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September 2018

Sep
18
Tue

CFA France Inaugural Asset Owner Series Event

To discuss the specific risks and opportunities attached to infrastructure investments, our panel of experts will bring together key asset owners and asset managers. The panel will be co-chaired by Nicolas Firzli, director of the World Pension Council (WPC) and member of the advisory board to the World Bank Global Infrastructure Facility (GIF).

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Asset Owner Series
Sep
24
Mon

Climate and ESG Asset Owner Summit

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally.  Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.  As noted by CalPERS, the largest public pension fund in the U.S. with a long-term time horizon, “sustainable investment means taking account of environmental, social, and governance (ESG) factors across all our day-to-day investment business.”

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Asset Owner Series
Sep
25
Tue

4th National Pension Funds Conference

The 4th Annual National Pensions Conference will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

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Asset Owner Series

October 2018

Oct
11
Thu

3rd Annual Multi Family Office Conference

The 3rd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.

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Asset Owner Series
Oct
25
Thu

CFA Pennsylvania Inaugural Asset Owner Series Event

To discuss the specific risks and opportunities attached to infrastructure investments, our panel of experts will bring together key asset owners and asset managers. The panel will be co-chaired by Nicolas Firzli, director of the World Pension Council (WPC) and member of the advisory board to the World Bank Global Infrastructure Facility (GIF).

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Asset Owner Series
Oct
25
Thu

2nd Multiemployer Pension Conference

Multiemployer Pension plans, which are operated by groups of companies together with officials of a union that represents their workers, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades, where the workers move from job to job, taking their benefits with them. The trucking, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans, they have recovered significantly since 2009. ‎The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets, but also the low interest rate environment.

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Asset Owner Series

December 2018

Dec
6
Thu

3rd Annual Endowment and Foundation Chief Investment Officer Roundtable

The 3rd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

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Asset Owner Series

February 2019

Feb
26
Tue

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

Mar
14
Thu

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

Apr
11
Thu

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

May
1
Wed

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

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