Asset Owner Series

Actionable Investment Insights and Strategies from C-Suite Executives

Asset Owner Series™ (AOS)

The Asset Owner Series™ provides direct, unfiltered access to institutional investors shaping global capital markets.

For over ten years, the series has provided an engaging forum and networking platform for investment professionals across a wide range of asset allocators including leading institutional investment firm, endowments, foundations, family offices and corporates.

ABOUT THE ASSET OWNER SERIES™

The Asset Owner Series™ (AOS) was launched by CFA Society New York in 2015 to provide a dedicated forum for asset owners to engage in meaningful dialogue with the broader investment community.

What began as a local initiative has grown into a globally recognized platform connecting institutional investors, asset owners, investment professionals, students, and emerging talent.

Recent events have included

  • Insurance Officers Investment Roundtable
  • 8th Annual Family Office Event
  • Navigating Multi-Asset Portfolios Amid Global Uncertainty and Market Volatility
  • 6th Annual Endowments & Foundations Event
  • 3rd Annual Outsourced Chief Investment Officers Event

Key Topics

  • Key investment themes and macroeconomic forces impacting strategies
  • Perspectives on public and private markets
  • Strategic asset allocation approaches and portfolio construction  across equities, fixed income, and real assets
  • Risk management

Global Reach

What began in New York now has reached a global audience.

  • Speakers from multiple continents
  • Participants from across the institutional investment ecosystem
  • Virtual and in-person engagement

Speakers

The series features senior leaders including:

  • Chief Investment Officer
  • Head of Global Multi-Asset Portfolio Management
  • Director of Private Investments
  • Head of the Americas Endowments and Foundations
  • OCIO Practice Leader
  • Head of Portfolio Strategy
  • Head of Asset Management
  • Senior National Director, Family Office Services
  • Global Head of Model Portfolio Management

Participating Firms have Included

  • Apollo Global Management Alliance Bernstein
  • Neuberger Berman
  • Invesco
  • PGIM
  • UBS
  • Voya
  • VanEck
  • Vanguard
  • BlackRock
  • Cooper Family Office
  • Brodie Generational Capital Partners
  • Principal Financial Group
  • Cresset
  • River Partners Capital Management
  • The Rockefeller University
  • Fordham University
  • Cambridge Associates
  • NEPC, LLC
  • Wilshire
  • SEI

Interested?

Get in touch to learn more.

A Brief History

From its inception, the Asset Owner Series has focused on delivering unfiltered, practitioner-led insights.

2015

Series launched by CFA Society New York

2016-2019

Expanded programming featuring leading U.S. pension and endowment CIOs

2020

Transitioned to virtual formats, significantly expanding global reach

2021–Present

Continued growth through hybrid events and international participation

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Contact Information

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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