPanelists \nMichael Jacobs\, CPA\, Founder\, CEO\, Rosh Capital Management LP \nMichelle Kelner\, Co-Founder- Sandglass Capital Management \nJoshua Burrell\, Managing Partner- Activated Capital \nBrett Spector\, Co-Founder\, Managing Director\, CFO\,  T24 Capital LP \n\n\n2:57 PM | BREAK \n\n3:15 PM | Third Keynote Introduction \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n3:20 PM | Third Keynote Address \n\nSheryl Mejia\, CFA\, CPA CA\, Partner\, Mentor-Anchor Program- Decagon Advisors \n\n\n4:00 PM | Third Panel Introduction \n\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n\n4:05 PM | Third Panel Discussion: Asset Allocator Forum \n\nModerator \nSandra M. Ackermann-Schaufler\, CFA – Head of International and Emerging Markets Equity & Senior Portfolio Manager at SEI Investments \n\nPanelists \nHerman Laret\, Head of Global Macro/CTA & Multi-Strategy at Titan Advisors \nJuliette Menga\, Investment Director- Alternative Investment Group \nJasmine N. Richards\, CFA\, Senior Investment Director\, Manager Diversity\, Cambridge Associates \nChavon Sutton\, Director\, Diversity & Inclusion – Emerging Manager Strategy\, Office of the New York City Comptroller’s Bureau of Asset Management \n\n\n5:00 PM | Closing Remarks & Networking Catered Reception \n\nAlton Crooks\, CFA – Managing Director\, Fidelis Capital LLC. \nBrett Waikart\, CFA – President & Chairman at Portfolio with Purpose \n\nAdditional DetailsFeatures\, Benefits\, Objectives \nOur event is designed to educate the investment community\, which includes but is not limited to Institutional Investors\, new\, small\, diverse and women owned\, emerging and boutique fund managers on how to start\, manage and grow a money management firm. Investors will learn what to look for in an emerging manager and Emerging Managers will learn how to build their firms to meet the demands of the investment community. \nWhat You Will Learn; Issues concerning emerging manager from seeding to startup \n\nBest Practices for Capital raising\, Marketing and Presentation Development\nHandling Legal\, regulatory\, compliance guidelines\nAllocation and Seeding Opportunities\nInsight on Administration and Operations strategies\nRobinhood Charity Trading Contest\n\nWho Should Attend? \nThis event is for allocators assessing new asset categories to deploy capital\, as well as asset managers that seek to attract and retain assets. Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage. \nLearning Outcomes \n\nUnderstand best practices for starting\, and building an investment management firm of all sizes.\nLearn what are the key drivers and objective criteria for selecting emerging Managers\nGain perspective on what allocators think and how to build your firm to attract allocations URL:https://cfany.org/event/emerging-manager-summit/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Alternative Investments,Business Management,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:20191209T083000 DTEND;TZID=America/New_York:20191209T120000 DTSTAMP:20260620T090859 CREATED:20190906T204646Z LAST-MODIFIED:20191202T172638Z UID:52797-1575880200-1575892800@cfany.org SUMMARY:Frontier Markets and the BUILD Act DESCRIPTION:OverviewWith the passage of the BUILD Act in October 2018\, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.  In so doing\, OPIC will transition into the U.S. International Development Finance Corporation (DFC) to bring together the capabilities of OPIC and USAID’s Development Credit Authority.  The DFC and its mandate go into effect October 1\, 2019. \nThis event seeks to provide the details of these developments after two months will have elapsed and working structures are beginning to coalesce.  The questions to be answered are: \n\nWhat is the thinking behind this act and the relevant details?\nWhy should financial firms care about this?  What are the potential benefits?\nWhat partnerships will be available to work with the DFC?\nIs the DFC now a distribution channel for originated dealflow?  If so\, what types and the criteria?\nWith the steady high GDP growth in many frontier market countries\, where are the bright spots\, promising sectors\, emerging middle class\, etc.?\n\nAttendees will come away with a better understanding of relevant developments particularly germane to family offices and private equity/debt firms. \nAgenda8:30 AM | REGISTRATION & NETWORKING \n\n9:15 AM | OPENING REMARKS \n\nJay Collins\, Vice Chairman of Investment and Corporate Bank\, Citi \n\n\n9:30 AM | FIRESIDE CHAT \n\nWade Warren\, Chief Strategy Officer\, International Development- Deloitte Consulting \nRob Mosbacher\, Jr.\, former Head of OPIC \n\n\n10:15 AM | PANEL DISCUSSION \n\nModerator \nSteven Grin\, Managing Partner at Lateral Capital \nPanelists \nJustin DeAngelis\, Partner in the International Power Fund\, Denham Capital \nKenneth Hansen\, Partner (Project Finance)\, Norton Rose Fulbright LLP \nIsaiah Schulze\, CFA\, Managing Director\, Cerberus Capital Management \n\n\n11:20 AM |  Q & A \n\n11:30 AM | NETWORKING & RECEPTION \nAdditional DetailsLearning Outcomes \n\nNew opportunities in emerging markets due to government policy changes\nHow to work with a new government agency for project funding\nOpportunities for private equity\, private debt\, venture capital\, and family offices\n \n\nAdditional Thanks to Our Event Partner:Society for International Development \nWashington Chapter URL:https://cfany.org/event/frontier-markets-and-the-build-act/ 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:20191212T170000 DTEND;TZID=America/New_York:20191212T190000 DTSTAMP:20260620T090859 CREATED:20190909T221556Z LAST-MODIFIED:20191212T174046Z UID:52833-1576170000-1576177200@cfany.org SUMMARY:Dancing Elephants: Can China and the U.S. Create Long-Term Global Stability? DESCRIPTION:OverviewOur modern global economy has grown and been driven by a strategic understanding between the United States and China. The latter now challenges the former for regional hegemony and global influence. \nIn an unprecedented era of Tweets\, 24/7 news flow\, and strong leaders on both sides of the globe\, markets crave direction in this high-stakes game of trade and geopolitics. \nWe will explore outcomes and probabilities in the trade negotiations\, and discuss worst-case scenarios and how they might affect global capital markets. We will also discuss the long-term ramifications of success and failure. \nAgenda5:00 PM | REGISTRATION & CHECK-IN \n\n5:30 PM | OPENING REMARKS \n\nMary Wadsworth Darby\, Chief Representative- CKGSB Americas \n\n\n5:35 PM | PANEL DISCUSSION \n\nModerator \nWilliam Foster\, Vice President- Senior Credit Officer\, Sovereign Risk Group\, Moody’s Investors Service \nPanelists \nHenry (Huining) Cao\, Professor of Finance and Chair of Finance Department\, Cheung Kong Graduate School of Business \nDavid Denoon\, Ph.D.\, Professor of Politics & Economics and Director\, NYU Center on U.S.-China Relations\, NYU \nVinay Pande\, CIO Global Wealth Management\, Head CIO Trading Strategies\, UBS \n\n\n6:30 PM |  Q&A \n\n6:55 PM |  CLOSING REMARKS \n\nMartin Pomp\, CFA \n\n\n7:00 PM | NETWORKING & CATERED RECEPTION \nAdditional DetailsLearning Outcomes \n\nExplore multiple outcomes of a trade agreement (or trade war)\,\nDiscuss the ramifications of each scenario on trade\, global GDP\, and capital markets\, and\nReview how investors can shed prepare portfolios for further uncertainty\, and also position to benefit from different outcomes. URL:https://cfany.org/event/game-theory-scenarios-risks-and-outcomes-of-china-u-s-trade-instability/ 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:20191216T173000 DTEND;TZID=America/New_York:20191216T200000 DTSTAMP:20260620T090859 CREATED:20190513T231500Z LAST-MODIFIED:20191216T155452Z UID:49745-1576517400-1576526400@cfany.org SUMMARY:The Search for Returns: Niche Investment Strategies DESCRIPTION:OverviewNiche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or any traditional set of parameters. It requires unique expertise and sophistication to be pursed\, managed and evaluated. It’s likely to involve investments with complexities that make it more difficult to understand\, or that run counter to traditional norms/trends and are often private and relatively illiquid; and therein lie the opportunities. Investments lacking traditional mainstream appeal are likely to provide premiums for those capable of—and willing to—handle the eccentricities. Private equity\, prior to its eventual boom in popularity evident today\, provides one such historic example. \nToday\, the most sophisticated investors are allocating assets in unique\, non-traditional ways. \nThis conference will introduce you to experts across a variety of niche investments\, who will speak to and discuss their respective investment specialties\, and reinforce the case for “thinking outside the box” when considering how best to generate return premiums. \nAgenda5:30 PM |REGISTRATION & CHECK-IN \n\n6:00 PM |INTRODUCTION & WELCOMING REMARKS \n\nWilliam Enright\, CFA\, Director of Sales and Marketing at Gore Range Capital \n\n\n6:05 PM | KEYNOTE SPEAKER \n\nNeil Hohmann\, Ph.D.\, Head of Structured Products and a portfolio manager for BBH Investment Management \n\n\n6:35 PM | PANEL DISCUSSION \n\nModerator \nNeil Hohmann\, Ph.D.\, Head of Structured Products and a portfolio manager for BBH Investment Management \nPanelists \nJames D. Lavelle\, CFA\, Partner- Orthogon Partners Investment Management LLC \nJavier Lumbreras\, CEO\, Artemundi \nMaximilian F. Niederste-Ostholt\, Co-Founder & Chief Financial Officer\, Rally Road  \nJennifer Williams-Bulkeley\, Founder- Vinolytics \n\n\n7:25 PM |  Q & A \n\n7:35 PM | CLOSING REMARKS & NETWORKING RECEPTION \n\nKris Thiessen\, CFA\, CAIA\, EA\, Co-Chair\, Alternative Investments Group and Board Member\, CFA Society of New York \n\nAdditional DetailsLearning Outcomes \n\nWhy to invest in Niche Strategies\nHow Niche Strategies generate return premiums\nWho are the Niche Strategy investors URL:https://cfany.org/event/the-search-for-returns-niche-investment-strategies/ 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:20200115T171500 DTEND;TZID=America/New_York:20200115T181500 DTSTAMP:20260620T090859 CREATED:20191119T060008Z LAST-MODIFIED:20191216T203320Z UID:56107-1579108500-1579112100@cfany.org SUMMARY:2020 Annual Meeting DESCRIPTION:Overview\nThe Annual Meeting of members will serve to officially elect candidates to the 2020 Board of Directors and confirm appointees to the Nominations Committee. \n\n\nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \n\nAgenda5:15 PM | Registration & Check-In \n\n5:30 PM | Overview of CFANY’s FY 2019 Financials & Membership Status \n\n5:45 PM | ELECTIONS AND APPOINTMENTS \n\n1) Election of four Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of appointees to the 2019 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n\n6:15 PM | ADJOURN URL:https://cfany.org/event/2020-annual-meeting/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,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 END:VCALENDAR