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CAIA Seattle with CFA Society Seattle - The Portfolio for the Future
Date(s):
June 1, 2022
Note: All times listed are in local time
Venue:The Rainier Club
820 4th Ave
Seattle, WA 98104
Fee(s):Free Event
Description:
In person event!
CAIA Seattle with CFA Society Seattle:
The Portfolio for the Future
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
Please join CAIA Seattle with CFA Society Seattle at The Rainier Club for this in-person event with CAIA's Executive Vice President, John Bowman. We hope to see you there!
Please note:
Registration for this event must be done in advance. Walk-ins will not be permitted.
The event has a capacity. Space is limited and registration is on a first-come, first-served basis
Each person attending will need to register their self. Adding a guest onto your registration will not be possible for this event.
If you have questions or concerns regarding registration for this event, please contact CAIA Chapter Relations.
Fees
Free to Members & Non-Members
Time and Date
Wednesday, June 1, 2022
5:00 PM - 7:30 PM PT
Location
The Rainier Club
820 4th Ave.
Seattle, WA 98104
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John Bowman, CFA
Job Title: CEO
Organization: CAIA Association
John serves as Executive Vice President for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.
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