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Putting Beneficiaries First Series

1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First

Thursday, February 8 | 5:30 – 8:00
Followed by a catered networking reception


Daniel Dagen, CFA, Chief Executive Officer, CFANY


Bjorn Forfang, Deputy Chief Executive Officer, CFA Institute


Hon. Joshua Gotbaum, Guest Scholar, Brookings Retirement Security Project; Former Director, Pension Benefit Guaranty Corporation; Former Assistant Secretary, US Treasury

6:45 – 8:00 PANEL


Han Yik, Head of Institutional Investors, World Economic Forum


Marc Goldwein, Senior Vice President, Committee for a Responsible Federal Budget
Focus: Entitlement Crisis

Brian Levitt, Senior Investment Strategist, OppenheimerFunds
Focus: National Debt

Tim Blake, CFA, Managing Director & Chairman of Pension Steering Committee, Moody’s Investors Service
Focus: Public Pension


Tom Brigandi, Recipient of CFA Institute’s Inaugural Global Outstanding Young Leader Award


Members: FREE |
Nonmembers: $30

Free to Members & Nonmembers

Register to Attend
Livestream Registration
Asset Owners: Request Complimentary Admission

Media/Press: Complimentary admission with pre-approval. Please contact Jenny Ball at [email protected] for related inquiries.


Thursday, Feb. 8

Followed by catered networking reception


CFA NY Conference Center
1540 Broadway
45th St. Entrance
Suite 1010


To Attend

Members: FREE
Nonmembers: $30

Livestream registration free to members & nonmembers

Visit the Asset Owner Series Homepage
Become a CFA Society New York Member


This event will feature thought leaders that represent apolitical financial institutions such as OppenheimerFunds and Moody’s Investors Service, in addition to objective nonprofit organizations such as the Committee for a Responsible Federal Budget, CFA Institute, the Brookings Institution and the World Economic Forum, for a data driven discussion focused on quantifying the credit and market risks associated with US federal and municipal government unfunded public pension and entitlement liabilities, in addition to the national federal debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative.

The Congressional Budget Office (CBO) estimates that federal interest outlays will absorb around 15% of fiscal revenue by fiscal year 2026, up from 8% in fiscal 2017. The CBO also estimates gross federal debt will exceed $30 trillion by fiscal 2027, the same year which Social Security expenditures are expected to approach$1.7 trillion and Medicare / Medicaid expenses will collectively eclipse $2 trillion, up from $910 billion and $1.1 trillion in fiscal 2016, respectively. Interest payments as a percentage of the federal budget, in addition to the annual cost of the three main entitlement line items of Social Security, Medicare and Medicaid, beyond the scope of the CBO’s 10-year projections, will be a key focus of this discussion, as will unfunded municipal pension liabilities.

Register to Attend
Asset Owners: Request Complimentary Admission
Livestream Registration

Event Partner


References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.