3rd Annual Multi Family Office Conference
October 11, 2018
5:30 PM | CHECK-IN
5:58 PM | WELCOMING REMARKS
Maria Weitzer, CFA, Director, TAG Associates; Board of Directors, CFANY
6:00 PM | KEYNOTE ADDRESS
Kristina Hooper, CFP, CAIA, CIMA, ChFC, Chief Global Market Strategist, Invesco
6:20 PM | PANEL
Jonathan Tucker, CFA, Managing Director, Summit Rock Advisors
Robert Davis, CFA, CAIA, Partner & Chief Investment Officer, Round Table Wealth Management
Matthew Gelfand, Ph.D., CFA, CFP, Managing Director, Rockefeller Capital Management
Charles Stucke, CFA, Chief Executive Officer, Lepercq de Neuflize Asset Management LLC
Susan Webb, Founder, President, CIO, Appomattox Advisory, Inc
7:40 PM | CLOSING KEYNOTE SPEECH
Metrics: Well Done or Overdone?
Charlotte Beyer, Founder, Institute for Private Investors
8:00 PM | SPONSOR CLOSING REMARKS AND RECEPTION
John Penney, CFA, Regional Director, Invesco
9:00 PM | ADJOURNMENT
Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute
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.
Dress Code: 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.