What Clients Want and What They Will Want: A Consulting and OCIO Leader’s Perspective
Monday, June 1
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.
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
Steve Horan, PhD, CFA, CIPM, CAIA, Managing Director, Americas Region and Professional Learning, CFA Institute
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
- Asset allocation
- Investment policy
- Alternative asset manager selection