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What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective

Monday, June 1

Overview

A virtual Asset Owner Series™ event

Hear what Rich Nuzum, CFA, Global President of Investments and Retirement at Mercer, thinks the current market pressures will yield in terms of client expectations of products and services.

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

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


6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Steve Horan, PhD, CFA, CIPM, CAIA, Managing Director, Americas Region and Professional Learning, CFA Institute

Interviewee

Rich Nuzum, CFA, Global President, Investments and Retirement, Mercer


6:45 PM | Q&A FROM AUDIENCE


7:00 PM | CLOSING REMARKS AND ADJOURNMENT

Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

Additional Details

Learning Outcomes

  • Asset allocation
  • Investment policy
  • Alternative asset manager selection