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Cvent Transition Guide

Insurance: Innovative Thoughts on Portfolio Construction and Asset Selection

Tuesday, July 6

Overview

A virtual Asset Owner Series™ event

Innovation is one of the most important factors in handling the risks presented by unique situations like those in the markets now. Stewart Foley, CFA, Managing Partner and Editor-In-Chief of the Insurance AUM Journal will interview Susan Chung, Senior Vice President and Chief Investment Officer at Amica Mutual Insurance Company on the most innovative portfolio management and due diligence techniques she has seen and used.

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

Stewart Foley, CFA, Managing Partner and Editor-In-Chief, Insurance AUM Journal

Interviewee

Susan Chung, Senior Vice President and Chief Investment Officer, Amica Mutual Insurance Company


1:00 PM |  CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Additional Details

Areas of Focus

  • Portfolio Construction
  • Asset Allocation
  • Risk Management