- This event has passed.
3rd Annual Single Family Office Conference
April 12, 2018
Asset Owners are eligible for complimentary admission.
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
Binu George, CFA, Head of Investment Manager Diligence, Willett Advisors (Mayor Bloomberg’s Family Office)
7:45PM: SPECIAL GUEST SPEAKER
Richard C. Wilson, CEO & Founder, Family Office Club
7:55PM: CLOSING REMARKS
Followed by a catered open-networking reception
Thursday, April 12
Followed by catered networking reception
CFA NY Conference Center
45th St. Entrance
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.