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

“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…

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