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NYSSA GIC Fall 2015 Quarterly Networking Event & Latam Conference

Monday September 21, 2015

Please join us at the invitation-only CFA NY Global Investing Committee Fall 2015 Latin America Conference at SocGen, scheduled for September 21st, 2015 at 6 PM. The conference will bring together institutional investors, strategists and experts in Latin American capital markets to discuss the current macroeconomic environment, latest developments and investment themes.

Latin America has seen this shift in external factors before: a commodity boom and low US interest rates bringing in a deluge of capital and profits, followed by a rate hike and/or collapse in commodity prices that ends up halting growth and hence, causing a regional slowdown. Will this time be different? There are some differences from past episodes, for instance, companies in LatAm have been tapping local markets for funding needs to avoid global volatility, markets are deeper and more diverse and there exist different engines of growth within the region. This panel will explore these potential growth areas as well as the headwinds and risks that investors should be concerned about.

*Admission is invite-only, but please e-mail [email protected] if you are interested in requesting an invite to attend

**This is not a career event, it is for working investment professionals only. We reserve the right to grant / deny access or to expel any individual. Please be prepared to provide your business card to enter.


5:30 PM: Registration

6:00 PM: Welcome

Dan Dagen, CFA, CEO, CFA NY
Roberto Peralta, CFA, Head of Institutional Client Relations for the Americas, Société Générale 

Deepika Sharma, CFADirector of Research and Associate Portfolio Manager, Astor Investment Management

6:10 – 6:25 PM: Keynote Address

6:25 – 7:30 PM: Panel
Lawrence G. McDonald, Managing Director, Head of US Strategy, Macro Group, Societe Generale (Moderator)
Morgan C. Harting, CFA, CAIA, Senior Portfolio Manager, AllianceBernstein
Yacov Arnopolin, Managing Director and Portfolio Manager, Goldman Sachs
Ron Dadina, CFA, Portfolio Manager in the LATAM group, Bank of Tokyo Mitsubishi (MUFG)
Karina L. Bubeck, CFA, Director, TIAA-CREF

7:30 PM: Closing Remarks and Networking Session 

Dan Dagen, CFA, CEO, CFA NY

9:00 PM: Adjournment

About the CFA NY Global Investing Committee:
The CFA NY Global Investing Committee (GIC) organizes a diverse range of programs to keep the investment community abreast of key trends affecting global investment markets. The Committee partners with Wall Street firms and foreign government entities, such as consulates and trade promotion boards, to educate members about the global economy, as well as to provide social and professional networking opportunities.

Who should attend?
Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.

CFA NY expects all attendees to comply with CFA NY’s Code of Conduct while attending CFA NY events or meetings. CFA NY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA NY event or meeting.



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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.

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