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NYSSA and CFA Institute Sovereign Wealth & National Pension Funds Conference

NYSSA and CFA Institute Sovereign Wealth & National Pension Funds Conference

Tuesday October 6, 2015 

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA NY’s code of conduct.

A high-level discussion on major investment themes and global market dynamics from the perspective of SWFs, National pension plans and large institutional investment managers that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.

*All discussions at the CFA NY Sovereign Wealth & National Pension Funds Conference are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund executives, ensuring frank and productive discussions and an effective exchange of ideas among peers.

Note: This program has been approved by GARP and qualifies for 1.5 GARP CPD credit hours.  If you are a Certified FRM or ERP, please record this activity in your credit tracker at http://www.garp.org/cpd

5:30 PM: Registration

6:00 PM: Welcome Roberto Peralta, CFA, Head of Institutional Client Relations for the Americas, Société Générale Deepika Sharma, CFA, Director of Research and Associate Portfolio Manager, Astor Investment Management

6:15PM- 6:30PM: Special Guest Keynote M. Nicolas J. Firzli, Director-General, World Pensions Council (WPC) and Advisory Board Member, World Bank Global Infrastructure Facility (GIF) 6:30PM-  6:45PM: Keynote Carol Boykin, Representative of the Secretary General for Investments, UN Pension Fund

6:45PM- 7:55PM: Panel Danye Wang, Vice President, Institutional Client Relationships, BlackRock (Moderator) Brian Choi, Managing Director, Korea Investment Corporation (KIC) CJ Jurng, Chief Portfolio and Finance Officer, Korea Post Savings  Matthew Nemeth, Assistant Vice President, Federal Reserve Bank of New York

Constantino Argimon‎, Director, Canada Pension Plan Investment Board

7:55PM- 8:00PM: Closing Remarks Chris Cutler, CFA, Chairman Emeritus, Alternative Investments Committee

8:00PM- 9:00PM: Networking

9:00PM: Adjournment

Who should attend?

Senior executives‎ at sovereign wealth funds, pension funds, endowments, foundations, single family offices, central banks, supra-nationals, insurance companies, institutional investment consultants and large global asset management firms.‎

Sponsor

Partners

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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