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ASSET OWNER SUMMIT
JOIN THE SERIES
Global AOS Society Federation
Date Program Name
October 6, 2015 CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 2016 Insurance Company Chief Investment Officers Roundtable
March 10, 2016 Single Family Office Conference
April 21, 2016 Multi-Family Office Conference
May 12, 2016 Endowment and Foundation Chief Investment Officer Roundtable
June 14, 2016 Private Bank and Private Wealth Management Chief Investment Officer Roundtable
August 4, 2016 Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 2016 Annual Public Pension Funds Conference
September 29, 2016 Second Annual National Pension Funds Conference
November 29, 2016 Second Annual Sovereign Wealth Fund Conference
December 8, 2016 Multiemployer Pension Conference
January 26, 2017 Annual Institutional Investment Consulting Roundtable
February 23, 2017 2nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 2017 2nd Annual Single Family Office Conference
September 14, 2017 2nd Annual Private Bank and PWM Chief Investment Officer Roundtable
September 18, 2017 3rd Annual Sovereign Wealth Conference
September 19, 2017 3rd Annual National Pension Funds Conference
November 1, 2017 2nd Annual Multi Family Office Conference
November 16, 2017 2nd Annual Public Pension Funds Conference
December 7, 2017 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable
January 17, 2018 HKSFA Inaugural Asset Owner Series Event
February 22, 2018 3rd Annual Insurance Company Chief Investment Officers Roundtable
March 14, 2018 ASFIP Asset Owner Series
March 15, 2018 2nd Annual Institutional Investment Consulting Roundtable
Date Program Name
October 6, 2015 CFANY and CFA Institute Sovereign Wealth & National Pension Funds Conference
February 18, 2016 Insurance Company Chief Investment Officers Roundtable
March 10, 2016 Single Family Office Conference
April 21, 2016 Multi-Family Office Conference
May 12, 2016 Endowment and Foundation Chief Investment Officer Roundtable
June 14, 2016 Private Bank and Private Wealth Management Chief Investment Officer Roundtable
August 4, 2016 Single Employer Corporate Pension Chief Investment Officer Roundtable
September 8, 2016 Annual Public Pension Funds Conference
September 29, 2016 Second Annual National Pension Funds Conference
November 29, 2016 Second Annual Sovereign Wealth Fund Conference
December 8, 2016 Multiemployer Pension Conference
January 26, 2017 Annual Institutional Investment Consulting Roundtable
February 23, 2017 2nd Annual Insurance Company Chief Investment Officers Roundtable
April 6, 2017 2nd Annual Single Family Office Conference
September 14, 2017 2nd Annual Private Bank and PWM Chief Investment Officer Roundtable
September 18, 2017 3rd Annual Sovereign Wealth Conference
September 19, 2017 3rd Annual National Pension Funds Conference
November 1, 2017 2nd Annual Multi Family Office Conference
November 16, 2017 2nd Annual Public Pension Funds Conference
December 7, 2017 2ND ANNUAL ENDOWMENT AND FOUNDATION CHIEF INVESTMENT OFFICER ROUNDTABLE
January 17, 2018 HKSFA INAUGURAL ASSET OWNER SERIES EVENT
February 22, 2018 3rd Annual Insurance Company Chief Investment Officers 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
Less than 50 spots remain for Ben Graham V Annual Conference - the value investing event of the year!
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