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CAIA New York with CFA Society New York - The Portfolio for the Future
Date(s):
June 23, 2022
Note: All times listed are in local time
Venue:Club 101
101 Park Avenue
New York, NY 10178
Fee(s):Free Event
Description: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:
Fees
Free to Members & Non-Members
Time and Date
Thursday, June 23, 2022
5:30 PM - 8:00 PM ET
Location
Club 101
101 Park Avenue
New York, NY 10178
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Speaker information is not available at this time.
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