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CFA Society New York 2017 Summer Social

Date

Wednesday, July 26th
6:00 pm – 9:00 pm

Location

Ascent Lounge
10 Columbus Circle
New York, NY 10019
Time Warner Center
4th Floor
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Fees

$15
Members & Invited Guests Only

Agenda

TimeDetails
6:00pmOPEN NETWORKING, OPEN BAR & HORS D’OEUVRES
6:20pmCFA SOCIETY NEW YORK OPENING REMARKS

Daniel Dagen, CFA, Chief Executive Officer, CFA Society New York

6:25pmCFA INSTITUTE OPENING REMARKS

Recognition of three 2017 CFA Institute Society Excellence Awards.

Bjorn Forfang, Managing Director, Stakeholders, Advocacy, and Communications, CFA Institute

6:35pmKEYNOTE SPEAKER

If Your Palms Aren’t Sweating, Your Game’s Not Big Enough:
The shift from improving yourself to improving our industry.

Diane Garnick, Managing Director & Chief Income Strategist, TIAA; Board Member, CFA Institute Research Foundation

6:50pmMILESTONE AWARD PRESENTATION

CFA Society New York thanks Thomas Brigandi for organizing a record 50 events as a Society volunteer; Thomas Brigandi is recognized by CFA Institute as the 2017 Inaugural Global Outstanding Young Leader of the Year.

Presenter
Jae S. Yoon, CFA, Chief Investment Officer, New York Life Investment Management (NYLIM); 2016 CFA Society New York Irving Khan Lifetime Achievement Award Recipient

Recipient
Thomas R. Brigandi, Infrastructure & Project Finance Lead Analyst, Moody’s Investors Service; Inaugural Global Outstanding Young Leader, CFA Institute

7:00pmCLOSING REMARKS

Philip J. Taylor, CFA, Head of the Capital Markets Desk, Lazard Frères; Chairman, CFA Society New York

7:10pmNETWORKING SESSION

Open bar, hors d’oeuvres.

9:00pmADJOURNMENT

Event Overview

Join fellow Society members, CFA charterholders, and industry leaders in celebration of CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a new course for new accomplishments.

CFA Society New York is dedicated to raising professional standards while forging the future of the investment management industry. We join to celebrate another year of excellence; delivering member value and industry relevance.

Open bar and passed hors d’oeuvres will be served in an elegant setting with a view of central park.

Agenda


6:00pm: OPEN NETWORKING, OPEN BAR & HORS D’OEUVRES


6:20pm: CFA SOCIETY NEW YORK OPENING REMARKS

DANIEL DAGEN, CFA, Chief Executive Officer, CFA Society New York


6:25pm: CFA INSTITUTE OPENING REMARKS

Recognition of THREE 2017 CFA Institute Society Excellence Awards.

BJORN FORFANG, Managing Director, Stakeholders, Advocacy, and Communications, CFA Institute


6:35pm: KEYNOTE SPEAKER

If Your Palms Aren’t Sweating, Your Game’s Not Big Enough:
The shift from improving yourself to improving our industry.

Diane Garnick, Managing Director & Chief Income Strategist, TIAA; Board Member, CFA Institute Research Foundation


6:50pm: MILESTONE AWARD PRESENTATION

CFA Society New York thanks Thomas Brigandi for organizing a record 50 events as a Society volunteer; Thomas Brigandi is recognized by CFA Institute as the 2017 Inaugural Global Outstanding Young Leader of the Year.

Presenter
JAE S. YOON, CFA, Chief Investment Officer, New York Life Investment Management (NYLIM); 2016 CFA Society New York Irving Khan Lifetime Achievement Award Recipient

Recipient
THOMAS R. BRIGANDI, Infrastructure & Project Finance Lead Analyst, Moody’s Investors Service; Inaugural Global Outstanding Young Leader, CFA Institute


7:00pm: CLOSING REMARKS

PHILIP J. TAYLOR, CFA, Head of the Capital Markets Desk, Lazard Frères; Chairman, CFA Society New York


7:10pm: NETWORKING SESSION

Open bar, hors d’oeuvres.


9:00pm: ADJOURNMENT


Overview

Join fellow members, CFA charterholders and industry leaders to celebrate CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a course for new accomplishments.

CFA Society New York is dedicated to raising professional standards while forging the future of the investment management industry. We join to celebrate another year of excellence; delivering member value and industry relevance.

Open bar and passed hors d’oeuvres will be served in an elegant setting with a view of central park.

Features, Benefits, Values

Build meaningful connections through networking with other CFA Society NY members and non-members.

Celebrate the Society’s milestones:

  1. 80th anniversary year of CFA Society New York.
  2. Recognition by CFA Institute as recipient of 2017 Society Excellence Awards in the following categories:

Delivering Member Value:  CFA Society NY received this global award for providing compelling value on a consistent basis to all members across our vibrant member community. Our Society’s membership grew from 6700 to 10,000 during the period.

Research Foundation Society Award—Events/Activities:  CFA Society was chosen by CFA Institute Research Foundation to receive this award based on our robust calendar of informative and educational events. We host over 70 seminars per year, while also offering numerous member-only forums organized according to member interests. During this period we also hosted 50th anniversary celebration of the Research Foundation itself.  At this celebration Frank Fabozzi was presented with the James R. Vertin award.

Global Outstanding Young Leader—Thomas Brigandi:  Tom was chosen as the inaugural recipient of this global award for his prolific work at CFA Society NY. He has built a team of over 150 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.

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