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3rd Annual Single Family Office Conference

April 12, 2018

Asset Owners Only: Request Complimentary Admission

Asset Owners are eligible for complimentary admission.

5:30PM: CHECK-IN


5:58PM: WELCOMING REMARKS

ROBERT DISCOLO, CFA, CAIA, CEO & CIO, River Partners Family Office


6:00PM: KEYNOTE ADDRESS

Lynn Forester de Rothschild, Founder and Chief Executive, Coalition for Inclusive Capitalism


6:35PM: PANEL

Moderator
Binu George, CFA, Head of Investment Manager Diligence, Willett Advisors (Mayor Bloomberg’s Family Office)

Speakers
Anthony E. Meyer, President, Ocean Road Advisors, Inc.
Peter Pauley, CFA, Chief Investment Officer, Seven Valleys
Craig MeyersCo-Founder, Turtle Creek Investment Advisors


7:45PM: SPECIAL GUEST SPEAKER

Richard C. Wilson, CEO & Founder, Family Office Club


7:55PM: CLOSING REMARKS

TOM BRIGANDI, Board Member, CFA Society New York
Daniel Fridson, Family Member, Fridson Family Office


Followed by a catered open-networking reception

Description

The 3rd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space.

Date

Thursday, April 12

5:30-8:00
Followed by catered networking reception

Location

CFA NY Conference Center
1540 Broadway
45th St. Entrance
Suite 1010

Fees

To Attend

Members: $55
Nonmembers: $150

Visit the Asset Owner Series Homepage
Become a CFA Society New York Member

Series Sponsor

Silver Sponsor

Series 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.