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2018 Annual Dinner – Asset Owner Perspectives

2018 Annual Dinner

Tuesday, October 30
5:30 – 9:00 PM

Sold Out: No Walk-Ins

Mandarin Oriental Hotel
80 Columbus Circle, New York, NY 10023

Interested in sponsoring this event? Contact Jenny Ball for more information: jball@cfany.org

2018 Annual Dinner

Tuesday, October 30
5:30 – 9:00 PM

Sold Out: No Walk-Ins

Mandarin Oriental Hotel
80 Columbus Circle, New York, NY 10023

Interested in sponsoring this event? Contact Jenny Ball for more information: jball@cfany.org

Featuring

Keynote Speaker

Paul Marcussen, CFA

Global Head of Market Allocation
Norges Bank Investment Management

Lifetime Achievement Award

Scott C. Evans, CFA

Former Deputy Comptroller for Asset Management & CIO
New York City Retirement Systems

Asset Owner Perspective Panel

Moderator

Steve Case, CFA

Partner
Mercer

Panelist

Rebecca H. Patterson

Managing Director & CIO
Bessemer Trust

Panelist

Alex Doñé

Interim Deputy Comptroller for Asset Management & CIO
Officer of the New York City Comptroller

Panelist

Nicholas Liolis

Senior Managing Director & CIO
TIAA General Account

Panelist

Scott Pittman

SVP & CIO
Mount Sinai Health System

Sold Out—Registration Closed

Overview

CFA Society New York’s 2018 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

Enjoy dinner, an open bar and open networking around a quality panel discussion between some of the Asset Owner sphere’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

Join us in celebration of 81 years of excellence and delivering member value—including the global 2018 CFA Institute Society Excellence Award for Most Outstanding Society — and help us chart a new course for new accomplishments.

Keynote Speaker

Paul Marcussen, CFA
Paul Marcussen, CFAGlobal Head of Market Allocation, Norges Bank Investment Management
About

Irving Kahn Lifetime Achievement Award

Scott C. Evans, CFA

Former Deputy Comptroller for Asset Management and Chief Investment Officer

New York City Retirement Systems

About
About

Irving Kahn Lifetime Achievement Award

Scott C. Evans, CFA

Former Deputy Comptroller for Asset Management and Chief Investment Officer

New York City Retirement Systems

About

CFA Society New York

Society Excellence Award Winner

2017 Delivering Member Value

2018 Most Outstanding Society

2017 Delivering Member Value

2018 Most Outstanding Society

Asset Owner Panel

Moderator

Panelist

Steve Case, CFA

Partner

Mercer

About

Panelist

Panelist

Alex Doñé

Interim Deputy Comptroller for Asset Management & Chief Investment Officer

Office of the New York City Comptroller

About

Panelist

Panelist

Rebecca H. Patterson

Managing Director and Chief Investment Officer

Bessemer Trust

About

Panelist

Panelist

Nicholas Liolis

Senior Managing Director & Chief Investment Officer

TIAA General Account

About

Panelist

Panelist

Scott Pittman

SVP & Chief Investment Officer

Mount Sinai Health System

About

Sponsorship

Silver Sponsors

Cocktail Napkin Sponsor

Table Sponsors

Baillie Gifford International, LLC

BlackRock

The Chartered Market Technician® (CMT)

Deloitte & Touche LLP

DWS Investment

FlexShares

Greylock Capital Management, LLC

Northern Trust Asset Management

Nuveen

River Partners Capital Management

Societe Generale

State Street Global Advisors

 

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.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures