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One Wealthy Family’s Journey to Investing With Purpose

Monday, September 14

Overview

A virtual Asset Owner Series™ event

Hear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment.

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

12:00 PM | WELCOMING REMARKS

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


12:05 PM | INTERVIEW, DISCUSSION

Interviewer

Tamara Larsen, Executive Director, Head of Mission Aligned Investing, Agility/Perella Weinberg Partners

Interviewee

Valerie Rockefeller, Chair of the Board of Directors, Rockefeller Brothers Fund


12:45 PM | Q&A FROM AUDIENCE


1:00 PM |  ADJOURNMENT

Maria Weitzer, CFA, Senior Investment Professional, APG; Board Member, CFA Society New York

Additional Details

Areas of Focus

  • Asset Allocation
  • Manager Selection
  • Investment Policy