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Cvent Transition Guide

Family Offices: New Views into Diversification Benefits

Monday, November 1

Overview

A virtual Asset Owner Series™ event

Hear about a new survey of wealthy individuals and how one multifamily office implements the ideas from it, during our virtual Asset Owner Series™. Join us for a midday conversation about family offices and long-term strategies, including a fresh perspective on the impact of diversification. Gain new awareness of strategic wealth allocation methods and grow your understanding of the broader changes you can affect through intentional investing when you attend this event.

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 | WELCOMING REMARKS

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


12:05 PM | INTERVIEW, DISCUSSION

Interviewer

Dan Golosovker, Head, Insights-Analytics, Addepar

Interviewee

Cynthia Mei Balloch, Assistant Professor of Finance, London School of Economics

Kevin A. Kaylakie, CFP, CPWA, Founder & CEO, SineCera Capital


1:30 PM | CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Managing Director, McCarvill Capital Partners

Additional Details

Areas of Focus

  • Discuss asset allocation strategies
  • Understand the impact of diversification
  • Contextualize diversification within long-term planning