Event Profile

CAIA New York with CFA Society New York - The Portfolio for the Future

June 23, 2022
All times listed are in local time
Club 101
101 Park Avenue
New York, NY 10178 
Free Event
Please note a limited number of walk ins will be permitted into this event. 

In person event!
CAIA New York with CFA Society New York present:
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's CEO Bill Kelly, EVP John Bowman, and a world class panel of senior investment professionals (see below), as we host our first educational event back at Club 101.

A networking reception with fellow CAIA and CFA Members
and peers will follow the panel. 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.

Thank you to our generous sponsors: 

Free to Members & Non-Members

Time and Date

Thursday, June 23, 2022
5:30 PM - 8:00 PM ET

Club 101
101 Park Avenue
New York, NY 10178

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Club 101
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Speaker information is not available at this time.