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Cvent Transition Guide

OCIO: What Investing Trends the CIO of One of the Largest Thinks About

Monday, March 15

Overview

A virtual Asset Owner Series™ event

Frequent CFA Society New York volunteer and Founder of Manager Analysis Services, Chris Cutler, CFA will interview Chris Philips, CFA, Principal and Head of Vanguard Institutional Advisory Services.

With over two decades of experience providing ongoing investment management services and strategic recommendations for a range of clients, Chris Philips, CFA will share his perspective on manager search and selection for non-profits is changing and how their asset allocation is responding to the risks in the market.

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

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Chris Cutler, CFA, Founder, Manager Analysis Services

Interviewee

Christopher Philips, CFA, Principal and Head, Vanguard Institutional Advisory Services


7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Duncan Bonfield, Chief Executive, International Forum of Sovereign Wealth Funds

Additional Details

Areas of Focus

  • Asset Allocation for non-profits
  • Manager selection issues for endowments