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Cvent Transition Guide

OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio Solutions

Monday, April 26

Overview

A virtual Asset Owner Series™ event

CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.

With over 30 years of investment management experience, Jeff will share his unique perspectives on why there is acceleration in demand for outsourced investment capabilities, and how BlackRock is evolving its institutional OCIO and wealth investment solutions capabilities to serve this growing demand for whole portfolio solutions.

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

6:00 PM | WELCOMING REMARKS

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock;  Chair – Board of Directors, CFA Society New York


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Margaret Franklin, CFA, President and CEO, CFA Institute

Interviewee

Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios – Multi-Asset Strategies Team, BlackRock


7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Additional Details

Areas of Focus

  • Multi Asset Manager Strategies and Implementation
  • The Future of the Asset Management Business