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One Local Retirement Fund Investor’s View

Monday, June 22

Overview

A virtual Asset Owner Series™ event

Natalie Jenkins Sorrell, Deputy Chief Investment Officer – ERF Dallas shares her views of the US markets and managing through the volatility.

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

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Bill J. Kelly, Chief Executive Officer, CAIA Association

Interviewee

Natalie Jenkins Sorrell, Deputy CIO, ERF Dallas


6:45 PM | Q&A FROM AUDIENCE


7:00 PM | CLOSING REMARKS & ADJOURNMENT

Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

Additional Details

Learning Outcomes

  • Public and private market asset allocation
  • Manager search & selection