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Cvent Transition Guide

Family Offices: A Long Term View of Investments and Philanthropy

Monday, May 24

Overview

A virtual Asset Owner Series™ event

Watch the CIO and Managing Director of two of the largest family offices in the United States come together to discuss their long term investing and philanthropic planning. Binu George, CFA, of Michael Bloomberg’s family office will interview Bruce Zimmerman of Ray Dalio’s family office.

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

6:00 PM | WELCOMING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Binu J. George, CFA, Managing Director, Willett Advisors

Interviewee

Bruce Zimmerman, CIO, Dalio Family Office


7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Additional Details

Areas of Focus

  • Long Term Asset Allocation
  • Long Term Planning
  • Philanthropic Planning and Giving