Young Leaders Group
About This Group
The Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students, exam candidates, and recent charterholders) to develop their professional and leadership skills, facilitate in the building of new relationships, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials, industry panel discussions, career development workshops, among other events, so to get involved either email Atit Amin (atit.amin@pivotinvestment.com) or join their LinkedIn Group to be added to the distribution list.
Chair: Atit Amin, CFA
Co- Chair: Michael Sicari, CFA
Vice Chair: Maggie Wong, CFA
Vice Chair: David Geng, CFA
Vice Chair: Brant Cavagnaro, CFA, CFP
Join the CFANY YOUNG LEADERS 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.
Atit Amin, CFA, is an Associate at Pivot Investment Partners, a New York-based, FinTech-focused venture capital firm. In his role, he is tasked with evaluating late stage venture and growth equity types of financial services and financial technology businesses globally. Most recently, he co-led Pivot’s expansion into insurance technology, where the company has already made two successful investments in Gusto and Trov. Prior to joining Pivot in December 2015, Atit spent five years at CEB, an Arlington, VA-based management consultancy, as a Senior Research Analyst building out the firm’s financial services practice. There, he provided senior leaders at Fortune 500 firms and their teams with insight and actionable solutions to transform operations. From July 2013 to November 2015, Atit was also a member of the Boston Security Analysts Society, where he contributed to the growth and development of the Young Leadership Committee. He earned a BA, Cum Laude, in Economics and International Relations from Colgate University in May 2008, and as of August 2016, became a CFA Charterholder. 
Michael Sicari, CFA, is an Assistant Vice President and Investment Associate at Fiduciary Trust International, a subsidiary of Franklin Resources, Inc. In this role he helps manage over $600 million of multi-asset investment portfolios for wealthy individuals and families. In addition, Michael supports Fiduciary Trust’s equity strategy process by analyzing companies primarily in the energy and materials sectors. Prior to this, Michael was a Performance Analyst at Boston based NEPC where he collected and analyzed performance data on roughly $100 billion in assets under advisement. Michael is a 2013 graduate of Franklin and Marshall College (F&M) where he majored in Business and minored in French. Michael is a CFA charterholder and is based in New York City. 
David Geng, CFA, is an Associate at Tiedemann Advisors, a privately-held Registered Investment Advisor which manages investment portfolios for high net worth individuals and families. As a member of the advisory team, David manages client relationships and is involved with all client investment and portfolio performance related matters. In addition to this role, David also works with the firm’s Chief Investment Strategist on asset-class valuations. Prior to joining Tiedemann, David earned a BS in Finance & Accounting from New York University’s Stern School of Business in 2011. David became a CFA Charterholder in October 2016 and is based in New York.
Maggie is currently a product specialist at Principal Global Investors and works on fixed income business development, asset-raising and strategy marketing. With over 10 years of experience in the financial services industry, she is responsible for working closely with portfolio management teams to service current and prospective clients, responding to client requests and internal queries, presenting fixed income product capabilities, conducting portfolio reviews, drafting and reviewing presentations and requests for proposal, providing analytical support, and assisting in product development and maintenance of consistency and accuracy across marketing materials and consultant databases. Prior to her current role, she served as an Debt Capital Markets Associate Director in Standard Chartered Bank, responsible for the origination and execution of Greater China debt transactions based in Hong Kong. Maggie received a Bachelor’s degree in Finance from New York University. She is fluent in Mandarin and Cantonese and has limited proficiency in Spanish.
Upcoming Events & Meetings
Jan
07
Young Leaders Group Meeting
January 7, 2019 @ 6:30 PM - 8:00 PM
Jan
15
Alpha in the Millennial Era: 2019 Outlook
January 15, 2019 @ 6:30 PM - 8:30 PM