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CAIA Member Exclusive Invitation to CFA Asset Owner Series - One Wealthy Family’s Journey to Investing With Purpose
Date(s):
September 14, 2020
Note: All times listed are in local time
Venue:Webinar
Fee(s):This event has a fee
Description:
CAIA Member exclusive invitation to
CFA Society New York Asset Owner Series: One Wealthy Family’s Journey to Investing With Purpose
A virtual Asset Owner Series™ event
Hear from Valerie Rockefeller about her family’s five year case study of fossil fuel divestment.
*Please note: this event is open to CAIA Members only. The registration will close two hours prior to the event. The link to view the webinar will be sent to registrants via email one hour prior to the event *
Agenda
12:00 PM | WELCOMING REMARKS
Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series
12:05 PM | INTERVIEW, DISCUSSION
Interviewer
Tamara Larsen, Executive Director, Head of Mission Aligned Investing, Agility/Perella Weinberg Partners
Interviewee
Valerie Rockefeller, Chair of the Board of Directors, Rockefeller Brothers Fund
12:45 PM | Q&A FROM AUDIENCE
1:00 PM | ADJOURNMENT
Maria Weitzer, CFA, Senior Investment Professional, APG; Board Member, CFA Society New York
Date & Time
Monday, September 14th
12:00 PM - 1:00 PM
Fee
Free | Members Only
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Speaker information is not available at this time.
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