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DTSTART;TZID=America/New_York:20251211T120000
DTEND;TZID=America/New_York:20251211T130000
DTSTAMP:20260621T070217
CREATED:20251107T165445Z
LAST-MODIFIED:20251107T193833Z
UID:93671-1765454400-1765458000@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nFeatured Speaker:Haren Bhakta\, CFA\, Founder & CEO\, Inside Ownership Index \nFounder of the Inside Ownership Index. With over two decades of experience in financial markets and portfolio construction\, Haren developed the Inside Ownership Index to capture the measurable impact of executive alignment on shareholder value. His work combines rigorous data analytics with a disciplined investment philosophy grounded in accountability\, transparency\, and leadership conviction.  \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-3/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T173000
DTEND;TZID=America/New_York:20251211T200000
DTSTAMP:20260621T070217
CREATED:20251118T204418Z
LAST-MODIFIED:20260409T132903Z
UID:93850-1765474200-1765483200@cfany.org
SUMMARY:CFA Society New York & Baruch Alternative Investment Club Presents: Student Leader Symposium
DESCRIPTION:OverviewThis event brings together students and young professionals to explore their career paths and current trends shaping the alternative investments landscape. Two focused panel discussions will highlight market developments and career insights\, followed by open networking. The program is designed to encourage learning\, industry exposure\, and meaningful connection across the investment community. \nStudents from Baruch\, NYU\, Columbia\, Fordham\, Rutgers\, St. John’s\, Lehigh\, Molloy\, and other New York–area universities will be invited to attend. \nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | OPENING REMARKS \n\n6:00 PM | PERSPECTIVES ON REAL ASSETS \nModerator: \nAndrew Horyczun\,  Co-Founder\, Baruch Alternative Investment Club \nPanelists: \nJoy Chung\, Associate\, Apterra Infrastructure Capital LLC \nKyle Katorincek\, CFA\, Equity Research Analyst\, Janney Montgomery Scott\, LLC \n\n6:30 PM | LEADERSHIP IN PRIVATE MARKETS \nModerator: \nKirt Bromley\, Co-Founder\, Baruch Alternative Investment Club \nPanelist: \nRolf Siebert\, CFA\, Executive Director\, Bayerische Landesbank New York Branch \nSteven Carboni\, Managing Director\, RGA Insurance \nRalph Cho\, Co-CEO\, Apterra Infrastructure Capital \n\n7:00 PM | CLOSING REMARKS \n\n7:05 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/cfa-society-new-york-baruch-alternative-investment-club-presents-student-leader-symposium/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference,Conference / Seminar,Global Passport,Student,The Baruch Alternative Investment Club,Virtual Events & Programming
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260108T083000
DTEND;TZID=America/New_York:20260108T180000
DTSTAMP:20260621T070217
CREATED:20251208T173723Z
LAST-MODIFIED:20260205T151804Z
UID:94567-1767861000-1767895200@cfany.org
SUMMARY:9th Annual Data Science in Finance Conference
DESCRIPTION:OverviewData Science\, Artificial Intelligence\, Machine Learning\, and Big Data continue to rise in prominence. Fueled by unprecedented data availability\, enhanced computing capabilities\, and open-source innovation\, these technologies are reshaping daily life\, and finance is no exception. Investment managers are navigating an era of profound change. Join us as we examine the role of Data Science in modern investment practice and what it means for the future of our profession. This conference is presented in collaboration with the CFA Society New York. \nPresented in conjunction with The Society of Quantitative Analysts (SQA) and the Data Science & Quantitative Investing Group\nThis event is not open to the Press.Agenda8:30 AM | REGISTRATION & BREAKFAST  \n\n8:55 AM | OPENING REMARKS \nChristos Koutsoyannis\, Ph.D.\, CIO\, Atlas Ridge Capital; Adjunct Professor\, NYU Courant  \n\n9:00 AM | ASSET EMBEDDINGS \nSpeaker \nRalph Koijen\, Ph.D.\, AQR Capital Management Distinguished Service Professor of Finance\, University of Chicago Booth School of Business\, & Applied AI. Director of Advanced Research\, LSV Asset Management \nDiscussant \nKent Daniel\, Jean-Marie Eveillard/First-Eagle Professor of Business\, Columbia Business School \n\n10:00 AM | BREAKING THE DATA CHAIN: THE RIPPLE EFFECT OF DATA SHARING RESTRICTIONS ON FINANCIAL MARKETS \nSpeaker \nSimona Abis\, Ph.D.\, Assistant Professor\, University of Colorado at Boulder  \nDiscussant \nDan Duggan\, Ph.D\, Senior Research Data Scientist\, Goldman Sachs \n\n11:00 AM | COFFEE BREAK \n\n11:15 AM | AI\, OPINION ECOSYSTEMS\, AND FINANCE \nSpeaker \nLin Peng\, Ph.D.\, David Krell Chair Professor in Finance\, Baruch College/City University of New York \nDiscussant \nMichelle Yang\, Ph.D.\, Head of Model Calibration & Analytics\, Moody’s \n\n12:15 PM | LUNCH \n\n1:15 PM | THE CROSS-SECTION OF SUBJECTIVE EXPECTATIONS: UNDERSTANDING PRICES AND ANOMALIES \nSpeaker \nSean Myers. Ph.D.\, Assistant Professor of Finance\, The Wharton School\, University of Pennsylvania \nDiscussant \nBill Mann CFA\, CPA\, COO\, CCO\, Anneal Investment Management\, LLC \n\n2:15 PM |MEASURING PRICE EFFECTS OF MULTILINGUAL GLOBAL NEWS WITH LARGE LANGUAGE MODELS \nSpeaker \nIng-Haw Cheng\, Ph.D.\, Maple Financial Chair of Derivatives and Risk Management\, Professor of Finance\, Rotman School of Management\, University of Toronto \nDiscussant \nYin Luo\, CFA\, CPA\, CGMA\, Vice Chairman\, Wolfe Research \n\n3:15 PM | COFFEE BREAK \n\n3:30 PM | SCALING CONDITIONAL AUTOENCODERS FOR PORTFOLIO OPTIMIZATION CIA UNCERTAINTY-AWARE FACTOR SELECTION \nSpeaker \nPawel Polak\, Visiting Professor\, Bloomberg \nDiscussant \nIro Tasitsiomi\, Ph.D.\, Head of AI & Data Science\, T. Rowe Price \n\n4:30 PM | CLOSING REMARKS & NETWORKING RECEPTION \nCo-hosted by:\nBronze Sponsor:
URL:https://cfany.org/event/9th-annual-data-science-in-finance-conference/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Data Science and Quantitative Investment Group,Global Passport,Quantitative Investing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260114T120000
DTEND;TZID=America/New_York:20260114T130000
DTSTAMP:20260621T070217
CREATED:20251031T192029Z
LAST-MODIFIED:20260113T173006Z
UID:93527-1768392000-1768395600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring Insights from the Sports Finance Pioneer\, Sal Galatioto: \n\nA behind-the-scenes perspective on the business of sports finance\n\n\nExplore how professional sports franchises have transformed into multi-billion-dollar global assets\n\n\nGain perspective on alternative investment opportunities emerging from sports\, media\, and entertainment\n\nProfessional Learning (PL) credits will be offered for this event. Featured Speaker:Salvatore Galatioto\, President\, Galatioto Sports Partners\nMr. Galatioto is President of Galatioto Sports Partners\, the leading firm in the sports finance and advisory business. For more than 20 years\, he has overseen engagements in more than 100 transactions in the major U.S. professional sports leagues as Financial Advisor\, Arranger and Agent. Key clients and relationships include ownership and management of the Boston Red Sox\, Brooklyn Nets\, Charlotte Hornets\, Chicago Cubs\, Chicago White Sox\, Cleveland Indians\, Florida Panthers\, Golden State Warriors\, Los Angeles Angels\, Los Angeles Dodgers\, New York Giants\, New York Yankees\, Oakland A’s\, Ottawa Senators\, Philadelphia Flyers\, Philadelphia 76ers\, Phoenix Suns\, Portland Trail Blazers\, Sacramento Kings\, San Diego Padres\, San Francisco Giants\, Seattle Seahawks\, St. Louis Blues\, Tampa Bay Buccaneers\, Tampa Bay Lightning\, Tennessee Titans\, Washington Nationals and many other high-profile franchises.\n\nBefore forming GSP in early 2005\, he was a Managing Director and Head of the Lehman Brothers’ Sports Advisory & Finance Group\, which was founded upon his arrival in 2001. The group was responsible for all corporate finance and advisory functions related to the sports industry. During his time at Lehman Brothers\, Mr. Galatioto built on his prior relationships and experience to position the group as the premier franchise of its type on Wall Street.\n\nPrior to joining Lehman Brothers\, he was a Managing Director and Head of SG Cowen Securities Corporation’s Sports Advisory Group (SG Cowen was a wholly-owned subsidiary of Société Générale). Mr. Galatioto joined Société Générale in 1993 and established the Sports Advisory Group in 1997. Before taking that assignment\, he was the Regional Manager of that institution’s East Coast Region\, which encompassed one of its largest U.S. corporate lending units with over $5.2 billion in commitments.\nPreviously\, Mr. Galatioto was employed by Westpac Banking Corporation from 1984-1993. His last position at Westpac was Senior Vice President and Manager of the Corporate Finance Unit\, which focused on leveraged finance\, debt restructuring and specialized insurance lending.\n\nMr. Galatioto holds a Masters of Business Administration from the Thunderbird School of Global Management with distinction and high honors and a Masters of International Relations with honors from the Fletcher School of Law and Diplomacy. He graduated magna cum laude from Hunter College with a B.A. in History and in 2009 was voted into the Hunter College Hall of Fame. Mr. Galatioto served as a member of the Advisory Board of the World Congress of Sports from 2002 through 2007. He also serves as an Adjunct Associate Professor of Business at the Columbia University Graduate School of Business. In 2010\, Mr. Galatioto was named one of Street & Smith’s Sports Business Journal’s 50 Most Influential People in Sports Business.  In 2018\, he was named one of Sports Business Journal’s six “Champions: Pioneers & Innovators in Sports Business” and\, accordingly\, was honored at the 2018 World Congress of Sports.\n 
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-2/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260121T120000
DTEND;TZID=America/New_York:20260121T130000
DTSTAMP:20260621T070217
CREATED:20251211T190732Z
LAST-MODIFIED:20260113T173439Z
UID:94720-1768996800-1769000400@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nThis month\, Jason will address:\n\nHow modern deal technology is reshaping the transaction lifecycle across financial markets\, from early-stage preparation to post-deal integration. \nTransactional momentum: the industry is optimistic about the transactional market for 2026\, including anticipated increases in IPO activity (64%) and buy-side M&A (75%)\, despite lingering economic uncertainty. \nFrom integrations to cybersecurity: Scalable\, secure technology solutions as a top strategic priority in 2026. \nThe integration challenge: why 34% of organizations cite technology adoption as their biggest hurdle and how this impacts efficiency and growth. \n\nThis Lunch & Learn is open to members and non-members \nProfessional Learning (PL) credits will be offered for this event. Featured Speaker:Jason Clucas\, Director of Sales\, Mid-Atlantic\, & Eastern Canada\, Venue Team\, DFIN \nPrior to taking on a leadership role\, Jason sold Venue into the Northeast market for 3 years primarily focusing on the healthcare and bio-tech market. Jason graduated with a degree in Molecular Biology and after working Genzyme in Boston\, found his career in sales at healthcare giant athenahealth. Several years later Jason started in the VDR industry at Intralinks and took on the role here at DFIN to launch the Venue business in the Northeast. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-5/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T080000
DTEND;TZID=America/New_York:20260210T090000
DTSTAMP:20260621T070217
CREATED:20251205T171859Z
LAST-MODIFIED:20251205T171859Z
UID:94466-1770710400-1770714000@cfany.org
SUMMARY:CFA Society New York Coffee Chat Series
DESCRIPTION:OverviewGym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your network. 
URL:https://cfany.org/event/cfa-society-new-york-coffee-chat-series-9/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260218T120000
DTEND;TZID=America/New_York:20260218T130000
DTSTAMP:20260621T070217
CREATED:20260107T144754Z
LAST-MODIFIED:20260217T194034Z
UID:95120-1771416000-1771419600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics.\n \nThis month\, Samuel C. Rothschild will discuss the potential benefits of “Buffered ETFs.” \n\nIn a world of increased market uncertainty\, many investors are looking for ways to participate in the stock market’s upside while tempering its downside risks.  \nAmid elevated market volatility\, buffer ETFs have gained popularity as they seek to limit losses in exchange for investors accepting a cap on their market gains.  \n\nPlease join us as one of the foremost experts on Buffered ETFs presents an in-depth overview of these innovative instruments. \nFeatured Speaker:Samuel C. Rothschild\, Sr. Regional VP\, ETF Specialist\, Allianz Life Financial Services\, LLC\n\nSr. Regional Vice President Samuel Rothschild of Allianz Life Financial Services\, LLC markets exchange-traded funds (ETFs) offered by Allianz Investment Management LLC (AllianzIM). Samuel has more than 21 years of experience in the financial services industry and is responsible for working with distribution partners to drive business development\, center-of-influence connectivity\, and durable relationships.\n\nPrior to joining Allianz Life Financial Services\, LLC\, Samuel worked at Virtus Investment Partners for 10 years and most recently at Bluerock Capital Markets as a Senior Vice President in the RIA and Family Office channel. \nSamuel holds his FINRA Series 7 and 66 securities registrations and earned a B.S. in Marketing. \nIn his free time\, Samuel enjoys spending time with family and friends\, traveling\, and playing golf. He and his family reside in Rocky Hill\, Connecticut. \n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-6/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T173000
DTEND;TZID=America/New_York:20260226T210000
DTSTAMP:20260621T070217
CREATED:20251201T182533Z
LAST-MODIFIED:20260224T152907Z
UID:94287-1772127000-1772139600@cfany.org
SUMMARY:CFA Society New York: Annual Meeting and Volunteer Awards
DESCRIPTION:OverviewThe CFA Society New York Annual Meeting will serve to officially elect candidates to the 2026 Board of Directors and the 2026 Nominations Committee.\nThis special occasion is dedicated to celebrating the hard work\, dedication\, and impact of our volunteers—and the meaningful contributions they make toward advancing CFA Society New York’s mission. \nThe evening will open with CFA Society New York’s Annual Meeting\, where Board members and other Society leaders will share their insights and provide organizational updates. \nFollowing the meeting\, we will shift our focus to the heart of the event: recognizing and thanking our incredible volunteers. \nThis event is for  Members Only !Agenda5:30 PM | REGISTRATION \n\n5:59 PM | CALL TO ORDER \nArun Manansingh\, CEO \n\n6:05 PM | WELCOME & INTRODUCTIONS \nKen D’Souza\,CFA\, Chair \n\n6:10 PM | STATE OF SOCIETY REPORT \nKen D’Souza\,CFA\, Chair \n\n6:20 PM | FY25 AUDIT RESULTS \nThomas Brigandi\, CFA\, Audit Chair \n\n6:30 PM | CANDIDATE NAMES ANNOUNCED\n \nPaul Benjamin\, CFA\, Nominations Chair \n\n6:35 PM | ELECTIONS AND APPOINTMENTS \n\nElection of Directors to the CFA Society New York Board of Directors\nElection of appointees to the Nominations Committee\nAppointment of the Society’s Auditing Firm  \n\nPaul Benjamin\, CFA\, Nominations Chair \n\n6:45 PM | Q&A \n\n6:55 PM | VOLUNTEER AWARDS \n\n\n\n\nVolunteer of the Year \nYoung Investment Professional Award \n\n\nPeter Sang Award \nBen Graham \n\n\nResearch Award \nYoung Professional Award \n\n\nInterest Group Award \nMost Innovative Award \n\n\nStudent Ambassador Award \n \n\n\n\n\n\n7:10 PM | GUEST SPEAKER \nJoseph Wang\, Principal\, FedGuy.com  \n\n7:25 PM | Q&A \n\n7:40 PM | ADJOURNMENT OF ANNUAL MEETING \nKen D’Souza\,CFA\, Chair \n\n7:45 PM | NETWORKING RECEPTION  \nJoin us for an evening of wine\, drinks\, and hors d’oeuvres! \n\nAlcohol service is restricted to attendees 21 years of age or older. Government- issued photo ID will be required.
URL:https://cfany.org/event/cfa-society-new-yorks-annual-meeting-and-volunteer-awards/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260305T120000
DTEND;TZID=America/New_York:20260305T130000
DTSTAMP:20260621T070217
CREATED:20251205T172755Z
LAST-MODIFIED:20260211T195537Z
UID:94468-1772712000-1772715600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nPresentation Topic: \nThe Evolution of Hedge Fund Replication Strategies\nIn this presentation\, we’ll explore the evolution of replication strategies over the past 35 years. Then highlights the opportunities presented by next-generation approaches\, including regulatory changes that enable return replication through ETF structures and more investor-friendly solutions.\n\nFeatured Speaker:Bob Elliott\, CEO & Chief Investment Officer\, Unlimited Funds \nPrior to founding Unlimited\, Bob served on the Investment Committee at Bridgewater Associates where he created investment strategies across equities\, fixed income\, credit\, exchange rates\, and commodities\, including many used in the flagship Pure Alpha fund. He also built and led Ray Dalio’s investment research team for nearly a decade (2006-2017) and led Bridgewater’s foreign exchange portfolio. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues. Bob has also served as an advisor and executive at several startups including CircleUp\, an investment company focused on early-stage consumer brands. There he revamped the investment strategy for the company’s $150mln venture funds leveraging big data approaches to improve decision making. He was also the co-founder of GiveWell in 2006\, a startup charity evaluator which now directs more than $500mln in annual contributions. Bob holds a BA in History and Science from Harvard.  \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-4/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260312T120000
DTEND;TZID=America/New_York:20260312T130000
DTSTAMP:20260621T070217
CREATED:20260217T200423Z
LAST-MODIFIED:20260308T192359Z
UID:96108-1773316800-1773320400@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nPresentation Topic: \nInvestment Migration: Residency and Citizenship by Investment\nIn this presentation\, we’ll explore:\n\n\n\nThe growth of investment migration over the past decade\nThe different types of residency and the pathways to citizenship\nWhy Americans are pursuing additional residencies and citizenships\nThe primary routes to obtaining residency and citizenship\nTop countries for net millionaire inflows & outflows\nThe leading destinations U.S. citizens are pursuing for residency and citizenship\, and why\n\n\nFeatured Speaker:Dalton Skach\, Associate Director\, Henley & Partners \nDalton Skach is an Associate Director at Henley & Partners in New York\, the global leader in residence and citizenship by investment. He partners with high-net-worth American families to build customized jurisdictional portfolios designed to enhance global mobility\, safeguard assets\, provide legal and personal security\, and create enduring opportunities for future generations. \nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-7/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260319T173000
DTEND;TZID=America/New_York:20260319T200000
DTSTAMP:20260621T070217
CREATED:20260127T002445Z
LAST-MODIFIED:20260308T192601Z
UID:95659-1773941400-1773950400@cfany.org
SUMMARY:8th Annual Family Office Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nThe 8th Annual Family Office Conference brings together leading voices to explore major investment themes and global market dynamics through the lens of family offices. We will be discussing a range of topics including: \n\nKey investment themes and global market forces shaping family office portfolios \nHow family offices approach asset allocation and risk \nPerspectives on public markets\, private investments\, and alternative strategies \nNavigating the macroeconomic environment \n\nAgenda5:30 PM | REGISTRATION  \n\n5:50 PM | INTRODUCTION \nAngela Raitzin\, CEPA\, CFP\, CRPC\, Managing Director\, Wealth Advisor\, Cresset \n\n6:00 PM | PANEL DISCUSSION \nModerator \nPaul White\, CFP\, Family Office Relationship Executive\, Vanguard \nPanelists \nJoel Levin\, Chief Investment Officer\, LCA Capital LLC  \nAlbert Luk\, Director of Private Investments\, Brodie Generational Capital Partners (BGCP) \nAnthony Liberti\, CFA\, Managing Director\, Family Office Segment Lead\, Neuberger Berman \nRonen Schwartzman\, Chief Investment Officer\, Cooper Family Office \nChelsea Smith\, Senior National Director\, Family Office Services\, Alliance Bernstein \nDavid Sochol\, Chief Executive Officer & Chief Investment Officer\, River Partners Capital Management \n\n7:00 PM | Q&A \n\n7:10 PM | CLOSING REMARKS \nAngela Raitzin\, CEPA\, CFP\, CRPC\, Managing Director\, Cresset \n\n7:15 PM | NETWORKING RECEPTION \nGold Sponsor:Bronze Sponsor:
URL:https://cfany.org/event/8th-annual-family-office-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
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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:20260414T120000
DTEND;TZID=America/New_York:20260414T130000
DTSTAMP:20260621T070217
CREATED:20260225T162242Z
LAST-MODIFIED:20260403T201302Z
UID:96456-1776168000-1776171600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \nFeatured Speaker:\n\n\nCharlie Dutton CFA \nHead of Emerging Market Equities\, Senior Portfolio Manager\, Emerging Markets Equity — Manulife Investments \nCharlie is head of emerging market equities\, and senior portfolio manager on the emerging markets equity team. Prior to joining the firm\, he was a portfolio manager within the global quality capability team at Ninety One\, a South Africa-based global asset manager. \nPreviously\, Charlie was a founding partner of Coupland Cardiff Asset Management\, where he structured and designed the firm’s investment philosophy and was the lead manager of an Asian equity strategy. Prior to that\, he served as director of Asia-Pacific research at JPMorgan and as a Hong Kong/China consumer analyst at JF Securities. \nCharlie began his career at HSBC Securities and holds the Chartered Financial Analyst designation. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-8/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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GEO:40.7579565;-73.9846558
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T173000
DTEND;TZID=America/New_York:20260416T200000
DTSTAMP:20260621T070217
CREATED:20260302T171807Z
LAST-MODIFIED:20260414T154128Z
UID:96680-1776360600-1776369600@cfany.org
SUMMARY:Navigating Multi-Asset Portfolios Amid Global Uncertainty and Market Volatility
DESCRIPTION:OverviewAn Asset Owner Series™ Event \nAgainst a backdrop of heightened geopolitical tensions and rising oil prices\, asset owners and investment professionals are navigating one of the most complex investing environments in recent years. These forces are impacting traditional diversification frameworks and presenting challenges for how portfolios are constructed and managed.\n\nThis panel will feature leading voices in multi-asset strategies and solutions\, exploring how today’s investors are adapting—constructing diversified portfolios across equities\, fixed income\, real assets\, and alternatives to better withstand macro uncertainty.\nAgenda5:30 PM | REGISTRATION \n\n6:00 PM | PANEL DISCUSSION  \nModerator \nAnu Rajakumar\, Managing Director\, Neuberger Berman \nPanelist \nMarco Aiolfi\, Ph.D.\, Managing Director and Head of Multi-Asset\, Quantitative Solutions\, PGIM \nEvan Brown\, CFA\, Head of Global Multi-Asset Portfolio Management\, UBS Asset Management \nJonathan Kaczka\, CFA\, Head of Asset Allocation\, Multi-Asset Strategies & Solutions Group\, Voya Investment Management \nDavid Schassler\, Head of Multi-Asset Solutions\, VanEck \nVictor Zhu\, CFA\, CAIA\, Global Head of Model Portfolio Management\, Vanguard  \n\n7:00 PM | Q&A \n\n7:15 PM | NETWORKING RECEPTION
URL:https://cfany.org/event/navigating-multi-asset-portfolios-amid-global-uncertainty-and-market-volatility/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,CFA Society NY Event,Conference / Seminar
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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:20260422T120000
DTEND;TZID=America/New_York:20260422T130000
DTSTAMP:20260621T070217
CREATED:20260325T183924Z
LAST-MODIFIED:20260421T020337Z
UID:97190-1776859200-1776862800@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\n\nThis week\, our speaker will address \nAsset Backed Credit: Opportunities in Public Markets \n\nFeatured Speaker:\n\n\nKevin Ng \nManaging Director & Head of Structured Credit — Tilden Park Capital \nKevin is responsible for Tilden Park’s US securitized products\, loan\, and securities investment portfolios. He has over 21 years’ experience investing in structured credit in public and private markets\, across diverse asset types. Prior to Tilden Park\, Kevin spent 19 years at Morgan Stanley where he ran US Securitized Credit Trading\, responsible for CMBS\, RMBS\, ABS\, CLOs\, and Residential Whole Loans. \nKevin graduated magna cum laude from the University of Pennsylvania with a degree in Management and Technology. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-9/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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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:20260428T120000
DTEND;TZID=America/New_York:20260428T130000
DTSTAMP:20260621T070217
CREATED:20260330T191933Z
LAST-MODIFIED:20260403T203948Z
UID:97270-1777377600-1777381200@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\nThis week \n“Exchange-Traded Funds: Continued Record Growth\, But What’s Next?” \nWith more than 5\,000 U.S.-listed exchange-traded funds now on the market\, ETF launches continue at a record pace and have become a major force in global asset management. Driven by investor demand for transparency\, tax efficiency\, low fees\, and precise exposures\, both established firms and new entrants are launching ETFs across broad beta\, thematic\, active\, and alternative strategies. \nWith the newly passed regulation around “ETFs as a Share Class\,” mutual funds may further expand into ETFs without building separate products\, allowing large fund families to convert or extend their lineups more efficiently. \n\n\nSo how does the global investment community keep up with the rapid expansion of exchange-traded funds? \nPlease join our two expert panelists as they discuss how Chief Investment Officers\, Portfolio Managers\, Risk Managers\, Analysts\, and many other professionals are successfully incorporating these products into their investment strategies and workflows. \nThis Lunch & Learn is open to Members  and Non-MembersETF Global Featured Speakers:\n\n\nEric Steinhilber MODERATOR \nDirector of Digital Strategy & Brand Creative \nAs the Director of Digital Strategy and Brand Creative at ETF Global\, Eric Steinhilber brings over 30 years of experience at the intersection of digital innovation and brand development. His leadership has shaped the creative direction and digital presence of both emerging ventures and established global institutions. With a strategic vision grounded in decades of industry knowledge\, he oversees the development and execution of integrated brand strategies that drive engagement and deliver measurable business outcomes. Throughout his career\, Eric has successfully led multidisciplinary creative services and digital teams across sectors as diverse as financial services\, entertainment and technology. \nHis portfolio includes transformative work for organizations such as Morgan Stanley\, LG\, the IMF\, Sodexo\, Sony Music\, and RR Donnelley. From launching new digital platforms to revitalizing global brand identities\, he has consistently delivered solutions that align brand purpose with market demand. Renowned for his ability to build high-performing teams\, he excels at fostering collaboration between design\, content\, and technology. His approach emphasizes innovation\, operational excellence\, and a deep understanding of audience behavior. At ETF Global\, he continues to elevate the company’s digital and creative capabilities\, positioning the brand for long-term relevance and impact in a competitive landscape. \n\n\n\n\nTrammel Robinson PANELIST \nDirector\, ETF Issuer Relations \nTrammel Robinson is the Director of ETF Issuer Relations at ETF Global\, the leading provider of reference data for Exchange-Traded Products. In his role\, Trammel is responsible for growing the firm’s consortium of ETF Issuers globally. In leading ETF Issuer Relations\, Trammel helps ETF Issuers to gain visibility for their products through the firm’s website\, partner platforms and direct data feeds. Trammel and his team are currently concluding the most recent data footprint expansion to include the European and Asian listed Exchange-Traded Products. \nPrior to joining the firm in August 2021\, Trammel attended the University of Lynchburg where he received an MBA with an emphasis in Cybersecurity.Trammel is domiciled in the company’s New York headquarters in midtown Manhattan. \n\n\n\n\nJim Gregory PANELIST \nDirector of Business Development \nJim Gregory is a Senior Director and the Head of Business Development for all facets of business development for the firm\, which includes developing the strategy to increase the market share for new data clients and partners. Jim has extensive experience in the financial services marketplace and joined ETF Global after 11 years as the U.S. Sales Director for the TMX – Toronto Stock Exchange – based in New York. The team managed all U.S. accounts and sold data\, analytics\, hosting and connectivity services to both buy and sell side firms. \nJim’s previous financial industry experience included Senior Sales\, Sales Management and Global Account Management positions at ADP Brokerage Services\, Thomson Financial and Reuters America\, where we brought on hundreds of clients using market data\, clearing and treasury and risk management software services. Jim received a Bachelor of Arts degree in Urban Studies from Colgate University. Jim maintains many outside interests including being the President of the St. Joseph’s School – Yorkville School Advisory Board and a Board member of the Colgate University Maroon Council. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-10/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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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:20260507T120000
DTEND;TZID=America/New_York:20260507T130000
DTSTAMP:20260621T070217
CREATED:20260423T141709Z
LAST-MODIFIED:20260423T141754Z
UID:97887-1778155200-1778158800@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\n\nThis week\, our speaker will address \nCapitalizing on current opportunities in real-estate securities and REITS \n\nFeatured Speaker:\n\n\nNicholas Tannura \nChief Investment Officer — GSI Capital Advisors \nNicholas Tannura is Portfolio Manager of the ALPS Active REIT ETF and Chief Investment Officer and lead Portfolio Manager of GSI Capital Advisors\, LLC where he is responsible for leading the research and investment efforts of the firm. Nick has over 25 years of investment management and real estate experience\, with stints at Brookfield\, Silverpath\, Green Street\, and ING. He co-leads\, and co-owns GSI\, which is based in Newport Beach\, CA. \nNick graduated with an MBA in international finance from the University of Chicago’s Booth School of business. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-12/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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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:20260507T180000
DTEND;TZID=America/New_York:20260507T201500
DTSTAMP:20260621T070217
CREATED:20260402T141019Z
LAST-MODIFIED:20260521T201439Z
UID:97355-1778176800-1778184900@cfany.org
SUMMARY:Building Your Network\, Building Your Career
DESCRIPTION:The Art of Strategic Networking brings together industry professionals to share practical insights on building authentic relationships that support long-term career growth. \n    Designed for professionals\, particularly those in the early to mid phases\, this event focuses on how to network with intention\, strengthen professional relationships\, and translate connections into long-term career value. Professional skills instructors will also share the psychology behind building credibility and establishing rapport. \n    Following the training session\, attendees are invited to a networking reception — an opportunity to meet fellow members\, engage with speakers\, and put newly developed skills into practice. \n    Whether you are early in your career or looking to refine your approach\, this event offers practical takeaways and meaningful opportunities to connect. \n  \n\n  \n    Topics covered \n    \n      Executive Presence\n      Verbal and Non-verbal Communication\n      Building Rapport\n    \n  \n\n  \n    Featured speaker \n    \n      \n      \n        Rachel Rozen\, SHRM-CP \n        Networking Coach · Connection Catalyst \n        Rachel Rozen\, a former Chief Customer Officer\, transformed her career by connecting with 300 individuals in a year\, leading to the founding of Connection Catalyst. Through individual and group coaching\, she teaches professionals to overcome networking challenges and build meaningful connections. Connection Catalyst also empowers teams with communication and relationship-building skills\, fostering collaboration and workplace satisfaction. Known for empowering professionals to turn "icky" networking into "sticky\," lasting relationships\, Rachel helps individuals and teams grow their "net worth" network. Outside of coaching\, she enjoys reading\, cheering for the NY Mets and Syracuse Orange Men's basketball\, and cooking. \n      \n    \n  \n\nAgenda\n  \n\n\n\n5:30 PM \nRegistration \n\n\n6:00 PM \n\nOpening Remarks \nBob Wieczorek\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n\n\n6:10 PM \n\nProfessional Skills Training on Networking Best Practices \nRachel Rozen\, SHRM-CP\, Networking Coach\, Connection Catalyst \n\n\n\n6:50 PM \n\nHands on Practice of Modeled Skills\, with Feedback from Rachel Rozen\, SHRM-CP \n\n\n\n7:05 PM \n\nClosing Remarks \nBob Wieczorek\, Chief XP3RT\, Training and Consulting Consortium\, LLC \n\n\n\n7:10 PM \n\nNetworking Reception \nReinforce your new skills and genuinely expand your professional network \n\n\n\n\nAlcohol service is restricted to attendees 21 years of age or older. Government-issued photo ID will be required.
URL:https://cfany.org/event/building-your-network-building-your-career/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:Career Development,Conference / Seminar,Global Passport,Networking Event,Professional Development & Leadership
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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:20260520T120000
DTEND;TZID=America/New_York:20260520T130000
DTSTAMP:20260621T070217
CREATED:20260427T184743Z
LAST-MODIFIED:20260427T184916Z
UID:97930-1779278400-1779282000@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:OverviewJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\n\nThis week\, our speaker will address \nSeparating Fact from Fiction in Today’s Private Credit Market \n\nFeatured Speakers:\n\n\nJustin Hawthorne \nSenior Vice President — Antares Capital \nJustin is a senior vice president in the Asset Management group at Antares Capital. He is responsible for managing various asset management client programs.  Justin joined GE Antares in 2012. Prior to joining GE Antares\, Justin held portfolio management and risk roles in GE Capital’s Bank Loan Group.  Justin joined GE Capital in a finance role in 2003 after holding previous roles in that capacity. \nJustin earned a bachelor’s degree from Central Connecticut State University\, and an MBA from Fairfield University. \n\n\n\n\n\n\n Matthew Mongeau \nVice President — Antares Capital \nMatt is a vice president and advisor consultant of U.S. Wealth Solutions. Matt joined Antares in 2026. Previously\, Matt was a Vice President at Brookfield Asset Management\, where he was responsible for distributing the firm’s Private Equity\, Private Credit\, Real Estate\, and Infrastructure strategies to RIAs and Multi-Family Offices. Prior to Brookfield\, Matt worked for Partners Group on the Private Wealth team\, where he distributed the firm’s private equity strategies to RIAs and wirehouse advisors. Matt started his career as an Internal Wholesaler at Pioneer Investments. \nMatt earned his bachelor’s degree in economics from Syracuse University. \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-13/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
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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:20260603T120000
DTEND;TZID=America/New_York:20260603T130000
DTSTAMP:20260621T070217
CREATED:20260403T190536Z
LAST-MODIFIED:20260429T175539Z
UID:97476-1780488000-1780491600@cfany.org
SUMMARY:CFA Society New York Lunch & Learn Series
DESCRIPTION:Overview\nJoin us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. \n\nThis week \n“Ex-US Markets the Spot: Where Future Returns are Heading” \nHarding Loevner has been successfully investing globally in high-quality\, growing businesses based on disciplined industry research since 1989. \n\nWith the US market dominating returns for many years\, many investors looked past the opportunities in international markets. However\, the tide is changing\, with international allocations growing along with outperformance. \nRay Vars and Jason Caiola will discuss the shift in market leadership and what the next decade might hold for global equity markets. \nFeatured Speakers:\n \n\nJason Caiola CFA\, CFP \nManager\, Institutional Business Development — Harding Loevner \nJason has over 20 years of industry experience. Prior to joining Harding Loevner\, he worked as an Investment Director at RS Investments and as a Vice President in Merrill Lynch’s Managed Solutions Group. He holds a B.A. in Business Administration and Health Administration from Rider University. \nJoined Harding Loevner in 2014 \n\n\n \n\nRay Vars CFA \nDirector of Investment Communications & Portfolio Specialist — Harding Loevner \nRay is a member of the Executive Committee and a partner of the firm with over 31 years of industry experience. Before joining Harding Loevner\, he co-founded North Road Capital Management and managed global equity strategies for 14 years. Previously a portfolio manager and analyst at Lazard Asset Management. B.A. in Political Science from Yale University. \nJoined Harding Loevner in 2017 \n\n\n\nSponsor:
URL:https://cfany.org/event/cfa-society-new-york-lunch-learn-series-11/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Candidates,CFA Society NY Event,Conference,Free for Members,Member Exclusive Rate,Other Industry Events,Student
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2025/02/web-still-lunch-and-learn.png
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:20260616T173000
DTEND;TZID=America/New_York:20260616T200000
DTSTAMP:20260621T070217
CREATED:20260519T200653Z
LAST-MODIFIED:20260615T164401Z
UID:98279-1781631000-1781640000@cfany.org
SUMMARY:From Experimentation to Scale: Where Are You on the AI Curve?
DESCRIPTION:OverviewArtificial intelligence has moved to operational reality across financial services. As the industry navigates this transformation\, wealth management and investment firms face a defining question: how do we move from pilots to production\, and what separates leaders from laggards? \nThis panel brings together industry leaders who are leading this transformation firsthand. You’ll hear insights from executives whose organizations span the full spectrum of AI adoption — from early-stage experimentation to mature\, enterprise-wide implementation. Whether your firm is just beginning its AI journey or scaling existing initiatives\, this discussion will provide practical frameworks\, honest lessons learned\, and forward-looking perspectives to inform your own approach. \n\nIn addition\, the event will feature live demonstrations from leading AI native platforms and solution providers. These interactive sessions are designed to give attendees a firsthand look at how AI is being applied across the financial services industry today. Participants will have the opportunity to engage directly with practitioners and walk away with practical frameworks\, tools\, and actionable skills.\n\nAgenda5:30 PM | REGISTRATION \n\n5:55 PM | WELCOMING REMARKS \nD. Chris Tucker\, CFA\, CEO & Founder\, Greenwich Advisors \n\n6:00 PM | PANEL DISCUSSION \nModerator \nEmmanuel Uwakwe\, CFA\, Portfolio Manager\, Opto Investments \nPanelists \nAnkeet Dedhia\, Managing Director – Worldwide Financial Services\, Microsoft  \nLily Li\, Head of AI Adoption and Solutions\, Franklin Templeton \nMartin Oulmet\, PhD\, Director of Business Data & Analytics\, Brown Advisory \nJames Tsai\, Go to Market\, Financial Services\, Google Inc. \n\n6:45 PM | Q&A  \n\n6:55 PM | CLOSING REMARKS \nD. Chris Tucker\, CFA\, CEO & Founder\, Greenwich Advisors \n\n7:00 PM | AI DEMONSTRATIONS AND NETWORKING RECEPTION \nGold Sponsors:
URL:https://cfany.org/event/ai-transformation-in-financial-services-turning-ambition-into-execution/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:CFA Society NY Event,Conference / Seminar,Interest Group,Virtual Events & Programming,Wealth Management Group
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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:20260618T173000
DTEND;TZID=America/New_York:20260618T200000
DTSTAMP:20260621T070217
CREATED:20260421T174806Z
LAST-MODIFIED:20260618T112158Z
UID:97781-1781803800-1781812800@cfany.org
SUMMARY:6th Annual Endowments & Foundations Event
DESCRIPTION:OverviewAn Asset Owner Series™ Event \n\n\n\n\n\n6th Annual Endowments & Foundations Event\n\n\n\n\n  Convening leading institutional investors\, CIOs\, and industry experts to examine the evolving investment landscape — and how these institutions are navigating today's complex markets while balancing long-term objectives. \n  \n  Topics covered \n  \n    \n      \n        \n          \n        \n      \n      Key investment themes and macroeconomic forces impacting endowments and foundations\n    \n    \n      \n        \n          \n        \n      \n      Strategic asset allocation approaches in a shifting market environment\n    \n    \n      \n        \n          \n        \n      \n      Perspectives on public and private markets\n    \n    \n      \n        \n          \n        \n      \n      Aligning investment strategies with mission priorities\n    \n  \n  \n    Institutional investors\n    CIOs\n    Asset allocation\n    Private markets\n    Mission-driven investing\n  \n\n\nRegistration is now closed. Due to capacity limits\, we will not be accepting onsite registrations. No exceptions.                                 Registration is now closed. Due to capacity limits\, we will not be accepting onsite registrations. No exceptions.                                 \n\n\n  Agenda \n\n  \n    5:30 PM\n    Registration \n  \n \n    5:50 PM\n    \n      Opening Remarks \n      Speaker \n      Edward Ng\, CFA — Managing Director\, Head of the Americas Endowments\, Foundation\, and Healthcare\, BlackRock \n    \n  \n  \n    6:00 PM\n    \n      Panel Discussion \n\n      Moderator \n      Daniel Loewy\, CFA — Chief Investment Officer and Head\, Multi-Asset and Hedge Fund Solutions\, Alliance Bernstein \n\n      Panelists \n      Sander Doucette\, CFA — Managing Director\, New York-Presbyterian \n      Joyce Zhang\, CFA — Managing Director\, Investments\, Wallace Foundation       \n      Cynthia Haidar — Director\, Doris Duke Foundation \n      Geeta Kapadia\, CFA — Chief Investment Officer\, Fordham University \n      Scott Pittman — Senior Vice President and Chief Investment Officer\, Mount Sinai Health System \n      Paula Volent\, CFA — Vice President & Chief Investment Officer\, The Rockefeller University \n    \n  \n\n  \n    7:00 PM\n    Q&A \n\n  \n    7:10 PM\n    \n      Closing Remarks \n      Speaker \n      Edward Ng\, CFA — Managing Director\, BlackRock \n    \n  \n  \n    7:15 PM\n    Networking Reception \n  \nGold Sponsors:Silver Sponsors:  \n \nBronze Sponsor:
URL:https://cfany.org/event/6th-annual-endowments-foundations-event/
LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States
CATEGORIES:AOS Original,Asset Owner Series,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
ATTACH;FMTTYPE=image/png:https://cfany.org/wp-content/uploads/2026/03/MAPC.png
GEO:40.7579565;-73.9846558
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