Utilizing the Canadian Endowment Model in a UK Pension Scheme

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Cvent Transition Guide ⭢

Utilizing the Canadian Endowment Model in a UK Pension Scheme

December 7, 2020

Overview

A virtual Asset Owner Series™ event

Michelle Ostermann, CFA, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman, CAIA.

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

John Bowman, CFA, Senior Managing Director, CAIA

Interviewee

Michelle Ostermann, CFA, Chief Fiduciary Officer – Investment, RPMI Railpen

7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Evelyn Yeow, CFA, Treasurer – Board of Directors, CFA Society New York

Additional Details

Areas of Focus

  • Asset Allocation
  • Private Asset Due Diligence

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

Sponsorship Overview

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Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York 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 CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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