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Cvent Transition Guide

Racial Equity in Asset Management: Asset Owners’ Perspectives

Thursday, October 15

Overview

A virtual Asset Owner Series™ event

What can the asset management industry to do 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

4:30 PM | WELCOMING REMARKS

TBA


4:35 PM | INTERVIEW, DISCUSSION, Q&A SESSION

Interviewer

TBA

Interviewee

Thomas (Tom) K. Lee, Executive Director & Chief Investment Officer, New York State Teachers’ Retirement System

Christine Shaw, J.D., MBA, Assistant Treasurer for Corporate Governance & Sustainable Investment, State of Connecticut / Connecticut Retirement Plans and Trust Funds

Chavon Sutton, Director, D&I and Emerging Manager Strategy, Office of NYC Comptroller – Bureau of Asset Management


6:00 PM |  CLOSING REMARKS & ADJOURNMENT

Christine Phillpotts, CFA, Senior Vice President – Senior Equity Research Analyst, AllianceBernstein

Additional Details

Learning Outcomes

  • Due Diligence
  • Industry Structure and Incentives
  • Manager Selection