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August 2017
September 2017

2nd Annual Private Bank and PWM Chief Investment Officer Roundtable

September 14 @ 5:30 PM - 8:00 PM
CFA Society New York, 1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States
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The 2nd Annual Private Bank and PWM 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. The purpose of the panel is to explore how the various issues across assets classes such as Global Equities, Global Fixed Income, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.

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3rd Annual Sovereign Wealth Conference

September 18 @ 5:50 PM - 8:00 PM
CFA Society New York, 1540 Broadway Suite 1010 (Entrance on 45th Street)
New York, NY 10036 United States
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Sovereign Wealth Fund delegates to discuss their long-term capital management philosophy, asset allocation approach and outlook for global markets. ‎Since the early 2000s, the asset pool of Sovereign Wealth Funds has grown exponentially at around 20% CAGR as the number of funds established expanded to keep up with the commodities-led balance of payment surpluses. In recent months of extended commodity slump, some of these Sovereign Wealth Funds have held steady whereas others have tapped into accumulated capital as mandated by their investment objectives. Even though usually clubbed together, not all SWFs are alike and many differ profoundly in investment mandates and source of funds. However, all Sovereign Wealth Funds, whether structured as stabilization funds, savings & development funds or reserve investments, have an important role in macroeconomic management and global financial stability. In this context, the long term investment horizon combined with a set-up that’s typically ever-green and not subject to liability concerns, has led these funds to have unique asset allocation profiles.

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3rd Annual National Pension Funds Conference

September 19 @ 6:00 PM - 8:00 PM
CFA Society New York, 1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States
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The 3rd 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.

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Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures