Asset Owner Series

Asset Owner Series™ (AOS) 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. To date, the AOS has featured over 300 asset owner speakers and over 6,000 attendees at 46 events around the world.

The Series has hosted senior-level investment executive speakers from every asset owner category: sovereign wealth funds, insurance companies, single family offices, multi family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, central bank reserve funds, supranational development banks, public pensions and union pensions that have over $72 trillion in fiduciary assets under management or advisement. CFANY co-hosts some of these AOS events with other societies around the world.

AOS is unique as it allows members to hear directly from asset owners without paying thousands of dollars in registration fees to for-profit companies that organize events specifically featuring asset owner speakers. AOS policies against solicitation and Chatham House Rules enable the asset owner speakers to candidly comment. Speakers are sourced from a global team of hundreds of volunteers with connections to thousands of asset owners around the world, in addition to an Advisory Committee composed of leading asset owners and the leadership of numerous major asset owner associations.

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, CFA, 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 BRIGANDI, CFADEEPIKA 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.

Series History
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Upcoming Asset Owner Series Events

Upcoming CFANY Events
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2nd Annual Climate and ESG Asset Owner Summit

Featured Past Event — Sept. 23-24, 2019

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has exploded. Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty …

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 …

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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

Contact Us

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

Contact Us