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North Carolina: Inaugural Asset Owner Series

October 30, 2019


CFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.



Brittany Priester, CFA
CIO, Belk Gambrell Enterprises


Ray Jacobson, CFA
CIO, Davidson College

Evan Jones, CFA
Head of Direct Investments, Duke University Management Company

Chris Pavese, CFA
President and CIO, Broyhill Asset Management

Anshul Sharma
Managing Director and Head of Alternative Investment Strategy, Chief Investment Office – Bank of America Corporation

Additional Information

Asset Owner Series Homepage
CFA Society North Carolina