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Cvent Transition Guide ⭢

Diverse Views on What’s Next for the Markets

July 19, 2021

Overview

A virtual Asset Owner Series™ event, co-hosted by CFA NY’s Diversity & Inclusion Forum, and the Institutional Asset Management Group.

Forecasting market movements is difficult at any juncture, but even more so during periods of uncertainty. Tune in to this virtual conversation to hear diverse professionals discuss their perspectives on what the future holds for the market and how they plan to reach their diversity goals in their firms and their asset selection.

Featuring a range of outlooks from asset owners, CIOs of firms both large and small, and firms that manage both traditional and alternative assets, attendees will gain insight not only from the variety of forecast perspectives presented, but also from the firsthand knowledge and experience our presenters bring to the discussion.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

12:00 PM | OPENING REMARKS

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC; Co-Chair – Diversity & Inclusion Forum, CFA Society New York

12:05 PM | KEYNOTE

Ashish Shah, Co-Head – Global Fixed Income and Liquidity Solutions, Goldman Sachs Asset Management

12:30 PM | DIVERSITY PANEL

Moderator

Joanna Horowitz, CFA, Senior Consultant, Diversity & Inclusion Lead, Monticello Consulting Group

Panelists

Adeyemi Ajao, Co-Founder & Managing Partner, Base10

Degas Wright, CFA, Founder and Principal, Decatur Capital Management

Kirk Sims, CFA, Senior Investment Manager – Head of Emerging Manager Program, Teachers Retirement System of Texas

1:30 PM |  CLOSING REMARKS

Leo Schmidt, CFA, Chair – Institutional Asset Management Group, CFA Society New York

Additional Details

Areas of Focus

  • How market forecasting can inform portfolio construction amid diversity goals
  • Market outlooks, directly from emerging managers
  • How diverse representation can build stronger investment-management teams
  • Global macro views

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partners of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply 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.

Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York 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 CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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.