Loading Events
This event has passed.

Peru: Transpacific Asset Owner Series – Lima 2019

September 30, 2019


This is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong.

Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions. This seminar will explore:

  1. Asset Allocation of Family Offices (FO): How US and Greater China FO differ?
  2. How FO (US and Greater China) invest in Greater Bay Area and A shares?
  3. Key concerns for FO – US and Greater China perspectives
  4. Institutionalization / Professionalization of Structuring of Family Offices


Jae Yoon, CFA
CIO, New York Life Investment Management

Thomas Brigandi, CFA
Global Asset Owner Series Founder & Lead Organizer, CFANY

Brian Delucia
Managing Partner, Family Office – Arribato LLC

Daniel Fridson
General Director, Arribato LLC

Jose Martinez
Executive Vice Presidente, Rimac Seguros

Diego Marrero
CIO, AFP Habitat

Eduardo Tirado
CIO, Pacifico Seguros

Oscar Corpancho
Gerente de Renta Variable, AFP Prima

Additional Details

Asset Owner Series Homepage
CFA Society Peru