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3rd Annual CFANY Volunteer Leaders Summer Social

3rd Annual CFANY Volunteer Leaders Summer Social

Wednesday, August 24, 2016 from 6:00 PM to 9:00 PM

6:00 PM: Welcome

Chris Cutler, CFA, Founder, Manager Analysis Services; Board of Directors, CFANY;Chairman Emeritus, CFANY Alternative Investments Committee

6:05 – 6:10 PM: Keynote Address

Jae S. Yoon, CFAChief Investment Officer, New York Life Investment Management

6:10 – 6:30 PM: Panel

Dan Keeler, Editor, Frontier Markets, Wall Street Journal (Moderator)

Carla Buffulin, Managing Director and Senior EM Portfolio Manager, AIG Asset Management

David Feygenson, Senior Emerging Markets Equity Analyst, Van Eck

Christine Phillpotts, CFA, Senior Equity Research Analyst, AllianceBernstein

Dan GelfandVice President, Blackrock

6:30 PM: Closing Remarks and Networking Session

Patrick Holert, CFA, CAIA, Research Principal, BBVA Securities; Board of Directors,CFANY; Chairman Emeritus, CFANY Global Investing Committee

9:00 PM: Adjournment

Daniel Dagen, CFA, CEO, CFANY


The 3rd Annual CFANY Volunteer Leaders summer social event will kick off with an abbreviated discussion about how the shift in commentary from the US Fed and other trends could affect developed, emerging, and frontier economies.  With the Fed’s guidance shifting to the trajectory rather than the timing of rate hikes, come learn about how to position your bond portfolio and how follow-on effects will impact long-term growth drivers outside the US.  Our speakers will be available to continue the discussion after formal remarks.  To wrap-up, mix and mingle with hundreds of other investment professionals and CFANY members.


References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

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.

CFA Society New York (“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. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

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.


August 24, 2016
6:00 PM - 9:00 PM
Event Category:


CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

For more information: Policies and Procedures