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Cvent Transition Guide

Utilizing the Canadian Endowment Model in a UK Pension Scheme

December 7, 2020

Overview

A virtual Asset Owner Series™ event

Michelle Ostermann, CFA, will discuss RPMI Railpen’s organizational and asset allocation change that’s leading to more private assets. She will be interviewed by John Bowman, CAIA.

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

6:00 PM | WELCOMING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

John Bowman, CFA, Senior Managing Director, CAIA

Interviewee

Michelle Ostermann, CFA, Chief Fiduciary Officer – Investment, RPMI Railpen


7:00 PM |  CLOSING REMARKS & ADJOURNMENT

Evelyn Yeow, CFA, Treasurer – Board of Directors, CFA Society New York

Additional Details

Areas of Focus

  • Asset Allocation
  • Private Asset Due Diligence