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[Postponed] 5th Annual Single Family Office Conference

Thursday, May 7

Overview

The 5th 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.

Agenda

7:30 AM | REGISTRATION & CHECK-IN


8:00 AM | OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York


8:05 AM | SPECIAL GUEST KEYNOTE

Mark Weidman, Senior Managing Director and Head of International and of Corporate Strategy, BlackRock


8:35 AM | KEYNOTE SPEAKER

Steven Rattner, Chairman & Chief Executive Officer, Willett Advisors, LLC


9:05 AM | COMMERCIAL & RESIDENTIAL REAL ESTATE PANEL


10:00 AM | ALTERNATIVES DISCUSSION


11:00 | BREAK


11:15 AM | ESG DISCUSSION


12:15 | LUNCH


1:15 PM | KEYNOTE SPEAKER


1:45 PM | ASSET ALLOCATION & MANAGER SELECTION PANEL


3:00 | BREAK


3:30 PM | CO-INVESTMENT / DIRECT INVESTMENT DISCUSSION

Winston Ma, CFA & Esq. Adjunct Professor, NYU School of Law; former Managing Director and Head of North America Office, CIC (China Investment Corp)


4:30 PM | FIRESIDE CHAT – CLOSING KEYNOTE

Interviewer

Binu J. George, CFA, Managing Director, Willet Advisors

Speaker

Bruce Zimmerman, Chief Investment Officer, Dalio Family Office


5:00 PM | CLOSING REMARKS

Thomas Brigandi, CFA , Chairman Emeritus, CFA Society New York Asset Owner Series; Treasurer, Macaulay Honors College Foundation

Additional Details

Learning Outcomes

  • What kind of information sensitivities does China’s A-Shares market have?
  • What is the value for investors?
  • Revelations from a Contextual Alpha Model

Event Media & Related Content

See agenda from last year’s 2018 Moody’s Investors Service Chief Investment Officer Credit Outlook »

For more photos from the 2018 conference, click here.