Institutional Asset Management Group

About This Group

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
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Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Tuesday, March 12 | 6:00 PM - 7:00 PM

Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

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Thursday, March 28 | 4:00 PM - 8:00 PM

Chair: Leo Schmidt, CFA

Vice Chair: Daniel Fridson

Vice Chair: Adam Shakoor, CFA

Vice Chair: Ryan Meltzer, CFA

Join the CFANY INSTITUTIONAL ASSET MANAGEMENT GROUP on LinkedIn. NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs. The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Tuesday, March 12 | 6:00 PM - 7:00 PM

Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

Find out more »
Thursday, March 28 | 4:00 PM - 8:00 PM

Upcoming Events & Meetings

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Tuesday, March 12 | 6:00 PM - 7:00 PM

Private Credit Outlook

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

Find out more »
Thursday, March 28 | 4:00 PM - 8:00 PM

Institutional Market Roundtable

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Tuesday, April 9 | 6:00 PM - 7:00 PM

Institutional Market Roundtable

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Tuesday, June 11 | 6:00 PM - 7:00 PM

Institutional Market Roundtable

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Tuesday, August 13 | 6:00 PM - 7:00 PM

Institutional Asset Management Group Meeting

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Tuesday, September 10 | 6:00 PM - 7:00 PM

Institutional Market Roundtable

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Tuesday, October 8 | 6:00 PM - 7:00 PM

Institutional Asset Management Group Meeting

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Tuesday, November 12 | 6:00 PM - 7:00 PM

Institutional Market Roundtable

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Tuesday, December 10 | 6:00 PM - 7:00 PM