CFANY Geared for Highly Anticipated Asset Owner Summit Featuring All-Star Slate of Speaker Panels

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CFA Society New York showcases premier event-series and a loaded lineup of distinguished financial investment leaders at the 80th Anniversary Asset Owner Summit.

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“We are both fortunate and tremendously appreciative of the opportunity to celebrate our anniversary, and one of our preeminent event series, with a set of colleagues who represent the apex of excellence in our industry."- CFA Society New York

Beginning on Thursday, September 14, CFA Society New York (CFANY)—the largest CFA Institute member society in the world—hosts its three-part 80th Anniversary Asset Owner Summit.

Featuring a star-studded slate of asset owner speakers representing organizations that oversee in excess of $6 trillion in assets under management, registration is being taken à la carte and the schedule is as follows:

Thursday, September 14 | 5:30 pm – 8:00 pm

Featuring: Kathleen M. Fisher, Head of Wealth and Investment Strategies, Bernstein Private Wealth Management; Robert W. Dannhauser, CFA, FRM, CAIA, Head, Global Private Wealth Management, CFA Institute; Darrell L. Cronk, CFA, Wealth and Investment Management Chief Investment Officer, Wells Fargo & Company; Garrett R. D’Alessandro, CFA, CAIA, AIF, Chief Executive Officer, City National Rochdale Investment Management; Jose A. Rasco, Head of Investment Strategy, HSBC Private Bank Americas; George K. Mateyo, Chief Investment Officer, Key Private Bank; Robert “Tim” McGee, Director of Macro Strategy and Research, U.S. Trust, Bank of America Private Wealth; Vinay Pande, Head of Trading Strategies, UBS Wealth Management.

Monday, September 18 | 5:30 pm – 8:00 pm

Hosted in partnership with the International Forum of Sovereign Wealth Funds

Featuring: Duncan Bonfield, Chief Executive Officer, International Forum of Sovereign Wealth Funds; Fiona Mackenzie, Head of External Investments, New Zealand Superannuation Fund; Kevin Bong, Senior Vice President, GIC; Stella Ojekwe-Onyejeli, Chief Risk Officer & Executive Director, Nigeria Sovereign Investment Authority; Tom Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute; Mohammed Saif Al-Sowaidi, Americas Head, Qatar Investment Authority.

Tuesday, September 19 | 5:30 pm – 8:00 pm

Hosted in partnership with the World Pensions Council

Featuring: Paul Smith, CFA, President and CEO, CFA Institute; Mark Delaney, Chief Investment Officer, AustralianSuper; Han Yik, Head of Institutional Investors, World Economic Forum; Masahiro Mori, New York Office Chief Representative, Japan’s Government Pension Investment Fund; Fernando Manrique Zúñiga, CFA, CAIA, Head of Equities, Prima AFP; Sibusiso Luthuli, Chief Executive & Principal Officer, Eskom Pension and Provident Fund; Philippe Desfosses, CEO, Retraite Additionnelle de la Fonction Publique (ERAFP); Vice Chair, IIGCC.

The Asset Owner Series® was created by CFA Society New York in 2015 and spearheaded by Thomas Brigandi—CFA Institute’s Inaugural Global Outstanding Young Leader—in collaboration with a team of over 300 industry leaders globally who source speakers from their respective networks. The groundbreaking series is a collection of exclusive events for investment industry executives looking to improve their asset-management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFA Society New York has to offer.

Post-80th Anniversary Asset Owner Summit, the Asset Owner Series® will have featured 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, public pensions and union pensions that collectively oversee in excess of $35 trillion in assets under management or advisory. That estimated figure accounts for approximately one-third of total global institutional assets.

The first edition of the Asset Owner Series® outside of the CFA Society New York will take place in Hong Kong in conjunction with the Hong Kong Society of Financial Analysts (HKSFA) under the leadership of HKSFA President Ashley Khoo in January 2018. The objective of the recently established HKSFA Asset Owner Series is to host C-Level asset owner investment executive speakers who represent firms that collectively manage in excess of US$10 trillion in assets (roughly HK$78 trillion). It is anticipated that the HKSFA Asset Owner Series events will be cumulatively attended by more than 1,000 investment professionals between 2018 and 2021.

For additional details, information and registration, visit the event page:


75 years ago, CFA Society New York (formerly known as New York Society of Security Analysts) and its founder, Benjamin Graham, helped found what is now known as CFA Institute.

CFANY is a leading voice within a network of CFA Societies in 150 countries, representing over 145,000 CFA Institute members worldwide. CFANY works in conjunction with CFA Institute to develop the industry’s future professionals and collaborate with industry leaders to raise the standards of professionalism in the investment management industry.

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Jared Steckler
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