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2nd Annual Public Pension Funds Conference

November 16, 2017

2nd Annual Public Pension Funds Conference


Tom Brigandi,  Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award


Hank Kim, Esq., Executive Director, NCPERS

6:10 – 7:25: PANEL


David E. Ourlicht, Founding Board Member, New York City and State Pension Systems (NYPERS); Commissioner, New York State Insurance Fund


Paul Matson, CFA, CAIA, Director, Arizona State Retirement System
Scott Evans, CFA, Chief Investment Officer, New York City Retirement Systems
Sean Crawford, CAIA, Chief Investment Officer, Metropolitan Transportation Authority
Farouki Majeed, CFA, Chief Investment Officer, School Employees Retirement System of Ohio (SERS)


Kevin Maxwell, CFA, Managing Director, Nuveen

Asset Owners

Request Complimentary Admission

Non-Asset Owners

Register to Attend

Thursday, November 16 2017
5:30 pm – 8:00 pm



CFANY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, November 15 2017


Member $55
Nonmember $150

[CFANY reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.]

Asset Owner Series Sponsor


Note: 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 CFANY’s code of conduct.

The 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.

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. CFANY has full discretion on who qualifies as an asset owner attendee.

CFA Society New York expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information, CFA Society New York 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 CFA Society New York 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.