Veterans

5th Annual Thinking Beyond the Transition for Veterans

Wednesday, November 6 | 5:30 PM - 8:00 PM

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Veterans & Military Personnel

Registration for veterans & military personnel is free by submitting the “COMPLIMENTARY ADMISSION” form, with proof, below.

Complimentary Admission

Overview

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance.

Learning Outcome Statements: Understand the value of hiring veterans and military spouses Understand how to leverage background in military service to transition successfully Gain better understanding of roles within the financial industry Focus on key highlights for selling differentiated skill set Learn how to translate language from military to finance Learn what key points to focus on in job search, resume conversion, and interview prep Learn about CFANY and CFA Institute’s Career Guide: Veterans Edition

Agenda

5:30 PM | REGISTRATION & CHECK-IN


6:00 PM | OPENING REMARKS 

Won Palisoul, Chair of Veterans Roundtable at CFANY; U.S. Navy Veteran

Chris Mendez, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran


6:15 PM | KEYNOTE SPEAKER

Introduced by Chris Mendez, GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran

Dr. Wes Gray, CEO at Alpha Architect; U.S. Marine Veteran


6:30 PM | Q&A


6:45 PM | PANEL DISCUSSION 

Moderator

Jeannie Santiago, Director of Recruiting, NY Life Insurance Company

Panelists

Mercedes Elias, Head of Veteran Engagement- AmeriVet Securities; US Marine Veteran

Casey Minnick, Foreign Exchange COO, UBS Investment Bank; US Marine Veteran

David Palisoul, AVP Global Money Markets Trader & Researcher, Deutsche Bank; U.S. Navy Veteran

Freddy Rojas, Director, Prime Brokerage, SG Americas; US Army Veteran

Karl Snyder, Managing Director, Chief Market Strategist- VETS INDEXES; US Marine Veteran


7:35 PM | PANEL Q&A


7:55 PM | CLOSING REMARKS 

Introduced by Jeannie Santiago, Director of Recruiting, NY Life Insurance Company

Kelly Ye, CFA, CFA Society New York Board Member


8:00 PM | NETWORKING & CATERED RECEPTION

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