NYSSA’s Global Investing Committee presents

Latin American Capital Markets Conference

Wednesday June 25, 2014 8:00 AM - 3:30 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Conference, Global Investing, Industry Conference

By now, any serious global investor knows about the tremendous economic potential of Latin America and the significant strides many of its countries have made over the past decades. The only questions for those without direct experience are the mechanics of investing and the balancing of unique risk and reward factors. What distinguishes Latin America from other developing markets? Which investment vehicles are appropriate for these growth countries? What are the risk factors involved and how can one approach the task of quantifying them? Expert panels of seasoned investment professionals will give the audience a true insider’s view from those who have been ahead of the curve in the burgeoning Latin American investment field. Those interested in any genre of investment, be it fixed income, private and public equity, or highly-structured vehicles such as project finance, will have an opportunity to hear from someone who has succeeded in delivering returns from these investments in one of the world’s most dynamic regions.

This program will:

  • Give you a more in-depth look at the specific investment vehicles in Latin America and the methods of analyzing and investing in them
  • Promote a more useful and detailed discourse than the standard Latin American narrative
  • Address the global challenge of applying increasingly data-driven financial analysis techniques to markets with often unreliable statistical coverage
  • Provide members and other conference attendees with an opportunity to network with top professionals in the Latin American–focused investment sphere

Who should attend:

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.

NYSSA expects all attendees to comply with NYSSA’s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

Agenda

8:00
Registration and Continental Breakfast

8:25
Welcome
Thomas Brigandi
Patrick Holert, CFA, CAIA
Dan Fridson
Chiara Salghini

8:30
Keynote Speaker
Sarah Alexander, Managing Director, The Abraaj Group

9:00
Economic Factors Presentation
Moderator: Daniel Bases, Correspondent, Reuters
Donald Rissmiller, Partner, Strategas Research Partners
Dr. Drausio Giacomelli, Managing Director and Head of Emerging Markets Research, Deutsche Bank
Luis Oganes, Ph.D., Global Head of Emerging Markets Research, JP Morgan

9:45
Latin American Corporate Credits Panel
Moderator: Robert Schmieder, Head of LatAm Credit Research, BBVA Securities
Roger K. Horn, Emerging Markets Corporate Credit Analyst, MacKay Shields
David Hinman, Chief Investment Officer, SW Asset Management
Darin Batchman, Emerging Markets Corporate Debt Portfolio Manager, Stone Harbor Investment Partners
Jonathan Prin, Emerging Markets Corporate Debt Portfolio Manager and High Yield Credit Analyst, JP Morgan Asset Management

11:00
Coffee Break

11:15
Latin American Equities Panel
Moderator: Dr. Stephen Wood, Chief Market Strategist, Russell Investments
Gaite Ali, Emerging Markets Equity Portfolio Manager, Morgan Stanley Investment Management
Albert Yuen, Head of Portfolio Management, LR Global
Andrew W. Jones, Emerging Markets Equity Portfolio Manager, PineBridge Investments
M. Caglar Somek, Partner and Global Portfolio Manager, Caravel Management

12:30
Lunch

1:45
Latin American Private Equity Panel
Moderator: Pradeep Ramamurthy, Director, The Abraaj Group
Michael Hacker, Managing Director, AlpInvest Partners
Sebastián Miralles, CFA, Private Equity Principal, CAF
Ksenija Jovanovic, Director of Strategy and Business Development, Latin American Private Equity & Venture Capital Association
Christopher T. Bruneau, Executive Director, 57 Stars

3:00
Keynote Speaker
Marie-Aimee Boury, Managing Director, Project Bond | Private Placement, Societe Generale

3:30
Closing Remarks and Adjournment
Patrick Holert, CFA, CAIA

Speakers

Sarah Alexander is a managing director with The Abraaj Group, a leading private equity investor operating in the growth markets of Africa, Latin America, the Middle East, South Asia, South East Asia, Turkey and Central Asia.  Alexander drives the Group’s thought leadership and stakeholder engagement in North America.   An industry expert, she is a frequent contributor to industry discussions and a public commentator in print and broadcast media. Previously, Ms. Alexander was the founding president and chief executive officer of the Emerging Markets Private Equity Association (EMPEA), which helped catalyze the development of the industry.  Alexander led EMPEA for over nine years, establishing the organization as the preeminent provider of authoritative information and insight into the opportunities in the private equity industry in emerging economies.  During her tenure, she grew the organization from an idea to more than 300 member firms representing 60 countries and more than US$1 trillion in assets under management, while developing the industry’s leading research products and programs.   Earlier in her career, she was a private equity investor in Asia, and worked with the World Bank Group, the U.S. Department of State and the U.S. House of Representatives.  She received an MBA from Harvard Business School, a Masters of Public Administration from Princeton University’s Woodrow Wilson School, and a BA, summa cum laude, from Emory University.  She is a member of the Bretton Woods Committee, and a Trustee of Meridian International Center in Washington, DC.

Gaite Ali serves as a portfolio manager of Morgan Stanley Emerging Markets Fund Inc., Morgan Stanley Investment Management Inc., Penn Series Funds, Inc. - Penn Series Emerging Markets Equity Fund, The Universal Institutional Funds, Inc. - Emerging Markets Equity Portfolio, Morgan Stanley Institutional Fund, Inc. - Emerging Markets Equity Portfolio and Morgan Stanley Institutional Fund, Inc. - Emerging Markets Portfolio. Ali serves as Portfolio Manager on the emerging markets equity team focusing on Latin America. She serves as Portfolio Manager of TD Latin American Growth Fund. She joined Morgan Stanley Investment Management in 2007. Prior to joining Morgan Stanley Investment Management, she served as a portfolio manager at AllianceBernstein, London. She serves as an executive director of Morgan Stanley Investment Funds SICAV - Latin American Equity Fund, TD Latin American Growth Fund, Morgan Stanley Investment Management Inc. and Morgan Stanley Institutional Fund, Inc. - Emerging Markets Equity Portfolio. Ali received a B.A. degree in History from Vassar College, and both an M.A. degree in International Affairs and an M.B.A. degree in Finance from Columbia University.

Daniel Bases is a correspondent with Reuters. A veteran award winning print and broadcast correspondent, he has covered financial, foreign policy and general news for 20 years. In 2012 he was the Reuters fencing correspondent at the London Olympic Games, leveraging his 30+ years of involvement in the sport. Bases has worked for Reuters for the past 16 years on assignments in Latin America, Asia, Europe, the United States and the United Nations. He has interviewed presidents, prime ministers, finance and economic ministers from G7 and emerging market nations for both print and television. He has appeared on Reuters Television, MSNBC, and TimesNow (India) and broadcasted a daily U.S. stock market report for London-based radio station News Direct. He conducts journalism training courses covering business, economics and finance on behalf of the Thomson Reuters Foundation. In addition, he moderates high level panel discussions at the New York Japan Society and at Reuters. Prior to joining Reuters he was a producer at CNN Business News in New York. He is a former president of the New York Financial Writers' Association and was named a Knight-Bagehot Fellow for Business and Economic Journalism in 1999. He graduated from Columbia University with a degree in history, studied at the University of Edinburgh, Scotland and earned a masters degree from the Columbia University Graduate School of Journalism.

Darin Batchman is a regional portfolio manager at Stone Harbor Investment Partners, focusing on Latin American corporates.  Prior to joining Stone Harbor, Batchman served as a director of Latin America integrated credit trading at Deutsche Bank Securities where he was responsible for structured debt and equity transactions for Latin American corporates. Prior to his time at Deutsche Bank, he served as a director and senior vice president of equity strategies at Lehman Brothers, Inc./Barclays Capital as well as an associate director of emerging markets fixed income research at Bear Stearns & Co. Inc.  Darin received his B.A. from Kansas State University and an M.B.A. from the Stern School at New York University.

Marie-Aimée Boury joined the Project Bonds | Private Placement team at Societe Generale in 2011 to focus on the development of Project Bonds globally. She has been involved in numerous project bond mandates supported by energy and infrastructure assets and developed strong relationships with US and international investors buying project/structured bonds. Last year, she closed the first LNG shipping transaction ever done in the US Private Placement market  with 6 times oversubscription. Societe Generale is one of the leading project bond arrangers with over 15 transactions placed since 2012 for a total issuance amount of over USD 24 Bn. Prior to this, she was deputy head of reserve base finance for EMEA at Societe Generale in New York and in charge of a USD 2 billion loan portfolio to E&P mid caps and large upstream project finance deals. She has spent 15 years in the bank’s Natural Resources financing division, with experience ranging from structuring project finance and pre-export finance transactions mostly in emerging markets, relationship coverage of large trading companies and securitization of international trade receivables. Boury holds a Master’s degree in Business Administration from EDHEC (Ecole des Hautes Etudes Commerciales).

Christopher T. Bruneau, as executive director, is responsible 57 Stars’ office in São Paulo, Brazil. Prior to joining 57 Stars, Bruneau was a director at the J.E. Robert Company where he was responsible for originating, underwriting, negotiating and closing real estate investments in Latin America. Bruneau joined JER Partners in 2006 from East-West Financial Services, Ltd., a financial advisory boutique that arranges financing for hospitality and real estate projects in Latin America. Prior to joining East-West, Bruneau was an attorney at Paul Hastings Janofsky & Walker LLP and previously at Wilmer Cutler & Pickering LLP. In both firms, he provided legal advice to a broad range of institutional clients. Bruneau holds a JD from the Georgetown University Law Center, an MA in international economics and international relations from the Johns Hopkins School of Advanced International Studies and a BA in comparative government from Georgetown University. Bruneau lived in Brazil for six years, and is fluent in Spanish and Portuguese, and conversant in French.

Dr. Drausio Giacomelli is a managing director and head of Emerging Markets Research at Deutsche Bank Securities Inc.  He has served in this capacity since October 2007, and is also the head of Fixed Income and FX Strategy and a strategist at Deutsche Bank AG’s Research Division.  Prior to this, Giacomelli was the head of Latin American local markets strategy, and co-head of the Latin America external debt strategy and economics research at JP Morgan Chase & Co, Research Division. He holds a PhD in Economics from the Massachusetts Institute of Technology and a BS in Mechanical Engineering from the University of São Paulo.

Michael Hacker is a managing director in the Secondary Investment team of AlpInvest Partners where he is responsible for sourcing, evaluating and executing transactions in the North American market. He joined AlpInvest Partners in 2007 from UBS Investment Bank, where he was an associate director in the Private Funds Group, responsible for providing secondary markets advisory services. Previously, he was an associate in the Financial Sponsor Coverage/Leveraged Finance Group of CIBC World Markets. Hacker received a BA in history, cum laude, from Williams College and an MBA from The Wharton School, University of Pennsylvania.

David Hinman, CFA, is chief investment officer for SW Asset Management. He has over twenty years of experience investing in global credit strategies. Prior to co-founding SW Asset Management LLC, Hinman was global head of Credit at Drake Management in New York where he oversaw $5Bn in credit assets with hedge funds and various fixed-income portfolios. Prior to Drake, Hinman was a portfolio manager at Ares Management, based in Los Angeles, where he managed credit-based portfolios, including the Ares Total Value Fund, an absolute-return, long/short credit hedge fund.  Prior to joining Ares Management, Hinman was a portfolio manager at Pacific Investment Management Company (“PIMCO”) in Newport Beach, California. During his ten-year tenure at PIMCO, Hinman managed a variety of credit-oriented portfolios, including several CDOs and credit-derivative products, as well as several public funds, including the PIMCO Corporate Opportunity Fund (NYSE: PTY), the Corporate Income Fund (PCN) and the Dublin-registered PIMCO Global Credit Fund. In addition, Hinman held the lead analyst position for several industry sectors. Hinman was formerly a member of the High Yield Syndicate and Investment Banking Group at Merrill Lynch & Co. in New York, and began his professional career as a credit analyst with First Union (now Wells Fargo) in Charlotte, North Carolina. Hinman holds an MBA in finance and accounting from the Wharton School of Business at the University of Pennsylvania and a BS with high honors in finance from the University of Alabama.  He is also a Chartered Financial Analyst.

Roger K. Horn is director of Global Fixed Income for MacKay Shields LLC. He joined MacKay Shields in September 2012 as director and senior analyst in Global Fixed Income.  Prior to joining MacKay, Horn was head of Credit Sector Research for the Americas at SG Americas Securities, the broker-dealer subsidiary of Société Générale.  Previously, he was head of Research at Assured Guaranty and head of International Credit Research at Financial Security Assurance.  Horn has over 20 years of experience in assessing corporate credits in both advanced economies and emerging markets, including five years based in London covering Europe and Asia.  Earlier in his career he was a credit analyst at Banque Nationale de Paris and NatWest Markets.   Horn received a BS in Management from the Georgia Institute of Technology and an MBA in Finance from Fordham University.  He is a member of the New York Society of Securities Analysts and the CFA Society of Philadelphia.  Horn has been in the financial services industry since 1988.

Andrew W. Jones is vice president, portfolio manager of Emerging Market Equities for PineBridge Investments. He joined PineBridge in 2007 as a member of the Emerging Market Equities team. Prior to joining PineBridge, Jones analyzed a variety of fixed income and equity investments as an associate with GE Capital Corporation. Jones has also performed investment analysis for the Inter-American Investment Corporation in Montevideo, Uruguay and Washington DC, macroeconomic evaluation for A.T. Kearney’s Global Business Policy Council, and liability management for ExxonMobil Corporation. Jones received a BA in geography from Bucknell University, an MA in international economics and emerging markets from the Johns Hopkins School of Advanced International Studies (SAIS), and an MBA from Cornell University. Jones is a CFA charterholder.

Ksenija Jovanovic is director of business development and strategy at the Latin American Private Equity & Venture Capital Association (LAVCA), a non-profit membership organization comprised of over 160 firms that control assets in excess of US$60b directed at capitalizing and growing Latin American businesses. In this capacity, she leads business initiatives, new product launches, and shapes LAVCA’s organizational strategy. Prior to joining LAVCA, Jovanovic was most recently a vice president at Partners Group, a global private markets investment manager with over US$30b in assets under management. During her eight year tenure at Partners, Jovanovic held various roles including both fundraising and investment responsibilities. She was also a voting member of the Global Direct Investment Committee, Emerging Markets Primaries Investment Committee, and U.S. Primaries Investment Committee. She has sourced, structured, negotiated, and executed 50+ private equity investments across a wide range of geographies and industries. Jovanovic holds an MBA and BS with a double major in finance and international business from the Leonard Stern School of Business at New York University.

Sebastián Miralles, CFA, is a principal within the Private Equity team of CAF where he covers direct equity, LP interests, and mezzanine strategies throughout Latin America. CAF is one of the most relevant regional private equity investors with $930mn in investment capacity. Prior to CAF, Miralles worked with the Global Value Equity team of Morgan Stanley and as a senior consultant in the Financial Services Group of Kroll. He earned an MBA from IESE Business School and was valedictorian in his undergraduate class in international business at Universidad Panamericana.  Miralles holds the CFA and the CAIA designations, and is a founding member of the CFA Society of Mexico, and a member of Mexican Council on Foreign Relations.

Luis Oganes, PhD, is global Head of Emerging Markets Research for J.P. Morgan, which he joined in 1997. He manages teams of economists and strategists that analyze economic and political dynamics, and  identify investment opportunities in sovereign debt, currencies and local bond markets in Emerging Asia, EMEA EM and Latin America. He also drives the EM flagship publications. On several occasions, he has left his country coverage duties temporarily to participate in advisory projects with some governments and quasi-sovereign entities in Latin America, the Middle East and Asia. His previous professional engagements include teaching economics at New York University (1993-1997), and serving as a researcher at the Operations Evaluation Department of the World Bank (1994), and economic analyst at Grupo Apoyo, an economic think-tank in Lima, Peru (1989-1992). Luis obtained his Ph.D. in economics from New York University in 1998 and his B.A. in economics from Universidad de Lima in 1990.

Jonathan Prin is a portfolio manager and member of the Global Fixed Income (GFI) group at JP Morgan Asset Management.  Based in New York, he is a high yield credit analyst within the Emerging Markets Corporate Debt team and is responsible for managing and trading emerging market corporate debt portfolios.  Prior to JP Morgan, Jonathan spent three years as a credit analyst at Bear Stearns Asset Management, specializing in high yield credits and international financial institutions.  Previously, he was a research analyst in the Leveraged Finance department of Credit Suisse First Boston (CSFB), as part of an Institutional Investor-ranked group specializing in the publishing and media sectors. Jonathan has a B.A. in economics from the University of Pennsylvania and is a CFA charter holder.

Pradeep Ramamurthy, director of The Abraaj Group, helps lead their engagement with stakeholders in North America.  Prior to joining Abraaj, Ramamurthy had a career spanning policy, analysis, and planning roles across the US Government. He served at the White House under Presidents Obama and George W. Bush, including as the first-ever senior director for global engagement from 2009–2011. He also held senior positions at the US Agency for International Development and the Federal Bureau of Investigation. Ramamurthy has a BSc from Georgetown University and a MA from the University of Chicago.

Donald J. Rissmiller is a partner at Strategas Research Partners and the firm’s chief economist, directing its macroeconomic research efforts, and overseeing its high-frequency econometric forecasting. Rissmiller’s research has been recognized by Institutional Investor magazine in their annual survey for the past two years, and he was voted their Best Up & Coming economist in 2008.  Prior to co-founding Strategas in 2006, he was an economist and managing director at International Strategy & Investment (ISI) Group. Before joining ISI, Rissmiller worked as an economist at the Federal Reserve Bank of New York, where he focused on the analysis of US macroeconomic data and price/wage forecasting models. Rissmiller earned his AB in economics, magna cum laude, from Harvard University.

Robert Schmieder is head of LatAm Credit Research for BBVA Corporate & Investment Banking. He joined BBVA Securities in New York as Head of Credit Research for Latin America in September 2013. Mr. Schmieder is leading the research team as it expands BBVA’s coverage of companies in Latin America and reinforces the bank’s existing position as a leading broker dealer for credits in the region.  He brings more than twenty-six years of research experience, with twenty years as a specialist covering companies in Latin America. During that time, sectors that he has covered include telecoms & media, metals & mining, and industrials. Previously, Schmieder was a managing director and head of Corporate Credit Research in Latin America for HSBC Securities and held similar positions at Bear Stearns and Santander Investment Securities. He has an MBA from New York University and an MA in Spanish Literature from the same institution.

M. Caglar Somek, as partner and global portfolio manager of Caravel Management LLC, runs their high-conviction global emerging and frontier markets portfolio through an active, long-term, and fundamental approach to investing in the publicly traded equities in these markets. In addition, Somek manages a team of seven analysts who have regional coverage responsibilities. Prior to joining Caravel, he was a vice president, senior investment analyst at Goldman Sachs Asset Management International focusing on the Asia Pacific ex-Japan region with broad research responsibilities including basic materials, energy and financial sectors. Prior to this, Somek worked at Salomon Brothers Asset Management as a vice president, investment analyst covering commodities and capital goods sectors and supporting all cap growth and value funds. He also spent five years as a global basic materials analyst and valuations specialist at Credit Suisse First Boston. Somek was raised in Turkey and speaks Turkish and French fluently. He is a member of the American Turkish Society’s Young Society Leadership (YSL) Program and regularly comments on Turkey for Forbes and Bloomberg’s news on global emerging markets.  Somek has an MA in international economics and finance from Brandeis University and a BS in economics, banking, finance and insurance from the University of Paris IX Dauphine.

Stephen Wood is chief market strategist, North America for Russell Investments. Based in New York, Dr. Wood conducts research on, and acts as one of Russell’s external voices for the economy, capital markets, portfolio strategies, and investor behavior. Wood works closely with Russell’s institutional clients and retail partners to communicate Russell’s global market perspectives, investment process and portfolio management. He joined Russell in 2005. Dr. Wood is a frequent contributor to the international media. He appears on CNBC, BBC, Fox Business Network, Bloomberg TV, and PBS and is often quoted in publications such as the Wall Street Journal, the Financial Times, the International Herald Tribune, as well as other major international newspapers.  Prior to joining Russell, Steve worked with institutional investment clients at Manning & Napier Advisors in Rochester, New York, as senior portfolio strategist. He gained significant experience with high net worth clients as vice president with Fisher Investments’ private client group in San Francisco. Previous to that, Steve was a senior equity portfolio strategist at Alliance-Bernstein in New York City. Representing the firm globally, he was a much sought after spokesperson for both retail clients and financial professionals and was Alliance’s voice on the economy, capital markets, securities research and portfolio management. Steve began his private sector career as a senior research associate & economist for the Milken Institute at the Milken Family Foundations.

Albert Yuen, CFA joined LR Global in 2011 as a portfolio manager and is a member of the Portfolio Management Team. Over the previous seven years, he held numerous positions at Rockefeller & Co. (‘Rock & Co.’) including that of a senior analyst on the Global Equity Fund and portfolio manager of the Global Financial Recovery Fund. Prior to Rock & Co., Yuen held internships with Liberty Square Asset Management and Smith Barney. Yuen received a B.S. from Northeastern University in 2004 with a concentration in Finance & Accounting.

Organizers

Thomas Brigandi is an associate analyst in the Global Project and Infrastructure Finance Group at Moody's, where he covers municipal power, power generation projects, toll-roads, airports, ports, project finance and public-private partnerships, across the Americas. In the past, Brigandi worked for the US$140 billion Bureau of Asset Management at of the New York City Comptroller, where he covered the energy and natural resources sectors and reported directly to the chief investment officer. Brigandi is vice president and director of global volunteers at the American Foundation for African Children's Education, a multinational NGO which repairs primary schools in West Africa. Since 2006, the foundation has repaired 8 schools, built partnerships with many NGOs and policymakers in both Africa and North America, and helped over 9,000 children. Brigandi was the lead organizer for the NASDAQ Closing Bell Ceremony on Sept 23, 2011, hosted for the President of Sierra Leone, Dr. Ernest B. Koroma. Brigandi has a deep network of robust personal relationships with senior-level global capital market participants (asset allocators, investment managers, institutional sales executives, investment bankers, government officials, corporate and private equity executives, attorneys, lobbyists, financial journalists, regulators, professional services and rating agency personnel). His buy-side personal contacts have +2.5 trillion USD AUM and his sell-side personal contacts have +10 trillion USD in transaction experience.

Daniel Fridson currently works in the research department for both Empire Valuation Consultants and Real Assets Research. He serves as the content coordinator for NYSSA's Global Investing Committee, editing the quarterly newsletter, and is a contributor to Seeking Alpha, in addition to articles for investing.com, Africa.com, and the Finance Professional's Post. He has previously served as a research assistant covering the US High Yield Debt sector for Fridsonvision LLC, and as an emerging markets equity analyst for Cooper Financial Research. Prior to that, he researched short-term fixed income investments at the Comptroller's Office of the City of New York, reporting to the assistant comptroller for asset management. Fridson was also an analytical advisor on a Transportation Research Bureau report in 2012 and a research assistant at the School of International and Public Affairs at Columbia University, from which he holds a BA.

Patrick Holert, CFA, CAIA, is vice president and research principal for BBVA Securities, where he oversees research compliance in the US, and research operations in the US, Latin America, and Europe. In the past, Holert lived in Asia for many years and has served as an equities analyst for Nomura Securities in Thailand and Korea, an investment manager for a frontier private equity fund covering the Mekong region, and a consultant on projects in the Middle East, India, and across Southeast Asia. He specialized in finance at the University of Chicago Booth School of Business and has a BA in economics and mathematics from Claremont McKenna College. Holert is serving as chair of the Global Investing Committee at NYSSA.

Chiara Salghini is currently working in the Infrastructure and Project Finance Team at Moody's, where she covers the energy and infrastructure industries in the Americas. Prior to Moody's, Salghini worked in investment banking for a few years at UBS Investment Bank and Barclays. At UBS, Salghini worked in the Emerging Markets Mergers & Acquisitions Group, where she focused on mergers, acquisitions, sales, refinancings, and IPOs in a variety of sectors in the EMEA and Latin America regions. At Barclays, Salghini worked in the Leveraged Finance Group, where she focused on high yield transactions in several industries in the Americas. Salghini holds an MBA from The Wharton School and an MPA (economics) from the Harvard Kennedy School. She graduated from the London School of Economics.

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Program Details

Date
Wednesday, June 25, 2014

Time
8:00 a.m.–3:30 p.m.

Location
NYSSA Conference Center
1540 Broadway, Suite 1010
(45th Street Entrance)
New York, NY 10036

Fees
Regular/Affiliate Member $125
Nonmember $325
($10 surcharge for walk-ins)

Please Note: All Members pay the same rate to attend NYSSA programs. (“Member” includes Regular, Affiliate, Associate, Retired, and Unemployed members.)

Registration Deadline
Tuesday, June 24, 2014

Organizers
Thomas Brigandi
Daniel Fridson
Patrick Holert, CFA, CAIA
Chiara Salghini

Credits
CFA Institute CE = 5.5

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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