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Insurance: Innovative Thoughts on Portfolio Construction and Asset Selection
July 6, 2021
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
Stewart Foley, CFA, Managing Partner and Editor-In-Chief, Insurance AUM Journal
IntervieweeSusan 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