Date Program Name
February 28, 2019 4th Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2019 3rd Annual Institutional Investment Consulting Roundtable
March 28-29, 2019 5th Pension Funds Conference
May 2, 2019 4th Annual Single Family Office Conference
September 23-24, 2019 2nd Annual Climate and ESG Asset Owner Summit
October 10, 2019 4th Annual Multifamily Office Conference
November 7, 2019 1st Asset Owner Series Infrastructure Forum
December 5, 2019 4th Annual Endowment and Foundation CIO Roundtable

 

 

 

 

 

 

 

 

Date Program Name
October 6, 2015 Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 2016 1st Annual Insurance Company Chief Investment Officers Roundtable
March 10, 2016 1st Annual Single Family Office Conference
April 21, 2016 1st Annual Multi-Family Office Conference
May 12, 2016 1st Annual Endowment and Foundation Chief Investment Officer Roundtable
June 14, 2016 1st Private Bank and PWM Chief Investment Officer Roundtable
August 4, 2016 1st Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 2016 1st Annual Public Pension Funds Conference
September 29, 2016 2nd National Pension Funds Conference
November 29, 2016 2nd Annual Sovereign Wealth Fund Conference
December 8, 2016 1st Multiemployer Pension Conference
January 26, 2017 1st Annual Institutional Investment Consulting Roundtable
February 23, 2017 2nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 2017 2nd Annual Single Family Office Conference
September 14, 2017 2nd Private Bank and PWM Chief Investment Officer Roundtable
September 18, 2017 3rd Annual Sovereign Wealth Conference
September 19, 2017 3rd National Pension Funds Conference
November 1, 2017 2nd Annual Multi Family Office Conference
November 16, 2017 2nd Annual Public Pension Funds Conference
December 7, 2017 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018 HKSFA Inaugural Asset Owner Series Event
February 22, 2018 3rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018 ASFIP Asset Owner Series Event
March 15, 2018 2nd Annual Institutional Investment Consulting Roundtable
April 12, 2018 3rd Annual Single Family Office Conference
April 23, 2018 1st Multilateral Development Bank Conference
April 24, 2018 1st Central Bank and Reserve Funds Summit
July 18, 2018 Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment Chain
September 18, 2018 CFA France Inaugural Asset Owner Series Event
September 24, 2018 Climate and ESG Asset Owner Summit
September 25, 2018 4th National Pension Funds Conference
October 11, 2018 3rd Annual Multi-Family Office Conference
October 25, 2018 2nd Multiemployer Pension Conference
October 30, 2018 2018 Annual Dinner – Asset Owner Perspective
December 6, 2018 3rd Annual Endowment and Foundation CIO Roundtable

 

 

 

 

 

 

 

 

Date Program Name
October 6, 2015 Inaugural AOS Event – CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 2016 1st Annual Insurance Company Chief Investment Officers Roundtable
March 10, 2016 1st Annual Single Family Office Conference
April 21, 2016 1st Annual Multi-Family Office Conference
May 12, 2016 1st Annual Endowment and Foundation Chief Investment Officer Roundtable
June 14, 2016 1st Private Bank and PWM Chief Investment Officer Roundtable
August 4, 2016 1st Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 2016 1st Annual Public Pension Funds Conference
September 29, 2016 2nd National Pension Funds Conference
November 29, 2016 2nd Annual Sovereign Wealth Fund Conference
December 8, 2016 1st Multiemployer (Union) Pension Conference
January 26, 2017 1st Annual Institutional Investment Consulting Roundtable
February 23, 2017 2nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 2017 2nd Annual Single Family Office Conference
September 14, 2017 2nd Private Bank and PWM Chief Investment Officer Roundtable
September 18, 2017 3rd Annual Sovereign Wealth Conference
September 19, 2017 3rd National Pension Funds Conference
November 1, 2017 2nd Annual Multi Family Office Conference
November 16, 2017 2nd Annual Public Pension Funds Conference
December 7, 2017 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018 HKSFA Inaugural Asset Owner Series Event
February 22, 2018 3rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018 ASFIP Asset Owner Series Event
March 15, 2018 2nd Annual Institutional Investment Consulting Roundtable
April 12, 2018 3rd Annual Single Family Office Conference
April 23, 2018 1st Multilateral Development Bank Conference
April 24, 2018 1st Central Bank and Reserve Funds Summit
July 18, 2018 Japan Investment Conference 2018 — Asset Owners 2.0 in the Investment Chain
September 18, 2018 CFA France Inaugural Asset Owner Series Event
September 24, 2018 Climate and ESG Asset Owner Summit
September 25, 2018 4th National Pension Funds Conference
October 11, 2018 3rd Annual Multi-Family Office Conference
October 25, 2018 2nd Multiemployer Pension Conference
October 25, 2018 Harrisburg Sponsored Luncheon: The Current Challenges Facing Asset Owners
October 30, 2018 2018 Annual Dinner- Asset Owner Perspective

 

 

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 >>

 

Series Founding Sponsor

Series Gold Sponsor

Series Silver Sponsor

Series Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks