2017 Summer Social

CFA Society NY Summer Social Produces Packed House and Promising Future


NEW YORK, JULY 28th, 2017 — More than 400 attendees gathered for the 2017 SUMMER SOCIAL on Wednesday, July 26th, at Ascent Lounge in the Time Warner Building, in celebration of event-host CFA Society New York’s milestone 80thyear as the leading forum for the investment management community.

Due to high interest and demand, the exclusive event quickly reached maximum capacity and closed registration several days prior. For those of whom managed to beat the rush, CFA Society New York CEO DANIEL DAGEN delivered opening remarks as attendees enjoyed hors d’oeuvres—and an open bar—at the elegant venue overlooking Central Park.

CFA Institute’s BJORN FORFANG, Managing Director, Stakeholders, Advocacy and Communications, followed Mr. Dagen’s comments by recognizing CFA Society New York for THREE 2017 CFA INSTITUTE SOCIETY EXCELLENCE AWARDS:

1) Strategic Initiatives: Delivering Member Value

CFA Society New York received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. CFA Society New York’s membership grew to 10,000 during the period.

2) Research Foundation Society Award: Events/Activities

CFA Society New York was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over over 70 seminars per year while also offering numerous member-exclusive forums organized according to member interests. During the period, we also hosted the 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the JAMES R. VERTIN AWARD.

3) Inaugural Global Outstanding Young Leader: Thomas Brigandi

Tom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society New York. He has built a team of over 200 volunteers who regularly organize events from an independent and objective perspective. The most successful of these is the ASSET OWNER SERIES, which hosts Chief Investment Officers from each segment of the Asset Owner universe.

Other speakers included DIANE GARNICK, Manager Director & Chief Income Strategist, TIAA and Board Member, CFA Institute Research Foundation; CFA Institute New York chairman PHILIP J. TAYLOR, CFA; New York Life Investment Management Chief Investment Officer JAE S. YOON, CFA; and THOMAS R. BRIGANDI.

Brigandi was additionally honored for organizing a record-setting 50 events as a Society volunteer and received an award on behalf of the Society from Mr. Yoon, who cited Tom’s record-setting volunteer achievements of organizing 50 events featuring over 350 speakers that directly and collectively oversee in excess of thirty trillion USD in assets under management and in advisory. Cumulatively the 50 events Tom organized were attended by over 9,300 investment professionals.


Act fast and pay the early bird rate for CFA Society New York’s October 3rd 80TH ANNIVERSARY DINNER

For a a full list and more information on CFA Institute’s Volunteer of the Year Award 2017 Winners, click here: HTTPS://CONNEXIONS.CFAINSTITUTE.ORG/VOLUNTEERS-OF-THE-YEAR

2017-08-08T18:40:56+00:00 July 26th, 2017|Categories: Galleries, Past Events, Recaps|