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Alpha in the Millennial Era: 2019 Outlook

Tuesday, January 15 | 6:00 – 8:30 PM
Followed by a Catered Networking Reception



Members: $30

 Nonmembers: $70


Members Only

Please join us on Tuesday, January 15th for “Alpha in the Millennial Era: 2019 Outlook,” a panel discussion featuring four senior-level investment professionals who will share insights into notable investment trends and opportunities that both young leaders and seasoned professionals will be focused on for 2019. Our panel will discuss the merits and risks of investing in the following categories:

  • Sustainable finance & ESG investing
  • Infrastructure as impact investing
  • Emerging and developed market equity & debt
  • Digital currencies & the underlying technology

As millennials continue to amass wealth, how will this generation steer more traditional investment practices? Concurrently, with baby boomers now running the show at major financial institutions, what type of focus and understanding do they have on these opportunities? As they approach retirement with longer life spans and higher health care costs, will they wield their collective retirement fund power into new asset classes in anticipation of higher returns?

Following the conclusion of the moderated panel discussion, attendees will have opportunities to engage with our speakers during the Q&A session and the open networking portion of the evening.

Learning Outcome Statements (LOS)

  • Gain insight into the key investment trends and opportunities for 2019.
  • Understand how high profile market trends such as impact investing and digital currencies are translating into both institutional and wealth/retail investment flows.
  • Develop insight into how institutional investors cut through noise in order to identify and implement the highest potential trends in their role to generate alpha and/or maintain assets.

6:00 PM | Registration

6:30 PM | Opening Remarks

Caroline Busby, CFA, US iShares Fixed income Institutional Sales member, BlackRock

6:35 PM | Panel Discussion


Meghan Morris, Asset management reporter, Business Insider


Paul Cappelli, Portfolio Manager, Galaxy Digital Advisors

Morgan Harting, CFA, CAIA, Portfolio Manager-Multi-Asset Solutions, Alliance Bernstein

Manju Seal, Head of Sustainable Finance, ESG Lead, BMO Capital Markets

Hector Negroni, Chief Executive Officer, and Chief Investment Officer, FCO Advisors LP

7:30 PM | Closing Remarks

Michael Sicari, CFA, Financial Analyst, Houlihan Lokey Financial Advisory Services

7:35 PM | Networking and Catered Reception

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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