Business Management, Conference / Seminar, Veterans, Virtual Events & Programming

Cyber Security Forum 2020

April 2, 2020 | 2:00 PM - 3:15 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

Live Webinar Event

Please do not come to CFA Society New York for this event.


Cyber security has become more important in today’s more connected world.  At this event, attendees will learn what critical issues threaten financial firm and how to address them.  Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.  The conversation will be led by thought leaders in the public and private sector focused on unique perspectives and tactics utilized to successfully execute a robust, enterprise wide cyber security strategy.  Our panel will discuss how to balance managing cash flow while investing for future growth, driving future operating models for finance and how finance drives decision support to broader business through analytics and digital finance capabilities.  Attendees will discover the benefits and opportunities afforded to firms that make intelligent cyber security investments.



Won Palisoul, CFE, Senior Compliance Officer at Semper Capital Management, L.P 


Lisa Lee, CISSP, CRISC, CISA, FITR, IAM,Chief Security Advisor & Global Lead for Financial Services, Microsoft

2:35 PM | PANEL DISCUSSION: Case Study on Evaluating Cyber-Readiness in an Asset Manager 

Introduced by Claudia Ramone, Vice President, Alternative Asset Management, EPIC Insurance Brokers & Consultants


Fizza Khan, Chief Executive Office, Silver Regulatory Associates LLC


Kelly Geary, Managing Principal, EPIC Insurance Brokers & Consultants

Lisa Lee, CISSP, CRISC, CISA, FITR, IAM,Chief Security Advisor & Global Lead for Financial Services, Microsoft

Terrance J. O’Malley, Chief Administrative Officer, General Counsel and Chief Compliance Officer, Blue Ridge Capital

Stephan Puhlmann, CFA, CPA, Controller, Green Bay Ventures

2:55 PM | Q&A


Alton Crooks, CFA, Managing Director at Fidelis Capital LLC 

Additional Details

Learning Outcomes

  • How to survive a real cyber security attack
  • SEC expectations and how to satisfy them
  • Insights on sharp cyber risks assessment
  • Preventing critical data loss
  • Monitoring vendors and assessing cyber strategies effectiveness
  • Remote work cybersecurity challenges and how to manage them.

Who Should Attend?

Chief Executive Officers(CEO), Chief Operating Officers(COO), Chief Technology Officers(CTO), Chief Compliance Officers(CCO), Chief Information Security Officer (CISO), Chief Information Officer (CIO), Chief Security Officer (CSO), SVP/VP of Information Security