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Asset Owner Series™
3rd Annual Multi-Family Office Conference
Thursday, October 11 | 5:30 – 9:00 PM Including a Catered Networking Reception
REGISTRATION & FEES
TO ATTEND
Members: $55
Nonmembers: $150
Asset Owners are eligible for complimentary admission.
Asset Owner Series™
3rd Annual Multi-Family Office Conference
Thursday, October 11 | 5:30 – 9:00 PM Including a Catered Networking Reception
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
Moderator
Jonathan Tucker, CFA, Managing Director, Summit Rock Advisors
Speakers
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
REGISTRATION & FEES
TO ATTEND
Members: $55 Nonmembers: $150
Asset Owners are eligible for complimentary admission.
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.
Note
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.
DISCLAIMER OF ENDORSEMENT 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.