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.

Find out more »
Tuesday, February 26 | 5:30 PM - 8:30 PM

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.

Find out more »
Thursday, March 14 | 5:30 PM - 8:00 PM

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.

Find out more »
Tuesday, February 26 | 5:30 PM - 8:30 PM

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.

Find out more »
Thursday, March 14 | 5:30 PM - 8:00 PM
DateProgram Name
October 6, 2015CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 2016Insurance Company Chief Investment Officers Roundtable
March 10, 2016Single Family Office Conference
April 21, 2016Multi-Family Office Conference
May 12, 2016Endowment and Foundation Chief Investment Officer Roundtable
June 14, 2016Private Bank and Private Wealth Management Chief Investment Officer Roundtable
August 4, 2016Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 2016Annual Public Pension Funds Conference
September 29, 2016Second Annual National Pension Funds Conference
November 29, 2016Second Annual Sovereign Wealth Fund Conference
December 8, 2016Multiemployer Pension Conference
January 26, 2017Annual Institutional Investment Consulting Roundtable
February 23, 20172nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 20172nd Annual Single Family Office Conference
September 14, 20172nd Annual Private Bank and PWM Chief Investment Officer Roundtable
September 18, 20173rd Annual Sovereign Wealth Conference
September 19, 20173rd Annual National Pension Funds Conference
November 1, 20172nd Annual Multi Family Office Conference
November 16, 20172nd Annual Public Pension Funds Conference
December 7, 20172nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018HKSFA Inaugural Asset Owner Series Event
February 22, 20183rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018ASFIP Asset Owner Series
March 15, 20182nd Annual Institutional Investment Consulting Roundtable

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong.

NEW YORK, JULY 12, 2017 — CFA Society New York and The Hong Kong Society of Financial Analysts Ltd. (HKFSA) today announced a unique collaborative plan to expand CFA Society New York’s ASSET OWNER SERIES™ to Hong Kong.

Both societies will work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events, hosted by two of the largest local CFA societies in the world.

Chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants and public pension schemes across Asia will gather amongst themselves and alongside local CFA society-members to speak at the newly established HKSFA Asset Owner Series.

The objective is to host C-Level asset owner investment executives—who represent firms that collectively manage in excess of US$10 trillion in assets (roughly HK$78 trillion)—and a cumulative audience that will be comprised of more than 1,000 investment professionals over the next two to three years.

Read Full Press Release >>

Series Founding Sponsor

Silver Sponsor

Series Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks