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Cvent Transition Guide

Family Offices: A Long Term View of Investments and Philanthropy

Friday, June 11

Overview

A virtual Asset Owner Series™ event

Hear Binu George, CFA, Willet Advisors (Bloomberg family office) and Bruce Zimmerman, CIO, Dalio Family Office discuss their investment program changes and managing philanthropic goals.

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

11:00 AM | WELCOMING REMARKS

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


11:05 AM | INTERVIEW, DISCUSSION

Interviewer

Binu George, CFA, Managing Director, Willet Advisors

Interviewee

Bruce Zimmerman, CIO, Dalio Family Office


12:00 PM |  CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Additional Details

Areas of Focus

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