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February 2019


Second Moody’s Investors Service Credit Outlook Summit

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit features three Chief Investment Officer panelists from leading asset management companies across two panels. The first panel is moderated by Mike Rowan, CFA (Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service), and focuses on “Big Picture” themes that will shape global credit markets in 2019 and beyond. The second panel is moderated by Marc R. Pinto, CFA (Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service), and focuses on the panelists’ outlook for defaults, credit spreads, and sector underperformance / overperformance.

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Asset Owner Series, Free for Members

March 2019


3rd Annual Institutional Investment Consulting Roundtable

The third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments, and wealthy families looking for help with managing their money, or the money in their employees’ retirement funds.

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Asset Owner Series

April 2019


ESG Asset Owners Summit (Washington D.C.): The Rise & Status of Sustainable Investing

CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends.

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Asset Owner Series, Other Industry Events

May 2019


ASFIP Asset Owner Series Roundtable

Join ASFIP for a roundtable event that is designed to be of interest to all investment professionals, especially those in the Institutional Investment community.

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Asset Owner Series, Other Industry Events

June 2019

September 2019

October 2019


North Carolina: Inaugural Asset Owner Series

CFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.

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Asset Owner Series

November 2019


2019 Putting Beneficiaries First

We will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels.

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Asset Owner Series

January 2020

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