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Cvent Transition Guide

Racial Equity in Asset Management: Asset Owners’ Perspectives

Tuesday, February 16

Overview

A virtual Asset Owner Series™ event, co-hosted with CFA Society New York’s Diversity & Inclusion Forum, and the New Jersey Interest Group.

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

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

WELCOMING REMARKS

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


KEYNOTE ADDRESS

Cory Booker, United States Senator, New Jersey


PANEL

Moderator

Sancia Dalley, Senior Vice President – Strategic Partnerships and Investor Engagement, RFK Human Rights


Panelists

William Lee, CFA, Chief Investment Officer, New York-Presbyterian Hospital

Brian O’Neil, CFA, Chief Investment Officer, The Robert Wood Johnson Foundation

Tatiana Pohotsky, CFA, Chief Investment Officer, The New York Community Trust

Corey Amon, CFA, Director and Chief Investment Officer, New Jersey Division of Investment


CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, Managing Director, Fidelis Capital LLC

Agenda

4:00 PM | WELCOMING REMARKS

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


4:05 PM | PANEL

Moderator

Sancia Dalley, Senior Vice President – Strategic Partnerships and Investor Engagement, RFK Human Rights


Panelists

William Lee, CFA, Chief Investment Officer, New York-Presbyterian Hospital

Brian O’Neil, CFA, Chief Investment Officer, The Robert Wood Johnson Foundation

Tatiana Pohotsky, CFA, Chief Investment Officer, The New York Community Trust

Corey Amon, CFA, Director and Chief Investment Officer, New Jersey Division of Investment


6:00 PM |  CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA, Managing Director, Fidelis Capital LLC

Additional Details

Areas of Focus

  • Manager selection for diverse managers
  • Due diligence on emerging managers in the current age
  • Current and aspirational diversity achievements