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CAIA India : Investment, Intentionality and Risk Management
Date(s):
March 20, 2021
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:
Investing is all about discipline and discipline is a by-product of sheer hard work. But the question is can hard work alone help you navigate the tortuous path of investing? What else does one need to achieve superior performance – an outcome that has more successes than failures? Can performance be enhanced with nonchalant ease of an experienced investor? How will risk management help in avoiding extreme negative outcomes? What is changing in the post covid world? Are these changes for good? These are the questions that wander the inquisitive minds that need constant nourishment of education, training and counselling. To answer all such queries and to hear from the horse’s mouth we invite you to our CAIA India Chapter Webinar on March 20, 2021. Guest Speaker: Anthony E. Wilkins, CFA, Private Investor
Moderator: Ravi Raman, CAIA, Managing Director, Asset Manager Servicing, State Street, CAIA India Chapter Executive
Programme: 6:30PM Opening Remarks and Introduction 6:35PM Presentation by Tony 7:10PM Audience Q&A – Moderated by Ravi This webinar will last approximately 60 minutes.
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Anthony E Wilkins
Organization: Private Investor
Tony Wilkins is a private investor focused on supporting portfolio C-suite teams and related interests by providing a broad perspective from experience in variety of industries to help them make better decisions, particularly when navigating new or unfamiliar terrain.
He spent six years as a relationship executive at BNY Mellon responsible for corporate, government and non- profit custody clients his responsibilities included providing strategic consultation, fee negotiation and resolving operational and compliance issues.
In 2016, he served as BNY Mellon’s Trustee Representative and Senior Investment Advisor to the W. K. Kellogg Foundation Trust serving as one of four Trustees on this $9B entity.
Prior to joining BNY Mellon, Tony spent 15 years at Northern Trust, serving as Senior Vice President and Head of Consultant Relations and subsequently, Head of Defined Contribution Sales and Service for Northern Trust Global Investments. As Northern’s key contact to the asset management consulting industry during the Financial Crisis, he shaped the company’s response to firms advising institutional clients who experienced unanticipated and unprecedented securities lending losses.
Nationally recognized as an industry thought leader, Tony was an Executive Member of the Disciplinary Review Committee of the CFA Institute from 2006 - 2012, President of the Association of Investment Management Sales Executives in 2012 and Board Member of the National Association of Securities Professionals. Other board experiences include YMCA of Metropolitan Chicago, Chair – Chicago Training Alliance and Chair – Finance Committee of Chicago Abused Women and their Children. He currently serves on the board of AnitaB.org as Vice Chair of Compensation and Chair of the Audit Committee.
Nationally active in the early stage innovation ecosystem, Tony mentors, advises and invests in Seed and Series A rounds of startup companies including SpotHero, Cameo and PageVault. In 2001, he funded ASAP Advisor Services, a database population firm for asset managers, which was sold to eVestment in 2011. In 2010, he was a founding board member of Brilliant, ceding his seat to their West Coast Series B investor in 2012.
Tony has a proven track record of outstanding leadership and a broad background in commercial experience.
Before arriving at Northern Trust, he was an institutional asset management salesperson at New York-based Weiss, Peck and Greer and a portfolio manager at Chicago-based Stein, Roe & Farnham starting in 1986. His finance career began after six years in the military electronics industry working for AT&T and as a firmware engineering manager at Atlanta-based, Lockheed Loral. He began his work career in 1979 at Chrysler Corporation in Detroit.
Tony is a 1979 graduate of Northwestern University. He received his Masters in Business Administration from the Booth School of the University of Chicago in 1986 and is a CFA Charterholder.
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