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 Brigandi, CFA; Deepika Sharma, CFA; Jae Yoon, CFA; Roberto Peralta, CFA; Kevin Maxwell, CFA; Sammy Suzuki, CFA; Robert Discolo, CFA, CAIA, CPA; Peter Sang, CFA; Sanjay Arora, CFA, ACA, CMA; Amelie Derosne, CFA; Dennis A. Johnson, CFA; Maria Weitzer, CFA; and Nithin Johnson.
Annual AOS events include:
Insurance Company Chief Investment Officers Roundtable (Ira Kaplan, Lead Organizer; February)
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 Gold Sponsor
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