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DTSTART;TZID=America/New_York:20150805T180000
DTEND;TZID=America/New_York:20150805T210000
DTSTAMP:20260619T105601
CREATED:20200630T171255Z
LAST-MODIFIED:20200630T171255Z
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SUMMARY:GIC AIC Summer 2015 Quarterly Networking Event
DESCRIPTION:OverviewThe GIC-AIC summer social event will kick off with an abbreviated discussion about how the shift in commentary from the US Fed and other trends could affect developed\, emerging\, and frontier economies. The Wall Street Journal’s frontier markets editor Dan Keeler will moderate a panel with Dan Gelfand\, fixed-income expert from BlackRock\, Kishlaya Pathak\, CFA\, Global Markets Strategist from BNY Mellon Investment Management and Christine Phillpotts\, African Equity specialist for AllianceBernstein. \nWith the Fed’s guidance shifting to the trajectory rather than the timing of rate hikes\, come learn about how to position your bond portfolio and how follow-on effects will impact long-term growth drivers outside the US. Our speakers will be available to continue the discussion after formal remarks. To wrap-up\, mix and mingle with hundreds of other investment professionals and CFA Society New York members. \nAgendaWELCOME \n\nChris Cutler\, CFA\, Founder\, Manager Analysis Services \nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment Management \n\n\nKEYNOTE ADDRESS \n\nPhillip J. Taylor\, CFA\, Managing Director\, Lazard; Board of Directors\, NYSSA \n\n\nPANEL \n\nModerator \nDan Keeler\, Editor\, Frontier Markets\, Wall Street Journal (Moderator) \nPanelists \nDan Gelfand\, Vice President\, Blackrock \nChristine Phillpotts\, CFA\, Vice President (Africa Specialist)\, AllianceBernstein \nKishlaya Pathak\, CFA\, Global Markets Strategist\, BNY Mellon Investment Management \n\n\nCLOSING REMARKS AND NETWORKING SESSION \n\nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities \n\n\nADJOURNMENT
URL:https://cfany.org/event/nyssa-gic-aic-summer-2015-quarterly-networking-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20150923T174500
DTEND;TZID=America/New_York:20150923T200000
DTSTAMP:20260619T105601
CREATED:20171117T214442Z
LAST-MODIFIED:20171117T214609Z
UID:29821-1443030300-1443038400@cfany.org
SUMMARY:CFA NY Presents with Chris Cutler - A Conversation on East Africa
DESCRIPTION:CFA NY Presents with Chris Cutler – A Conversation on East AfricaWednesday September 23\, 2015 \nEast Africa is now rated the most dynamic growth areas in Africa and their growth performance in the past decade has been impressive. Such performance is even more remarkable taking into account that the past decade encompasses the global economic and financial crisis that began in 2007.  Will this prove to be an isolated episode or is strong growth going to persist- this is a question on the minds of policymakers and investors alike. \nJoin us in an intimate conversation with Mr. Richard Patrick Byarugaba\, CEO of Uganda’s National Social Security Fund (NSSF)\, one of the largest national funds in East Africa\, on the opportunities in East Africa (and Africa generally) and NSSF’s current practices in investment selection/risk management in the region. \n*Admission is invite-only\, but please e-mail gic.nyssa@gmail.com if you are interested in requesting an invite to attend. \n**This is not a career event\, it is for working investment professionals only. We reserve the right to grant / deny access or to expel any individual. Please be prepared to provide your business card to enter. \n\nWho should attend?\nEmerging Markets and Africa-focused Portfolio managers and research analysts\n\nCFA NY expects all attendees to comply with CFA NY’s Code of Conduct while attending CFA NY events or meetings. CFA NY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA NY event or meeting. \n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/nyssa-presents-with-chris-cutler-a-conversation-on-east-africa/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20151106T080000
DTEND;TZID=America/New_York:20151106T160000
DTSTAMP:20260619T105601
CREATED:20171030T161838Z
LAST-MODIFIED:20180422T183340Z
UID:28438-1446796800-1446825600@cfany.org
SUMMARY:3rd Global Infrastructure Conference
DESCRIPTION:Global Infrastructure Conference Series3rd Global Infrastructure ConferenceFriday November 6\, 2015  \nThe World Economic Forum reported a trillion-dollar gap in infrastructure spending globally. In America\, a country facing what has been termed a legitimate infrastructure crisis\, government spending on transportation\, energy\, water and wastewater\, and social infrastructure\, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects. \nInfrastructure—be it transportation infrastructure such as roads\, bridges and airports\, or “midstream” energy like pipelines—is vital for national economic prosperity\, supporting goods\, services and the workforce. But in the U.S. as well as worldwide\, public funding to build and repair infrastructure is scarce\, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. At the same time\, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years. \nCFA Society New York’s 3rd Annual Global Infrastructure conference will once more bring together leading executives\, analysts\, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power\, Oil & Gas\, Water\, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2015\, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit\, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios. \nWho Should Attend\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nAgenda\n8:00 AM\nRegistration and Continental Breakfast \n8:25 AM\nWelcome\nDaniel Dagen\, CFA\,‎ President and CEO\, CFA NY \n8:30 AM\nKeynote Speaker\nWalter Winrow\, Managing Director\, Moody’s Global Project and Infrastructure Finance Group \n8:45 AM\nPower Panel\nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session.\nDan Aschenbach\, Senior Vice President\, Moody’s Investors Service  (moderator)\nMike McDermott\, Head of Municipal Research\, AIG‎ Asset Management Group\n‎Jorge Rodriguez\, Global Head of Infrastructure Debt\, Deutsche‎ Bank\nRobert K. Simmons\, Partner‎\, Panda Power Funds \n9:45 AM\nBreak \n10:00 AM\nEnergy Panel\nEnergy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality\, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy.\nAkhil Kapoor\, Senior VP\, Senior Research Analyst\, Alliance Bernstein (moderator)\nOlivier Mussat\, Chief Investment Officer\, IFC\nNick Cleary\, Investment Director\, Hastings\nAaron Rubin\, Chief Executive Officer\, Macquarie Russia & CIS Infrastructure Fund (MRIF)\nShawn Reynolds\, Co-Portfolio Manager\, Van Eck Global \n11:00 AM\nEmerging and Frontier Markets PanelEmerging and frontier markets have experienced considerable volatility of late. Yet\, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth.\nMarie-Aimee Boury\, Managing Director\, SocGen  (moderator)\nAlan Fields\, CFA\, CAIA\, CPA\, Principal\,The Abraaj Group\nJonathan Prin\, Managing Director\, Head of Research\, Greylock Capital\nDabo Horsfall\, Managing Partner\, TriCap Investments LLC\nDavid Feygenson\, Senior Analyst\, Van Eck Global \n11:45 AM\nLunch \n12:15 PM\nLuncheon AddressI\nnvestment Strategy and Economic Outlook: A presentation and discussion on the key investment and economic trends\, themes\, and issues impacting the global financial markets and economy.\nVincent Catalano\, CFA\, Managing Member\, Adriatic Capital Partners; Global Investment Strategist\, Blue Marble Research\nDon Rissmiller\, Chief Economist\, Strategas Research Partners \n1:00 PM\nTransportation Panel: Roads\, Rails\, P3 and Sea and Air Ports\nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session.\nYannick Da Ros\, Executive Director\, UBS Investment Bank (moderator)‎\nJ. Michael McCarthy\, Portfolio Manager\, APG\nKurt Krummenacker‎\, VP\, Senior Credit Officer\, Moody’s Investors Service‎\nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC\nPerry Offutt\, Managing Director\, Macquarie Infrastructure and Real Assets \n2:15 PM\nBreak \n2:30 PM\nWater Panel\nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session.\nThomas J. Swartz\, III\, Vice President\, The Chubb Corporation (moderator)\nMatthew J. Diserio\, President & Co-founder\, Water Asset Management‎\nIan Copeland\, Managing Director and Co-Chief Investment\, Ultra Capital\nNicolas Martin\, CFA\, Partner\, Baylis Emerging Markets\nDavid Smith\, CFA\, CA\, Portfolio Manager\, GCA Sustainable Growth Funds \n3:30 PM\nClosing Remarks and Adjournment \nMedia Partners DISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/third-annual-global-infrastructure-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160218T173000
DTEND;TZID=America/New_York:20160218T200000
DTSTAMP:20260619T105601
CREATED:20171024T204006Z
LAST-MODIFIED:20191018T220530Z
UID:27944-1455816600-1455825600@cfany.org
SUMMARY:Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:Description\nThis event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFA NY’s code of conduct. \nEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. According to The National Association of Insurance Companies (NAIC)\, a majority of U.S. insurance industry investments are in bonds with 53.06% or $2.16 trillion in corporate bonds. Research by the Chicago Fed points to increased correlation of insurers’ stock returns to the US treasury yield compared to pre-2007. Consequently\, there is an ongoing shift in asset mix as insurers are reaching out to asset managers with specialties in both traditional and alternative asset classes to maximize total return. Clearly\, this issue has been on the minds of Insurance companies’ Chief Investment Officers and their investment teams. At CFA NY’s Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2016 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \nAgenda\nAgenda:\n5:30 PM: Check-in \n6:00 PM: Welcome and Thank You to Thomas Brigandi and his team of industry leader volunteer organizers\nAlex Urdea\, CFA\, FRM\, CMT\, Chairman\, CFA NY Board of Directors \n6:02 PM: Opening Comments\nPatrick Holert\, CFA\, CAIA\, Board Liaison to CFA Institute and Membership\, CFA NY \n6:05 PM: Keynote Address\nWilliam Riegel\, Senior Managing Director and Chief Investment Officer\, TIAA-CREF Asset Management \n6:20 PM: Panel \nModerator\nDoug Niemann\, Senior Managing Director\, The Guardian Life Insurance Company of America \nSpeakers\nGeoffrey Cornell\, CFA\, Deputy Chief Investment Officer\, American International Group\, Inc\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management\nMichael Buthe\, CFA\, Chief Investment Officer\, ACE Group Life Investments\nJoe Dodi\, CTP\, Director\, Horizon Blue Cross and Blue Shield of NJ \n7:40 PM: Closing Remarks\nDeepika Sharma\, CFA\, Asset Owner Series Co-Lead Volunteer Organizer\, CFA NY \n7:45 PM: Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFA NY \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nCFA NY expects all attendees to comply with CFA NY’s Code of Conduct while attending CFA NY events or meetings. CFA NY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA NY event or meeting.
URL:https://cfany.org/event/insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160310T173000
DTEND;TZID=America/New_York:20160310T200000
DTSTAMP:20260619T105601
CREATED:20171023T205639Z
LAST-MODIFIED:20191018T220457Z
UID:27837-1457631000-1457640000@cfany.org
SUMMARY:Single Family Office Conference
DESCRIPTION:Description\nThis event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFANY’s code of conduct. \nA high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \nAgenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, Board of Director\, CFANY \n6:05 PM: Keynote Address\nJohn Andrew Levin\, Chief Executive Officer\, Portfolio Manager\, and Chairman\, Levin Capital Strategies\, L.P. \n6:30 PM: Panel\nModerator\nMichael Oliver Weinberg\, Chief Investment Strategist\, Protege Partners\, and adjunct Associate Professor of Economics and Finance\, Columbia Business School \nSpeakers\nAndrew Eberhart\, Chief Investment Officer\, Heinz Family Office\nAnthony E. Meyer\, Chairman\, Meyer and Co. LLC; President\, Ocean Road Advisors\, Inc.\nRichard Slocum\, Chief Investment Officer\, The Johnson Company\nClark Cheng\,CFA\, FRM\, Chief Investment Officer\, Merrimac \n7:30 PM Closing Remarks\nAlvarez Symonette\, Director of Business Development\, MAK Capital \n7:35 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel. \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting
URL:https://cfany.org/event/single-family-office-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160421T173000
DTEND;TZID=America/New_York:20160421T200000
DTSTAMP:20260619T105601
CREATED:20171120T183719Z
LAST-MODIFIED:20191018T220420Z
UID:30065-1461259800-1461268800@cfany.org
SUMMARY:Multi-Family Office Conference
DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nJason Pride\, CFA\, Director of Investment Strategy\, Glenmede \n6:25PM: Special Guest Keynote\nNico Firzli\, Director-General & Head of Research of the World Pensions Council \n6:30 PM: Panel\nModerator\nMaria Weitzer\, CFA\, Director\, Portfolio Management\, TAG Associates LLC \nSpeakers\nAshok Chachra\, Managing Director\, Allen & Company\nRam Lee\, Partner\, Seven Bridges Advisors\nMichael Nelson\, J.D.\, CFA\, Managing Partner\, Eagle Bay Advisors\nRobert Wedeking\, CFA\, Chief Investment Officer\, Geller and Company \n7:30 PM Closing Remarks\nDaniel Dagen\, CFA\, CEO\, CFANY \n7:35 PM Adjournment and Reception \nDescription\nOver the past several years\, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families\, with some also handling various financial matters for their clients\, including budgeting\, insurance\, wealth transfer\, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of  several of New York’s most prominent Multi-Family Offices.
URL:https://cfany.org/event/multi-family-office-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group,Private Wealth Management
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160512T173000
DTEND;TZID=America/New_York:20160512T200000
DTSTAMP:20260619T105601
CREATED:20171120T184930Z
LAST-MODIFIED:20190925T190436Z
UID:30076-1463074200-1463083200@cfany.org
SUMMARY:Endowment and Foundation Chief Investment Officer Roundtable
DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nBrian O’Neil\, CIO\, Robert Wood Johnson Foundation \n6:25 PM: Panel\nModerator\nAnthony Thai\, CFA\, Senior Investment Officer\, The Wallace Foundation \nSpeakers\nColin G. Ambrose\, CFA\, CIO UJA-Federation of New York’s Endowment and Retirement Plans\nMichael Reist\, CFA\, CIO\, Phillips Academy in Andover\nJainen Thayer\, CFA\, CIO Oberlin College \n7:35 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nAs Endowments and Foundations are faced with a challenging return environment and higher market volatility\, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives\, exploring private markets and turning to strategic partners. According to the latest Nacubo-Commonfund study on endowments\, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments\, tail risk hedges\, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference. \nIn addition\, we will navigate how these nonprofit organizations are managing multiple objectives and are becoming increasingly focused on risk\, managing short-term liquidity and due-diligence in manager selection. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets\, their perspectives and approach towards these goals offer a valuable lesson for investors. \nThis event will discuss:\n\nHow has the endowment model of investing changed in the post-crisis era?\nWhat new approaches to asset allocation are CIOs considering?\nDo alternative investments really add value to the portfolio?
URL:https://cfany.org/event/endowment-and-foundation-chief-investment-officer-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160614T173000
DTEND;TZID=America/New_York:20160614T200000
DTSTAMP:20260619T105601
CREATED:20171120T190144Z
LAST-MODIFIED:20190925T190510Z
UID:30088-1465925400-1465934400@cfany.org
SUMMARY:Private Bank and Private Wealth Management Chief Investment Officer Roundtable
DESCRIPTION:Agenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nChristopher Cutler\, CFA\, Board of Director\, CFANY \n6:05 PM: Panel\nModerator\nKei A. Sasaki\, CFA\, Senior Vice President\, Regional Chief Investment Officer – Northeast\, Wells Fargo Private Bank \nSpeakers\nChristopher Dhanraj\, Head of Multi Asset Investment Strategy\, North America\, Citigroup\nLarry Adam\, CFA\, Chief Investment Officer and Chief Investment Strategist\, Deutsche Bank Wealth Management Americas\nRebecca H. Patterson\, Managing Director and Chief Investment Officer\, Bessemer Trust Companies\nJeanne Sun\, Managing Director and Head of Investment Strategy\, J.P. Morgan’s GIO Group \n7:15 PM Adjournment and Reception\nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nSo far 2016 has been a period of volatile markets that are stemming from concerns about global economic growth which have and are most likely to continue to affect asset prices bringing concerns for investors.   The purpose of the panel is to explore how the various issues across assets classes such as Global Equities\, Global Fixed Income\, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.
URL:https://cfany.org/event/private-bank-and-private-wealth-management-chief-investment-officer-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160629T080000
DTEND;TZID=America/New_York:20160629T180000
DTSTAMP:20260619T105601
CREATED:20200629T211325Z
LAST-MODIFIED:20200629T211510Z
UID:61798-1467187200-1467223200@cfany.org
SUMMARY:The Annual Benjamin Graham Conference
DESCRIPTION:OverviewIn this conference\, we honor the legacy of Benjamin Graham\, the founder of NYSSA. The theme of this year’s conference will be Margin of Safety and Risk Management and subtopics will include research process and portfolio management in volatile markets. \nPlease join us on June 29th to hear some of world’s leading value investors discuss these timeless topics. Portfolio Managers representing more than $80 billion will speak at the conference. \nAgendaCONTINENTAL BREAKFAST AND CHECK-IN \n\nOPENING REMARKS \n\nOPENING KEYNOTE: INVESTING IN INTERNATIONAL EQUITIES \n\nThomas A. Russo\, Partner\, Gardner Russo & Gardner LLC \n\n\nBreak \n\nPANEL #1 “RULE NO.1 IS NEVER LOSE MONEY”\, WARREN BUFFETT \n\nPanelists \nSeth Turkeltaub\, CFA\, Portfolio Manager\, Catapult \nDavid Poppe\, CEO and President\, Ruane\, Cunniff & Goldfarb \nJohn A. Levin\, CEO\, Portfolio Manager and Chairman\, Levin Capital Strategies\, L.P. \nModerator \nMichael Oliver Weinberg\, CFA \n\n\nBreak \n\nPANEL #2 MARGIN OF SAFETY: HOW YOU IDENTIFY AND MANAGE RISK IN YOUR PORTFOLIO \n\nPanelists \nLeon Cooperman\, Founder\, Chairman and CEO\, Omega Advisors\, Inc. \nJason Karp\, CEO and CIO\, Tourbillon Capital Partners \nBrian M. Gillott\, Managing Director & Portfolio Manager\, Jennison Associates LLC \nModerator \nElliot Trexler \n\n\nLunch Sponsored Kahn Brothers Group \n\nPANEL #3 INVESTMENT MISTAKES: “ALL I WANT TO KNOW IS WHERE I’M GOING TO DIE SO I’LL NEVER GO THERE.”\, CHARLIE MUNGER \n\nPanelists \nPaul Lountzis\, President\, Lountzis Asset Management LLC \nEdwin Schloss\, Money Manager\, Walter & Edwin Schloss Associates \nA. Michael Lipper\, CFA\, Founder and President\, Lipper Advisory Services\, Inc. \nModerator \nVishal Mishra \n\n\nBreak \n\nAFTERNOON KEYNOTE \nJohn Bader\, Chairman and Chief Executive Officer\, Halcyon Capital Management\, LLC \n\nBreak \n\nPANEL #4 – DOWNSIDE PROTECTION: SOURCES\, METHODS AND THEIR LIMITATIONS \n\nPanelists \nMiguel Fidalgo\, Founder and Portfolio Manager\, Triarii Capital \nJohn D. Spears\, Managing Director\, Tweedy\, Browne Company LLC \nSteven Bregman\, President\, Co-Founder and Senior Portfolio Manager\, Horizon Kinetics \nModerator \nAdam Barth\, Director of Research\, Gotham Asset Management \n\n\nBreak \n\nCLOSING KEYNOTE \n\nJim Grant\, Founder and Publisher of Grant’s Interest Rate Observer \n\n\nNetworking Reception
URL:https://cfany.org/event/the-annual-benjamin-graham-conference-june-2016/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160630T170000
DTEND;TZID=America/New_York:20160630T203000
DTSTAMP:20260619T105601
CREATED:20171120T173324Z
LAST-MODIFIED:20171120T174657Z
UID:29995-1467306000-1467318600@cfany.org
SUMMARY:A Global View Of Commodity Markets
DESCRIPTION:A Global View of Commodity MarketsTuesday\, June 30\, 2016 \nAgenda\n5:00: REGISTRATION \n\n5:30 – 6:30: FIRE SIDE CHAT\nJonathan Goldberg\, Founder & CEO\, BBL Commodities\, L.P.\nModerator\nHilary Till\, Co-Founder\, Premia Capital MAnagement\, LLC \n\n6:30 – 6:45: BREAK \n\n6:45 – 8:00: COMMODITIES PANEL \nModerator\nJennifer Ziehe\,CFA\, CAIA\, Independent Consultant \nPanelists\nHenry Dunlop\, Managing Partner CIO\, Ballymena Management LLC\nGreg Buechele\, Senior Portfolio Manager\, Aeris Metals Fund\, The Carlyle Group\nJason Bloom\, Director of Commodity and Alternatives Product Strategy\, Invesco PowerShares Management LLC\nHilary Till\, Co-Founder\, Premia Capital Management\, LLC \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nEvent Overview\nCommodity markets are an integral component of the global economy.  Individual markets across energy\, metals\, softs and grains all have very unique characteristics\, but can also have profound interrelation to one another and the global economic overall.  This engaging event will explore commodity cycles and their implications\, as well as the current trends across the full commodity complex. \nA distinguished group commodity market investors will share their experience in trading commodities\, the forces driving current markets and commodity markets’ interplay with broader political economics. \nThe evening will begin with a fireside chat between oil trader\, Jonathan Goldberg\, founder of BBL Commodities\, L.P. and commodity markets specialist\, Hilary Till\, co-founder of Premia Capital Management\, LLC. Ms. Till and Mr. Goldberg will have a focused discussion on the factors that explain recent and expected movements in the oil markets. \nThe second part of the evening will feature a panel discussion of experienced commodity investors\, who will provide insight into a wide spectrum of commodity markets.  The discussion will cover: \n\nCommodity pricing\nSupply & demand trends\nTechnical indicators\nCommodity shocks\nSecular trends\nGeo-political considerations\n\nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/a-global-view-of-commodity-markets/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160804T173000
DTEND;TZID=America/New_York:20160804T200000
DTSTAMP:20260619T105601
CREATED:20171120T182517Z
LAST-MODIFIED:20190925T190645Z
UID:30052-1470331800-1470340800@cfany.org
SUMMARY:Single Employer Corporate Pension Conference
DESCRIPTION:Agenda\n6:00: OPENING REMARKS \nChristopher Cutler\, CFA\, Board of Directors\, CFANY \n\n6:05 – 6:20:  KEYNOTE ADDRESS\nGina Wilson\, Executive Vice President and Chief Financial Officer\, TIAA \n\n6:20 – 7:30: PANEL \nModerator\nDiane Garnick\, Managing Director\, Chief Income Strategist\, TIAA​ and Trustee\, CFA Institute Research Foundation \nPanelists\nJason Bastedo\, Director of Investments\, Novartis\nJean Grisi\, Chief Investment Officer\, Nokia\nDavid Slifka\, Senior Portfolio Manager\, YMCA Retirement Fund\nBarbara Lupo\, ‎Director of Investment Management\, Advance Publications \n\n7:45: CLOSING REMARKS \nHarumi Urata Thompson\, CFA\, COO\, NYSSA \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nEvent Overview\nSingle employer pension plans\, in which a single employer or several related employers within a corporate group participate and contribute to the same pension plan\, oversee roughly $2 trillion in assets under management.The Pension Benefit Guaranty Corporation estimates that about 30 million Americans are earning or receiving single employer pensions from the roughly 44\,000 single employer pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎NYSSA’s Single Employer Pension Conference will explore the perspectives of senior Single Employer Pension investment professionals and how they are managing not only the volatile equity markets\,but also the low interest rate environment. \nWho should attend?\nPortfolio managers and research analysts employed at asset management firms\, investment banks\, hedge funds\, mutual funds\, and insurance companies\, as well as pension plan sponsors; professionals working at potential participants on the issuance side\, including corporations and private equity firms; and service providers such as attorneys\, consultants\, and rating agency personnel.
URL:https://cfany.org/event/single-employer-corporate-pension-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160824T180000
DTEND;TZID=America/New_York:20160824T210000
DTSTAMP:20260619T105601
CREATED:20171120T144242Z
LAST-MODIFIED:20171127T184226Z
UID:29889-1472061600-1472072400@cfany.org
SUMMARY:3rd Annual CFANY Volunteer Leaders Summer Social
DESCRIPTION:3rd Annual CFANY Volunteer Leaders Summer Social\n\n\n\n\nWednesday\, August 24\, 2016 from 6:00 PM to 9:00 PM\nAgenda\n6:00 PM: Welcome \nChris Cutler\, CFA\, Founder\, Manager Analysis Services; Board of Directors\, CFANY;Chairman Emeritus\, CFANY Alternative Investments Committee \n6:05 – 6:10 PM: Keynote Address \nJae S. Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n6:10 – 6:30 PM: Panel \nDan Keeler\, Editor\, Frontier Markets\, Wall Street Journal (Moderator) \nCarla Buffulin\, Managing Director and Senior EM Portfolio Manager\, AIG Asset Management \nDavid Feygenson\, Senior Emerging Markets Equity Analyst\, Van Eck \nChristine Phillpotts\, CFA\, Senior Equity Research Analyst\, AllianceBernstein \nDan Gelfand\, Vice President\, Blackrock \n6:30 PM: Closing Remarks and Networking Session \nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities; Board of Directors\,CFANY; Chairman Emeritus\, CFANY Global Investing Committee \n9:00 PM: Adjournment \nDaniel Dagen\, CFA\, CEO\, CFANY \nDescription\nThe 3rd Annual CFANY Volunteer Leaders summer social event will kick off with an abbreviated discussion about how the shift in commentary from the US Fed and other trends could affect developed\, emerging\, and frontier economies.  With the Fed’s guidance shifting to the trajectory rather than the timing of rate hikes\, come learn about how to position your bond portfolio and how follow-on effects will impact long-term growth drivers outside the US.  Our speakers will be available to continue the discussion after formal remarks.  To wrap-up\, mix and mingle with hundreds of other investment professionals and CFANY members. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/3rd-annual-cfany-volunteer-leaders-summer-social/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160908T173000
DTEND;TZID=America/New_York:20160908T200000
DTSTAMP:20260619T105601
CREATED:20171120T023139Z
LAST-MODIFIED:20191018T220305Z
UID:29876-1473355800-1473364800@cfany.org
SUMMARY:Annual Public Pension Funds Conference
DESCRIPTION:Agenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\n \nAlex Urdea\, Board of Directors\, CFANY \n6:05 PM: Keynote Address\nTom Byrne\, Chairman\, New Jersey State Investment Council \n6:30 PM: Panel\nModerator\nDavid E. Ourlicht\, Founding Board Member\, New York City and State Pension Systems (NYPERS); Commissioner\, New York State Insurance Fund \nSpeakers\nJames Celestine\, Director of Real Assets\, Pension Investment and Cash Management\, Office of the New York State Comptroller – New York State Common Retirement Fund\nKevin Higgins\, Real Estate Portfolio Manager\, New Jersey Division of Investment\nSanford Rich\, Executive Director\, CIO\, New York City Board of Education Retirement System\nKirk Sims\, CFA\, Investment Officer\, Emerging Manager Program\, Illinois Teachers Retirement System \n7:30 PM Closing Remarks\nChristopher Cutler\, Board of Director\, CFANY \nDescription\nA high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis\, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind\, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.
URL:https://cfany.org/event/annual-public-pension-funds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20160929T173000
DTEND;TZID=America/New_York:20160929T200000
DTSTAMP:20260619T105601
CREATED:20171120T020415Z
LAST-MODIFIED:20190925T190757Z
UID:29869-1475170200-1475179200@cfany.org
SUMMARY:2nd National Pension Funds Conference
DESCRIPTION:Agenda\n5:30 PM: Check-in  \n6:00 PM: Welcome and Opening Comments \nChris Cutler\, CFA\, Board of Directors\, CFANY \n6:10 PM: Keynote\nCarol Boykin\, CFA\, Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund \n6:25 PM: Panel\nModerator \nLisa Chung\, Manager\, Foreign Reserves Management\, Federal Reserve Bank of New York \nSpeakers\nConstantino (Tino) Argimon\, Director\, Canada Pension Plan Investment Board\nM. Nicolas J. Firzli\,  LL.M.\, Director-General\, World Pensions Council (WPC) & Advisory Board Member\, World Bank Global Infrastructure Facility (WB GIF)\nSergio Mendez\, CIO\, Afore XXI-Banorte\nAnna Pot\, Director\, Responsible Investments\, APG Asset Management \n7:40 PM Closing Remarks and Networking \nPatrick Holert\, CFA\, CAIA\, Board of Directors\, CFANY \nDescription\nThe 2nd National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context\, analyze trends in  best practices in investment strategy\, risk management and market engagement. In particular\, we’ll explore\, in detail\, the trends towards sustainable investing and allocation to ESG factors at national pension funds\, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. \nWhile the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes\, National Pension have generally been yield-seeking\, long-term investors which have allocated heavily private markets in the last decade. In that setting\, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways\, benchmarks focused on long-term value creation and evaluation of internal and external managers.
URL:https://cfany.org/event/second-annual-national-pension-funds-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20161103
DTEND;VALUE=DATE:20161104
DTSTAMP:20260619T105601
CREATED:20200630T171800Z
LAST-MODIFIED:20200630T171800Z
UID:61819-1478131200-1478217599@cfany.org
SUMMARY:Fall 2016 Quarterly Investment Job Market Outlook
DESCRIPTION:OverviewFall 2016 Quarterly Investment Job Market Outlook live session engages with timely issues of common interview pitfalls\, job hunting strategies\, and how best to interact effectively with agency recruiters and HR personnel. Expert executive recruiters servicing the financial services firms will provide key information about industry-specific hiring trends and short-term expectations. Research analysts and portfolio managers at investment banks\, hedge funds\, issuance-side professionals\, consultants\, asset management firms\, insurance companies and pension plan sponsors are encouraged to attend. \nFeaturingKeynote Speaker  \n\nKate Burke\, Head of Human Capital and Chief Talent Officer\, AllianceBernstein \n\n\nModerator \n\nAlexis DuFresne\, Managing Director\, Front Office Search\, Solomon Page Group \n\n\nPanelists \n\nLorraine Twomley\, Head of Career Advisory and Recruitment\, Societe Generale Americas \nDrew Desky\, Managing Partner\, Rand Thompson Consultants \nJames Crowley\, Corporate Vice President\, New York Life \nJohn Jaenisch\, Founder\, Corcoran Partners \nGideon King\, former CEO\, Loeb King Capital Management
URL:https://cfany.org/event/fall-2016-quarterly-investment-job-market-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20161104T090000
DTEND;TZID=America/New_York:20161104T160000
DTSTAMP:20260619T105601
CREATED:20171120T013725Z
LAST-MODIFIED:20180422T183411Z
UID:29859-1478250000-1478275200@cfany.org
SUMMARY:4th Global Infrastructure Conference
DESCRIPTION:Global Infrastructure Conference Series4th Global Infrastructure ConferenceFriday November 4\, 2016 9:00 AM through 4:00 PM \nAgenda\n8:00 AM\nRegistration and Continental Breakfast \n8:25 AM\nWelcome\nDaniel Dagen\, CFA\,‎ President and CEO\, CFANY \n8:30 AM\nSpecial Guest Keynote Address\nJae Yoon\, CFA\, Chief Investment Officer\, New York Life Investment Management \n8:45 AM\nOpening Keynote Address\nMark B. Florian\, Managing Director\, Head of Infrastructure Funds\, First Reserve \n9:15 AM\nPower Panel \nThe power and energy complexes have an estimated $18 trillion of projected spending earmarked to be spent over the next 15 years. Identifying the most effective approaches to investing in these sectors will be one of the areas of discussion of this session. \nModerator\nDan Aschenbach\, Senior Vice President\, Moody’s Investors Service \nMike McDermott\, Head of Municipal Research\, AIG‎ Asset Management Group\n\nRobert K. Simmons\, Partner\, Panda Power Funds \nRaymond S. Wood\, Managing Director\, Global Head of Power Utilities & Renewables\, Bank of America Merrill Lynch \n10:15 AM\nBreak \n10:20 AM\nEnergy Panel \nEnergy prices have been impacted dramatically with new lows being generated for oil & gas. Despite this reality\, energy is essential to the growth of the developed and emerging and frontier market economies. This panel segment will explore the key trends and themes at work in this core segment of the global economy. \nModerator\nAkhil Kapoor\, Senior Vice President & Senior Research Analyst\, Alliance Bernstein \nOlivier Mussat\, Chief Investment Officer\, IFC \nNick Cleary\, Investment Director\, Hastings \nChiara Salghini\, Investment Analyst\, Federated Investors \n11:15 AM\nEmerging and Frontier Markets Panel \nEmerging and frontier markets have experienced considerable volatility of late. Yet\, the need for infrastructure spending remains vital to the growth and stability of the sectors. This panel discussion will focus on the key trends and issues at work in this key sector of global growth. \nModerator\nCatherine Helleux\, Vice President\, Energy Structured Finance\,  Société Générale \nRoger K. Horn\, Director\, Global Fixed Income\, MacKay Shields \nAudrey Kaplan\, Senior Vice President\, Senior Portfolio Manager\, Head of International Equity Team\, Federated Investors \nJonathan Prin\, CFA\, Managing Director\, Head of Research\, Greylock Capital \n12:15 AM\nLunch \n12:45 PM\nLuncheon Keynote Address\nWalter Winrow\, Managing Director\, Global Project and Infrastructure Finance\, Moody’s Investors Service \n1:15 PM\nTransportation Panel: Roads\, Rails\, P3 and Sea and Air Ports \nWith an estimated $24 trillion projected to spent over the next 15 years\, the transportation sector (roads\, rails\, sea and air ports) is one of the key areas of growth and investment in the global infrastructure space. Which investment strategies are likely to benefit from this will be one of the key topics discussed in this session. \nModerator\nMichael Likosky\, Principal & Infrastructure Head\, 32 Advisors \nJosh Duitz\, Portfolio Manager\, Alpine Global Infrastructure Fund \nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC \nJ. Michael McCarthy\, CFA\, Portfolio Manager\, APG \nMario Maselli\, Senior Director\, Global Real Assets\, TIAA Global Asset Management \nKurt Krummenacker\, Senior Vice President/Manager\, Moody’s Investors Service \n2:15 PM\nBreak \n2:30 PM\nWater Panel \nThe need for clean\, potable water is among the more pressing issues facing the world’s population. With over 1 billion people still without clean water and with an aging infrastructure within developed economies\, the water infrastructure sector is a vital area of discussion—and the focus of this session. \nMatthew J. Diserio\, President and Co-Founder\, Water Asset Management \nEric Glass\, CFA\, Portfolio Manager\, AllianceBernstein \nJustin “Biff” Ourso\, CFA\, Managing Director\, Global Real Assets\, TIAA Global Asset Management \nKetul Sakhpara\, CFA\, ​Portfolio Manager​\, Global Listed Infrastructure\, ​Franklin Templeton Investments \nRyan Wobbrock\, Vice President – Senior Analyst\, Moody’s Investors Service \n3:30 PM\nSpecial Closing Keynote Address\nUtku Teksoz\, Economist\, United Nations \n3:45 PM\nClosing Keynote Address \nPerry Offutt\, Managing Director\, Macquarie Infrastructure and Real Assets \n4:15 PM\nClosing Remarks and Adjournment\nPatrick Holert\, CFA\, CAIA\, Research Principal\, BBVA Securities \nDescription\nThe World Economic Forum reported a trillion-dollar gap in infrastructure spending globally.  In America\, a country facing what has been termed a legitimate infrastructure crisis\, government spending on transportation\, energy\, water and wastewater\, and social infrastructure\, has hit a 20-year low despite a call by U.S. President Barack Obama to create a federal infrastructure bank that would provide funding for badly needed projects. \nInfrastructure—be it transportation infrastructure such as roads\, bridges and airports\, or “midstream” energy like pipelines—is vital for national economic prosperity\, supporting goods\, services and the workforce.  But in the U.S. as well as worldwide\, public funding to build and repair infrastructure is scarce\, resulting in the need for private capital and creating opportunities for long-term investors in “real” assets. At the same time\, the intersection of technology and business drivers will possibly shape the momentum towards a changing investment climate in the coming years. \nCFANY’s 4th Annual Global Infrastructure conference will once more bring together leading executives\, analysts\, portfolio managers and investors in thought-provoking discussions on both the long term and near term outlook for the infrastructure industry with multiple panels across Power\, Oil & Gas\, Water\, Transport and emerging markets’ infrastructure. The panels and keynote addresses will explore sectorial themes as they relate to project pipelines and deal flow in 2017\, breakdown of financing and funding tools and upcoming opportunities with the ever-shifting legal and political landscape worldwide. Join the speakers and network with 200 industry professionals to discuss the global infrastructure deficit\, the market appetite for public-private investment in infrastructure and how infrastructure assets can benefit institutional portfolios. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/fourth-annual-global-infrastructure-conference/
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:20161129T174500
DTEND;TZID=America/New_York:20161129T200000
DTSTAMP:20260619T105601
CREATED:20171120T005742Z
LAST-MODIFIED:20191018T220233Z
UID:29846-1480441500-1480449600@cfany.org
SUMMARY:Second Annual Sovereign Wealth Conference
DESCRIPTION:Agenda\n5:45 PM: Check-in \n6:05 PM: Welcome and Opening Comments\nJonathan Prin\, CFA\, Greylock Capital \n6:15 PM: Panel\n\nModerator\nHan Yik\, Head of Institutional Investors at the World Economic Forum \nSpeakers\nAlex Greenbaum\, VP – Private Equity & Infrastructure\, GIC\nMarcia Favale\, Member\, Government Investment Council\, Kazakhstan\nNigel Gormly\, Head of International Direct Investment\, New Zealand Superannuation Fund\nIk Ho Suh\, Head of NY Office\, Korea Investment Corporation (KIC)\nMitch Williams\, CFA\, Global Head of Equities\, Wafra \n7:30 PM: Closing Remarks\nMaria Shtrapenina\, CFA\, TAG Associates LLC \nDescription\nSovereign Wealth Fund delegates to discuss their long-term capital management philosophy\, asset allocation approach and outlook for global markets. ‎Since the early 2000s\, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump\, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together\, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However\, all Sovereign Wealth Funds\, whether structured as stabilization funds\, savings & development funds or reserve investments\, have an important role in macroeconomic management and global financial stability. In this context\, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns\, has led these funds to have unique asset allocation profiles. \n*All discussions at the CFANY Sovereign Fund Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives\, ensuring frank and productive discussions and an effective exchange of ideas among peers.
URL:https://cfany.org/event/second-annual-sovereign-wealth-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:20161208T173000
DTEND;TZID=America/New_York:20161208T200000
DTSTAMP:20260619T105601
CREATED:20171101T013842Z
LAST-MODIFIED:20191023T184243Z
UID:28610-1481218200-1481227200@cfany.org
SUMMARY:1st Multiemployer (Union) Pension Conference
DESCRIPTION:Agenda\nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment \n6:05 PM: Keynote Address \nW. Thomas Reeder Jr.\, Director\, Pension Benefit Guaranty Corporation \n6:30 PM: Panel\nModerator: Christopher Brockmeyer\, Director of Employee Benefit Funds\, The Broadway League \nSpeakers\nChristine Dubois\, CFA\, CEO\, AFTRA Health & Retirement Funds\nScott Stone\, Chief Investment Officer\, Pentegra Retirement Services\nRandy G. DeFrehn\, Executive Director\, National Coordinating Committee for Multiemployer Plans\nDavid Blitzstein\, Advisory Director\, Board of the International Foundation of Employee Benefit Plans\nMonte Tarbox\, Executive Director\, Investments National Electrical Benefit Fund \n7:30 PM: Closing Remarks\nDeepika Sharma\, CFA\, Portfolio Manager/Analyst\, Astor Investment \n7:35 PM: Adjournment and Reception \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nDescription\nMultiemployer Pension plans\, which are operated by groups of companies together with officials of a union that represents their workers\, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades\, where the workers move from job to job\, taking their benefits with them. The trucking\, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1\,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans\, they have recovered significantly since 2009. ‎NYSSA’s First Annual Multiemployer Pension Conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets\, but also the low interest rate environment.
URL:https://cfany.org/event/multiemployer-pension-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170126T173000
DTEND;TZID=America/New_York:20170126T200000
DTSTAMP:20260619T105601
CREATED:20171117T184241Z
LAST-MODIFIED:20171127T183543Z
UID:29648-1485451800-1485460800@cfany.org
SUMMARY:1st Annual Institutional Investment Consulting Roundtable
DESCRIPTION:1st Annual Institutional Investment Consulting RoundtableJanuary 26\, 2017 \nAgenda\n5:30 PM: Check-in \n6:00 PM: Welcome and Opening Comments\nKelly Holmes\, Vice President\, Consultant Relations\, TIAA Global Asset Management \n6:05 PM: Keynote Address\nRichard M. Charlton\, Chairman Emeritus\, NEPC\, LLC \n6:30 PM: Panel\nModerator \nSteve Case\, CFA\, Partner\, Mercer Investment Consulting \nSpeakers \nTod Trabocco\, CFA\, Managing Director\, Cambridge Associates\nJohn Robinson\, Senior Managing Consultant\, PFM Asset Management\nMark Brubaker\, CFA\, Managing Director\, Wilshire OCIO Solutions Group\nPete Keliuotis\, Senior Managing Director\, Cliffwater LLC\nRoger Fenningdorf\, Head of Global Manager Research\, Founder & Partner\, Rocaton \n7:30 PM: Closing Keynote\nMichael Ryan\, CFA\, Managing Director and Head of Research\, Hamilton Lane \n7:55 PM: Closing Remarks\nJonathan Prin\, CFA\, Managing Director\, Greylock Capital \n8:00 PM: Adjournment and Reception \nDescription\nInstitutional investment consultants provide investment advice to public and private companies\, foundations and endowments looking for help with managing their money\, or the money in their employees’ retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research\, consultants provide the “short list” of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market. Cerulli Associates’ survey of institutional asset managers indicates that consultant-intermediated business accounts for just less than 60% of 2012 asset flows. Further segmentation of the data by firm size shows that consultant-generated business was greater for smaller firms with $10 billion or less in asset under management\, accounting for 75% of these firms’ asset flows. Conversely\, asset management firms with greater than $50 billion in AUM generated a little less than half of their new flows were consultant-intermediated. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/1st-annual-institutional-investment-consulting-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,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:20170202T170000
DTEND;TZID=America/New_York:20170202T200000
DTSTAMP:20260619T105601
CREATED:20171023T151631Z
LAST-MODIFIED:20171117T183124Z
UID:27811-1486054800-1486065600@cfany.org
SUMMARY:Green Bond Investment Outlook
DESCRIPTION:Green Bond Investment OutlookFebruary 2\, 2017 \nAgenda\n5:00PM Welcoming Remarks\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n5:02PM Keynote Address\nMike Eckhart\, Managing Director\, Global Head of Environmental Finance and Sustainability\, Citigroup \n5:30PM Green Bond Asset Manager Panel \nModerator\nHenry Shilling\, Senior Vice President\, Moody’s Investors Service \nPanelists\nEric Glass\, CFA\, Portfolio Manager\, AllianceBernstein\nStephan Bonte\, CFA\, Director of Sustainable Investing\, Standish\nTimothy J. Coffin\, Senior Vice President\, Breckinridge\nAnn Marie Griffith\, Managing Director US Fixed Income\, APG Asset Management \n6:30PM Green Bond Asset Allocator Panel \nModerator\nManuel Lewin\, Head of Responsible Investment\, Zurich Insurance Company \nPanelists\nBryon Willy\, Principal\, Mercer Investment Consulting\nAndrew Russell\, Director of Fixed Income Investments\, Pension Boards- UCC\nStephen Freedman\, PhD\, CFA\, Executive Director\, Head of Thematic and Sustainable Investing Strategy\, UBS Wealth Management Americas \n7:30PM Closing Remarks & Networking\nDeepika Sharma\, CFA\, Board of Directors\, CFANY \nDescription: \nGreen bonds continue to set new volume records this year. About $26 billion in green bonds came to market in the third quarter alone\, bringing the year-to-date global total to $63 billion. It is now expected that 2016 will be the best year on record\, with volume likely to exceed $80 billion. With China’s increasing commitments to the green bond market\, issuance could even reach $100 billion in 2016. While the growth rate has been impressive\, absolute green bonds volume still represents only a small fraction\, less than 1% by some estimates\, of the total worldwide fixed income market. \nGreen bonds have served as an important catalyst to focus attention on climate change and the collective actions that must be taken to reduce greenhouse gas emissions. At the same time\, the green bond market will have to achieve geometric growth if this segment of the bond market is to play a significant role in mobilizing capital toward environmental solutions. To achieve the Paris Climate agreement goal of limiting greenhouse gas emissions by holding the increase in the global average temperature to well below 2° Celsius above pre-industrial levels and pursuing efforts to limit the temperature increase to 1.5° Celsius above pre-industrial levels\, an unprecedented allocation of capital will be required to green the global economy. Estimates for the amount of climate finance needed for this transition vary widely\, but generally range from around $34-$114 trillion over the next 12 years. This\, by necessity\, will involve mobilizing public funds and also re-channeling a substantial flow of private capital towards sustainability projects. \nGreen bonds are expected to play an important role in such mobilization initiatives The event is intended to focus on current green market dynamics\, such as why we don’t see even higher levels green bond issuance\, but importantly\, it will address the factors that could further stimulate the future growth and development of green bonds in the US and overseas. \nWhat You Will Learn:\nThe evolution of\, in addition to the outlook for\, the green bond market\nUnderstanding and managing green bond risks\nGreen bond opportunities in the corporate bond market\nThe potential for green project bonds financing green infrastructure\nThe rise of green bond funds \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/green-bond-investment-outlook/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event,Global Investing Group
GEO:40.7579565;-73.9846558
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20170223
DTEND;VALUE=DATE:20170224
DTSTAMP:20260619T105602
CREATED:20200630T172456Z
LAST-MODIFIED:20200630T172456Z
UID:61821-1487808000-1487894399@cfany.org
SUMMARY:2nd Annual Insurance Company Chief Investment Officers Roundtable
DESCRIPTION:OverviewEven though we’re no longer in a Zero Interest Rate Policy environment\, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums\, targeted spreads and profitability. Add to the mix\, negative to low interest rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. \nFeaturingKeynote Speaker  \n\nLisa Longino\, Senior Managing Director\, Head of Portfolio Management Unit\, Metlife \n\n\nModerator \n\nHeather Davis\, Chief Investment Officer\, TIAA Global Real Assets \n\n\nPanelists \n\nEric M. Kirsch\, Global Chief Investment Officer\, Aflac \nSteve Napoli\, Chief Investment Officer\, Prudential International \nMichael Siegel\, Insurance Global Head\, Goldman Sachs Asset Management \nMay Seeman\, Chief Executive Officer\, MEAG New York Corporation (Munich Re subsidiary)
URL:https://cfany.org/event/2nd-annual-insurance-company-chief-investment-officers-roundtable/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Asset Owner Series,CFA Society NY Event
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:20170406T173000
DTEND;TZID=America/New_York:20170406T200000
DTSTAMP:20260619T105602
CREATED:20171127T190530Z
LAST-MODIFIED:20191018T215955Z
UID:30412-1491499800-1491508800@cfany.org
SUMMARY:2nd Annual Single Family Office Conference
DESCRIPTION:2nd Annual Single Family Office ConferenceApril 6\, 2017 \nAgenda\n5:30PM: Check-In \n5:55PM: Sponsor Welcoming Remarks \nJason Psome\, CAIA\, Managing Director\, Nuveen \n6:00PM: Special Guest Keynote Address \nDr. Raphael Amit\, Founder\, Wharton Global Family Alliance \n6:15PM: CFANY Welcoming Remarks \nRobert Discolo\, CFA\, CAIA\, Chief Investment Officer\, River Partners Family Office and Board of Directors\, CFANY \n6:20PM: Keynote Address Fireside Chat \nMarc Lasry\, Chairman\, Chief Executive Officer and Co-Founder\, Avenue Capital Group\nJohn Andrew Levin\, Chief Executive Officer\, Portfolio Manager and Chairman\, Levin Capital Strategies\, L.P. \n6:45PM: Panel \nModerator\nMichael Oliver Weinberg\, CFA\, Chief Investment Strategist\, Protege Partners \nSpeakers\nSteven Christmann\, CEO\, Christmann Gutermann Family Office\nJeremy Bronfman\, Bronfman Family Office\nMike Compton\, Hinduja Group Family Office \n7:30PM: Closing Keynote \nJustin Rockefeller\, Trustee\, Rockefeller Brothers Fund; Co-Founder\, The ImPact\, Global Director of Family Offices and Foundations\, Addepar \n7:55PM: Closing Remarks \nPhil Taylor\, CFA\, Board of Directors\, CFANY \n8:00PM: Adjournment and Reception \nDescription\nThe 2nd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators\, their methodologies\, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space. \nDISCLAIMER OF ENDORSEMENT \nReferences herein to any specific sponsor or service do not necessarily constitute or imply the endorsement\, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives\, and the views and opinions expressed by speakers\, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. \nCFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. \nDisclaimer\nCFA Society New York (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates\, agents\, and licensors will not be liable to you or anyone else for any loss or injury\, caused in whole or in part by their negligence of contingencies beyond their control in procuring\, compiling\, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates\, agents\, and licensors be liable to you or anyone else for any damages\, including but not limited to consequential\, special\, indirect and incidental damages\, even if advised of the possibility of such damages. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/2nd-annual-single-family-office-conference-2/
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170420T133000
DTEND;TZID=America/New_York:20170420T160000
DTSTAMP:20260619T105602
CREATED:20170328T065125Z
LAST-MODIFIED:20191009T205221Z
UID:13874-1492695000-1492704000@cfany.org
SUMMARY:Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills
DESCRIPTION:Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills Thursday\, April 20 2017\n5:30 pm – 8:00 pm \n  \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, April 19 2017 \nFees\n Member $30\nNonmember $70 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \nSponsor\n Africa is a continent with enormous potential and returns\, but with significant pitfalls for investors. In this conference\, we will explore legal and other methods for investors in private deals to manage their risks in Africa. Active and potential investors in Africa and other frontier markets will not want to miss this event! \nAgenda5:30 PM: Registration \n6:00 PM: Opening Remarks\nPatrick Holert\, CFA\, CAIA\, Board of Directors\, CFANY \n6:05 PM: Keynote Presentation \n6:30 PM: Panel\nPeter Leon\, Partner\, Co-Chairman\, Africa Practice Group\nKen Flechler\, Chief Administrative Officer\, Pike Corporation \nModerator\nStephen Murray \n7:30 PM: Closing Remarks\n Stéphane Braban\, Co-Chairman of Africa Group\, Herbert Smith Freehills \n7:35 PM: Reception \n8:30 PM: Adjourn \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/managing-risks-in-africa-brought-to-you-by-sponsor-herbert-smith-freehills/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Seminar
GEO:40.7579565;-73.9846558
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170503T173000
DTEND;TZID=America/New_York:20170503T200000
DTSTAMP:20260619T105602
CREATED:20170502T140842Z
LAST-MODIFIED:20170503T154422Z
UID:15677-1493832600-1493841600@cfany.org
SUMMARY:The Euro: Political Experiment or Thousand-Year Currency?
DESCRIPTION:The Euro: Political Experiment or Thousand-Year Currency? \n  Wednesday\, May 3\n5:30 pm – 8:00 pm \n  \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nRegistration DeadlineTuesday\, May 2nd \nFees\n Members: $30\nNonmembers: $70 \n  \nSponsor\n The introduction of the Euro in the late 1990s was the fruition of decades of planning\, and held the hopes and dreams of several generations of Europeans. \nThe work of European statesmen\, politicians\, and their citizenry now appear at risk of permanent fracture\, if not comprehensive failure. Can the common currency survive the current political climate? Can Eurozone countries adapt to new pan-European realities? Will an intact Euro depend on fiscal union? Will the Euro thrive as a symbol of peace—after Europe’s most deadly century—or will it also succumb to the separate wills of nations? We will explore these and many other macroeconomic and geopolitical questions and points of view in the days before the seminal French election. \nAgenda5:45PM Registration \n6:05PM Opening Remarks \nHarumi Urata-Thompson\, CFA\, COO\, CFANY \n6:10PM Panel \nPoul Kristensen\, CFA\, CQF\, Managing Director\, Chief Economist\, Portfolio Manager\, New York Life Investment Management\nEbrahim Rahbari\, Managing Director\, Global Economics Team\, Citi Research\nLuca Passoni\, Independent Consultant\, Casa Lambert LLC\nRobert Lynch\, Global Head of Foreign Exchange Strategy\, JPMorgan Private Bank \nModerator: David Allen\, CFA\, Institutional Director\, Schroders \n7:20PM Closing Remarks \nDavid Allen\, CFA\, Institutional Director\, Schroders \n7:25PM Reception \n8:30PM Adjourn \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/the-euro-political-experiment-or-thousand-year-currency/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Global Investing Group
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170504T140000
DTEND;TZID=America/New_York:20170504T163000
DTSTAMP:20260619T105602
CREATED:20170328T071447Z
LAST-MODIFIED:20170504T220718Z
UID:13889-1493906400-1493915400@cfany.org
SUMMARY:Financial Reporting and Analysis Today: Making the Process Easier\, Faster & Better
DESCRIPTION:Financial Reporting and Analysis Today: Making the Process Easier\, Faster & Better Thursday\, May 4 2017\n6:00 pm – 8:30 pm \n  \nRegister NowLiveStream RegistrationLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday May 3 2017 \nFees\n Member $30\nNonmember $70 \n$10 Surcharge for Walk-Ins \nFREE LiveStream\n\nMembers Only\nHost\n Financial Reporting & Analysis Group \nSponsors\n Marketing Partner\n CFA Institute CE\n Sponsored by Kaplan Schweser \n2.0 Credits \nStructured financial reporting offers considerable value to investors today\, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process. \nDescription \n\nThe program will explore how technology\, like the XBRL data standard\, can be harnessed to reform the financial reporting process and walk through key issues including:\nHow technology can be used to enhance the analytical process\nThe importance of financial data for investment decision making\nRecommendations for regulators and standard setters about how to improve the quality of corporate disclosures\nAdditional ways structure data would augment the usefulness of reported data\, such as in the MD&A and earnings releases\n\nLearning Outcome \nInvestors should be able to better understand how they can benefit from structured reporting today and in the future. \nWho Should Attend \nCFOs\, Directors\, Analysts\, Portfolio Managers \nAgenda5:35PM Check-in \n6:00PM Welcoming Remarks\nArthur Fliegelman\, CFA\,\, Analyst in the policy studies unit of the Office of Financial Research\, \n6:05PM Panel Discussion \nModerator\nMohini Singh\, ACA\,Director\, Financial Reporting Policy\, CFA Institute \nPanelists\nR. Harold Schroeder\, Board Member\, Financial Accountingg Standards Board (FASB) \nMark Montoya\, Chief of data Strategy\, Federal Deposit Insurance Corporation \nMichael Willis\, CPA\, Assistant Director\, Office of Structured Disclosure Division of economic and Risk Analysis\, SEC \nTodd Castagno\, CFA\, CPA\, Executive Director\, Morgan Stanley \nPranav Ghai\, Co-Founder\, Calcbench \n7:55PM Closing Remarks\nCampbell Pryde\, President and CEO\, XBRL US \n8:00PM Reception \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/financial-reporting-and-analysis-today-making-the-process-easier-faster-better/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170511T174500
DTEND;TZID=America/New_York:20170511T200000
DTSTAMP:20260619T105602
CREATED:20170502T204055Z
LAST-MODIFIED:20170510T214636Z
UID:15769-1494524700-1494532800@cfany.org
SUMMARY:The State of Retirement
DESCRIPTION:The State of Retirement This event is a part of the Putting Investors First Campaign 2017 at CFANY. The Putting Investors First campaign is a series of events held at over 100 CFA Societies around the world. \nThursday\, May 11\n5:45 pm – 8:00 pm \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, May 10th \nFees\n Member $30\nNonmember $70 \nHost\n Private Wealth Management Group \nInstitutional Asset Management Group \nCFA Institute CE\n 1.5 Credits \nSponsored by Kaplan Schweser \nSpeakers\n Eric Henon\, President\, EACH Enterprise\nStacy Schaus\, Executive Vice President\, PIMCO\nRichard Schwam\, CFA\, Vice President\, Municipal Credit Research Analyst\, AllianceBernstein\nErin Kreszl\, Principal\, Financial Wellness Consultant\, Mercer \nModerator\nTom Anderson\, Retirement\, Investing & Financial Planning\, CNBC Digital \nOrganizers\n Ravi Chandran\, CFA\nLeo Schmidt\, CFA\nStephen Mayrose\, CFA\n \nSponsors\n Program Overview\nPlanning for individual retirement is one of the most important tasks for those in asset management. Investment professionals ranging from client facing advisors\, pension fund managers\, 401k administrators\, asset allocators\, alternative and traditional fund managers or individual asset analysts all play a role in building the needed assets for individuals during their working years that are used to sustain their retirement. \nAs part of the CFA Institute’s Investor education month\, the Private Wealth and Institutional Asset groups have jointly organized an event that will take a comprehensive and critical look at the key ways in which society is fulfilling retirement goals for the population. Hear from experts on defined contribution plans\, company defined benefit plans and government pension plans as they talk about the forces shaping the current state of retirement and the future implications for direct and indirect stakeholders. \nFeatures\, Benefits\, Values\nGet a comprehensive view about the state of retirement in America and the far reaching implications for direct and indirect stakeholders. \nMajor Points\n\nState of defined contribution plans\nState of municipal pension plans\nImpact on society\nKey forces shaping the future of retirement\n\nLearning Objectives\nFull understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future. \nWho Should Attend\nAnalysts\, Financial advisors\, Plan administrators\, portfolio managers. \nAgenda5:45 – 6:00PM: Registration \n6:00 – 6:10PM: Opening Remark\n \n\nStephen Mayrose\, CFA \n\n6:10 – 7:25PM: Presentation and Panel \n\nEric Henon\, President\, EACH Enterprise \nStacy Schaus\, Executive Vice President\, PIMCO \nRichard Schwam\, CFA\, Vice President\, Municipal Credit Research Analyst\, AllianceBernstein \nErin Kreszl\, Principal\, Financial Wellness Consultant\, Mercer \nModerator \nTom Anderson\, Retirement\, Investing & Financial Planning\, CNBC Digital \n\n7:25 – 7:30PM: Closing Remark \n\nHarumi Urata-Thompson\, CFA\, COO\, CFANY \n\n7:30-Conclusion: Networking \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/the-state-of-retirement/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Institutional Asset Management,Private Wealth Management
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170517T110000
DTEND;TZID=America/New_York:20170517T163000
DTSTAMP:20260619T105602
CREATED:20170329T012332Z
LAST-MODIFIED:20170517T171958Z
UID:14170-1495018800-1495038600@cfany.org
SUMMARY:Second Annual CFANY GIPS Forum
DESCRIPTION:Second Annual CFANY GIPS Forum Wednesday May 17 2017\n3:00 pm – 8:30 pm \nRegister NowLiveStream Registration\n Free to members only \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineTuesday\, May 16 2017 \nFees$25 for Members\n$50 for Non-Members \nCFA Institute CEs4.0 Credits \nPlatinum SponsorsGold SponsorsBronze SponsorsSilver SponsorsMarketing SponsorsThe 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. To this date\, more than 1\,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute\, GIPS committees\, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions. \nAgenda3:00-3:30 Registration and Networking \n3:30-3:35 Opening Remarks\nHarumi Urata-Thompson\, CFA\, COO\, CFA Society New York \n3:35-3:40 Introduction\nAntonella Puca\, CFA\, CIPM\, CPA\, Board of Directors\, CFA Society New York \n3:40-4:15 Keynote Address – GIPS Implementation: A Status Update and a View of GIPS 2.0\nJonathan Boersma\, CFA\, Head of Professional Standards and Director on GIPS Executive Committee\, CFA Institute \n4:15-4:30 Presentation of Ashland GIPS Survey\nRichard J. Kemmling\, CPA\, CIPM\, CGMA\, Partner & President of Ashland Partners & Co. LLP \n4:30-5:10 Panel 1 – GIPS Technical Update\nModerator: Michael A. Wilhelm\, CFA\, Senior Vice President\, U.S. Trust\nThomas A. Peters\, CPA\, CIPM\, Director\, Audit & Accounting Investment industry Group Leader\nBeth Kaiser\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute\nKen Robinson\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute \n5:10-5:30 Break \n5:30-6:00 Calculation of Net Returns: Challenges and Solutions\nKrista Harvey\, CFA\, CIPM\, Chair\, U.S. Investment Performance Council\nAndre Mirabelli\, Ph.D.\, Director of Performance Analytics\, Opturo \n6:00-6:20 Case Study: Becoming GIPS Compliant—Rockefeller & Co\nRandi Lederman\, Compliance Officer\, Rockefeller & Co\nAllison K. Munro Jr.\, Director of Portfolio Analytics and Risk Management; Managing Director\, Rockefeller & Co \n6:20-7:00 Panel 2: GIPS Implementation: A practitioner’s Perspective\nModerator: Jed Schneider\, CIPM\, FRM\, Senior Vice-President\, Lazard Asset Management\nDaniel L. Sendrowitz\, Chief Compliance Officer\, Daruma Capital Management\nDavid Spaulding\, DPS\, CIPM\, the CEO & Founder of The Spaulding Group\, Inc\nAllison K. Munro Jr.\, Director of Portfolio Analytics and Risk Management; Managing Director\, Rockefeller & Co \n7:00-7:30 GIPS Help Desk\nModerator: Edward Ha\, CFA\, CIPM\, Portfolio Manager\, Senior Quantitative Analyst\, Gerstein Fisher\nBeth Kaiser\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute\nKen Robinson\, CFA\, CIPM\, Director of Investment Performance Standards\, CFA Institute \n7:30-8:30 Networking Reception \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/second-annual-nyssa-gips-forum/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Performance & Risk Analytics,Programs for Members
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170523T083000
DTEND;TZID=America/New_York:20170523T100000
DTSTAMP:20260619T105602
CREATED:20170505T153214Z
LAST-MODIFIED:20170523T155918Z
UID:16614-1495528200-1495533600@cfany.org
SUMMARY:[INFORMATIONAL SESSION] Fitch CreditPath—Participants wanted for full-time paid internship program!
DESCRIPTION:[INFORMATIONAL SESSION] Fitch CreditPath \nParticipants wanted for full-time paid internship program!Tuesday\, May 23\n 8:30 am – 10:00 am \nRegister NowLocationCFANY Conference Center\n1540 Broadway #1010\, \nNew York\, NY 10036 \n  \nFees\n FREE \nMarketing Sponsor\n Speakers\n Jessalynn Moro\, Managing Director\, Head of US Public Finance\nJamie Krulewitz\, Managing Director\, Global Head of Talent Program \nProgram Overview\nFitch Ratings Brings Women Back to Work with CreditPath \nFitch Ratings announces Fitch CreditPath\, a ten-week\, full-time paid internship for financial services professionals ready to re-enter the workforce after an extended career break. \n“There is an underutilized talent pool of women who\, after stepping back from their career for family commitments or other personal reasons\, want to get back to work and are looking for a supportive environment that sets them up for success\,” said Jessalynn Moro\, managing director and analytical sponsor of the program. \n“I’ve been at Fitch my entire career. I know from experience that Fitch is a company that invests in its people – professionally\, but also personally. I am excited to help bring women back to work into the Fitch family\, augmenting our capabilities as a company and expanding their career opportunities.” \nRunning from September 25 through December 8\, 2017 at Fitch Ratings’ U.S. Headquarters in New York City\, Fitch CreditPath is a customized analytical program based on participants’ prior work experience that is geared towards facilitating workforce re-entry in credit analysis or related fields. \n“We welcome women back to the workforce and are committed to their successful re-entry\,” says Jamie Krulewitz\, managing director and global head of talent who leads the program.  “Fitch CreditPath will offer talented professionals an opportunity to become part of the Fitch community\, and at the same time help expand and diversify our talent base.” \nWhile no two candidates are alike\, here are some of the qualities Fitch is looking for: \n·       Experience in credit\, ratings\, and/or financial analysis \n·       4+ years of work experience prior to career break \n·       3+ years career break \n·       Strong desire and ability to return to the workforce \n·       Strong written and verbal communication skills with an ability to convey complex ideas and solutions concisely and persuasively \n·       A collaborative mindset and ability to operate within departmental and company-wide initiatives\, both on an individual basis and as part of a team \nUpon completion\, participants will have current analytical and technical skills that are in-demand and they will be well-positioned to compete for open analytical roles within Fitch. \nIf you are interested\, we encourage you to apply early\, as space is limited. Candidates will be evaluated on a rolling basis until all spots are filled. \nFor more information\, visit https://www.fitchratings.com/site/about/careers/creditpath. \nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/informational-session-fitch-creditpath-participants-wanted-for-full-time-paid-internship-program/
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:20170523T120000
DTEND;TZID=America/New_York:20170523T153000
DTSTAMP:20260619T105602
CREATED:20170329T015206Z
LAST-MODIFIED:20250609T185728Z
UID:14197-1495540800-1495553400@cfany.org
SUMMARY:Venture Capital Conference: Perspectives from VCs and Allocators
DESCRIPTION:Venture Capital Conference: Perspectives from VCs and Allocators Note: This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution\, in any form\, is a violation of CFANY’s code of conduct.\nTuesday\, May 23\, 2017\n4:00 pm – 7:30 pm \nRegister NowLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineMonday\, May 22nd \nFees\n Member $30\nNonmember $70 \nOrganizers\n Carole Crawford\, CFA\nKris Thiessen\, CFA\, CAIA \nHost\nAlternative Investments Group \nCFA Institute CE\n 1.5 credits\nSponsored by Kaplan Schweser \nSpeakers\n Keynote\nJoseph L. Dowling III\, Chief Investment Officer\, Brown University \nKeynote Q&A\nCarole Crawford\, CFA\, Founder and Managing Partner\, fincap360 \nModerator\nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \nPanel\nChristopher Dawe\, Co-Head\, Venture Capital and Growth Equity\, Goldman Sachs Investment Partners\nJohn Frankel\, Founding Partner\, ff Venture Capital\nAlex Zisson\, Managing Director\, H.I.G. Capital \nProgram Overview\nIn this conference\, we will bring together leading venture capitalists and investors in venture-backed companies to learn how they pick winners\, add value and deliver returns. \nVenture capital has been a top performing asset class over the long run.  Our speakers will address a key question:  how can this outperformance be sustained? \nHear from a seed- and early-stage venture capitalist about his experiences leading investments in more than 80 companies\, including Cornerstone OnDemand\, Indiegogo\, Ionic Security and Plated. \nHear from a late-stage venture capital investor about his experiences investing more than $3.5 billion in private capital transactions – including two of the largest private internet investments globally – in venture-backed companies such as Uber\, Facebook\, Pinterest and Spotify. \nLearn how venture capitalists source their investments by developing relationships with entrepreneurs\, collaborating with other venture capitalists\, and even from Shark Tank! \nVenture capital returns have often outperformed public market indices.  US venture capital generated 13.2% IRR over the past 5 years and 25.8% IRR over the past 25 years\, according to Cambridge Associates. \nInvestments outpaced exits by 11X in 2016 – the highest level in a decade.  According to the National Venture Capital Association and PitchBook\, more than $69 billion was invested across 7700 venture-backed companies in 2016: however\, only $47 billion was exited in 726 VC-backed exits\, the lowest exit count since 2010. \nVenture capital funds have raised $112 billion in committed capital over the past 3 years.  2016 saw the highest amount raised in at least a decade at nearly $42 billion across 253 vehicles. \nOur speakers will discuss their experiences investing in venture-backed companies\, raising venture capital funds\, how they manage their portfolios and their expectations for the future. \nSources \nhttps://www.cambridgeassociates.com/press-release/weak-first-quarter-private-equity-venture-capital-funds-u-s-rebounded-q2-2016-according-cambridge-associates/ \nhttp://nvca.org/pressreleases/peaking-2015-venture-investment-activity-normalizes-2016-according-pitchbook-nvca-venture-monitor/ \nhttp://reports.pitchbook.com/4q-2016-pitchbook-nvca-venture-monitor/ \nFeatures\, Benefits\, Values\nAttendees will understand the perspectives of venture capitalists as well as allocators who invest in venture capital funds. \nLearning Objectives\n\nHow venture capitalists make investment decisions and choose which companies to back\nHow venture capitalists help create value in their portfolio companies\nHow venture capitalists raise venture funds to invest\nHow venture capitalists develop syndicates and collaborate with other investors\nHow venture capitalists source their investments\n\nWho Should Attend\nPartner; Managing Director; Chief Investment Officer; Vice President; Entrepreneur-in-Residence; Associate; Founder; Chief Executive Officer; President. \n\nAgenda\n\n\n\n\nTime\nDetails\n\n\n\n\n4:00pm\nCheck-In\n\n\n4:30pm\nWelcome & Opening Remarks \nMark Sullivan\, CFA\nManaging Director and Partner\, Stonehaven\nChair\, Alternative Investments Group\, CFANY\n\n\n4:40pm\nKeynote Address\n\nJoseph Dowling\nChief Investment Officer\, Brown UniversityKeynote Q&A\n\nCarole Crawford\, CFA — Moderator\nFounder and Managing Partner\, fincap360\n\n\n5:30pm\nPanel \nChristopher Dawe\nCo-Head\, Venture Capital and Growth Equity\, Goldman Sachs Investment Partners \nJohn Frankel\nFounding Partner\, ff Venture Capital \nAlex Zisson\nManaging Director\, H.I.G. Capital \nKris Thiessen\, CFA\, CAIA\, EA — Moderator\nFounder and Managing Partner\, Helix Management \nPanel Q&A\n\n\n6:30pm\nReception\n\n\n7:30pm\nAdjourn\n\n\n\n\nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/save-the-date-venture-capital-conference-perspectives-from-vcs-and-allocators/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference
GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20170531T180000
DTEND;TZID=America/New_York:20170531T200000
DTSTAMP:20260619T105602
CREATED:20170505T170923Z
LAST-MODIFIED:20170530T214639Z
UID:16628-1496253600-1496260800@cfany.org
SUMMARY:Fireside Chat: An Evening with the Chief of Staff of the U.S. Air Force
DESCRIPTION:Fireside Chat: An Evening with the\nChief of Staff of the U.S. Air Force Fees & Registration\n \n\n\n\n\nRegistration Deadline: Tuesday\, May 30th\nAttend Event*\nLiveStream\n\n\n\n\nMembers\n$10\nFREE\n\n\nNonmembers\n$50\n$25\n\n\nCFA Charterholders\n$50\nFREE\n\n\n\n\n*There will be a $10 surcharge for all walk-ins \nTo learn more and become a member\, click here. \n\nDate & LocationWednesday\, May 31st\n 6:00 – 8:00 pm\n* Followed by food & cocktail reception \nCFANY Conference Center\n 1540 Broadway #1010\, \n New York\, NY 10036 \n  \nHost\nVeterans Roundtable \nSponsor\n Marketing Sponsor\n Marketing Partner\n Iron Gate Chapter \nSpecial Guest\nGeneral David Goldfein\, CSAF \nModerator\n Darin Goodwiler\, Managing Director of Compliance\, Ethics and Risk\, CFA Institute \nRegistrationMembers\n Attend: $10 \nAttendLiveStream: FREE \nLiveStreamNonmembers\n Attend: $50 \nAttendLiveStream: $25 \nLiveStreamEvent OverviewGeneral David Goldfein\, the highest ranking member of the United States Air Force\, has agreed to a rare public engagement opportunity directly from the Pentagon to the investment industry.  With a $166 Billion dollar budget under his command\, he will be sharing his insights about how the increased commitment to defense spending by the White House will impact the investment industry\, and both the domestic and global economy at large. Due to its reputation on Wall Street and neutral status as a non-profit organization\, CFANY was chosen as the forum for General Goldfein to speak on these topics\, amongst others\, and take questions from the audience. \nAgenda\n\n\n\n\n6:00 – 6:30 pm\nRegistration\n\n\n6:30 – 7:30 pm\nFireside Chat\n\n\n7:30 – 8:00 pm\nReception\n\n\n\n\nCFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFANY event or meeting. \nDisclaimer\nThe CFA Society New York\, Inc. (“CFANY”) is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFANY seeks to present accurate and reliable information\, CFANY does not endorse\, approve\, or certify such information\, nor does it warrant or guarantee the accuracy\, completeness\, efficacy\, timeliness\, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation\, and CFANY has no duty to update and maintain the information\, reports\, or statements made during events. \nThe information presented is provided for information purposes only\, and is not intended to be and does not constitute financial advice\, investment advice\, trading advice\, or any other advice\, is general in nature\, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell\, or as a recommendation\, endorsement\, or sponsorship of any security\, company\, or fund. CFANY is not responsible for any investment decision made by you. \nYou should not make any financial\, investment\, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. \nThere is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
URL:https://cfany.org/event/save-the-date-fireside-chat-an-evening-with-the-chief-of-staff-of-the-u-s-air-force/
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
END:VCALENDAR