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Venture Capital Conference: Perspectives from VCs and Allocators

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

In this conference, we will bring together leading venture capitalists, investors in venture-backed companies and allocators who invest in venture capital funds to learn how they pick winners, add value and deliver returns.

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Alternative Investments, Conference

Second Annual CFANY GIPS Forum

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

The 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.

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Conference, Performance & Risk Analytics, Programs for Members

The State of Retirement

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

Full 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.

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Institutional Asset Management, Private Wealth Management

Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better

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

Structured 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. Description The 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: How technology can be used to enhance the analytical process The importance of financial data for investment decision making Recommendations for regulators and standard setters about how to improve the quality of corporate disclosures Additional ways structure data would augment the usefulness of reported data, such as in the MD&A and earnings releases

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Financial Reporting and Analysis

Managing Risks in Africa—Brought to you by sponsor Herbert Smith Freehills

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

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!

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Seminar

2nd Annual Single Family Office Conference

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

2nd Annual Single Family Office Conference April 6, 2017 5:30PM: Check-In 5:55PM: Sponsor Welcoming Remarks Jason Psome, CAIA, Managing Director, Nuveen 6:00PM: Special Guest Keynote Address Dr. Raphael Amit, Founder, Wharton Global Family Alliance 6:15PM: CFANY Welcoming Remarks Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office and Board of Directors, CFANY 6:20PM: Keynote Address Fireside [...]

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Asset Owner Series

2nd Annual Insurance Company Chief Investment Officers Roundtable

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

Even 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.

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Asset Owner Series

Green Bond Investment Outlook

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

Green Bond Investment Outlook February 2, 2017 5:00PM Welcoming Remarks Daniel Dagen, CFA, Chief Executive Officer, CFANY 5:02PM Keynote Address Mike Eckhart, Managing Director, Global Head of Environmental Finance and Sustainability, Citigroup 5:30PM Green Bond Asset Manager Panel Moderator Henry Shilling, Senior Vice President, Moody's Investors Service Panelists Eric Glass, CFA, Portfolio [...]

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Asset Owner Series, Global Investing Group

1st Annual Institutional Investment Consulting Roundtable

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

1st Annual Institutional Investment Consulting Roundtable January 26, 2017 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Kelly Holmes, Vice President, Consultant Relations, TIAA Global Asset Management 6:05 PM: Keynote Address Richard M. Charlton, Chairman Emeritus, NEPC, LLC 6:30 PM: Panel Moderator  Steve Case, CFA, Partner, Mercer Investment Consulting Speakers  [...]

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Asset Owner Series, Global Investing Group

1st Multiemployer (Union) Pension Conference

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

Agenda 5:30 PM: Check-in 6:00 PM: Welcome and Opening Comments Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment 6:05 PM: Keynote Address W. Thomas Reeder Jr., Director, Pension Benefit Guaranty Corporation 6:30 PM: Panel Moderator: Christopher Brockmeyer, Director of Employee Benefit Funds, The Broadway League Speakers Christine Dubois, CFA, CEO, AFTRA Health & Retirement Funds [...]

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Asset Owner Series

Second Annual Sovereign Wealth Conference

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

5:45 PM: Check-in 6:05 PM: Welcome and Opening Comments Jonathan Prin, CFA, Greylock Capital 6:15 PM: Panel Moderator Han Yik, Head of Institutional Investors at the World Economic Forum Speakers Alex Greenbaum, VP - Private Equity & Infrastructure, GIC Marcia Favale, Member, Government Investment Council, Kazakhstan Nigel Gormly, Head of International Direct Investment, New Zealand Superannuation [...]

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Asset Owner Series

4th Global Infrastructure Conference

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

Global Infrastructure Conference Series 4th Global Infrastructure Conference Friday November 4, 2016 9:00 AM through 4:00 PM 8:00 AM Registration and Continental Breakfast 8:25 AM Welcome Daniel Dagen, CFA,‎ President and CEO, CFANY 8:30 AM Special Guest Keynote Address Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management 8:45 AM [...]

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