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 »
Sept. 23-24, 20192nd Annual Climate and ESG Asset Owner SummitHere »Here »
Sept. 26, 2019HKSFA – Investment Perspectives of Family Offices in US vs AsiaHere »Here »
Sept. 30, 2019Peru – Transpacific Asset Owner Series: Lima 2019Here »Here »
Oct. 10, 20194th Annual Multi Family Office ConferenceHere »Here »
Oct. 30, 2019CFA North Carolina Inaugural Asset Owner SeriesHere »Here »
Nov. 4, 20192019 Putting Beneficiaries FirstHere »Here »
Jan. 23, 20205th Annual Insurance Company Chief Investment Officers RoundtableHere »Here »
Feb. 6, 20204th Annual Endowment and Foundation Chief Investment Officer RoundtableHere »Here »
Nov. 4-6, 2020LatAm & Caribbean Asset Owners Series Virtual Summit 2020Here »Here »
Nov. 13, 2020CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework ConferenceHere »Here »

AOS Virtual Keynotes

DateNameEvent PageEvent Recap
May 4, 2020An Asset Owner CIO View from APACHere »N/A
May 11, 2020A Global View from the former Chief Strategy Officer of the Saudi Arabian Sovereign Wealth FundHere »N/A
May 18, 2020A View of LATAM’s Public and Private MarketsHere »N/A
May 26, 2020Reflections on a Career Serving the Public Pension SystemHere »N/A
Jun 1, 2020What Clients Want and What They Will Want: A Consulting and OCIO Leader’s PerspectiveHere »N/A
Jun 8, 2020What’s Next for India’s Infrastructure and Other Investments?Here »N/A
Jun 15, 2020A View from the Top of the Real Estate MarketHere »N/A
Jun 22, 2020One Local Retirement Fund Investor’s ViewHere »N/A
Jun 29, 2020A View of the African ContinentHere »N/A
Jul 6, 2020What Can Stressed Public Funds Learn from this Asset Owner?Here »N/A
Jul 13, 2020Spotlight on Mexico’s Public and Private MarketsHere »N/A
Jul 20, 2020What’s Next for the Nordics?Here »N/A
Jul 27, 2020What’s on the Mind of One of the Systems within the Largest Municipal Pension Fund in the US?Here »N/A
Aug 3, 2020Private and Co-Investment Risks and OpportunitiesHere »N/A
Aug 10, 2020How is the World Bank Managing Assets Amid the Crisis?Here »N/A
Aug 17, 2020Where One Sovereign Fund is Allocating to AlternativesHere »N/A
Aug 24, 2020How One Wealthy Family Views the Growth of India’s Family Offices and Alternative InvestmentsHere »N/A
Aug 31, 2020A Candid View of China’s MarketsHere »N/A
Sept 8, 2020What One LATAM Central Bank Reserve Fund Manager Thinks about the CrisisHere »N/A
Sept 14, 2020One Wealthy Family’s Journey to Investing With PurposeHere »N/A
Sept 21, 2020What the Sovereign Fund from the Least Corrupt Country Thinks About ESG and MoreHere »N/A
Sept 28, 2020Hear How One State Pension Plan is Dealing with Covid PressuresHere »N/A
Oct 5, 2020How Could the Asset Allocation of the Biggest Dutch Life Insurance Company Change?Here »N/A
Oct 6, 2020What the “Technologized Investor” of the Future Looks LikeHere »N/A
Oct 13, 2020How Does One of Asia’s Largest Insurance Group CIOs See the World?Here »N/A
Oct 15, 2020Racial Equity in Asset Management: Asset Owners’ PerspectivesHere »N/A
Oct 19, 2020See How a State Pension Plan Sees the Long RunHere »N/A
Oct 26, 2020How One Endowment and One Family Office are Implementing ESG InvestmentsHere »N/A
Nov 2, 2020A View from AustraliaHere »N/A
Nov. 4-6, 2020LatAm & Caribbean Asset Owners Series Virtual Summit 2020Here »Here »
Nov 9, 2020Southeast Asia’s Risks and Returns, During and Beyond CovidHere »N/A
Nov. 13, 2020CFA Society New York Asset Owner Series SDG-ESG Infrastructure Investment Framework ConferenceHere »Here »
Nov 16, 2020Why Investing in Hope is Profitable for One Wealthy FamilyHere »N/A
Nov 23, 2020Building a Successful Investment Strategy in China as a Foreign Investor – Perspectives from Power Corp, a Desmarais family controlled companyHere »N/A
Nov 23, 2020North American Alternative Investment RisksHere »N/A
Nov 30, 2020A View of Long-Termism from New Zealand’s Sovereign Wealth FundHere »N/A

Video

Summits

Climate and ESG Asset Owner Summit

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September 2018

Supranational and Central Bank Summit

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April 2018

80th Anniversary Asset Owner Summit

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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 >>