Global Policymakers Series (GPS): Second Quarter Summit 2021

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Global Policymakers Series (GPS): Second Quarter Summit 2021

June 24, 2021

Global Policymakers Series (GPS)

Second Quarter Summit 2021

Overview

Global Policymakers Series (GPS) – presented quarterly – educates members of CFA Society New York, and members of our sister societies, on global policy matters.

The financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful. Such trends demonstrate just how valuable an understanding of global policy, and changes in regulatory standards, is to financial professionals in managing their careers and in offering quality client services. Through GPS, CFA Society New York educates on both fronts, and does so through a lens devoid of any political or ideological noise.

Agenda and Lineup

Organized with CFA Society Peru and Africa investor (Ai)

9:00 AM | WELCOME REMARKS

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Chair – Board of Directors, CFA Society New York

9:05 AM | OPENING COMMENTS

Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments – Chair, Advocacy Council for LATAM and the Caribbean

9:10 AM | PANEL: THE IMPACT OF CLIMATE CHANGE, NEGATIVE INTEREST RATES, TECHNOLOGICAL CHANGES, GEOPOLITICAL & DEMOGRAPHIC SHIFTS IN INVESTMENTS

Panel

Daniel Gamba, CFA, Managing Director, Co-Head of Fundamental Equities, BlackRock

Shawn Reynolds, Portfolio Manager – Environmental Sustainability and Global Resources, VanEck

Niall O’Sullivan, Chief Investment Officer – Delegated Solutions International, Mercer

9:55 AM | Q&A

10:20 AM | KEYNOTE: THE GLOBAL VIEW FROM HERE

Paul Andrews, Managing Director – Research, Advocacy and Standards, CFA Institute

10:30 AM | PANEL: AFRICA FREE TRADE AGREEMENT & REGULATION

Moderator

Hubert Danso, Chief Executive Officer and Chairman, Africa investor (Ai) Group; Chair, CFA Asset Owners Council

Panel

Peter Mulroy, Secretary General, FCI

Damien Bruckard, Deputy Director for Trade & Investment, International Chamber of Commerce

Vinco David, Secretary General, Berne Union

Prof. Joy Kategekwa, Advisor, UNDP’s Regional Bureau for Africa; Founding Head, UNCTAD Regional Office for Africa (Addis Ababa)

11:30 AM | PANEL: NORTH AMERICA, LATAM & EURO INFRASTRUCTURE

Moderator

Suzanne Bishopric, Managing Partner, Global Sovereign Advisors

Panel

Viktor Kats, Managing Partner, Augment Infrastructure Partners

David Palumbo, PE, PMP, Deputy Commissioner, Operations, U.S. Department of the Interior, Bureau of Reclamation

12:30 PM | CLOSING REMARKS

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

Additional Details

Areas of Focus

  • Global Asset Allocation
  • Trade Analysis for Investments
  • Pension Allocation
  • Money Manager Perspectives

From Our Presenting Partner: Financial Policy Association (FPA)

Great Decisions

America’s largest discussion program on world affairs

The program provides background information and policy options for the eight most critical issues facing America each year and serves as the focal text for discussion groups across the country.

Purchase the Great Decisions 2021 Briefing Book, and prepare to discuss the world by getting started today!

Learn More

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.

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  • 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

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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.