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3rd Annual Multi Family Office Conference

October 11, 2018

Become a Member
Asset Owner Series

REGISTRATION & FEES

TO ATTEND

Members: $55

Register Now

Nonmembers: $150

Asset Owners are eligible for complimentary admission.

Request Complimentary Invitation
Request Complimentary Invitation

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.

Request Invitation
Asset Owner Series
The 3rd 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.

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor

Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

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.