BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFA Society New York - ECPv6.0.13.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cfany.org X-WR-CALDESC:Events for CFA Society New York REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20170312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20171105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20180311T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20181104T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20171207T123000 DTEND;TZID=America/New_York:20171207T150000 DTSTAMP:20260619T192129 CREATED:20170329T044131Z LAST-MODIFIED:20191018T215810Z UID:14256-1512649800-1512658800@cfany.org SUMMARY:2nd Annual Endowment and Foundation Chief Investment Officer Roundtable DESCRIPTION:2nd Annual Endowment and Foundation Chief Investment Officer RoundtableSOLD OUT — NO WALK-IN PERMITTED \nThursday\, December 7\, 2017\n 5:30 pm – 8:00 pm \n×AOS Complimentary Admission\n\nCloseAgenda\n5:58: OPENING REMARKS \nROBERT DISCOLO\, CFA\, CAIA \n6:00 – 6:10: SPECIAL GUEST KEYNOTE ADDRESS \nKen Redd\, National Association of College and University Business Officers (NACUBO) \n6:10 – 6:30: KEYNOTE ADDRESS \nBrian O’Neil\, CFA\, Robert Wood Johnson Foundation \n6:30 – 7:45: PANEL \nModerator \nJeremy Tennenbaum\, CFA\, The Altman Foundation \nPanelists \nMEENA LAKSHMAN\, CFA\, Helmsley Charitable Trust\nANDREW RUSSELL\, Pension Boards – United Church of Christ (PB-UCC)\nWilliam L. Collins\, Chair\, Board of Trustees\, St John’s University \n7:45: CLOSING REMARKS \nBridget McKenna\, CFA\, Nuveen \nRegister to AttendAsset Owners: Request Complimentary AdmissionFees\n Member $55\nNonmember $150 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \nLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, December 6th\, 2017 \nAsset Owner Series SponsorPartnersSpeakers\n Opening Comments \nRobert Discolo\, CFA\, CAIA \nSpeakers \nBrian O’Neil\, CFA\, Robert Wood Johnson Foundation\nKEN REDD\, National Association of College and University Business Officers (NACUBO)\nMeena Lakshman\, CFA\, Helmsley Charitable Trust\nAndrew Russell\, Pension Boards – United Church of Christ (PB-UCC) \nModerator \nJeremy Tennenbaum\, CFA\, The Altman Foundation \nClosing Remarks \nBridget McKenna\, CFA\, Nuveen \nEvent Chairs\n Anthony Thai\, CFA\nThomas Brigandi\nDeepika Sharma\, CFA\nRobert Discolo\, CFA\, CAIA \nNote: 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. \nThe 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable 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. As 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. \nAccording 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. \nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.‎ \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/2nd-annual-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,CE Credits,CFA Society NY Event,Industry Conference 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:20171212T180000 DTEND;TZID=America/New_York:20171212T193000 DTSTAMP:20260619T192129 CREATED:20171024T185441Z LAST-MODIFIED:20171106T180724Z UID:27927-1513101600-1513107000@cfany.org SUMMARY:CFA Society New York Book Club®: “Why Nations Fail: The Origins of Power\, Prosperity\, and Poverty” by Daron Acemoglu and James A. Robinson DESCRIPTION:“Why Nations Fail: The Origins of Power\, Prosperity\, and Poverty” by Daron Acemoglu and James A. RobinsonRegister for EventRegistration Deadline: Monday\, December 11th at 3:00 pm \nThis ambitious book explores why some nations succeed and other fail.  It uncovers how inclusive and strong institutions are critical to the economic success of any nation and the foundation of its growth.  As dysfunction becomes a staple of Washington\, it also underscores the importance of having effective and credible public-sector institutions\, something that’s no longer assured in the United States. \nDate\n Tuesday\, Dec. 12\, 2017\n6:00 pm – 7:30 pm \nLocation\n CFA NY Conference Center\n1540 Broadway\nSuite 1010 \nFees\n FREE\nCFA Society New York Members Only \nCFA Society New York Book Club®\nThe CFA Society New York Book Club® meets monthly to discuss the selected book. No author is present and this is simply an opportunity to have a conversation around the material from the book. Past members have enjoyed building their investment and market knowledge along with meeting other CFA Society NY members. \nMembership CommitteeBECOME A CFA SOCIETY NEW YORK MEMBERAbout SocietyRegister for Event×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin NowCloseDISCLAIMER 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/cfa-society-new-york-book-club-why-nations-fail-the-origins-of-power-prosperity-and-poverty-by-daron-acemoglu-and-james-a-robinson/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CE Credits,CFA Society NY Event,Membership Committee GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180116T080000 DTEND;TZID=America/New_York:20180116T130000 DTSTAMP:20260619T192129 CREATED:20171122T180605Z LAST-MODIFIED:20180502T172420Z UID:30312-1516089600-1516107600@cfany.org SUMMARY:Peak Passive DESCRIPTION:Peak PassivePeak Passive – Unintended Consequences of Passive Investing & Implications for InvestorsTuesday\, January 16 | 8:00 AM – 1:00 PM \nTO ATTEND Members: $20 | Nonmembers: $55 \nRegister to AttendLIVESTREAM ACCESS FREE | Available to Members Only \nRegister for LivestreamBecome a MemberAgenda\n7:45am – REGISTRATION AND CONTINENTAL BREAKFAST \n\n8:27am – OPENING REMARKS \nMATHIAS STROHFELDT\, CFA\, VP\, Oppenheimer Funds; Vice Chair\, Value Investing Group \n\n8:30am – KEYNOTE “The Hidden Costs of Passive Investing” \nDavid Winters\, CFA\, CEO & PM\, Wintergreen Funds \n\n9:15am – PANEL DISCUSSION \nModerated by David Winters\, CFA\, CEO & PM\, Wintergreen Funds \nJim Rowley\, Head of Active & Passive Portfolio Mgmt.\, Vanguard Martin Small\, Managing Director\, BlackRock; Head of US iShares \n\n10:25 – 10:40am: NETWORKING BREAK \n\n10:40am – THE HIDDEN COST OF INDEXING; S&P INDEX EFFECT Diane Garnick\, Managing Director\, Chief Income Strategist\, TIAA \nIndex managers are selected based producing the lowest possible tracking error\, however\, when many managers are buying/(selling) securities at the same time\, the impact on a stock’s price can create significant market variations.  Learn more about the disadvantages of indexing (or opportunities for active managers)\, that changes to the composition of the indexes can create. \n\n11:25am – SPEAKER \nMurray Stahl\, Chairman & CEO\, CIO Horizon Kinetics \n\n12:10 – 12:20pm: NETWORKING BREAK \n\n12:20 – SPEAKER “Shooting the Messenger: What’s Behind the Rise of Passive?” \nCraig Lazzara\, CFA\, Managing Director & Global Head of Index Investment Strategy S&P Global \n\n1:00 – 1:05pm: SPONSOR REMARKS \nJames Russel Kelly\, Director\, Gabelli Center for Global Security Analysis & Senior Lecturer in Finance\, Fordham University \n\n1:05pm – CLOSING REMARKS \nMathias Strohfeldt\, CFA\, VP\, Oppenheimer Funds; Vice Chair\, Value Investing Group \nDescription\nPeak Passive – unintended consequences of passive investing and implications for investors\nTremendous growth of passive investing over the last few years has raised some serious concerns about whether the trend is sustainable and what the broader risk to the market is\, as market capitalization dedicated to passive strategies rises inexorably toward the 40% mark\, or ‘Peak Passive’. Therefore\, the Value Investing group at CFA Society New York is hosting an event titled ‘Peak Passive – unintended consequences of passive investing and implications for value investors’\, to explore this topic further. \nRead More \nThe discussion will center on the market impact of the high-water mark of the passive strategies and contrast to previous time periods of the occurrence of the phenomenon (read Nifty 50\, 2000). We would also like to discuss the implications of ‘peak passive’ for bottom up investors\, especially exploring the questions if indexing is prone to herding and thereby could create market inefficiencies. Finally\, we would also like to focus on the true cost of indexing (hidden cost of index funds investing in companies with share options\, causing dilution) and the implications for overall hidden fees associated with such strategies. \nSince this topic has also garnered a lot media attention\, we have brought together a mix of acclaimed industry professionals as speakers from various sides of the debate. The event will be addressed to the members of CFA Society NY\, as well as investment professionals and CFA charter holders in the New York area. \nThis program will: \n\nDiscuss the impact of 30% total US market cap in passive strategies on bottom up stock investors (market efficiency)\nCompare and contrast to previous time periods (Nifty 50\, 2000)\nDiscuss the true cost of indexing (hidden cost of index funds investing in companies with share options causing dilution)\nDiscuss how to design a successful investing strategy to benefit from possible market inefficiencies or how to avoid potential pitfalls created by the large share of passive strategies\n\nLearning Outcome Statements\n\nUnderstand the possible distortions of index/passive investing on markets\, sectors and individual stocks\nUnderstand the growth drivers behind passive investing and how it might change when growth slows or reverses\nLearn about previous market environments where similar trends occurred\nLearn about how different investors have reacted to the increase in passive investing by adapting their investment strategies\n\n\nRegister to AttendRegister for LivestreamVisit the Value Investing Group HomepageDateTuesday\, Jan. 16 \n8:00 am-1:00 pm \nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend \nMembers: $20 Nonmembers: $55 \nVisit the Value Investing Group HomepageBecome a CFA Society New York MemberEvent Sponsor DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/peak-passive/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Value Investing GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180116T174500 DTEND;TZID=America/New_York:20180116T210000 DTSTAMP:20260619T192129 CREATED:20171117T163053Z LAST-MODIFIED:20250609T200838Z UID:29612-1516124700-1516136400@cfany.org SUMMARY:Cryptocurrencies: Money of the Future? DESCRIPTION:Cryptocurrencies: Money of the Future?Tuesday\, January 16 | 5:45 – 9:00 Followed By A Catered Networking Reception \nView SpeakersView Organizers×Event Organizers\nDAVID A. EVANS\, CFA\, President\, DEFT Capital Advisors\, LLC \nCAROLE K. CRAWFORD\, CFA\, Managing Director\, fincap360 \nPETER SEREMETIS\, CFA\, Managing Director\, Financial Services\, Xerox \nClose×Event Speakers\nNolan Bauerle\, Director of Research\, CoinDesk \nRon Quaranta\, Chairman\, Wall Street Blockchain Alliance \nJeff Bandman\, Founder & Principal\, Bandman Advisors \nThomas Lee\, CFA\, Managing Partner & Head of Research\, Fundstrat Global Advisors\, LLC \nCristina Dolan\, Co-Founder & COO\, iXLedger \nEmmanuel Aidoo\, Director\, Credit Suisse \nJOSHUA ASHLEY KLAYMAN\, Of Counsel\, Morrison & Foerster LLP \nLISA VIONI\, CEO\, Hedge Connection\, Inc. (Moderator) \nCloseATTENDANCE & LIVESTREAM OPTIONS AVAILABLE Registration and Pricing Details \nTo Attend \nMembers: $30 | Nonmembers $70 \nLivestream Access \nFree & Available to Members Only \nRegister to AttendRegister for LivestreamAgenda\n\n\n\n\n5:45 – Registration \n\n6:00 – Opening Remarks and Introduction CAROLE K. CRAWFORD\, CFA\, Founder & Managing Partner\, fincap360; Chair\, CFANY FinTech Leadership Group PETER SEREMETIS\, CFA\, Managing Director\, Financial Services\, Xerox \n\n6:05 – Keynote THOMAS LEE\, CFA\, Managing Partner & Head of Research\, Fundstrat Global Advisors\, LLC \n\n6:50 – Panel Discussion Moderator Lisa Vioni\, CEO\, Hedge Connection\, Inc. Panelists RON QUARANTA\, Chairman\, Wall Street Blockchain Alliance JEFF BANDMAN\, Founder & Principal\, Bandman Advisors Emmanuel Aidoo\, Head of Blockchain & Cryptocurrency Strategy\, Credit Suisse CRISTINA DOLAN\, Co-Founder & COO\, iXLedger Joshua Ashley Klayman\, Of Counsel\, Morrison & Foerster LLP \n\n7:50 – Closing Keynote NOLAN BAUERLE\, Director of Research\, CoinDesk \n\n8:00 – Closing Remarks Daniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n8:05 – Networking Reception \n\n\n\n\nEvent Overview\nCryptocurrency prices saw a rise of over 400% in the first three quarters of 2017\, but are extremely volatile. Some prominent executives have declared Bitcoin and other crypto currencies a fraud\, yet the CFTC has approved a swap execution facility (SEF) and derivatives clearing organization (DCO) for bitcoin swaps and options. Central banks across the globe are exploring issuing their own crypto or digital currencies\, while many are banning initial coin offerings by companies. \nLearning Outcome Statements\n\nGain an understanding of cryptocurrency:\n\nWhat is it? How is it related to blockchain and distributed ledger technology? How is it different from other forms of digital money?\n\n\nLearn about the current state of cryptocurrency development among central banks around the world\nUnderstand the challenges that have prevented broader adoption of cryptocurrencies and what they mean the future\n\n[/fusion_toggle][/fusion_accordion] \nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend Members: $30 | Nonmembers $70 \nLivestream Access Free & Available to Members Only \nVisit the Fintech HomepageBecome a Member of CFANYRegister to AttendRegister for LivestreamRegister to AttendTO ATTEND Pricing TBD \nLIVESTREAM REGISTRATION Coming Soon \nAgenda\n5:58 OPENING REMARKS \nTom Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\n6:00 – 6:10 SPECIAL GUEST KEYNOTE ADDRESS \nBjorn Forfang\, Deputy Chief Executive Officer\, CFA Institute \n\n6:10 – 6:30 KEYNOTE ADDRESS TBA \n\n6:30 – 7:45 PANEL \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \nPanelists \nMarc Goldwein\, Senior Vice President\, Committee for a Responsible Federal Budget Focus: Entitlement Crisis \nBrian Levitt\, Senior Investment Strategist\, OppenheimerFunds Focus: National Debt \nTim Blake\, CFA\, Managing Director & Chairman of Pension Steering Committee\, Moody’s Investors Service Focus: Public Pension \n\n7:45 CLOSING REMARKS \nRoberto Peralta\, CFA\, Director\, Société Générale \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\nTO ATTEND Members: $15 | Nonmembers: $30 \nLIVESTREAM REGISTRATION Free to Members & Nonmembers \nRegister to AttendLivestream RegistrationAsset Owners: Request Complimentary AdmissionMedia/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at jball@cfany.org for related inquiries. \nDescription\nThis event will feature thought leaders that represent apolitical organizations such as large buy-side fund managers like OppenheimerFunds\, in addition to objective non-partisan nonprofit organizations such as the Committee for a Responsible Federal Budget and the World Economic Forum\, for a data driven discussion focused on quantifying the credit and market risks associated with the US government’s unfunded public pension and entitlement liabilities\, in addition to national Federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative. Read More The US government’s fiscal year runs from October 1st through September 30th. During FY2017\, according to the Department of Treasury’s financial statements\, the US government took in $2.95 trillion in federal tax deposits. And on top of that\, the government generated additional revenue through fees and investments. In total\, the US government’s FY2017 revenue exceeded $3 trillion\, more than the combined GDPs of the least wealthy 130 countries in the world. But the US government’s budget for fiscal year 2017 cost $4.1 trillion. To make up the shortfall\, the US government added $671 billion to the national debt\, in addition reducing the nation’s cash balance by $194 billion. In total\, the federal government’s cash deficit was $865 billion for FY2017\, which contributed to the national debt recently exceeding $20 trillion. According to former SEC Chairman Chris Cox and former House Ways and Means Committee Chairman Bill Archer in their November 28\, 2012 WSJ article “Why $16 Trillion Only Hints at the True U.S. Debt”\, the actual liabilities of the federal government—including Social Security\, Medicare\, and federal employees’ future retirement benefits—already exceed $86.8 trillion. In addition to federal entitlement liabilities and the national Federal debt\, state and local government pensions also face an under-funding problem. According to the Federal Reserve\, public pension assets reached a record $4.06 trillion as of June 30 2017. That said\, according to a Moody’s Investors Service report published on September 13th 2017\, nationwide public pension adjusted net pension liabilities will exceed $4 trillion in 2017\, which means there is approximately $8 trillion in total adjusted public pension liabilities and slightly over $4 trillion in public pension assets. \nRegister to AttendAsset Owners: Request Complimentary AdmissionLivestream Registration DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/cryptocurrencies-money-of-the-future/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Fintech Thought Leadership 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:20180118T083000 DTEND;TZID=America/New_York:20180118T180000 DTSTAMP:20260619T192129 CREATED:20170807T174658Z LAST-MODIFIED:20180502T171720Z UID:23395-1516264200-1516298400@cfany.org SUMMARY:Data Science in Finance: The Final Frontier? DESCRIPTION:SQA and CFANY’s Fintech Leadership Group PresentData Science in Finance: The Final Frontier?AGENDASlide Decks\n\nRob Schapire: “The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions” >>\n\nSlide Decks\n\nBryan Kelly: “Text as Data” >>\nRob Schapire: “The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions” >>\n\nHost: Fintech Leadership Group & SQA \nIn recent years the topics of Data Science\, Artificial Intelligence\, Machine Learning\, and Big Data have become increasingly popular. This growth has been fueled by the collection and availability of new data; increasing processing power and storage\, and the open source movement continue to make tools more widely available. As a result\, we have already witnessed profound changes to how we work\, rest\, and play… And this trend will only continue. How has the world of finance\, and investment managers in particular\, been impacted by this trend? Join us to explore what Data Science means for finance professionals. \n\nYou are welcome to upload an app Guidebook to your phone. Information about this joint SQA-CFANY event has been published: \n http://guidebook.com/g/sqacfany2018 \n\nWho would be interested in this event:\nAnalysts\, Portfolio Managers and other practitioners interested in how machine learning\, artificial intelligence\, and other data science techniques can be used in financial and other sectors. \nLearning outcomes:\n\nGain an understanding of various big data techniques;\nLearn new algorithms for investment analysis;\nReview how data science is applied in various industries.\n\nDate Thursday\, Jan. 18\, 2018 8:30 am – 6:00 pm \nLocation CFA Society New York Conference Center 1540 Broadway Suite 1010 \nFees Member: $525 Nonmember: $695 \nREGISTER TO ATTENDAGENDA\n8:30 – 9:00 AM: Registration\, Breakfast\n\n9:00 – 10:00 AM “When Should we Trust Autonomous Learning Systems with Decisions?”\nVasant Dhar\, SCT Capital Management\, New York University \n\n10:00 – 11:00 AM\n“The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions”\nRobert Schapire\, Microsoft \n\n11:00 – 11:15 AM: Coffee Break\n\n11:15 – 12:15 PM\n“Text as Data”\nBryan Kelly\, University of Chicago \n\n12:15 – 1:15 PM: Lunch\n\n1:15 – 2:15 PM\n“Search Data and Finance”\nPaul Gao\, University of Notre Dame \n\n2:15 – 3:15 PM\n“Media and Its Interaction with Financial Markets”\nRonnie Sadka\, Boston College \n\n3:15 – 3:30 PM: Coffee Break\n\n3:30 – 4:30 PM\n“What Machine Learning Can and Cannot Do”\nClaudia Perlich\, Dstillery \n\n4:30 – 5:30 PM: Cocktails & Networking Reception\n×Agenda\n8:30 – 9:00 AM: Registration\, Breakfast\n\n9:00 – 10:00 AM “When Should we Trust Autonomous Learning Systems with Decisions?”\nVasant Dhar\, SCT Capital Management\, New York University \n\n10:00 – 11:00 AM\n“The Contextual Bandits Problem: Techniques for Learning to Make High-Reward Decisions”\nRobert Schapire\, Microsoft \n\n11:00 – 11:15 AM: Coffee Break\n\n11:15 – 12:15 PM\n“Text as Data”\nBryan Kelly\, University of Chicago \n\n12:15 – 1:15 PM: Lunch\n\n1:15 – 2:15 PM\n“Search Data and Finance”\nPaul Gao\, University of Notre Dame \n\n2:15 – 3:15 PM\n“Media and Its Interaction with Financial Markets”\nRonnie Sadka\, Boston College \n\n3:15 – 3:30 PM: Coffee Break\n\n3:30 – 4:30 PM\n“What Machine Learning Can and Cannot Do”\nClaudia Perlich\, Dstillery \n\n4:30 – 5:30 PM: Cocktails & Networking Reception\nClose DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA Society New York is not a Registered Investment Advisor\, Broker/Dealer\, Financial Analyst\, Financial Bank\, Securities Broker\, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information\, CFA Society New York 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 CFA Society New York has no duty to update and maintain the information\, reports\, or statements made during events. The 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. You 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. There 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/data-science-in-finance-the-final-frontier/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Fintech Thought Leadership 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:20180122T173000 DTEND;TZID=America/New_York:20180122T200000 DTSTAMP:20260619T192129 CREATED:20171221T191748Z LAST-MODIFIED:20180502T174421Z UID:31094-1516642200-1516651200@cfany.org SUMMARY:Current Trends in Compensation and Talent Management for the Asset Management Industry DESCRIPTION:Current Trends in Compensation and Talent Management for the Asset Management IndustryMonday\, January 22 | 5:30pm – 8:00pm Followed by a catered networking reception \nATTENDANCE & LIVESTREAM OPTIONS AVAILABLE Registration and Pricing Details \nTo Attend \nMembers: $20 | Nonmembers $55 \nLivestream Access \nFree & Available to Members Only \nRegister to AttendRegister for LivestreamEvent Overview\n\n\n\nThis event explores issues of compensation and talent management from both the firm and employee’s perspective. Managers need to understand how to recruit and retain the best talent\, and employees need to know how to ask for the compensation they deserve. The discussion will be led by subject matter experts in HR\, Employment Law\, Accounting\, Recruiting\, and Executive Coaching. \n\n\n\nKey Topics \nFeatures\, Benefits\, Values\n\n\n\nThis event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm. \nMajor Points\n\n\n\n\nManagers need to know about compensation & talent management trends and new laws taking place that limit what information they can ask\nWhat Individuals need to know to make themselves more attractive to employers and what to expect in terms of compensation.\nHow the “gig” economy is beginning to affect the Investment Industry.\n\nWho Should Attend?\n\n\nCEOs\, Chief Operating Officers\, Chief Technology Officers\, Chief Compliance Officers\, Job Seekers\, Portfolio Managers\, Analysts\, Investor Relations\n\n\n\n\n\n\n\n\n\nLocationCFA NY Conference Center 1540 Broadway 45th St. Entrance Suite 1010 \nFeesTo Attend Members: $20 | Nonmembers $55 \nLivestream Access Free & Available to Members Only \nBusiness Management GroupBecome a Member of CFANYAgenda\n5:30: REGISTRATION AND NETWORKING \n\n6:00: INTRO REMARKS \n\n6:10 – 7:30: PANEL DISCUSSION AND Q&A \nModerator \nDori Graff\, CFA\, Director – Financial Services\, Strategy& / PwC \nPanelists \nHolly H. Weiss\, Partner\, Employment & Employee Benefits Group\, Schulte Roth & Zabel \nAllison Heilman\, Director\, Business Partner\, Guggenheim Investments \nGregory Kastner\, CPA\, Senior Tax Manager\, Baker Tilly Virchow Krause\, LLP \nRenee T. Neri\, Partner\, Sector Leader\, North American Asset Management—Heidrick & Struggles \n\n7:30 – 8:30: NETWORKING RECEPTION \nRegister to AttendRegister for Livestream DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/current-trends-in-compensation-and-talent-management-for-the-asset-management-industry/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180124T113000 DTEND;TZID=America/New_York:20180124T133000 DTSTAMP:20260619T192129 CREATED:20171128T225512Z LAST-MODIFIED:20181115T181941Z UID:30510-1516793400-1516800600@cfany.org SUMMARY:American Gas Association Luncheon Presentation DESCRIPTION:American Gas Association Luncheon Presentation– An American Gas Association Sponsored Event –Wednesday\, January 24 \nRegister to AttendSpeakers\nKimberly J. Harris 2018 Chair\, American Gas Association President and CEO\, Puget Sound Energy \nDave McCurdy President & CEO\, American Gas Association \n\nThe American Gas Association\, founded in 1918\, represents more than 200 local energy companies that deliver clean natural gas throughout the United States.  There are more than 74 million residential\, commercial\, and industrial natural gas customers in the U.S.\, of which 95 percent — more than 70 million customers — receive their gas from AGA members. AGA is an advocate for natural gas utility companies and their customers\, and provides a broad range of programs and services for member natural gas pipelines\, marketers\, gatherers\, international natural gas companies\, and industry associates. Today\, natural gas meets more than one-fourth of the United States’ energy needs. \nThis AGA luncheon and presentation focuses on the outlook for natural gas demand and supply\, as well as regulatory and legislative changes.  Presentation emphasizes potential impact of climate and energy legislation and  addresses various issues regarding investment in this sector: \n\nNatural Gas Supply/Demand\nOther Key Legislative and White House Issues\nInvestment Outlook\nFERC and State Regulatory Issues\n\nDetails and Registration \nFees\nCFANY & AGA Members | $35 Nonmembers | $95 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nEvent & Presentation Sponsored By \nRegister to Attend DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/american-gas-association-luncheon-presentation/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Other Industry Events GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180125T173000 DTEND;TZID=America/New_York:20180125T180000 DTSTAMP:20260619T192129 CREATED:20171213T175243Z LAST-MODIFIED:20180123T000240Z UID:30962-1516901400-1516903200@cfany.org SUMMARY:2018 Annual Meeting DESCRIPTION:2018 Annual MeetingThursday\, January 25 | 5:30 – 6:00pm \nFree to Attend | Members Only\nRegister to AttendThe annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee. \nVoting is authorized constitutionally under CFANY bylaws (see Article III\, Section 3.10); eligible CFANY members unable to attend are permitted to vote by proxy (Section 3.9). Members voting by proxy can cast ballots electronically. \nAgenda5:15PM: Overview of CFANY’s FY 2017 Financials & Membership Status \n\n5:30PM: ELECTIONS AND APPOINTMENTS \n1) Election of six Directors at Large to the CFANY Board of Directors (“Directors”)\n2) Election of six appointees to the 2018 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n6:00PM ADJOURN \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. \nNO SHOW \nDetails and Registration \nFees\nMembers | $30\nNonmembers | $70\n< Become A Member > \nLocation\nCFANY Conference Center\n1540 Broadway – Suite 1010\nNew York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group URL:https://cfany.org/event/2018-annual-meeting/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members 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:20180125T180000 DTEND;TZID=America/New_York:20180125T203000 DTSTAMP:20260619T192129 CREATED:20171213T185312Z LAST-MODIFIED:20180502T171100Z UID:30966-1516903200-1516912200@cfany.org SUMMARY:2018 Kickoff DESCRIPTION:2018 KickoffThursday\, January 25 | 6:00 – 8:30pm \nFree| Members Only \nRegister to AttendThe Evening Will Consist Of\nThe evening consists of a Recap of the 2018 Annual Meeting\, the CFA Society New York Volunteer Award Ceremony\, and a 2018 Kickoff Party. \n[fusion_checklist icon=”fa-asterisk fas” iconcolor=”” circle=”” circlecolor=”#008ed6″ size=”15px” divider=”” divider_color=”” hide_on_mobile=”small-visibility\,medium-visibility\,large-visibility” class=”” id=”” /]2017 Volunteer Award Winners×Volunteer Leadership Group Award Descriptions CFA Society New York Ambassador Committee This award recognizes the committee that has promoted CFA Society New York ’s values to members as well as nonmembers\, resulting in increased awareness of CFA Society New York in the financial community. The committee bestowed with this award has built bridges and forged partnerships between various financial institutions and CFA Society New York. Most Outstanding Industry Contribution The committee awarded this distinction has been instrumental in identifying and working to address a new demand across the finance profession. This new demand is in line with the values and mission of CFA Society New York. This award may also be accorded to a committee that has been established recently\, and has exhibited growth in membership as well as in the creation of new programming. Most Improved Committee The committee(s) receiving this award demonstrated improvement in terms of membership\, participation and/or programming over the past year. Close×Individual Award Descriptions Young Investment Professional Award This award recognizes an outstanding early-career professional who actively involves himself/herself in the profession\, the investment communities and in the work of CFA Society New York. The award is presented to a CFA Society New York member/volunteer who has been in the investment field for fewer than 10 years. Note: CFA Society New York membership is required. Volunteer of the Year Award This award honors respected and distinguished CFA Society New York members/volunteers who have demonstrated extraordinary service and continuing devotion to the Society. These individuals have exhibited continued dedication to the achievement of CFA Society New York ’s goals\, especially within the past calendar year. Note: Up to 3 people may receive this award. CFA Society New York membership is required. Benjamin Graham Distinguished Service Award This award honors exceptionally dedicated voluntary service to CFA Society New York marked by out-standing performance. This individual denotes effective leadership and prolonged and committed service\, devotion and enthusiasm. Established in 2011\, this award honors the contributions of Benjamin Graham\, one of CFA Society New York ’s founders and the “father of securities analysis.” The award is presented to a CFA Society New York member/volunteer who has served the Society for at least 10 years in at least one of the following areas: Volunteer Leadership\, Program Development\, or Membership Growth. Note: CFA Society New York membership is required. Close \nIndividual Awards \n \nThrough generations of investment professionals\, CFA Society New York (CFANY) has remained steady as a leading forum for the investment community\, and a hub for objective\, independent thought. Driven by an unparalleled community of volunteer investment professionals\, CFANY holds over 200 events per year\, exploring various topics of vital importance to the investment industry. \nAward Descriptions \n \n– Young Investment Professionals Award – \n \nRongbiao Fu\, CFA \n \n– Volunteer of the Year – \n \nThomas Brigandi Karina Bubeck\, CFA Peter Sang\, CFA \n \n– Benjamin Graham Distinguished Service Award – \n \nMartin Fridson\, CFA \n \nGroup Awards \n \nThe majority of CFANY events are organized by member-driven subcommunities of like-minded individuals\, each respectively centered around a set of shared professional interested and a defined\, overarching theme. Thousands of individuals contribute to these groups in the spirit of collaboration. The following groups were identified by our Nominations Committee for their accomplishments this year. \nAward Descriptions \n \n– Most Improved Committee – \n \nVeterans Roundtable \n \n– Most Innovative Committee – \n \nFinTech Leadership Group \n \n– CFA Society New York Ambassador Committee – \n \nAlternative Investments Leadership Group \n \n– Most Outstanding Industry Contribution – \n \nAsset Owner Series™ \nAward History20162015201420132012 DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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. NO SHOW \nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis Group URL:https://cfany.org/event/2018-kick-off-award-ceremony/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members 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:20180208T173000 DTEND;TZID=America/New_York:20180208T200000 DTSTAMP:20260619T192129 CREATED:20171019T202911Z LAST-MODIFIED:20180408T180734Z UID:27612-1518111000-1518120000@cfany.org SUMMARY:1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First DESCRIPTION:Putting Beneficiaries First Series1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity FirstThursday\, February 8 | 5:30 – 8:00\n Followed by a catered networking reception \nAgenda\n5:58 OPENING REMARKS \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n6:00 – 6:10 SPECIAL GUEST KEYNOTE ADDRESS \nBjorn Forfang\, Deputy Chief Executive Officer\, CFA Institute \n\n6:10 – 6:45 KEYNOTE ADDRESS \nHon. Joshua Gotbaum\, Guest Scholar\, Brookings Retirement Security Project; Former Director\, Pension Benefit Guaranty Corporation; Former Assistant Secretary\, US Treasury \n\n6:45 – 8:00 PANEL \nModerator \nHan Yik\, Head of Institutional Investors\, World Economic Forum \nPanelists \nMarc Goldwein\, Senior Vice President\, Committee for a Responsible Federal Budget\nFocus: Entitlement Crisis \nBrian Levitt\, Senior Investment Strategist\, OppenheimerFunds\nFocus: National Debt \nTim Blake\, CFA\, Managing Director & Chairman of Pension Steering Committee\, Moody’s Investors Service\nFocus: Public Pension \n\n8:00 CLOSING REMARKS \nTom Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\n×Asset Owners: Request Complimentary Admission to this Event\n\nCloseTO ATTEND\nMembers: FREE | Nonmembers: $30 \nLIVESTREAM REGISTRATION\nFree to Members & Nonmembers \nRegister to AttendLivestream RegistrationAsset Owners: Request Complimentary AdmissionMedia/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at jball@cfany.org for related inquiries. \nDateThursday\, Feb. 8 \n5:30-8:00\nFollowed by catered networking reception \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend \nMembers: FREE\nNonmembers: $30 \nLivestream registration free to members & nonmembers \nVisit the Asset Owner Series HomepageBecome a CFA Society New York MemberDescription\nThis event will feature thought leaders that represent apolitical financial institutions such as OppenheimerFunds and Moody’s Investors Service\, in addition to objective nonprofit organizations such as the Committee for a Responsible Federal Budget\, CFA Institute\, the Brookings Institution and the World Economic Forum\, for a data driven discussion focused on quantifying the credit and market risks associated with US federal and municipal government unfunded public pension and entitlement liabilities\, in addition to the national federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative. \nThe Congressional Budget Office (CBO) estimates that federal interest outlays will absorb around 15% of fiscal revenue by fiscal year 2026\, up from 8% in fiscal 2017. The CBO also estimates gross federal debt will exceed $30 trillion by fiscal 2027\, the same year which Social Security expenditures are expected to approach$1.7 trillion and Medicare / Medicaid expenses will collectively eclipse $2 trillion\, up from $910 billion and $1.1 trillion in fiscal 2016\, respectively. Interest payments as a percentage of the federal budget\, in addition to the annual cost of the three main entitlement line items of Social Security\, Medicare and Medicaid\, beyond the scope of the CBO’s 10-year projections\, will be a key focus of this discussion\, as will unfunded municipal pension liabilities. \nRegister to AttendAsset Owners: Request Complimentary AdmissionLivestream RegistrationEvent PartnerDISCLAIMER 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/unfunded-entitlement-liabilities-and-national-debt-symposium/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CE Credits,CFA Society NY Event,Putting Beneficiaries First GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180215T173000 DTEND;TZID=America/New_York:20180215T200000 DTSTAMP:20260619T192129 CREATED:20171128T165008Z LAST-MODIFIED:20180502T173035Z UID:30484-1518715800-1518724800@cfany.org SUMMARY:What’s New in Financial Reporting in 2017 DESCRIPTION:What’s New in Financial Reporting in 2017Thursday\, February 15 \nRegister to AttendView LivestreamAgenda\n6:00 – 6:05 pm | Opening Remarks \nArthur Fliegelman\, CFA\, Chair\, Financial Reporting & Analysis Group \n\nREVENUE RECOGNITION\n\n6:05 – 6:15 pm | Standard Setter’s Perspective \nJason Bond\, Practicing fellow\, Financial Accounting Standards Board \nHal Schroeder\, Board Member\, Financial Accounting Standards Board \n6:15 – 6:25 pm | Preparer / Practitioner Challenges \nGregory Johnson\, CPA\, Director\, PwC \nRob Moynihan\, CPA\, Partner\, Deloitte \n6:25 – 6:50 pm | Financial Statement Implications \nTodd Castagno\, CFA\, CPA\, Analyst\, Morgan Stanley \nPranav Ghai\, CEO and Co-Founder\, Calcbench \nSandy Peters\, CFA\, CPA\, Leader of the Financial Reporting Policy Group\, CFA Institute \nModerator Santhosh Abraham\, PhD\, CFA\, FHEA\, Vice Chair\, Financial Reporting & Analysis Group \n6:50 – 7:00 pm | Q & A Session \n\nFINANCIAL INSTRUMENTS\, LEASES AND CECL\n\n7:00 -7:10 pm | Standard Setter’s Perspective \nJason Bond\, Practicing fellow\, Financial Accounting Standards Board \nHal Schroeder\, Board Member\, Financial Accounting Standards Board \n7:10 -7:20 pm | Preparer/ Practitioner Challenges \nGregory Johnson\, CPA\, Director\, PwC \nRob Moynihan\, CPA\, Partner\, Deloitte \n7:20 -7:45 pm | Financial Statement Implications \nTodd Castagno\, CFA\, CPA\, Analyst\, Morgan Stanley \nPranav Ghai\, CEO and Co-Founder\, Calcbench \nModerator Jane Soong\, CFA\, CPA\, Corporate Controller\, SCYNEXIS\, Inc \n7:45 -8:00 pm | Q & A and Closing Remarks \nThis program gives you a concise update on key new developments in Financial Reporting for financial statements published in 2018.  Topics include changes in revenue recognition\, derivatives reporting\, developments in lease reporting\, and CECL.  The program includes speakers that capture perspectives from standard-setters\, investment research\, and preparers of financial statements. It is designed as a boot camp to get financial statement users up to speed on the impact of the new standards of financial statements published in early 2018. \nLearning Outcome Statements\n\nDiscuss recent Accounting Standard changes to Revenue Recognition\, Financial Instruments\, Leases and CECL.\nAnalyze the impact of the above changes on financial statements published in 2018\n\nDetails and Registration \nFees\nMembers | $30 Nonmembers | $70 < Become A Member > \nLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nRegister to AttendFinancial Reporting & Analysis GroupLivestream AccessView Livestream DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/whats-new-in-financial-reporting-in-2017/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Financial Reporting and Analysis Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180222T173000 DTEND;TZID=America/New_York:20180222T200000 DTSTAMP:20260619T192129 CREATED:20171019T215528Z LAST-MODIFIED:20190925T191301Z UID:27632-1519320600-1519329600@cfany.org SUMMARY:3rd Annual Insurance Company Chief Investment Officers Roundtable DESCRIPTION:Agenda\n5:58 OPENING REMARKS \nDeepika Sharma\, CFA\, Treasurer\, CFA Society NY \n\n6:00 – 6:20 KEYNOTE ADDRESS \nJeffrey Jacobs\, Global Head of FIG Portfolio Management\, BlackRock \n\n6:25 – 7:30 PANEL \nModerator\nJohn Brown\, CFA\, Managing Director – External Investments\, Massachusetts Mutual Life Insurance Company \nPanelists \nBill Cody\, Chief Investment Officer\, Progressive \nJohn Melvin\, Head of Portfolio Management\, Hartford Investment Management Company (HIMCO) \nAndre Keller\, CFA\, CAIA\, FRM\, Chief Investment Officer\, XL Catlin \nMichael J. Pagano\, Head of Insurance Portfolio Management\, Voya Investment Management \n\n7:30-7:50 CLOSING KEYNOTE \nBob Boyda\, Head of Global Asset Allocation\, John Hancock Asset Management \n\n7:55 SPONSOR CLOSING REMARKS \nBridget McKenna\, CFA\, Vice President\, Institutional Advisory Services\, Nuveen \n\nFOLLOWED BY A CATERED NETWORKING RECEPTION\n×Asset Owners: Request Complimentary Admission to this Event\n\nCloseDescription\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 rates in Europe & Japan\, emerging market headwinds\, global growth concerns and stock-market volatility\, and the opportunities for yield appear to be limited. \nRead More \nAccording to The National Association of Insurance Commissioners (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. \nClearly\, this issue has been on the minds of insurance companies’ Chief Investment Officers and their investment teams. At CFANY’s Third Annual Insurance CIO Conference\, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they’re uniquely covering investment shortfalls through alternative investments\, financial hedges\, product restructuring and more. \n\nDateThursday\, Feb. 22 \n5:30-8:00\nFollowed by catered networking reception \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend \nMembers: $55\nNonmembers: $150 \nVisit the Asset Owner Series HomepageBecome a CFA Society New York MemberSeries Founding SponsorSilver SponsorSeries PartnersEvent SponsorNoteKeynotes\, moderators and panelists will always be genuine asset owners. Sponsors may provide brief opening or closing remarks. \nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No jeans allowed; business attire recommended. \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 Society New York’s code of conduct. \nSeats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. URL:https://cfany.org/event/3rd-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:20180301T180000 DTEND;TZID=America/New_York:20180301T200000 DTSTAMP:20260619T192129 CREATED:20180122T165917Z LAST-MODIFIED:20180502T171917Z UID:31774-1519927200-1519934400@cfany.org SUMMARY:Find Your CFANY Niche: Volunteer Leadership Group Meet & Greet DESCRIPTION:Find Your CFANY Niche: Member + Group Meet & GreetDateThursday\, March 1 6:00 – 8:00 pm \nLocationCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nFeesFREE Members Only \nEvent OverviewVolunteer Leadership GroupsAbout SocietyRegister to AttendBecome a CFANY MemberLeadership Group HomepageVolunteer Groups Volunteer Leadership GroupsWhy JoinVolunteer Leadership Groups CFANY Volunteer Leadership Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. The new group year begins September 1\, but members may join at any time. Members may join any number of groups. \n\n\n\n\nAsset Owner Series™ | About\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\nWhy Join\nWhy Join a Group?\nJoining an interest group connects you to a community of professionals in your field who share their time\, talent\, and knowledge. Volunteering on a group heightens your visibility as a vital participant in your profession and contributes to your professional development. Other benefits include : \n\nSharing information and ideas with a network of your peers.\nDeveloping professional relationships and strengthening ties in the investment community.\nEnhancing your leadership skills and expanding your network through contacts with speakers and other leading professionals.\nBuilding expertise within your field.\n\nWhat Does Group Membership Involve?\nEach group may have a different focus. Agendas include : \n\nBuilding relationship with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProvide support to groups such as veterans.\nPlanning conferences by curating event themes and inviting industry leading speakers.\nPublishing research.\nSupporting CFANY via volunteering to guide membership and policy decisions.\n\nJoin a Group Event OverviewLend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups \nJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in which your involvement can benefit both your professional career\, and the Society as a whole. \nAttendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\nMore Information CFA Society New York’s Thought Leadership Volunteer Groups are communities of like-minded individuals who share professional interests\, build networks\, and exchange actionable ideas. Many long term\, trusting\, and profitable relationships are built within these groups. Members may join any number of groups. What Does Volunteer Group Membership Involve? While each Group’s respective focus may vary\, agendas include: \n\nBuilding relationships with related organizations on Wall Street.\nInteracting with CFA Institute to help shape Capital Market Policy.\nProviding leadership in the industry.\nProviding support to targeted groups\, such as military veterans.\nPlanning conferences\, curating event themes and inviting industry-leading speakers.\nPublishing research.\nSupporting CFA Society New York via invaluable volunteer-work while guiding both membership and policy decisions.\n\n×Volunteer Leadership Groups\n\n\n\n\nAsset Owner Series™ | About\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\nClose×Why Join | Membership Benefits\nWe Raise the Standards of the Investment Industry\nCFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.\nUnparalleled Access to a Network of Industry Leaders\nOur members are Chief Investment Officers\, portfolio managers\, and leading analysts on both the buy-side and the sell-side of the industry\, and over 95% of members are CFA charterholders. They are leading the industry both here and abroad. With over 10\,000 members\, CFA Society New York is the largest CFA society in the world. \nCFA Society New York Leadership Groups\nCFA Society New York’s active community of members has something to offer everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. They meet regularly to discuss the latest industry developments and help shape the conversation in the investment industry. \nExclusive Events\nCFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships\, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. And\, all members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities. \nJOIN OUR COMMUNITY OF THINKERS\, DRIVERS\, AND DOERS.\nBecome a Member *CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. **Exceptions include events where Chatham House Rule applies\, or when other relevant restrictions are in place. Close×Time | Date | Fees\nDate\nTuesday\, March 1\, 2018 6:00 pm – 8:00 pm \n\nLocation\nCFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nFREE Members Only \nClose×Event Overview\nLend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups:  \nJoin us for this complimentary member event\, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community\, and ways in which your involvement can benefit both your professional career\, and the Society as a whole. \n Attendees will meet fellow CFA Society New York members in an informal setting where they will discuss: \n\nFinding and joining specific group(s) of your interest—see list below!\nVolunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.\nBounce new ideas off of one another\, including events\, initiatives and even potential new Volunteer Groups.\n\nClose\n\n\n\nAsset Owner Series™ | About\n\n\nAlternative Investments | About\nBusiness Management | About\nCareer Development | About\n\n\nFinancial Reporting & Analysis | About\nFintech | About\nGlobal Investing | About\n\n\nInstitutional Asset Management | About\nInvestment Strategy Roundtable | About\nMembership Committee | About\n\n\nPerformance & Risk Analytics | About\nPrivate Wealth Management | About\nRegulation & Market Integrity | About\n\n\nSustainable Investing | About\nToastmasters | About\nUniversity Outreach | About\n\n\nValue Investing | About\nVeterans Roundtable | About\nYoung Leaders | About\n\n\n\n\n×Alternative Investments The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. Close×Asset Owner Series™ The CFA Society New York Asset Owner Series™ is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFA Society New York has to offer. Since the end of 2015\, the Series has hosted chief investment officers\, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds\, insurance companies\, single family offices\, multi family offices\, endowments\, foundations\, private banks\, national pensions\, corporate pensions\, institutional investment consultants\, public pensions and union pensions that collectively have over $35 trillion in assets under management or advisory. According to OECD and World Pensions Council estimates\, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally. Over the course of its 2-year inauguration\, CFA Society New York’s Asset Owner Series™ will feature senior investment consultant\, asset manager and asset owner leaders who collectively and directly oversee or advise on roughly $60 trillion\, or approximately two thirds of total institutional assets globally. Post 2017\, the Series will feature 6 annual events\, as opposed to the 11 annual events that took place during the inaugural 2 years. The Series was founded by CFA Institute’s Inaugural Global Outstanding Young Leader and CFA Society New York’s 2016 Benjamin Graham Distinguished Service Award recipient\, 2015 & 2017 Volunteer of the Year and 2013 Young Investment Professional Award recipient\, THOMAS BRIGANDI\, in collaboration with a team of over 300 industry leaders who source speakers from their respective networks on behalf of the Society. The Series is being spearheaded by CFA Society New York volunteer leaders THOMAS BRIGANDI; DEEPIKA SHARMA\, CFA;  JAE YOON\, CFA; ROBERTO PERALTA\, CFA; KEVIN MAXWELL\, CFA; SAMMY SUZUKI\, CFA; ROBERT DISCOLO\, CFA\, CAIA\, CPA and PETER SANG\, CFA. Close×Business Management We will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm\, such as how to successfully launch and operate a business. These issues include\, business planning\, enterprise technology\, compliance\, market trends\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management\, while serving as a bridge between the “buy” and “sell” sides. Close×Career Development The Career Development Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events like the monthly Career Chat\, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry. Close×Fintech The mission of the Fintech Thought Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business.  Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFANY members have a forward looking perspective.  The group will: \n\nDevelop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFANY thought leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\nClose×Financial Reporting and Analysis The Financial Reporting and Analysis Group follows issues and events affecting financial reporting\, corporate disclosure\, and accounting standards. Its primary mission is to keep CFANY members informed about these issues. The group also comments on proposed new financial reporting standards (before Regulators and Standard Setters). Close×Global Investing Group The Global Investing group organizes a diverse range of programs to keep members abreast of key trends in global investment markets. Close×Institutional Asset Management The Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. Close×Private Wealth Management The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients\, and to remain at the forefront of professionalism and knowledge in serving private clients. Private Wealth Management Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative\, well-read\, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management\, investment research\, investment advisory\, financial planning\, and firm leadership.   We focus discussions and meetings on investment strategy\, implementation\, and communications with the goal of enriching our professional experience and practice. \nThe Group pursues collaboration with other CFANY groups in programming\, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY\, such as volunteering to grade reports\, mentoring a university team\, or judging the Final Four in the Investment Challenge. \nClose×Regulation & Market Integrity The Regulation and Market Integrity Group focuses on the following areas: \n\n\n\nRegulatory Developments – Review and analyze regulatory changes that affect portfolio management and financial analysis in a practical way so you can benefit and profit.\nEvents – Host seminars\, workshops and social events to boost information sharing and networking among Committee members and speakers.\nCommunication – Advocate on your behalf among the CFA Institute\, CFANY and external governing bodies such as the SEC on issues that are important to you.\nSocialize – Make valuable contacts\, meet colleagues and friends and have fun!\n\n\n\nClose×Sustainable Investing Group The Sustainable Investing Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis. Close×Toastmasters\nBecome the Speaker You Want to Be\nDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! Close×University Outreach The University Outreach Group is to provide a forum for students and universities in order to 1) increase CFANY awareness among students and universities by reviewing and recommending a list of targeted universities\, 2) improve CFANY membership through students associations and universities and 3) promote the CFA classes at CFANY for students who want to take the CFA exams. Programs include organizing and developing the CFA Institute Research Challenge\, Ethics training and GAME. Close×Value Investing Group The Value Investing Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets. Close×Young Leaders Group With the launch of the Young Leaders Group in Q4 2016\, its committee members are diligently planning their inaugural 2017 calendar of events. The dual mission of the group is to create an ecosystem for CFANY’s millennial generation to develop their professional and leadership skills\, and to serve as a platform to amplify the perspective of the newest generation of charterholders. Close×Veterans Roundtable The Veterans Committee of CFANY\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFANY and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden CFANY’s and the CFAI’s reach. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFANY members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFAI mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFANY programming events per year\, and actively participate in other veteran organizations at least six times per year. We maintain a globally accessible presence and a calendar of events through our website: VETERANSINFINANCE.ORG. Close×Investment Strategy Roundtable The CFANY Investment Strategy Roundtable meets monthly to discuss topics important to all market participants. Whether it’s debating the Eurozone sovereign outcome\, movements in rates and currency markets\, China hard landing fears\, or digging into details on volatility strategies and discussing market technicals\, you’ll be sure to find a fresh perspective from joining our discussion. Guided by a formal cross-market agenda and slide deck\, the group traverses topics from a macro perspective\, drilling down into specific areas of interest to our group?s portfolio managers\, traders\, analysts\, and academics. The roundtable’s composition is quite diverse\, which ensures a lively interaction that is guaranteed to both educate and challenge you and bring to light myriad useable trading strategies. Close×Performance & Risk Analytics The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, consulting firms\, GIPS verification firms\, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events. Close×Membership Committee The Membership Committee reviews and approves all prospective member applications and makes recommendations to the Board of Directors as to guidelines for membership. It helps develop and evaluate member benefits\, reviews special offers\, and looks for new member-recruitment methods. Programs include the Annual Dinner and other member-networking events. Close CFANY 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 The 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. The 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. You 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. There 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/find-your-cfany-niche-volunteer-leadership-group-meet-greet/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Membership Committee GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180308T173000 DTEND;TZID=America/New_York:20180308T200000 DTSTAMP:20260619T192129 CREATED:20180221T201904Z LAST-MODIFIED:20180502T173312Z UID:33355-1520530200-1520539200@cfany.org SUMMARY:Strategic Management of Investment Organizations DESCRIPTION:Strategic Management of Investment OrganizationsSponsored by CFA Institute and Harvard Business SchoolThursday\, March 8 | 5:30 PM – 8:00 PM \nFree for Members \n×Conference Speakers\nPanelists\nLuis Viceira\, Senior Associate Dean\, Harvard Business School; FINRA\, Board of Directors; Advisory Board Member\, Government Pension Fund of Norway Brian Hellmer\, CFA\, Deputy CIO\, Equities\, State of Wisconsin Kei Yamamoto\, CFA\, Director of Investments\, Casey Family Programs Ross Cuddeback\, CFA\, Head of Risk Americas\, Deutsche Asset Management \nModerator\nGeorge Austin\, CFA\, Past President\, CFANY (formerly NYSSA); Past Chair\, CFA Institute Board of Governors CloseBecome a MemberSpeakersRegister to AttendConference Overview\nHow do CEOs and other senior leaders manage their firms\, implement business strategies and think through key strategic challenges? \nThere are no perfect solutions\, but there are time-tested frameworks. CFA Institute and Harvard Business School’s (HBS) Investment Management Workshop is designed to explore these issues with global peers\, C-level guest speakers\, and leading HBS professors. \nWe are pleased to present a panel moderated by George E. Austin that will bring together Professor Luis M. Viceira (Senior Associate Dean\, HBS Executive Education and faculty co-chair of the Investment Management Workshop\, Governor (Public) of FINRA\, and manager of the Sovereign Wealth Fund of Norway)\, Brian Hellmer\, CFA (Deputy CIO Equities\, State of Wisconsin Investments Board)\, Ross Cuddeback\, CFA (Head of Risk\, Deutsche Asset Management)\, and Kei Yamamoto\, CFA (Director of Investments\, Casey Family foundation)\, who all attended the 49th annual CFA-HBS Investment Management Workshop in June 2017. \nParticipants in decision-making roles will benefit from the panelists’ perspectives on a range of strategic issues including: \n\nWhen will industry consolidation slow down?\nHow will Indexing evolve and where does Smart Beta go from here?\nIs there a perfect Investment Process for institutional asset owners?\nWhat is the role of Alternatives in portfolios?\nAre there asset classes that cannot be replicated as ETF solutions?\n\nCocktail reception will follow the panel to allow for informal conversations with the panelists and fellow guests. This event is sponsored by CFA Institute in partnership with HBS. \n*Mr. Austin is a retired Managing Director of JP Morgan Asset Management and a former member of the Board of Directors of JP Morgan Trust Bank in Tokyo\, Japan. He was a past President of Financial Analysts Federation (1993-94) and a past President of New York Society of Security Analysts (1992-93). Since attending his first Investment Management Workshop in 1973\, Mr. Austin has participated in a total of 33 workshops. \nRegister to AttendLocation CFA Society New York 1540 Broadway – Suite 1010 45th St. Entrance \nFees Members: FREE Nonmembers: $25 < Become a Member > \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/strategic-management-of-investment-organizations/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members,Sponsored Event* GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180312T180000 DTEND;TZID=America/New_York:20180312T200000 DTSTAMP:20260619T192129 CREATED:20180302T170257Z LAST-MODIFIED:20180312T140110Z UID:33846-1520877600-1520884800@cfany.org SUMMARY:China's Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\, by Winston Ma DESCRIPTION:Author Series: Asset Owner EditionChina’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\, by Winston MaMonday\, March 12 | 6:00 – 8:00 PM \nAgenda\n5:58 PM | WELCOMING REMARKS \nTom Brigandi\, Board Member\, CFA Society New York \n\n6:00 PM | CFANY Presentation with Chris Cutler\, Featuring Winston Ma \nWinston Ma\, Managing Director\, China Investment Corporation (CIC) \nModerator\nChris Cutler\, Vice Chairman\, CFANY \n\n7:15 PM | CLOSING REMARKS \nRobert Discolo\, CFA\, CAIA\, Board Member\, CFA Society New York \n\n8:00 PM | ADJOURNMENT \n×Save the Date\nRegistration Details TBA \nCloseTO ATTEND: FREE\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamREGISTRATION & FEESTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamChina’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom\nWinston Ma is the Managing Director of +$800 billion China Investment Corporation. He has a bachelor’s degree in Electronic Materials and a second bachelor’s degree in International Economic Law from Fudan University\, an MBA with honors from the University of Michigan\, and he graduated from NYU’s School of Law in 1998 as a Hauser Global Scholar. He was selected as a 2013 Young Global Leader at the World Economic Forum (WEF)\, and in 2014 he received the Distinguished Alumni Award from New York University. \nHe joined China Investment Corporation (CIC)\, the country’s sovereign-wealth fund\, at its inception in early 2008. As a Managing Director at CIC’s private equity and direct investments area\, he focuses on cross-border investments in long-term\, large-scale concentrated positions. From 2011 to 2015\, he was the managing director for the CIC office in North America. \nWinston Ma has also worked as deputy head of equity capital markets at Barclays in New York and as a vice president in investment banking at JPMorgan. Before that\, he was a practicing attorney at Davis Polk & Wardwell (New York) and Freshfields (China). He is the author of China’s Mobile Economy (Wiley\, 2016) and Investing in China (Risk Books\, 2006). \nDateMonday\, March 12\n6:00 – 8:00 PM \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend\nFree | Members Only \nLivestream\nFree | Members Only \nBecome a CFA Society New York MemberVisit the Asset Owner Series HomepageTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamREGISTRATION & FEESTO ATTEND: $30\nMembers Only \nRegister to AttendLIVESTREAM: FREE\nAvailable to Members Only \nRegister for LivestreamSeries SponsorSilver SponsorSeries PartnersNoteModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\n\n\nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No jeans allowed; business attire recommended. \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 Society New York’s code of conduct. \nSeats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. \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/chinas-mobile-economy-opportunities-in-the-largest-and-fastest-information-consumption-boom-by-winston-ma/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Book Club & Author 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:20180315T173000 DTEND;TZID=America/New_York:20180315T200000 DTSTAMP:20260619T192129 CREATED:20170329T053936Z LAST-MODIFIED:20191018T215505Z UID:14298-1521135000-1521144000@cfany.org SUMMARY:2nd Annual Institutional Investment Consulting Roundtable DESCRIPTION:Agenda\n6:00 | WELCOMING REMARKS \nTOM BRIGANDI\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \n\n6:02 | KEYNOTE \nTim Barron\, Senior Vice President & Chief Investment Officer\, Segal Marco Advisors \n\n6:20 – 7:40 | PANEL \nModerator \nRich Nuzum\, President – Wealth\, Mercer \nPanelists \nJoe McDondald\, FSA\, EA\, CERA\, Senior Partner\, Aon Hewitt \nJeffrey Blazek\, CFA\, Managing Director\, Cambridge Associates LLC \nMarcia Peters\, CFA\, Chief Investment Officer\, Portfolio Evaluations\, Inc. \n\n7:40 – 8:00 | SPECIAL GUEST CLOSING KEYNOTE \nWINSTON MA\, Managing Director\, China Investment Corporation (CIC) \n\n8:00 | SPONSOR CLOSING REMARKS \nTrey Eno\, Vice President\, Global Consultant Relations\, Nuveen \n\nFollowed by a Networking Reception \nTO ATTEND\nMembers: $55 | Nonmembers: $150 \nRegister to AttendAsset Owners: Request Complimentary Admission×Asset Owners: Request Complimentary Admission to this Event\n\nCloseLocationCFANY Conference Center\n1540 Broadway\nSuite 1010 (45th Street Entrance)\nNew York\, NY 10036 \nRegistration DeadlineWednesday\, March 14\, 2018 \nFeesMember $55\nNonmember $150 \n[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.] \nNote: 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. \nThe 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional 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. \nCerulli 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. \nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, multilateral development bank or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee. \nSpeakers\nJoe McDonald\, FSA\, EA\, CERA\, Senior Partner\, Aon Hewitt\nJeffrey Blazek\, CFA\, Managing Director\, Cambridge Associates LLC \nOrganizers\nThomas Brigandi \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/2nd-annual-institutional-investment-consulting-roundtable/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event,Industry Conference 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:20180319 DTEND;VALUE=DATE:20180321 DTSTAMP:20260619T192129 CREATED:20180118T180530Z LAST-MODIFIED:20180502T170833Z UID:31678-1521417600-1521590399@cfany.org SUMMARY:22nd Annual Insurance Conference DESCRIPTION:In partnership with Raymond James\, CFANY presents the22nd Annual Insurance ConferenceTwo-Day Event\nMonday\, March 19 – Tuesday\, March 20 \nRegister to AttendAgenda×Agenda\nMonday\, March 19\n8:00 AM: Check-in & Continental Breakfast\n\n8:25 AM: Welcome & Opening Remarks\n\n8:30 AM: FNHC\n\n9:10 AM: HIIQ\n\n9:50 AM: AFH\n\n10:30 AM: Break – 10 min\n\n10:40 AM: KMPR\n\n11:20 AM: IFC\n\n12:00 PM: Lunch – 45 min\n\n12:15 PM: Ed Mills\n\n12:50 PM: IHC\n\n1:30 PM: HALL\n\n2:10 PM: Break – 10 min\n\n2:20 PM: RLI\n\n3:00 PM: AGII\n\n3:40 PM: CNFR\n\n4:15PM: Closing Remarks & Adjournment\n\nTuesday\, March 20\n8:00 AM: Check-in & Continental Breakfast\n\n8:25 AM: Welcome & Opening Remarks\n\n8:30 AM: FFG\n\n9:10 AM: PRA\n\n9:50 AM: CRD.B\n\n10:25 AM: Break – 10 min\n\n10:40 AM: UIHC\n\n11:20 AM: WEDXF\n\n12:00 PM: Lunch – 30 min\n\n12:30 PM: EMCI\n\n1:10 PM: PIH\n\n1:40 PM: Closing Remarks & Adjournment\nClose×AgendaMonday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\nCloseCompanies×Presenting Companies\n\n\n\n\n\n \nAtlas Financial Holdings (AFH)\n\n \nAtlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands.\n\n\n\n\n\n \nArgo Group International Holdings\, Ltd. (AGII)\n\n \nArgo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200.\n\n\n\n\n\n \nConifer Holdings Inc. (CNFR)\n\n \nConifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage).\n\n\n\n\n\n \nCrawford & Company (CRD.B)\n\n \nCrawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration.\n\n\n\n\n\n \nEMC Insurance Group\, Inc. (EMCI)\n\n \nEMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company.\n\n\n\n\n\n \nFBL Financial Group\, Inc. (FFG)\n\n \nFBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states.\n\n\n\n\n\n \nFederated National Holding Company (FNHC)\n\n \nFederated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business.\n\n\n\n\n\n \nHallmark Financial Services\, Inc. (HALL)\n\n \nHallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services.\n\n\n\n\n\n \nHealth Insurance Innovations\, Inc. (HIIQ)\n\n \nHealth Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans.\n\n\n\n\n\n \nIndependence Holding Company (IHC)\n\n \nIndependence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products.\n\n\n\n\n\n \nKemper Corporation (KMPR)\n\n \nKemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses.\n\n\n\n\n\n \n1347 Property Insurance Holdings\, Inc. (PIH)\n\n \n1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens.\n\n\n\n\n\n \nProAssurance Corporation (PRA)\n\n \nProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional.\n\n\n\n\n\n \nRLI Corporation (RLI)\n\n \nRLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam.\n\n\n\n\n\n \nUnited Insurance Holding Corporation (UIHC)\n\n \nUnited Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence.\n\n\n\n\n\n \nThe Westaim Corporation (WEDXF)\n\n \nThe Westaim Corporation (WEDXF)\n\n\n\n \n\nCloseOverview×Conference Overview\nThis 22nd annual conference discusses performance of the insurance sector as well as challenges faced by individual insurance companies that come to present in meeting their liabilities\, especially in the face of natural disasters.  Panelists debate whether secular trends rather than cyclical forces dampen the sector’s outlook. \nEquity capital markets finished 2017 on a strong a note. All major indices traded near or at their highs for most of the year and the S&P 500 managed to break its longest streak ever without a 3% intraday drawdown. In addition\, market based measures of volatility remained at historical lows throughout the year\, which further helped push the major averages higher on the positive fundamental backdrop of strong double-digit earnings growth\, prospects of deregulation\, and fiscal stimulus from tax reform. On a sector basis\, financials managed a comeback in early December and outperformed the broader market in 2017 as measured by the performance of the S&P 500 (20.03% vs. 19.42%). The sector underperformed for most of the year until consensus started to build around the success of a major tax overhaul. Indeed\, the new tax legislation spurred financial indices higher. Within the insurance subsector\, insurance brokers were the clear winner for the year outperforming the broader market by 147 bp (20.89% vs. 19.42%). We note this outperformance is driven to some extent by the “safety” component the group enjoys\, which is\, brokers have less downside cyclicality\, are not exposed to catastrophe losses\, and benefit from an improving economic outlook. P&C stocks sold-off substantially in the wake of last year’s above-average hurricane season\, but also made a comeback since; underperforming the S&P 500 by 654 bp in 2017 (vs 949 bp in mid-September). We note however\, most P&C insurers had effective reinsurance programs in place which limited their losses to bearable levels. We believe the subsector is positioned constructively for 2018 as premium rates continue to increase and flow to the bottom line (especially in cat exposed property)\, with profitability being further aided by lower taxes and higher interest rates. The performance of reinsurers reflected the severity of the 2017 hurricane season. Catastrophe loss estimates of $136B have shaped 2017 as one of the worst loss years on record for the global (re)insurance market. The subsector absorbed much of the industry’s catastrophe losses and underperformed by 21 percentage points. Additionally\, these losses come on the backdrop of constrained profitability from years of excess capital liquidity and relative benign catastrophe losses that have pressured reinsurance pricing downward. Historically\, such a combination of factors would have led to a widespread upward spike in pricing\, however\, 2018 January 1 renewals have been generally orderly\, which seems to indicate that secular trends are at play rather than cyclical forces\, which further dampens the subsector’s outlook. The SNL U.S. Insurance index increased 21.29% in 2017\, compared with 20.03% for the S&P 500 Financials and 19.42% for the S&P 500. The top five best performing stocks in the SNL Insurance index in 2017 included: Trupanion\, Inc. (TRUP)\, Centene Corp. (CNC)\, eHealth\, Inc. (EHTH)\, Fidelity National Financial (FNF)\, and NMI Holdings\, Inc. (NMIH). The top five best performing large cap stocks (over $5 billion) in 2017 included: Centene Corp. (CNC)\, Fidelity National Financial (FNF)\, Progressive Corp. (PGR)\, Anthem Inc. (ANTM)\, and First American Financial Corp. (FAF). \nCloseDetails and RegistrationTo Attend\nMembers | FREE Nonmembers | $150 < Become A Member > \nLivestream Access\nMembers | FREE Nonmembers | FREE < Become A Member > \nRegister to AttendAgendaLivestream RegistrationLivestream Schedule×Participating Livestream Companies\nMonday\, March 19\n8:30 AM | FNHC: Federated National Holding Company \nWatch Livestream \n10:40 AM | KMPR: Kemper Corporation \nWatch Livestream \n2:20 PM | RLI: RLI Corp \nWatch Livestream \n3:00 PM | AGII: Argo Group International Holdings\, Ltd. \nWatch Livestream \n\nTuesday\, March 20\n8:30 AM | FFG: FBL Financial Group\, Inc. \nWatch Livestream \n9:10 AM | PRA: ProAssurance Corporation \nWatch Livestream \n9:50 AM | CRD.B: Crawford & Company \nWatch Livestream \nCloseLocation\nCFANY Conference Center 1540 Broadway – Suite 1010 New York\, N.Y. 10036 \nView AgendaMonday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\nView Conference Overview\nThis 22nd annual conference discusses performance of the insurance sector as well as challenges faced by individual insurance companies that come to present in meeting their liabilities\, especially in the face of natural disasters.  Panelists debate whether secular trends rather than cyclical forces dampen the sector’s outlook. \nEquity capital markets finished 2017 on a strong a note. All major indices traded near or at their highs for most of the year and the S&P 500 managed to break its longest streak ever without a 3% intraday drawdown. In addition\, market based measures of volatility remained at historical lows throughout the year\, which further helped push the major averages higher on the positive fundamental backdrop of strong double-digit earnings growth\, prospects of deregulation\, and fiscal stimulus from tax reform. \nOn a sector basis\, financials managed a comeback in early December and outperformed the broader market in 2017 as measured by the performance of the S&P 500 (20.03% vs. 19.42%). The sector underperformed for most of the year until consensus started to build around the success of a major tax overhaul. Indeed\, the new tax legislation spurred financial indices higher. Within the insurance subsector\, insurance brokers were the clear winner for the year outperforming the broader market by 147 bp (20.89% vs. 19.42%). We note this outperformance is driven to some extent by the “safety” component the group enjoys\, which is\, brokers have less downside cyclicality\, are not exposed to catastrophe losses\, and benefit from an improving economic outlook. \nP&C stocks sold-off substantially in the wake of last year’s above-average hurricane season\, but also made a comeback since; underperforming the S&P 500 by 654 bp in 2017 (vs 949 bp in mid-September). We note however\, most P&C insurers had effective reinsurance programs in place which limited their losses to bearable levels. We believe the subsector is positioned constructively for 2018 as premium rates continue to increase and flow to the bottom line (especially in cat exposed property)\, with profitability being further aided by lower taxes and higher interest rates. \nThe performance of reinsurers reflected the severity of the 2017 hurricane season. Catastrophe loss estimates of $136B have shaped 2017 as one of the worst loss years on record for the global (re)insurance market. The subsector absorbed much of the industry’s catastrophe losses and underperformed by 21 percentage points. \nAdditionally\, these losses come on the backdrop of constrained profitability from years of excess capital liquidity and relative benign catastrophe losses that have pressured reinsurance pricing downward. Historically\, such a combination of factors would have led to a widespread upward spike in pricing\, however\, 2018 January 1 renewals have been generally orderly\, which seems to indicate that secular trends are at play rather than cyclical forces\, which further dampens the subsector’s outlook. \nThe SNL U.S. Insurance index increased 21.29% in 2017\, compared with 20.03% for the S&P 500 Financials and 19.42% for the S&P 500. The top five best performing stocks in the SNL Insurance index in 2017 included: Trupanion\, Inc. (TRUP)\, Centene Corp. (CNC)\, eHealth\, Inc. (EHTH)\, Fidelity National Financial (FNF)\, and NMI Holdings\, Inc. (NMIH). The top five best performing large cap stocks (over $5 billion) in 2017 included: Centene Corp. (CNC)\, Fidelity National Financial (FNF)\, Progressive Corp. (PGR)\, Anthem Inc. (ANTM)\, and First American Financial Corp. (FAF). \nPresenting CompaniesAtlas Financial Holdings (AFH) Atlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands. Monday\, 9:50 AM Argo Group International Holdings\, Ltd. (AGII) Argo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. Monday\, 3:00 PM | WATCH LIVESTREAM Conifer Holdings Inc. (CNFR) Conifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage). Monday\, 3:40 PM Crawford & Company (CRD.B) Crawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. Tuesday\, 9:50 AM | WATCH LIVESTREAM EMC Insurance Group\, Inc. (EMCI) EMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company. Tuesday\, 12:30 PM FBL Financial Group\, Inc. (FFG) FBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states. Tuesday\, 8:30 AM | Watch Livestream Federated National Holding Company (FNHC) Federated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business. Monday\, 8:30 AM | WATCH LIVESTREAM Hallmark Financial Services\, Inc. (HALL) Hallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services. Monday\, 1:30 PM Health Insurance Innovations\, Inc. (HIIQ) Health Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans. Monday\, 9:10 AM Independence Holding Company (IHC) Independence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products. Monday\, 12:50 PM Kemper Corporation (KMPR) Kemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses. Monday\, 10:40 AM | WATCH LIVESTREAM 1347 Property Insurance Holdings\, Inc. (PIH) 1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens. Tuesday\, 1:10 PM ProAssurance Corporation (PRA) ProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional. Tuesday\, 9:10 AM | WATCH LIVESTREAM RLI Corporation (RLI) RLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam. Monday\, 2:20 PM | WATCH LIVESTREAM United Insurance Holding Corporation (UIHC) United Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. Tuesday\, 10:40 AM The Westaim Corporation (WEDXF) The Westaim Corporation (WEDXF) Tuesday\, 11:20 AM Register to AttendAtlas Financial Holdings (AFH) Atlas Financial Holdings (AFH) is an insurance holding company whose subsidiaries specialize in the underwriting of light commercial automobile insurance policies\, including taxi cabs\, non-emergency para-transit\, limousine\, livery and business auto. The company re-domesticated under the laws of the Cayman Islands. Argo Group International Holdings\, Ltd. (AGII) Argo Group International Holdings\, Ltd. (AGII)\, based in Bermuda\, is an international underwriter of specialty insurance and reinsurance. Argo Group operates in four reporting segments: Excess and Surplus Lines\, Commercial Specialty\, International Specialty\, and Syndicate 1200. Conifer Holdings Inc. (CNFR) Conifer Holdings Inc. (CNFR) is a Michigan‑domiciled insurance holding company offering coverage in both specialty commercial (hospitality\, artisan contractors\, and security service providers) and specialty personal product lines (low-value dwelling\, and wind-exposed catastrophe coverage). Crawford & Company (CRD.B) Crawford & Company (CRD.B) is the world’s largest publicly traded independent provider of claims management solutions to insurance companies and self-insured entities. The company offers integrated claims services\, business process outsourcing and consulting services for major product lines including property and casualty claims management; workers’ compensation claims and medical management; and legal settlement administration. EMC Insurance Group\, Inc. (EMCI) EMC Insurance Group\, Inc. (EMCI) is an insurance holding company focusing on the sale of commercial lines of property and casualty insurance to small and medium-sized businesses through independent insurance agents. A large portion of its business is marketed and generated in the Midwest. The company is approximately 55% owned by Employers Mutual\, a multiple-line property and casualty mutual insurance company. FBL Financial Group\, Inc. (FFG) FBL Financial Group\, Inc. (FFG) underwrites and markets life insurance and annuities to individuals and small businesses through its Farm Bureau Life subsidiary. The company markets its products through a core distribution force of over 1\,800 exclusive Farm Bureau agents in 14 Midwestern and Western states. Federated National Holding Company (FNHC) Federated National Holding Company (FNHC) underwrites homeowners\, commercial general liability\, and flood insurance products through independent agents in Florida and other states. The company recently announced it is exiting the auto business. Hallmark Financial Services\, Inc. (HALL) Hallmark Financial Services\, Inc. (HALL) underwrites commercial\, personal\, and general aviation insurance\, as well as providing other insurance related services. Health Insurance Innovations\, Inc. (HIIQ) Health Insurance Innovations\, Inc. (HIIQ) develops\, distributes and administers affordable individual health and family insurance plans and supplemental products\, which include short-term medical insurance plans and guaranteed-issue and hospital indemnity plans. Infinity Property and Casualty Corporation (IPCC) Infinity Property and Casualty Corporation (IPCC) provides insurance for personal auto with a concentration on nonstandard risks\, commercial vehicles and classic collectors. The company offers personal and commercial auto insurance primarily in four key states: Arizona\, California\, Florida and Texas. Independence Holding Company (IHC) Independence Holding Company (IHC) underwrites\, markets\, and/or administers life and health insurance business for its owned and affiliated carriers\, and for non-affiliated insurance companies. Products include medical stop-loss\, short term medical\, group disability\, life\, and other supplemental products. Kemper Corporation (KMPR) Kemper Corporation (KMPR) is a diversified insurance holding company providing automobile\, homeowners\, life\, health\, and other insurance products to individuals and businesses. 1347 Property Insurance Holdings\, Inc. (PIH) 1347 Property Insurance Holdings\, Inc. (PIH) Spun off in 2014 from Kingsway Financial Services\, Baton Rouge-based PIH provides property and casualty insurance to individuals in Louisiana and Texas. The company plans to enter the Florida market via the assumption of policies from Florida Citizens. ProAssurance Corporation (PRA) ProAssurance Corporation (PRA) is a specialty insurance company with extensive expertise in medical professional liability\, products liability for medical technology and life sciences and legal professional. RLI Corporation (RLI) RLI Corporation (RLI) underwrites multiple lines of insurance on an admitted basis\, as well as excess and surplus lines insurance on a non-admitted basis in all 50 states\, the District of Columbia\, Puerto Rico\, the Virgin Islands and Guam. United Insurance Holding Corporation (UIHC) United Insurance Holding Corporation (UIHC)\, through UPC Insurance\, distributes homeowners\, dwelling fire and flood insurance products through agents in 18 states. The company completed a merger with American Coastal Insurance Company Holding\, which further expanded its commercial presence. Monday\, March 19Tuesday\, March 20Monday\, March 19\nMonday\, March 19\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FNHC: Federated National Holding Company\n\n9:10 AM | HIIQ: Health Insurance Innovations\, Inc.\n\n9:50 AM | AFH: Atlas Financial Holdings\, Inc.\n\n10:30 AM | Break – 10 min\n\n10:40 AM | KMPR: Kemper Corporation\n\n11:20 AM | IFC: Intact Financial Corporation\n\n12:00 PM | Lunch – 45 min\n\n12:15 PM | Ed Mills\n\n12:50 PM | IHC: Independence Holding Company\n\n1:30 PM | HALL: Hallmark Financial Services\, Inc.\n\n2:10 PM | Break – 10 min\n\n2:20 PM | RLI: RLI Corp\n\n3:00 PM | AGII: Argo Group International Holdings\, Ltd.\n\n3:40 PM | CNFR: Conifer Holdings\, Inc.\n\n4:15PM | Closing Remarks & Adjournment\n \nTuesday\, March 20\nTuesday\, March 20\n8:00 AM | Check-in & Continental Breakfast\n\n8:25 AM | Welcome & Opening Remarks\n\n8:30 AM | FFG: FBL Financial Group\, Inc.\n\n9:10 AM | PRA: ProAssurance Corporation\n\n9:50 AM | CRD.B: Crawford & Company\n\n10:25 AM | Break – 10 min\n\n10:40 AM | UIHC: United Insurance Holdings Corp.\n\n11:20 AM | WEDXF: The Westaim Corporation\n\n12:00 PM | Lunch – 30 min\n\n12:30 PM | EMCI: EMC Insurance Group\, Inc.\n\n1:10 PM | PIH: 1347 Property Insurance Holdings\, Inc.\n\n1:40 PM | Closing Remarks & Adjournment\n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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/22nd-annual-insurance-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:20180412T173000 DTEND;TZID=America/New_York:20180412T200000 DTSTAMP:20260619T192129 CREATED:20171221T170904Z LAST-MODIFIED:20191018T215528Z UID:31074-1523554200-1523563200@cfany.org SUMMARY:3rd Annual Single Family Office Conference DESCRIPTION:Asset Owners Only: Request Complimentary AdmissionAsset Owners are eligible for complimentary admission. \nNon-Asset OwnersAgenda\n5:30PM: CHECK-IN \n\n5:58PM: WELCOMING REMARKS \nROBERT DISCOLO\, CFA\, CAIA\, CEO & CIO\, River Partners Family Office \n\n6:00PM: KEYNOTE ADDRESS \nLynn Forester de Rothschild\, Founder and Chief Executive\, Coalition for Inclusive Capitalism \n\n6:35PM: PANEL \nModerator\nBinu George\, CFA\, Head of Investment Manager Diligence\, Willett Advisors (Mayor Bloomberg’s Family Office) \nSpeakers\nAnthony E. Meyer\, President\, Ocean Road Advisors\, Inc.\nPeter Pauley\, CFA\, Chief Investment Officer\, Seven Valleys\nCraig Meyers\, Co-Founder\, Turtle Creek Investment Advisors \n\n7:45PM: SPECIAL GUEST SPEAKER \nRichard C. Wilson\, CEO & Founder\, Family Office Club \n\n7:55PM: CLOSING REMARKS \nTOM BRIGANDI\, Board Member\, CFA Society New York\nDaniel Fridson\, Family Member\, Fridson Family Office \n\nFollowed by a catered open-networking reception \n×Asset Owners Only - Request Complimentary Admission\n\nClose×Registration Closed\nWe apologize that we cannot currently accept new registrations for Thursday’s 3rd Annual Single Family Office Conference. We have had well over 600 requests for invitations from senior asset owners\, asset managers and sell-side executive members to attend. We have very limited space given over 150 asset owners (the majority are representatives from single and multi-family offices\, but we also have very healthy representation from national / corporate / public / union pension plan sponsors\, endowments/foundations\, sovereign wealth funds\, central banks\, insurance general accounts and investment consulting firms) have confirmed they will be attending. Our conference room only has 185 chairs and we are squeezing as many standing room only attendees as possible (without violating fire code laws). \nWe will verify with every registrant and in the event of a cancellation we will prioritize CFANY members. For nonmembers\, we apologize\, however the likelihood of receiving an invitation will be very low given we prioritize Society member requests for invitations. \nWe do invite you to register for the  Multilateral Development Bank Conference on April 23 where we will have several high profile senior speakers. \nCloseDescription\nThe 3rd 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. \nDateThursday\, April 12 \n5:30-8:00\nFollowed by catered networking reception \nLocationCFA NY Conference Center\n1540 Broadway\n45th St. Entrance\nSuite 1010 \nFeesTo Attend \nMembers: $55\nNonmembers: $150 \nVisit the Asset Owner Series HomepageBecome a CFA Society New York MemberSeries SponsorSilver SponsorSeries PartnersNoteModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\n\nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \n\n\nNote\nCFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted. \n\nDress Code: No jeans allowed; business attire recommended. \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 Society New York’s code of conduct. \nSeats are limited to investment professionals only\, so if you would like to attend\, please request an invitation. When requesting an invitation\, you will be prompted to provide your name\, title\, company and email address. URL:https://cfany.org/event/3rd-annual-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 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:20180419T173000 DTEND;TZID=America/New_York:20180419T200000 DTSTAMP:20260619T192129 CREATED:20180205T210237Z LAST-MODIFIED:20180502T165810Z UID:32561-1524159000-1524168000@cfany.org SUMMARY:4th Annual Real Estate Outlook Event DESCRIPTION:4th AnnualReal Estate Outlook EventRegister to AttendMembers: $30 | Nonmembers: $70 \nRegister for LivestreamFREE | Members Only \nAlternative Investments GroupThe PanelMODERATOR\nPeter Madden Real Estate Portfolio Consultant to SECOR Asset management \nPANELISTS\nDr. David Lynn CEO & President\, Everest Healthcare Properties (Medical Office Buildings) \nPhilip Kroskin Senior VP of Real Estate Development\, Sunrise Senior Living (Seniors Housing) \nSami Badri Research Analyst\, Credit Suisse (Date Centers) \nKevin Higgins Real Estate Portfolio Manager\, New Jersey Division of Investment \nCJ Follini Managing Principal\, Ranger Asset Management \nEvent Overview\nThe Alternative Investment Group’s 4th Annual Real Estate Outlook Event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening begins with a broad overview of real estate market trends and continues with a focus on niche and emerging real estate asset classes. \nLearning Outcomes\n\nNew/non-traditional asset classes are becoming the norm in capital markets.\nOperational intensity of each asset class requires specialized expertise\n\n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFA: 2.0 CE Credits | CFP: 2.0 CE Credits | CIMA: 2.0 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \nLocation CFANY Conference Center 1540 Broadway (45th St. Entrance) Suite 1010 \nFees Members: $30 | Nonmembers: $70 Free Livestream Access for Members < Become a Member > \nRegister to AttendRegister for LivestreamBecome a Member URL:https://cfany.org/event/4th-annual-real-estate-outlook-event/ 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:20180420T133000 DTEND;TZID=America/New_York:20180420T160000 DTSTAMP:20260619T192129 CREATED:20180216T202303Z LAST-MODIFIED:20180502T180444Z UID:33028-1524231000-1524240000@cfany.org SUMMARY:Integrating ESG Factors in Equity and Fixed Income DESCRIPTION:Integrating ESG Factors in Equity and Fixed IncomeFriday\, April 20 | 1:30 PM – 4:00 pm Followed by a Partially Catered Networking Reception \nRegister to AttendRegister for LivestreamSustainable Investing GroupAgenda 1:30 PM | REGISTRATION \n\n2:00 PM | KEYNOTE \nJon Lukomnik\, Executive Director\, IRRC Institute\, Managing Director\, Sinclair Capital\, LLC \n\n3:00 PM | PANEL \nPanelists \nOlivia A. Albrecht\, Senior Vice President\, Strategist\, PIMCO Jennifer M. Rynne\, CFA\, Managing Director and ESG Analyst\, Wellington Management Paul DeNoon\, Senior Vice President\, Portfolio Manager\, AllianceBernstein \nModerator \nAnna Snider\, CAIA\, Managing Director and Head of Due Diligence\, Bank of America \n\n3:45 PM | NETWORKING Overview\nSpeakersThis half-day event will feature a keynote speaker\, followed by a panel of senior investment professionals to discuss the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus\, or simultaneously\, having specific-ESG or ESG-themed investment products available. Speakers will address the drivers behind this holistic ESG integration approach\, associated challenges and opportunities\, and the tradeoffs in today’s investment landscape. \nLearning Outcome Statements\nTo educate the audience on the different types of integration of ESG factors in investment products and to understand the pros and cons and able to compare for better informed investment process decisions. very useful to promote sustainable investing and the integration of ESG factors among CFA members and financial analysts and fund managers\, business development\, research resources. \n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFP: 2.5 CE Credits | CIMA: 2.5 CE Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \n×Speakers\nJennifer Rynne\, CFA\, ESG Research\, Wellington Management Company \nPaul DeNoon\, Senior Vice President\, Partner & Portfolio Manager of Income Strategies\, AllianceBernstein \nOLIVIA A. ALBRECHT\, Senior VP — Newport Beach Office; Leading Strategist\, ESG Product Development\, PIMCO \n\n\n\nAnna K. Snider\, CAIA\, Managing Director and Head of Due Diligence\, Global Wealth & Investment Management (GWIM) Jon Lukomnik\, Executive Director\, IRRC Institute\n\n\n\nCloseLocation CFANY Conference Center 1540 Broadway Suite 1010 (45th St. Entrance) \nFees Members: FREE Nonmembers: $70 \n< Become a Member > \nLivestream Access Members Only | FREE \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/integrating-esg-factors-in-equity-and-fixed-income/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Free for Members,Sustainable Investing GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180423T173000 DTEND;TZID=America/New_York:20180423T200000 DTSTAMP:20260619T192129 CREATED:20170630T184347Z LAST-MODIFIED:20191018T215431Z UID:21036-1524504600-1524513600@cfany.org SUMMARY:1st Multilateral Development Bank Conference DESCRIPTION:Register to AttendAsset Owners: Request CompSupranational & Central Bank BundleEvent AgendaEvent OverviewEvent DetailsEvent Agenda\n5:58 PM | WELCOMING REMARKS\nCelebrating Thomas Brigandi’s 65th CFANY Event and 12\,000th Attendee \nThomas Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \nRoberto Peralta\, CFA\, Head of Institutional Client Relations\, Societe Generale \n\n6:00 – 6:30 PM | OPENING KEYNOTE ADDRESS \nBertrand de Mazières\, Director General – Finance\, European Investment Bank \n\n6:30 PM | PANEL \nModerator \nSøren Elbech\, 1st Treasurer\, Asian Infrastructure Investment Bank (AIIB) \nSpeakers \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, Member of World Bank Group) \nHassatou N’Sele\, Treasurer\, African Development Bank\, (AfDB) \nLaura Fan\, Head of Funding\, Inter-American Development Bank (IADB) \n\n7:45 PM | CLOSING KEYNOTE ADDRESS \nBjörn Gillsäter\, Manager and Special Representative to the United Nations\, World Bank Group \n\n8:00 PM | CLOSING REMARKS \nDANIEL FRIDSON\, Family Member\, Fridson Family Office \nEvent Overview\n \nCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects. \nEvent Details\n\nNote: 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 CFA Society New York’s code of conduct. \n Date\nMonday\, April 23rd\, 2018\n5:30 pm – 8:00 pm \n\nLocation\nCFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \n\nFees\nMembers: $55\nNonmembers: $150 \n×Agenda\n5:58 PM | WELCOMING REMARKS\nCelebrating Thomas Brigandi’s 65th CFANY Event and 12\,000th Attendee \nThomas Brigandi\, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award \nRoberto Peralta\, CFA\, Head of Institutional Client Relations\, Societe Generale \n\n6:00 – 6:30 PM | OPENING KEYNOTE ADDRESS \nBertrand de Mazières\, Director General – Finance\, European Investment Bank \n\n6:30 PM | PANEL \nModerator \nSøren Elbech\, 1st Treasurer\, Asian Infrastructure Investment Bank (AIIB) \nSpeakers \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, Member of World Bank Group) \nHassatou N’Sele\, Treasurer\, African Development Bank\, (AfDB) \nLaura Fan\, Head of Funding\, Inter-American Development Bank (IADB) \n\n7:45 PM | CLOSING KEYNOTE ADDRESS \nBjörn Gillsäter\, Manager and Special Representative to the United Nations\, World Bank Group \n\n8:00 PM | CLOSING REMARKS \nDANIEL FRIDSON\, Family Member\, Fridson Family Office \nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * \nParticipate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. \nDiscounts: Members receive substantial discounts on all paid events and educational opportunities \nBuild Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*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.\n *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place \nJoin NowCloseRegister to AttendAsset Owners: Request Complimentary Admission×Asset Owners: Request Complimentary Admission to this Event\n\nCloseDate\n Monday\, April 23rd\, 2018\n5:30 pm – 8:00 pm \nLocation\n CFA Society New York\n1540 Broadway Suite 1010\nNew York\, NY \nFees\n Members: $55\nNonmembers: $150 \nView Event OverviewCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects.Who Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \nEvent AgendaAsset Owner SeriesAbout SocietyRegister to AttendEvent Overview\nCFA Society New York’s Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally. An MDB is an institution\, created by a group of countries\, that provides financing and professional advising for the purpose of development. MDBs have large memberships including both developed donor countries and developing borrower countries. MDBs finance projects in the form of long-term loans at market rates\, very-long-term loans below market rates\, and through grants. MDBs have a strong record of cooperation on infrastructure\, working together to design programs and practical tools to help countries attract private investors. The MDBs’ active networks bring together in global expertise on infrastructure policy and design\, as well as practitioners engaged in the business of structuring\, financing and implementing projects. \nWho Should Attend\nAsset owners\, portfolio 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. Asset owners receive complimentary registration* \n*In general\, asset owners must be employed by a sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎ \nSeries Founding Sponsor\n \nSilver Sponsor\n \nEvent Partner\nModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks URL:https://cfany.org/event/multilateral-development-bank-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:20180424T090000 DTEND;TZID=America/New_York:20180424T170000 DTSTAMP:20260619T192130 CREATED:20170710T220001Z LAST-MODIFIED:20190925T191701Z UID:21194-1524560400-1524589200@cfany.org SUMMARY:1st Central Bank and Reserve Funds Summit DESCRIPTION:Register to AttendAsset Owners: Request Comp×Asset Owners: Request Complimentary Admission CloseSupranational & Central Bank BundleAgenda\n8:30am | REGISTRATION & CONTINENTAL BREAKFAST\n\n9:25am | WELCOME ADDRESS\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n9:30am | KEYNOTE ADDRESS\nRobert Cox\, Vice President\, Financial Markets Group\, Federal Reserve Bank of Chicago \n\n10:00am | PANEL I\nSustained Low Interest Environment\, What Are the Challenges? Multi-Currency World: Issuing\, Investing and Asset Liability Management\nModerator \n Suzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \nPanel \nFrancois Haas\, Chief Representative\, Banque de France \nCarlos Perrone\, Treasurer\, United Nations \n\n11:00am | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n11:15am | PANEL II\nExpanding Credit Spectrum For Reserve Management\nModerator \nYves Jacob\, Global Head of Coverage for Public Sector Entities\, Société Generale \nPanel \nHector Resendiz\, CFA\, Deputy Manager\, Investment Risks Subdivision\, Banco de Mexico \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, member of World Bank Group) \n\n12:30pm | LUNCH\n\n1:00pm | LUNCHEON KEYNOTE PRESENTATION \nJung Lee\, Director\, Reserve Management Division\, Bank of Korea \n\n1:30pm | PANEL III\nReserve Management in a Low-Yield Environment with Declining Liquidity\nModerator \nJukka Pihlman\, Managing Director and Global Head Central Banks & Sovereign Funds at Standard Chartered Bank \nPanel \nCarl Schwartz\, Chief\, Reserve Bank of Australia New York Office \nGiovanni Majnoni D’Intignano\, Americas Chief Representative\, Italian Central Bank \n\n2:30pm | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n2:45pm | PANEL IV\nInvestment Process: Thinking Strategically\, Appropriate Discounting; Scenario Planning; Asset Allocation: Proposed New Rules; Global Structural Shifts Ahead?\nModerator \nBoris Borozan\, Managing Partner\, Global Sovereign Advisors \nPanel \nAdam Banai\, Financial System Analysis Directorate Director\, Central Bank of Hungary \nJohannes Kraemer\, CFA\, Visiting Researcher\, New York University; on sabbatical Investment Strategy Economist\, European Central Bank (ECB) \n\n3:45pm | CLOSING REMARKS\nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nDate Tuesday\, April 24th\, 2018 9:00 am – 5:00 pm \nLocation CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \nFees Members $55 Nonmembers $150 \nEvent OverviewEvent DetailsEvent AgendaEvent Overview A central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability. Event Details\nDate\nTuesday\, April 24\, 2018 9:00 am – 5:00 pm \n\nLocation\nCFA NY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nMembers | $55 Nonmembers | $150 \nEvent Agenda\n8:30am | REGISTRATION & CONTINENTAL BREAKFAST\n\n9:25am | WELCOME ADDRESS\nDaniel Dagen\, CFA\, Chief Executive Officer\, CFANY \n\n9:30am | KEYNOTE ADDRESS\nRobert Cox\, Vice President\, Financial Markets Group\, Federal Reserve Bank of Chicago \n\n10:00am | PANEL I\nSustained Low Interest Environment\, What Are the Challenges? Multi-Currency World: Issuing\, Investing and Asset Liability Management\nModerator \n Suzanne Bishopric\, Managing Partner\, Global Sovereign Advisors \nPanel \nFrancois Haas\, Chief Representative\, Banque de France \nCarlos Perrone\, Treasurer\, United Nations \n\n11:00am | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n11:15am | PANEL II\nExpanding Credit Spectrum For Reserve Management\nModerator \nYves Jacob\, Global Head of Coverage for Public Sector Entities\, Société Generale \nPanel \nHector Resendiz\, CFA\, Deputy Manager\, Investment Risks Subdivision\, Banco de Mexico \nAndrew Cross\, Deputy Treasurer\, International Finance Corporation (IFC\, member of World Bank Group) \n\n12:30pm | LUNCH\n\n1:00pm | LUNCHEON KEYNOTE PRESENTATION \nJung Lee\, Director\, Reserve Management Division\, Bank of Korea \n\n1:30pm | PANEL III\nReserve Management in a Low-Yield Environment with Declining Liquidity\nModerator \nJukka Pihlman\, Managing Director and Global Head Central Banks & Sovereign Funds at Standard Chartered Bank \nPanel \nCarl Schwartz\, Chief\, Reserve Bank of Australia New York Office \nGiovanni Majnoni D’Intignano\, Americas Chief Representative\, Italian Central Bank \n\n2:30pm | WORKING BREAK: COFFEE AND REFRESHMENTS\n\n2:45pm | PANEL IV\nInvestment Process: Thinking Strategically\, Appropriate Discounting; Scenario Planning; Asset Allocation: Proposed New Rules; Global Structural Shifts Ahead?\nModerator \nBoris Borozan\, Managing Partner\, Global Sovereign Advisors \nPanel \nAdam Banai\, Financial System Analysis Directorate Director\, Central Bank of Hungary \nJohannes Kraemer\, CFA\, Visiting Researcher\, New York University; on sabbatical Investment Strategy Economist\, European Central Bank (ECB) \n\n3:45pm | CLOSING REMARKS\nThomas Brigandi\, Inaugural Global Outstanding Young Leader\, CFA Institute \nMajor Points\nChallenges for reserve management as market structures and political landscapes shift\nImpact of divergent monetary policies on the global financial markets\n\nWho Should AttendAsset owners\, central bankers\, portfolio 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. Asset owners receive complimentary registration* *In general\, asset owners must be employed by a central bank\, sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.‎ \nSeries Founding SponsorSilver SponsorAsset Owner Series PartnerModerators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either: \n\nRelevant high-level thought leading opening or closing keynote addresses\nBrief opening or closing remarks\n\nOverview\nA central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability. \n×Event Overview\nEvent Overview\nA central bank\, reserve bank\, or monetary authority is an institution that manages a nation’s currency\, money supply\, international reserves and interest rates. Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets. ‎Since the Global Financial Crisis\, central banks’ balance sheets have grown significantly\, with current estimates pointing to cumulative central bank assets in excess of $20 trillion. Even though usually clubbed together\, not all central banks are alike and many differ profoundly in monetary policy and reserve management investment mandates. However\, all central banks have an important role in macroeconomic management and global financial stability. \nMajor Points\n\nChallenges for reserve management as market structures and political landscapes shift\nImpact of divergent monetary policies on the global financial markets\n\nWho Should Attend\nAsset owners\, central bankers\, portfolio 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. Asset owners receive complimentary registration* *In general\, asset owners must be employed by a central bank\, sovereign wealth fund\, corporate pension fund\, endowment\, public employee pension fund\, foundation\, single family office with +$1 billion AUM\, governmental treasury\, insurance company investing division\, state investment corporation\, m‎ultilateral development bank‎ or other governmental fund. CFANY has full discretion on who qualifies as an asset owner attendee.‎ Close×Dates | Fees | Location\nDate\nTuesday\, April 24th\, 2018 9:00 am – 5:00 pm \n\nLocation\nCFA NY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York\, NY 10036 \n\nFees\nMembers | $55 Nonmembers | $150 \nRequest Invitation Close×Agenda\nAgenda TBA\nClose×Why Join | Membership Benefits\n80-Year Legacy\nCFA Society New York has been a leading forum of the investment industry since 1937\, serving as hub for objective\, independent thought; your membership supports the legacy of Benjamin Graham\, CFA Society New York’s founder and the father of value investing. \nUnparalleled Access to a Network of Industry Leaders\n\nPer recent reports\, CFA Society New York is the largest CFA society in the United States\, with over 10\,000 members.\nMany of our members are Chief Investment Officers\, Portfolio Managers and leading analysts on both the buy-side and the sell-side of the industry\nOver 95% of our members are CFA Charterholders\nMany events provide direct networking opportunities\, with leading practitioners\, during receptions held following panel discussions\n\nPremier Benefits & Invaluable Opportunities\nBe First to Know: All CFA Society New York members receive early notifications\, personal invitations and potential exclusive access to an extensive list of premier\, industry shaping events. * Participate: CFA Society New York’s active community of members is vast\, flourishing and has something to offer everyone. Join any number of CFA Society New York’s peer-to-peer Roundtables\, Research Groups\, Committee and Thought Leadership Groups. These groups meet regularly to discuss the latest industry developments. Access to these groups and meetings is available exclusively—and free—to members. Find your CFA Society New York niche. Discounts: Members receive substantial discounts on all paid events and educational opportunities Build Your Network: CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial\, enduring relationships. Members benefit from unrivaled\, in-person networking opportunities\, among peers and industry leaders\, following each event\, as well as dedicated socials. \nFree Content & Members-Only Convenience\nCan’t attend an event? No problem: \n\nAll members gain free access to our fully recorded video content following the conclusion of each event. *\nMembers may follow along with many CFA Society New York events from their home or office via LiveStream—again—absolutely free.\n\n*CFA Society New York expressly reserves the right\, in its sole discretion\, to grant or deny access to any individual\, or to expel any individual from any CFA Society New York event or meeting. *Exceptions include events where Chatham House Rule apply\, or when other relevant restrictions are in place Join Now CloseEvent OverviewEvent AgendaAbout Society URL:https://cfany.org/event/central-bank-and-reserve-funds-summit/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Asset Owner Series,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180426T173000 DTEND;TZID=America/New_York:20180426T200000 DTSTAMP:20260619T192130 CREATED:20180313T204806Z LAST-MODIFIED:20180502T173520Z UID:34257-1524763800-1524772800@cfany.org SUMMARY:MIFID II: How It Will Impact Your Business DESCRIPTION:MIFID II: How It Will Impact Your BusinessThursday\, April 26 | 5:30 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberBusiness Management Investing GroupSpeakers×Speakers\nSteve Glass\, CEO\, Zeno Consulting \nMitch Pineault\, CEO of Garnet Funds Group. Has Regulatory Technical (RegTech) \n\n\n\nWallace Mathai-Davis\, Ph.D.\, Co-Founder\, Chairman & Managing Member\, Quantamize \nMary Bobbitt\, JD\, LLM\, Director\, Society Advocacy Engagement\, CFA Institute \n\n\n\nCloseREGISTRATION & FEESTO ATTEND\nMembers: $20 Nonmembers: $55 \nRegister to AttendLIVESTREAM\nFree Members Only \nRegister for LivestreamAgenda\n5:30 | REGISTRATION AND NETWORKING \n\n6:05 | INTRO REMARKS\n Mary Bobbitt\, JD\, LLM\, Director\, Society Advocacy Engagement\, CFA Institute\n \n\n6:10 – 7:30 | PANEL DISCUSSION AND Q&A \nModerator \nMelissa Umans\, Director\, Commcise Software \nPanelists \nWallace Mathai-Davis\, Ph.D\, Chairman & Managing Partner\, Quantalytics Research \nEvan Fire\, COO & CIO\, Pzena Asset Management \nSteve Glass\, CEO\, Zeno Consulting \nMitch Pineault\, CEO\, Garnet Funds Group \n\n7:30 – 8:30 | CATERED NETWORKING RECEPTION \nOverview\nOur panel of experts explores a new regulation known as “Markets in Financial Instruments Directive” (MiFID II) – a policy directive with far-reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors. It has direct implications for areas such as treatment of soft dollars\, research and data access\, break evens for small and emerging managers\, and beyond. Currently only a European regulation\, this is highly likely to at least impact firms operating in the US. Yet\, the implications are still poorly understood by the investing world. We explore the positives and the negatives to this legislation and its effect on investment firms. \nLearning Outcome Statements\n\nWhat are the increased hard costs and why?\nWho will be affected by the need to lower fees?\nHow burdensome are the new requirements going to be to banks and traders?\nWhat will the unintended consequences be and who will feel them most?\n\nRegistration\nTo Attend\nMembers: $20 | Nonmembers $55 \nRegister to Attend\nLivestream Access\nFREE | Members Only \nRegister for LivestreamLocation\nCFA Society New York 1540 Broadway – Suite 1010 45th St. Entrance \n\nContinuing Education Credits – Sponsored by Kaplan Schweser\nCFP: 1.5 CE Credits | CIMA: 1.5 CE Credits As part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities. \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/mifid-ii-how-it-will-impact-your-business/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180503T173000 DTEND;TZID=America/New_York:20180503T200000 DTSTAMP:20260619T192130 CREATED:20180327T172645Z LAST-MODIFIED:20180502T180222Z UID:34793-1525368600-1525377600@cfany.org SUMMARY:2nd Annual Green Bonds Event DESCRIPTION:2nd Annual Green Bonds EventThursday\, May 3 | 5:30 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberSustainable Investing GroupREGISTRATION & FEESTO ATTEND\nMembers: $30 Nonmembers: $70 \nRegister to AttendLIVESTREAM\nFREE | Members Only \nLivestream RegistrationSustainable Investing GroupAgenda\n5:30 – 6:00 | REGISTRATION \n\n6:00 – 6:15 | INTRODUCTION AND INTRODUCTORY REMARKS \n\n6:15 – 7:10 | PANEL \nGREEN / SUSTAINABLE BOND PRACTICES AND ISSUES IN THE US\nModerator \nHeike Reichelt\, Head of Investor Relations and New Products\, World Bank Treasury \nPanelists \nAmy Hauter\, Associate Portfolio Manager & ESG Research Analyst—Fixed Income\, Brown Advisory; Co-Manager\, Brown Advisory’s Sustainable Bond Fund \nGuy Van Syckle\, CFA\, Manager\, Hannon Armstrong \nHervé P. Duteil\, Managing Director\, Chief Sustainability Officer – Americas\, BNP Paribas \nSarah Wilson\, Director\, Responsible Investing\, Nuveen\, a TIAA company \nShellka Arora-Cox\, Senior Associate\, Norton Rose Fulbright \n\n7:10 – 7:30 | Q&A \n\n7:30 – 8:00 | NETWORKING RECEPTION \nOverview\nSpeakers Since the introduction of the Green Bond Principles by the ICMA in January 2014\, negotiation at the end of 2015\, and subsequent adoption of the Paris Climate Agreement by 196 signatories\, issuance of labelled green bonds has increased substantially. Cumulatively\, about $350 billion in green bonds have been issued since the first was launched in 2007. Last year $155.4 billion in green bonds came to market\, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe include supranational institutions\, corporations\, banks and other financial entities\, and sovereign and sub-sovereign issuers\, including municipalities. \nOne theory to explain the limited issuance by corporations in the US was recently cited in an article that appeared in the Financial Times (2/20/2018). This article noted that corporations “seeking to raise green-labelled finance are avoiding the US market over fears that supposedly environmentally-friendly debt will not meet the country’s strict legal standards\, which aim to protect investors from mis-selling.” Given the nature of disclosures in offering documents this seems doubtful\, but worth exploring any challenges and risks in this sphere. \nAnother challenging issue is related to the valuation of green bonds\, both at the time of issue and in secondary market trading. \nLearning Outcomes \n\nUnderstand recent trends and developments affecting the green bond market\nRecognize the benefits and risks of green bonds\nDiscover pricing and valuation drivers and trends\nDevelop familiarity with reporting and disclosure practices\n\n×Speakers\nAmy Hauter\, Associate Portfolio Manager & ESG Research Analyst—Fixed Income\, Brown Advisory; Co-Manager\, Brown Advisory’s Sustainable Bond Fund \nGuy Van Syckle\, CFA\, Manager\, Hannon Armstrong \nHervé P. Duteil\, Managing Director\, Chief Sustainability Officer – Americas\, BNP Paribas \nSarah Wilson\, Director\, Responsible Investing\, Nuveen\, a TIAA company \nShellka Arora-Cox\, Senior Associate\, Norton Rose Fulbright \nHeike Reichelt\, Head of Investor Relations and New Products\, World Bank Treasury \nCloseEvent Partner DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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-green-bonds-event/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Sustainable Investing GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180515T180000 DTEND;TZID=America/New_York:20180515T200000 DTSTAMP:20260619T192130 CREATED:20180205T212907Z LAST-MODIFIED:20180502T173738Z UID:32576-1526407200-1526414400@cfany.org SUMMARY:25th Anniversary of Financial Shenanigans with Howard Schilit DESCRIPTION:Author Series: Financial Reporting & Analysis Edition25th Anniversary of Financial Shenanigans with Howard SchilitRegister to AttendRegister for LivestreamFinancial Reporting & Analysis GroupOverview\nThe author of the bestselling classic\, Financial Shenanigans\, Howard Schilit\, is at CFA Society New York to discuss his brand-new\, 25th Anniversary Edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” because of his ability to find and identify corporate frauds. In his review of this new edition\, he walks us through frauds and provides investors with the tools they need to detect: \n\nCorporate cultures that incentivize dishonest practices\nThe latest tricks companies use to exaggerate revenue and earnings\nTechniques devised by management to manipulate cash flow as easily as earnings\nCompanies that use misleading metrics to fool investors about their financial performance\nHow companies use acquisitions to hide deterioration in their underlying business\n\nDiscussion focuses on key case studies and the most important lessons from the last 25 years. You will be brought up to date on accounting chicanery in global markets\, and hear from the master himself\, as you engage in a lively question and answer session. \nLocation CFANY Conference Center\n 1540 Broadway\n (45th St. Entrance)\n Suite 1010 \nFees Members: FREE | Nonmembers: $70\n *Free Livestream Access\n < Become a Member >\n *Available to Members Only \nRegister to AttendRegister for LivestreamBecome a Member DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/25th-anniversary-of-financial-shenanigans-with-howard-schilit/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Book Club & Author Series,CFA Society NY Event,Financial Reporting and Analysis Group GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180516T183000 DTEND;TZID=America/New_York:20180516T203000 DTSTAMP:20260619T192130 CREATED:20180423T151530Z LAST-MODIFIED:20180427T195334Z UID:35696-1526495400-1526502600@cfany.org SUMMARY:How to Build & Launch a New Business DESCRIPTION:How to Build & Launch a New BusinessWednesday\, May 16 | 6:00 – 8:00 PM Followed by a Catered Networking Reception \nBecome a MemberYoung Leaders GroupREGISTRATION & FEESTO ATTEND\nMembers: $15 Nonmembers: $45 \nRegister to AttendYoung Leaders GroupAgenda\n6:00 | REGISTRATION AND NETWORKING \n\n6:30 | OPENING REMARKS \nJeremy Pawlak\, CFA \n\n6:35 – 6:55 | FIRESIDE CHAT #1 \nSimon Lack\, CFA\, Founder and Managing Partner\, SL Advisors \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n6:55 – 7:15 | FIRESIDE CHAT #2 \nNatalia Oberti Noguera\, Founder and CEO\, Pipeline Angels \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:15 – 7:35 | FIRESIDE CHAT #3 \nNick Leopard\, Founder and CEO\, Accordion Partners \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:35 – 7:55 | FIRESIDE CHAT #4 \nAaron Schumm\, Founder and CEO\, Vestwell \nModerator Cortney Stapleton\, Partner\, Bliss Integrated Communication \n\n7:55 | CLOSING REMARKS \nAtit Amin\, CFA\, Chair\, Young Leaders Group \n\n8:00 | NETWORKING & CATERED RECEPTION BEGINS \nOverview Join the Young Leaders Group on Wednesday\, May 16th at 6:30pm for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services. \n\n\n\nHear firsthand why they decided to pursue their own venture\, how each of them made the transition\, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!\n\n\n\nLearning Outcome Statements\n\n\n\n\n\nLearn about the skills and competencies that make for a successful company founder\nHear how to leverage past career experience and apply it in an entrepreneurial spirit\nIdentify commonly held misconceptions about starting a new business venture\nDiscover effective executive-level decision-making strategies for raising capital\, building culture\, and scaling the business\n\n\n\n\n\n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/how-to-build-launch-a-new-business/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Business Management,CFA Society NY Event,Young Leaders 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:20180523T150000 DTEND;TZID=America/New_York:20180523T200000 DTSTAMP:20260619T192130 CREATED:20180406T175737Z LAST-MODIFIED:20180517T190833Z UID:35087-1527087600-1527105600@cfany.org SUMMARY:3rd Annual GIPS Forum DESCRIPTION:3rd Annual GIPS ForumWednesday\, May 23 | 3:00 – 8:00 PM Followed by a Catered Networking Reception \nRegister for LivestreamFree Livestream | Members Only \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $25 Nonmembers: $65 \nRegister NowPerformance & Risks Analytics GroupOverview See Agenda \n\nThe Global Investment Performance Standards (GIPS) are a set of standardized\, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years\, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and to hear from industry experts on how they implement them\, as well as other performance measurement analyses used at their respective firms. The conference allows attendees to interact with speakers during breaks and there is a networking period at the end. \nLearning Outcomes\n\nGIPS Update\nCase Studies in GIPS\nPortfolio Analysis\n\nAgenda\n3:00 – 3:30 | REGISTRATION & NETWORKING \n\n3:30 – 3:40 | OPENING REMARKS \nJohn Matsikas\, SVP\, Voya Investment Management\, Vice-Chair CFANY Performance and Risk Committee \n\n3:40 – 4:20 | EVALUATING SIMULATED STRATEGIES AND HANDLING FROM A GIPS PERSPECTIVE \nProfessor Raphael Douady\, PhD\, Stony Brook University \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \n\n4:20- 4:25 | SHORT BREAK \n\n4:25 – 5:00 | CASE STUDY: BECOMING GIPS COMPLIANT (Video Webcast) \nRobert Paterson\, CIPM\, FRM\, Investment Manager\, CalPERS \n\n5:00-5:45 | GIPS UPDATE \nUpdate on GIPS 2020\, Recently Released Authoritative Guidance\, and Future Priorities\nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director\, Investment Performance Standards\, CFA Institute \nThomas Peters\, CPA\, CIPM\, Director of the Industry Group\, Kreischer Miller \n\n5:45 – 6:00 | BREAK \n\n6:00 – 6:30 | HOW FIRMS MANAGE THEIR GIPS PROCESS \nModerator \nRichard Kemmling\, CPA\, CIPM\, CGMA\, Partner\, ACA Performance Services \nPanelists \nAlex Shafran\, CFA\, SVP\, Director of Performance and Client Reporting\, Cohen & Steers \nDaniel Gulko\, CFA\, CIPM\, Head of Performance Measurement and Client Reporting\, US\, HSBC Global Asset Management \nStephen Chang\, Director\, Head of Performance and Risk\, Vontobel Asset Management \n\n6:30 – 7:00 | MEASURING MANAGER SKILL \nBruce Feibel\, CFA\, Head of Product and Strategy\, State Street \n\n7:00 – 8:00 | NETWORKING \n×Agenda\n3:00 – 3:30 | REGISTRATION & NETWORKING \n\n3:30 – 3:40 | OPENING REMARKS \nJohn Matsikas\, SVP\, Voya Investment Management\, Vice-Chair CFANY Performance and Risk Committee \n\n3:40 – 4:20 | EVALUATING SIMULATED STRATEGIES AND HANDLING FROM A GIPS PERSPECTIVE \nProfessor Raphael Douady\, PhD\, Stony Brook University \nJulia Reyes\, CIPM\, Partner\, ACA Performance Services \n\n4:20- 4:25 | SHORT BREAK \n\n4:25 – 5:00 | CASE STUDY: BECOMING GIPS COMPLIANT (Video Webcast) \nRobert Paterson\, CIPM\, FRM\, Investment Manager\, CalPERS \n\n5:00-5:45 | GIPS UPDATE \nUpdate on GIPS 2020\, Recently Released Authoritative Guidance\, and Future Priorities\nKen Robinson\, CFA\, CIPM\, CPA\, PFS\, Director\, Investment Performance Standards\, CFA Institute \nThomas Peters\, CPA\, CIPM\, Director of the Industry Group\, Kreischer Miller \n\n5:45 – 6:00 | BREAK \n\n6:00 – 6:30 | HOW FIRMS MANAGE THEIR GIPS PROCESS \nModerator \nRichard Kemmling\, CPA\, CIPM\, CGMA\, Partner\, ACA Performance Services \nPanelists \nAlex Shafran\, CFA\, SVP\, Director of Performance and Client Reporting\, Cohen & Steers \nDaniel Gulko\, CFA\, CIPM\, Head of Performance Measurement and Client Reporting\, US\, HSBC Global Asset Management \nStephen Chang\, Director\, Head of Performance and Risk\, Vontobel Asset Management \n\n6:30 – 7:00 | MEASURING MANAGER SKILL \nBruce Feibel\, CFA\, Head of Product and Strategy\, State Street \n\n7:00 – 8:00 | NETWORKING \nCloseSilver Sponsor DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There 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-gips-forum/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Performance & Risk Analytics GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180604T130000 DTEND;TZID=America/New_York:20180604T200000 DTSTAMP:20260619T192130 CREATED:20180226T232752Z LAST-MODIFIED:20250609T201252Z UID:33753-1528117200-1528142400@cfany.org SUMMARY:Annual PE/VC Conference: Perspectives from Allocators and Managers DESCRIPTION:2nd Annual PE/VC Conference: Perspectives from Allocators and ManagersMonday\, June 4 | 1:00 PM – 8:00 PM\nFollowed by a Catered Networking Reception \nREGISTRATION & FEESTO ATTEND\nMembers: $30\nNonmembers: $70 \nRegister NowLIVESTREAM\nFREE\nMembers Only\n \nLivestream RegistrationAlternative Investments GroupBecome a MemberRegister to AttendAlternative Investment GroupLiveStream Access\nFREE | MEMBERS ONLY \nRegister for LivestreamAgenda\n1:00pm | Registration \n\n1:35pm | Welcome and Opening Remarks \nKris Thiessen\, CFA\, CAIA\, EA\, Founder and Managing Partner\, Helix Management \n\n1:45pm | PRIVATE EQUITY DELIVERS: PENSION STUDY \nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council \n\n2:00pm | PRIVATE EQUITY PANEL \nModerator\nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council \nPanelists \nAdam Feinstein\, CFA\, Co-Founder and Managing Partner\, Vesey Street Capital Partners \nSheryl Schwartz\, Managing Director\, Caspian Private Equity \nKatie Stitch\, Managing Director\, W Capital Partners \nRay Whiteman\, Founder and Managing Partner\, Stellex Capital \n\n3:00pm | Coffee Break \n\n3:15pm | INVESTMENT STRATEGIST PERSPECTIVE \nIntroduction\nAlvin Butler\, CFA\, Vice President\, Quilvest Private Equity \nPresenter \nJoseph Zidle\, Managing Director and Investment Strategist\, Blackstone \n\n3:45pm | ALTERNATIVE STRATEGIES PANEL \nIntroduction\nTom Zalewski\, CFA\, Senior Consultant\, Ernst & Young \nModerator\nStephen Raneri\, Chief Investment Officer\, GM Advisory Group \nPanelists \nGideon King\, Founder and Managing Member\, Off Road Capital Management \nRyan Logue\, Chief Operating Officer\, NASDAQ Private Markets \nMartez Moore\, Chairman & CEO\, Moore Frères \n\n4:45pm | Coffee Break \n\n5:00pm | VENTURE CAPITAL & GROWTH EQUITY PANEL \nIntroduction\nCarole Crawford\, CFA\, Founder and Managing Partner\, fincap360 \nModerator\nTony Natale\, M.D.\, Managing Partner\, Aperture Venture Partners \nPanelists \nTodd Cohen\, CFA\, Director\, Office of Investments\, New York-Presbyterian Hospital \nBrendan Dickinson\, Partner\, Canaan Partners \nMaia Heymann\, Co-Founder and General Partner\, Converge \nBrian Rich\, Co-Founder and Managing Partner\, Catalyst Investors \n\n6:00pm | Closing Remarks \nDaniel Dagen\, CFA\, Chief Executive Officer\, CFA Society New York \n\n6:10pm | Reception \nAgenda\nPrivate Equity Panel\nBronwyn Bailey\, Ph.D.\, CAIA\, Vice President\, American Investment Council\nKatie Stitch\, Managing Director\, W Capital Partners\nRay Whiteman\, Stellex Capital\nAdam Feinstein\, CFA\, Managing Partner\, Vesey Street Capital Partners\nSheryl Schwartz\, Managing Director\, Caspian Private Equity \nInvestment Strategist Perspective\nJoseph Zidle\, Managing Director and Investment Strategist\, Blackstone \nAlternative Strategies Panel\nGideon King\, Founder and Managing Member\, Off Road Capital Management\nRyan Logue\, Chief Operating Officer\, NASDAQ Private Markets\nMartez Moore\, Chairman & CEO\, Moore Freres \nVenture Capital Panel\nBrendan Dickinson\, Partner\, Canaan Partners\nMaia Heymann\, Co-Founder and General Partner\, Converge\nTony Natale\, M.D.\, Partner\, Aperture Venture Partners \nOverview\nIn this conference\, we will bring together leading private equity and venture capital fund managers and allocators to learn how they pick winners\, add value and deliver returns. \nOur speakers will discuss their experiences investing in private companies and funds\, how they manage their portfolios\, fundraising and their expectations for the future. \nPrivate equity and venture capital returns have often outperformed public market indices\, though public markets have outperformed more recently\, according to Cambridge Associates. \nOver the past five years\, US private equity generated 13.6% IRR and US venture capital generated 14.1% IRR\, slightly less than the 14.6% average annual compounded return for the S&P 500. \nOver the past 25 years\, US private equity generated 13.5% IRR and US venture capital generated 27.3% IRR\, far outpacing the 9.6% average annual compounded return for the S&P 500. \nRead More \nManager selection is crucial as private investment returns vary widely.  According to Cambridge Associates research\, a top-quartile private equity manager is expected to outperform a median private equity manager by 6.4% per year over ten years\, a 4-5X greater difference than for public equity managers. \nPrivate Equity  \nPrivate equity (PE) dealmakers put $538 billion to work across more than 4\,000 deals in 2017.  The median acquisition multiple of 10.5X EV/EBITDA remained unchanged from 2016: however\, PE dealmakers used higher levels of leverage in 2017\, with the median debt/EBITDA multiple climbing to 5.7X\, the highest level recorded by Pitchbook. \nPrivate equity firms realized $185 billion in nearly 1100 exits during 2017\, an 11% YOY decline.  The downward trend in PE exits is largely driven by a strong pullback in strategic activity. \nPrivate equity dry powder has continued to build as a result of the record fundraising environment over the last few years.  PE firms closed on $233 billion across 247 funds during 2017\, and a record $648 billion has been raised over the past three years.  Capital continues to accrue to fewer yet larger PE funds\, and the median time between funds has fallen to less than 3 years. \nVenture Capital \nThe venture capital (VC) industry has evolved as VC-backed companies stay private longer and command larger deal sizes.  With more capital being deployed at higher valuations\, our venture capitalist speakers will address a key question:  can outperformance be sustained? \nRecord unicorn financings drove 2017 total venture capital investments to $84 billion\, the largest amount since the early 2000s\, according to Pitchbook and the National Venture Capital Association.  Unicorns – with valuations of $1 billion or more – raised $19 billion in 2017\, representing nearly one-quarter of total VC dollars invested though less than 1% of deal volume. \nVenture capital investments outpaced exits again in 2017.  While $84 billion was invested across more than 8\,000 venture-backed companies\, the number of VC exits continued to decline to 769 liquidity events though total VC exit value remained relatively flat at $51 billion in 2017.  The median time to exit in the venture market has reached a record 5.6 years. \nPrivate equity investors have also provided liquidity to VC investors\, with a record-setting 146 private equity buyouts of venture-backed companies in 2017. \nVenture capital funds have raised $142 billion in committed capital over the past four years. \n\nSources:  Cambridge Associates\, National Venture Capital Association\, Pitchbook. \nLearning Outcome Statements\n\nHow private equity and venture capital (PE & VC) fund managers make investment decisions and choose which companies to back\nHow PE & VC fund managers help create value in their portfolio companies\nHow institutional LPs make allocation decisions and select PE & VC fund managers\nHow PE & VC fund managers develop syndicates and collaborate with other investors\nHow PE & VC fund managers and allocators source their investments\n\nLocation CFA Society New York\n1540 Broadway – Suite 1010\n45th St. Entrance \nFees Early Bird Pricing\nMembers: $30 Nonmembers: $70\n< Become a Member > \nMarketing Sponsors DISCLAIMER OF ENDORSEMENT References 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. CFA 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 The 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. The 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. You 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. There 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/annual-pe-vc-conference-perspectives-from-allocators-and-managers/ 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:20180605T120000 DTEND;TZID=America/New_York:20180605T200000 DTSTAMP:20260619T192130 CREATED:20180507T210155Z LAST-MODIFIED:20180605T191635Z UID:36551-1528200000-1528228800@cfany.org SUMMARY:Professional Review Day DESCRIPTION:Registration ClosedProfessional Review DayTuesday\, June 5 | 12:00 – 8:00 PM\nFollowed by a Catered Networking Reception \nResume and Headshot SignupAttend: LinkedIn PanelLivestream: LinkedIn PanelProfessional HeadshotsResume CritiquesElevator PitchesLinkedIn PanelProfessional Headshots\n12:00 – 8:00 PM\nWant to update your headshot for your LinkedIn profile? Register for a 15-minute photo session with a professional photographer. \nProfessional Headshots: $75 (members only) \nResume Critiques\n12:00 – 8:00 PM\nIt never hurts to give a solid refresh to your resume.  Opportunity can knock at any time! \nResume Critiques: $35 (members only) \nElevator Pitches\n12:00 – 8:00 PM\nHelp you nail your elevator pitch by recording and getting feedback from a professional. \nElevator Pitches: $15 (members only) Sold Out – Registration Closed \nElevator Pitch Coach\nGeoff Carroll — Carroll Management Associates / Gilman Performance Systems Associate \nLinkedIn Panel\nLeveraging LinkedIn for Your Career\n6:00 – 8:00 PM\nSee Agenda >>\nLearn more about the benefits and tactics of this crucial social media platform. \nFee: FREE (members only) \nThe LinkedIn panel will help members brand themselves and build a strategic network\, – the forum will focus on career advancement by opening up possibilities afforded by LinkedIn. The evening program will include LinkedIn networking tips\, branding suggestions\, thought leadership and content sharing. There will be LinkedIn\, career\, recruiting\, sales and blogging experts on the panel to help you learn innovative ways of improving your digital footprint. \nRegister: AttendRegister: Livestream Questions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \n×Leveraging LinkedIn for Your Career\nAgenda\n6:00 – 6:05pm | Opening Remarks \n\n6:05 – 6:20pm | Keynote Presentation \n\nSandra Long\, President\, Post Road Consulting LLC \n\n\n6:20 – 7:30pm | Panel Discussion; Q&A \n\nMELANIE SZLUCHA\, Owner\, Rednic\, LCC. \nMARC W. HALPERT\, LinkedIn Trainer and Evangelist\, connect2collaborate \nVIKRAM RAJAN\, Co-Founder\, phoneBlogger.net \n\n\n7:30 – 8:00pm | Networking & Catered Reception \nCloseProfessional Headshots | 12:00 – 8:00 PM\nWant to update your headshot for your LinkedIn profile? Register for a 15-minute photo session with a professional photographer. \nFee: $75 (members only) \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nResume Critiques | 12:00 – 8:00 PM\nIt never hurts to give a solid refresh to your resume.  Opportunity can knock at any time! \nFee: $35 (members only) \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nElevator Pitches | 12:00 – 8:00 PM\nHelp you nail your elevator pitch by recording and getting feedback from a professional. \n$15 (members only) Sold Out – Registration Closed \nQuestions? Call Vanessa Ceballos at CFANY (646-871-3417) – time slots are limited. Each element has its own registration. We will schedule accordingly. \nElevator Pitch Coach\nGeoff Carroll — Carroll Management Associates / Gilman Performance Systems Associate \nLinkedIn Panel | 6:00 – 8:00 PM\nLeveraging LinkedIn for Your Career\nLearn more about the benefits and tactics of this crucial social media platform. \nFee: FREE (members only) \nThe LinkedIn panel will help members brand themselves and build a strategic network\, – the forum will focus on career advancement by opening up possibilities afforded by LinkedIn. The evening program will include LinkedIn networking tips\, branding suggestions\, thought leadership and content sharing. There will be LinkedIn\, career\, recruiting\, sales and blogging experts on the panel to help you learn innovative ways of improving your digital footprint. \nRegister to AttendRegister for LivestreamAgenda\n6:00 – 6:05pm | Opening Remarks \n\n6:05 – 6:20pm | Keynote Presentation \n\nSandra Long\, President\, Post Road Consulting LLC \n\n\n6:20 – 7:30pm | Panel Discussion; Q&A \n\nMELANIE SZLUCHA\, Owner\, Rednic\, LCC. \nMARC W. HALPERT\, LinkedIn Trainer and Evangelist\, connect2collaborate \nVIKRAM RAJAN\, Co-Founder\, phoneBlogger.net \n\n\n7:30 – 8:00pm | Networking & Catered Reception \nCFA Society New York thanks Kaplan Professional URL:https://cfany.org/event/professional-review-day/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:Career Development,CFA Society NY Event,Membership Committee,Young Leaders 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:20180607T173000 DTEND;TZID=America/New_York:20180607T200000 DTSTAMP:20260619T192130 CREATED:20180504T143647Z LAST-MODIFIED:20180601T184604Z UID:36458-1528392600-1528401600@cfany.org SUMMARY:India 2018 – Opportunity Calling DESCRIPTION:A CFA Institute Sponsored EventIndia 2018 — Opportunity CallingThursday\, June 7 | 5:30 – 8:00 PM\nFollowed by a Catered Networking Reception \nBecome a MemberREGISTRATION & FEESTO ATTEND\nMembers: $15 | Nonmembers: $50 \nRegister: AttendLIVESTREAM\nFREE | MEMBERS ONLY \nRegister: LivestreamOverview\nA CFA Institute Sponsored Event\nA candid no-holds barred discussion\, with C-suite leaders from the investment management industry in India\, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India\, and what are the mitigating factors\, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies? \n\nThis event will provide participants with: \n\nAn in-depth understanding of India\, and the opportunities and challenges in the country.\nUpdate on key reforms in India and the resulting impact.\nOpportunity to connect and network with C-suite leaders of the investment industry in India.\nAn in-depth and factual understanding of the India economy\, including regulatory evolution\, investment opportunities and micro/macroeconomic factors.\nStrong understanding of inherent risks and challenges of doing business in India\, and mitigating factors.\nUpdate on key reforms in India and the resulting impact.\n\n\nAgenda\n6:00 PM | OPENING REMARKS \n\nSloane Ortel\, Content Manager\, Writer\, CFA Institute \n\n\n6:05 PM | INDIA OUTLOOK \n\nNAVNEET MUNOT\, CFA\, Executive Director & Chief Investment Officer\, SBI Funds Management Private Limited \n\n\nPathway and roadblocks to India becoming the 4th largest economy in next 5-7 years.\nPath to sustainable growth – structural reforms like Jan Dhan Yojana\, Aadhar\, GST\, Bankruptcy code\, etc.\nYoung population – demographic dividend or underrated risk.\n\n\n6:20 PM | CURRENT AND UPCOMING INVESTMENT OPPORTUNITIES \n\nSUNIL SINGHANIA\, CFA\, Investment Committee Chair\, Board of Governors\, CFA Institute; Founder\, Abakkus Asset Management \nVIKAS KHEMANI\, CFA\, President & CEO\, Edelweiss Securities Ltd. \n\n\nPerspective on select sectors with strong growth potential\nPublic vs. private investments\, role of FDI/FPI\, etc.\nCase studies\nQ&A\n\n\n7:00 PM | INHERENT RISKS AND CHALLENGES OF DOING BUSINESS IN INDIA \n\nSAURABH MUKHERJEA\, CFA\, Chief Executive Officer\, Ambit Capital \nNAVNEET MUNOT\, CFA\, Executive Director & Chief Investment Officer\, SBI Funds Management Private Limited \n\n\nCorporate governance standards – the good\, bad and ugly.\nEvolution of regulations and regulators.\nHealth of capital markets.\nForeign Portfolio Investments (FPI) – a success vis-à-vis the challenges faced by India based foreign fund houses.\nPrivate equity – successes and failures\, and the reasons for the same.\nPolitical environment – is this the best ever? What can go wrong?\nQ&A\n\n\n7:45 PM | NETWORKING & COCKTAILS \n DISCLAIMER OF ENDORSEMENT References 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. CFA 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 CFA 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. The 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. You 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. There is a substantial amount of risk in trading securities\, and the possibility exists that you can lose all\, most or a portion of your capital. CFANY does not\, cannot\, and will not assess or guarantee the suitability or profitability of any particular investment\, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition. URL:https://cfany.org/event/india-2018-opportunity-calling/ LOCATION:CFA Society New York\, 1540 Broadway\, New York City\, NY\, 10036\, United States CATEGORIES:CFA Society NY Event,Sponsored Event* GEO:40.7579565;-73.9846558 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=CFA Society New York 1540 Broadway New York City NY 10036 United States;X-APPLE-RADIUS=500;X-TITLE=1540 Broadway:geo:-73.9846558,40.7579565 END:VEVENT END:VCALENDAR