Asset Owner Series History

DateNameEvent PageEvent Recap
Oct. 6, 2015Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds ConferenceHere »Here »
Feb. 18, 20161st Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Mar. 10, 20161st Annual Single Family Office ConferenceHere »Here »
Apr. 21, 20161st Annual Multi-Family Office ConferenceHere »Here »
May 12, 20161st Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Jun. 14, 20161st Private Bank and PWM Chief Investment Officer RoundtableHere »Here »
Aug. 4, 20161st Single Employer Corporate Pension Chief Investment Officer RoundtableHere »Here »
Sept. 8, 20161st Annual Public Pension Funds ConferenceHere »Here »
Sept. 29, 20162nd National Pension Funds ConferenceHere »Here »
Nov. 29, 20162nd Annual Sovereign Wealth Fund ConferenceHere »Here »
Dec. 8, 20161st Multiemployer Pension ConferenceHere »Here »
Jan. 26, 20171st Annual Institutional Investment Consulting RoundtableHere »Here »
Feb. 23, 20172nd Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Apr. 6, 20172nd Annual Single Family Office ConferenceHere »Here »
Sept. 14, 20172nd Private Bank and PWM Chief Investment Officer RoundtableHere »Here »
Sept. 18, 20173rd Annual Sovereign Wealth ConferenceHere »Here »
Sept. 19, 20173rd National Pension Funds ConferenceHere »Here »
Nov. 1, 20172nd Annual Multi Family Office ConferenceHere »Here »
Nov. 16, 20172nd Annual Public Pension Funds ConferenceHere »Here »
Dec. 7, 20172nd Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Jan. 17, 2018HKSFA Inaugural Asset Owner Series EventHere »Here »
Feb. 22, 20183rd Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Mar. 14, 2018ASFIP Asset Owner Series EventHere »Here »
Mar. 15, 20182nd Annual Institutional Investment Consulting RoundtableHere »Here »
Apr. 12, 20183rd Annual Single Family Office ConferenceHere »Here »
Apr. 23, 20181st Multilateral Development Bank ConferenceHere »Here »
Apr. 24, 20181st Central Bank and Reserve Funds SummitHere »Here »
Jul. 18, 2018Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment ChainHere »Here »
Sept. 18, 2018CFA France Inaugural Asset Owner Series EventHere »Here »
Sept. 24, 2018Climate and ESG Asset Owner SummitHere »Here »
Sept. 25, 20184th National Pension Funds ConferenceHere »Here »
Oct. 11, 20183rd Annual Multi-Family Office ConferenceHere »Here »
Oct. 25, 20182nd Multiemployer Pension ConferenceHere »Here »
Oct. 25, 2018CFA Pennsylvania Inaugural Asset Owner Series EventHere »Here »
Oct. 30, 20182018 Annual Dinner – Asset Owner PerspectiveHere »Here »
Dec. 6, 20183rd Annual Endowment and Foundation CIO RoundtableHere »Here »
Feb. 20, 2019Asset Owner Panel at MENA Investment CongressHere »Here »
Mar. 14, 20193rd Annual Institutional Investment Consulting RoundtableHere »Here »
Apr. 11, 2019ESG Asset Owner Summit (Washington, D.C.): The Rise & Status of Sustainable InvestingHere »Here »
May 1, 2019ASFIP Asset Owner Series RoundtableHere »Here »
May 2, 20194th Annual Single Family Office ConferenceHere >>Here >>
Jun. 5, 20194th Annual Insurance Company Chief Investment Officers RoundtableHere »Here »

Video

Summits

Climate and ESG Asset Owner Summit

September 2018

Supranational and Central Bank Summit

April 2018

80th Anniversary Asset Owner Summit

September 2017

News

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

Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong.

NEW YORK, JULY 12, 2017 — 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 societies in the world. 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 and public pension schemes across Asia will gather amongst themselves and alongside local CFA society-members to speak at the newly established HKSFA Asset Owner Series. The objective is to host C-Level asset owner investment executives—who represent firms that collectively manage in excess of US$10 trillion in assets (roughly HK$78 trillion)—and a cumulative audience that will be comprised of more than 1,000 investment professionals over the next two to three years. Read Full Press Release >>