Conference / Seminar, Virtual Events & Programming

CFA Society New York Annual Celebration 2020

Thursday, October 29 | 5:00 PM - 7:00 PM

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Overview

CFA Society New York’s Annual Celebration (formerly Annual Dinner) will honor Sallie Krawcheck, founder of Ellevest with the 2020 Irving Kahn Lifetime Achievement Award. We will have a keynote presentation from John Rutledge, PhD, Chief Investment Officer of Safanad. He was a “Principal Architect” of President Reagan’s economic policies in 1980-81. Finally, a panel from many corners of the investment management industry will address change the industry is facing.

Agenda

5:00 PM | OPENING REMARKS

Sameer Jagetia, CFA, Chief Executive Officer, CFA Society New York


5:05 PM | IRVING KAHN LIFETIME ACHIEVEMENT AWARD INTRODUCTION

Maria Weitzer, CFA, Senior Investment Risk Manager, APG Asset Management US; Board Member, CFA Society New York


5:10 PM | IRVING KAHN LIFETIME ACHIEVEMENT AWARD RECIPIENT

Sallie Krawcheck, Chief Executive Officer, Co-Founder, Ellevest


5:30 PM | KEYNOTE INTRODUCTION

Thomas Brigandi, CFA, Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series


5:35 PM | KEYNOTE ADDRESS

John Rutledge, Ph.D., Chief Investment Strategist, Safanad


6:00 PM | PANEL DISCUSSION INTRODUCTION

Kelly Ye, CFA, Director of Research, IndexIQ; Board Member, CFA Society New York


6:05 PM | PANEL DISCUSSION

Moderator

Matt Kummell, Director, Citibank Business Advisory Group


Panelists

Linda Zhang, Ph.D., Chief Executive Officer, Founder, Purview Investments

George N. Patterson, PhD, CFA, CFP, Managing Director, Chief Investment Officer, QMA

Daniel Farley, CFA, Executive Vice President, Chief Investment Officer, Investment Solutions Group


6:50 PM | CLOSING REMARKS

Kevin Maxwell, CFA, Managing Director and Head of Capital Markets, CenterSquare Investment Management; Board Member, CFA Society New York

Additional Details

Areas of Focus

  • Career planning
  • Managing change in the industry
  • Investment management trends