4th Institutional Investment Consulting Roundtable 2023 | CFA Society New York | 3 October 2023 | Hybrid-CFA Society NY, 1540 Broadway, 10th Fl, New York, NY 10036, USA
Venue
Hybrid-CFA Society NY
Hybrid-CFA Society NY, 1540 Broadway, 10th Fl, New York, NY 10036, USA
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| Event Date | Tue Oct 3 EDT (about 1 year ago) |
| Location |
Hybrid-CFA Society NY
1540 Broadway, 10th Fl, New York, NY 10036, USA |
| Region | Americas |
Details
The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a comprehensive understanding of these emerging trends and learn how to strategically align your firm, we invite you to join us at this upcoming event. Here, you will have the unparalleled opportunity to discover the latest developments and gain insights that will empower your firm to thrive in this rapidly changing environment.
Speakers
2023 Speakers
MODERATOR:
Jason Josephiac
CFA, CAIA, Research Consultant, Meketa Investment Group
PANELISTS:
Mike Chase
Partner, Head of Endowments & Foundations and OCIO, Fiducient Advisors
Bill Kennedy
CFA, CEO & Chief Investment Officer, RiskBridge Advisors
Timothy McEnery
CFA, Managing Director and Senior Consultant, Verus
Rich Nuzum
CFA, Executive Director, Investments & Global Chief Investment Strategist, Mercer