2nd Annual Multi Family Office Conference
November 1, 2017
2nd Annual Multi Family Office Conference
Wednesday, November 1
5:30 pm – 8:00 pm
CFANY Conference Center
Suite 1010 (45th St. Entrance)
New York, NY 10036
No students permitted
6:00pm: Introductory Remarks
Maria Weitzer, CFA, Director, TAG Associates; Board of Directors, CFANY
6:05pm: Keynote Speaker
DAVID BIANCO, CFA, Chief Investment Strategist, Americas, Deutsche Asset Management
DAVID CARTER, CFA, President & CIO, Lenox Wealth Advisors
CHRISTOPHER B. MOORE, CFP, CIO & Managing Partner, Massey Quick Simon Wealth Management Investment Consulting
WILLIAM KENNEDY, CFA, CIO, Fieldpoint Private; Board of Directors, Fieldpoint Private
PAUL PLATKIN, CFA, CIO, Hillview Capital Advisors
7:30pm: Closing Remarks
JOHN HAUCK, CIMA, Managing Director & Advisor Consultant, Nuveen
7:35pm – 8:00pm: Networking Reception
Paul Platkin, CFA, CIO, Hillview Capital Advisors
David Bianco, CFA, Chief Investment Strategist, Americas, Deutsche Asset Management
William Kennedy, CFA, CIO, Fieldpoint Private; Board of Directors, Fieldpoint Private
David Carter, CFA, President & CIO, Lenox Wealth Advisors
Christopher B. Moore, CFP, CIO & Managing Partner, Massey Quick Simon Wealth Management Investment Consulting
The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.
Who Should Attend
Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*
*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, multilateral development bank or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.
CFA Society New York reserves right to decline admission / refund registration costs
No walk-ins or press permitted.
No jeans allowed, business attire recommended.
This event is in-house and is not being broadcasted nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct.
Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.
CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.
The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.
You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.
There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.