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CAIA Boston and CFA Boston Present: The Great Convergence Panel
Date(s):
June 11, 2026
Note: All times listed are in local time
Venue:CFA Society Boston
101 Federal St.
Suite 502
Boston, MA 02110
Fee(s):This event has a fee
Description:Join CFA Boston and CAIA Boston for a timely panel discussion featuring senior thought leaders and experts as they explore the drivers behind this convergence, its implications for portfolio construction, and how investment products are evolving to better serve investor needs in this changing landscape. Public and private markets are increasingly converging, reshaping how capital is allocated and how investment products are designed. This secular shift is blurring traditional boundaries across asset classes, structures, and vehicles, creating both new opportunities and challenges for investors.
Open to CAIA Members & Candidates.
Date & Time:
Thursday, June 11th
12:00 - 1:30 PM Location:
CFA Society Boston
101 Federal St., Suite 502
Boston, MA.
02110 Fee:
$20.00
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Jonathan Doolan
Job Title: Managing Director, Product Strategy & Development
Organization: AMG
Jonny Doolan is Co-Head of Capital Formation, co-leading AMG’s capital-raising strategy and collaborating with Affiliates to drive growth in new markets and channels. Prior to joining AMG in 2023, Mr. Doolan was a managing partner of Indefi Financial Services, a boutique management consulting firm. Previously, he was a partner at the Casey Quirk practice at Deloitte Consulting, where he expanded the practice’s European client footprint and expertise. Mr. Doolan received a B.A. in Economics and International Affairs from the University of Colorado Boulder.
William Krause
Job Title: Senior Portfolio Advisor and Senior Vice President
Organization: Northern Trust
Will Krause is a Senior Portfolio Manager in Northern Trust’s Wealth Management practice. He is a Senior investment professional on a client service team that provides comprehensive wealth advice to institutions and ultra-high net worth individuals. Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates. He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing. Will is a graduate of Harvard University, and is passionate about his service to the community. He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE). He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee. IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England. He is also focused on closing the financial literacy gap. He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents. He is a member of the CFA Institute Financial Literacy and Investor Education Steering Committee, an international body of CFA Charterholders looking to harness the scope and reach of the CFA Institute to promote improvements in global financial literacy. Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.
York Lo
Job Title: Head of Global Alternative Product Management
Organization: John Hancock Investments
York Lo is currently the Head of Global Alternative Product Management at Manulife John Hancock Investments where he is responsible for development and management of alternative products which incorporate private assets for Manulife’s retail and retirement platforms. He has been a CAIA charterholder since 2004 and is the current Boston Chapter Head of the CAIA Association.
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