Asset Owner Series

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 $55 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.

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 500 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 BRIGANDIDEEPIKA SHARMA, CFA;  JAE YOON, CFAROBERTO PERALTA, CFAKevin Maxwell, CFA; Sammy Suzuki, CFA; ROBERT DISCOLO, CFA, CAIA, CPAPETER SANG, CFA; Sanjay Arora, CFA, ACA, CMA; Amelie Derosne, CFADennis A. Johnson, CFA; and Maria Weitzer, CFA.

Upcoming Asset Owner Series Events

The 5th Annual Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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Thursday, April 4 | 8:00 AM - 12:00 PM

Save the Date

DateProgram Name
May 24th Annual Single Family Office Conference
June 54th Annual Insurance Company Chief Investment Officers Roundtable
September 23-242nd Annual Climate and ESG Asset Owner Summit
October 104th Annual Multi-Family Office Conference
November 71st Asset Owner Series Infrastructure Forum
December 54th Annual Endowment and Foundation CIO Roundtable

The Seven Kinds of Asset Owner Institutions

by Tom Brigandi and Sloane Ortel

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

Press Release — July 12, 2017

NEW YORK – CFA Society New York and The Hong Kong Society of Financial Analysts Ltd. (HKFSA) today announced a unique collaborative plan to expand CFA Society New York’s ASSET OWNER SERIES™ to Hong Kong. Both societies will work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events, hosted by two of the largest local CFA …

Special Thanks to Our Sponsors

Series Gold Sponsor
Series Partners

Find us in the heart of Times Square

CFA Society New York 1540 Broadway Suite 1010 New York, NY 10036-2714

Phone: (212) 541-4530

Find us in the heart of Times Square

CFA Society New York 1540 Broadway Suite 1010 New York, NY 10036-2714

Phone: (212) 541-4530