80th Anniversary Dinner

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80th Anniversary Dinner

Tuesday, October 3 2017
5:30 pm – 9:00 pm

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Location

Mandarin Oriental Hotel
80 Columbus Circle
New York, NY 10023

EARLY Early Bird Fee

Members $175
Nonmembers $275

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CFA Society New York’s annual dinner provides an excellent opportunity for networking and socializing with, as well as learning from, peers and advanced practitioners in the financial services and investment management industries.

Join us as we commemorate CFA Society New York’s 80th anniversary year, with CFA charterholder leaders from around the world expected to attend.

Irving Kahn Lifetime Achievement Award Recipient

Roger Ferguson, President and Chief Executive Officer, TIAA

Award Description >>

Humanitarian Award Recipients

Bruce & Avis Richards

Award Description >>

Keynote Address

Bruce Richards, Chairman & Chief Executive Officer of Marathon Asset Management

Speakers

Paul Smith, CFA, CEO, CFA Institute
Lee Spelman, CFA, Managing Director and Head of U.S. Equity Client Portfolio Managers, J.P. Morgan Investment Management Inc.
Jeffrey Rosenberg, CFA, Managing Director, BlackRock Investment Institute

Additional Speakers TBA

Agenda

5:30 – 6:30PM Registration & Reception with Open Bar

6:30 – 9:00PM Dinner with Investor Panel and Keynote Speaker

A Look Back: 2016 Annual Dinner

CFA Society New York’s annual dinner provides an excellent opportunity for networking and socializing with, as well as learning from, peers and advanced practitioners in the financial services and investment management industries. Join us as we commemorate CFA Society New York’s 80th anniversary year, with CFA charterholder leaders from around the world expected to attend.

Speakers

Paul Smith, CFA, CEO, CFA Institute
Lee Spelman, CFA, Managing Director and Head of U.S. Equity Client Portfolio Managers, J.P. Morgan Investment Management Inc.
Jeffrey Rosenberg, CFA, Managing Director, BlackRock Investment Institute

Additional Speakers TBA

Irving Kahn Lifetime Achievement Award Recipient

Roger Ferguson, President and Chief Executive Officer, TIAA

Sponsorship

Private VIP Cocktail Reception Sponsor

Silver Sponsor

Table Sponsor

FlexShares

Deutsche Asset Management

BlackRock

GQG Partners

Touchstone Funds

Silver Sponsor

Table Sponsors

FlexShares

Deutsche Asset Management

BlackRock

GQG Partners

Silver Sponsor

Table Sponsors

FlexShares

Deutsche Asset Management

BlackRock

GQG Partners

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York's Code of Conduct while attending CFA Society New York events or meetings. 

CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

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