QWAFAFEW New York Affiliate and Relevant Events Page
Permalink – You may wish to keep on file. http://newyork.qwafafew.org/relevant-events/
Upcoming QWAFAFEW Chapter Meetings:
QWAFAFEW PARTNER and AFFILIATE EVENTS and OTHER EVENTS OF INTEREST
Wednesday, October 25, 2017, in Philadelphia, PA
WE Philadelphia is pleased to host an all expert panel discussion entitled Trends in ETFs
Venue: Stradley Ronon
2005 Market Street
Philadelphia, Pennsylvania 19103
Bloomberg ETF analyst Eric Balchunas will moderate what is sure to be a lively discussion, which will be followed by networking, cocktails and hors-d’oeuvres.
AGENDA – “TRENDS IN ETFs”
5:20 Welcome, WE Philadelphia Co-Heads
Lauren Davis, Vice President, Gregory CFA
and Christine Franquin, Senior Portfolio Manager, Vanguard
5:30 Trends in ETFs Panel Discussion
Moderator: Eric Balchanas, ETF Analyst, Bloomberg
Panelist 1: Joel Dickson, Head of R & D, Vanguard
Panelist 2: Stacey Gilbert, ETF Market Maker, Susquehana
Panelist 3: Michael Mundt, Partner, Stradley Ronon
6:30 Reception and Networking
and click the button that says REGISTER for this great WE Event in Philadelphia PA
To become a Member of WE, visit the Membership Benefits page at:
Please note that men are also welcome to become members of WE and attend WE Events.
WE members pay a discounted rate at QWAFAFEW-NYC and QWAFAFEW-Philadelphia Events.
Wednesday, October 25, 2017
Bloomberg Quant Seminar Series
The seminar takes place every month and covers a wide range of topics in quantitative finance.
Robert Engle, Nobel Prize in Economics, Professor of Finance, NYU Stern
Thursday, October 26, 2017, in Boston – 2nd Annual Smart Beta Strategies Summit
For financial advisors and institutional investors only
SKYTOP STRATEGIES GENERATING ALPHA CONFERENCE, New York, NY – a QWAFAFEW Partner Event
Tuesday, October 30
Marriott New York Downtown
85 West Street
New York, NY 10006
Pricing: – variable,
Description: IMN and Ritholtz Wealth Management are excited to announce the 2nd Annual Evidence-Based Investing Conference, taking place November 2, 2017, in New York City. The event will bring together institutional investors, financial advisors, asset managers, index providers, ETF issuers, technology experts and industry thought leaders looking to improve their investment decision-making process.
The program will build on the success of our 2016 gathering, which featured an impressive speaker roster, including keynote addresses from industry legends Bill McNabb (Vanguard), Jim Chanos (Kynikos Associates), and Charley Ellis (Greenwich Associates). Click here for a recap of some notable highlights from our inaugural event.
The 2nd Annual Evidence-Based Investing Conference will once again cut through the hype and focus exclusively on evidence-based investing to give investment decision-makers a better understanding of how to view the financial markets and the various investment strategies at their disposal. IMN and RWM look forward to hosting you this November in New York City.
|Cyber Risk: A Quantitative and Qualitative Approach|
Date: November 7th, 2017
Time: 5:30PM – 830PM EST
Location: Fordham University – Lincoln Center Campus
New York, NY 10023
Register now for this exciting panel discussion on:
Tom Lee, Founder & CEO, Vivo Security
Claire Savage, COO, AQMetrics
Connecticut Hedge Fund Association
Thursday, November 9th
|Indian Harbor Yacht Club
710 Steamboat Road
Greenwich, CT 06830
|5:00 – 6:00 – Registration and Networking
6:00 – 7:00 – Main program
7:00 – 8:00 – Cocktails and Networking
Private funds secured over $700 billion from European institutional investors in 2016 (Preqin data as of 6/16), showing that institutional demand for alternative investment funds remains robust.
A majority of those investments have gone to large fund managers, where many are now oversubscribed. This dynamic is creating opportunities for smaller GPs, who are finding it easier to come to market as LPs are being forced to look beyond the largest fund management firms.
Smaller and start-up managers bringing regulated alternative investment funds (AIFs) to the European market do however need to consider their marketing strategies carefully. In Europe, an increasing number of bank-owned and independent fund platforms are emerging to host funds and provide active and passive distribution support, while placement agents and distribution partners can prove highly effective at introducing managers to the right investors. Broadly speaking, successful managers are those who have a clear understanding of what investors are looking for, where the appetite is, and then take the time to seek our experts and partners to reverse engineer a strategy that will work best for them.
The CTHFA has brought together just such a group of these experts who have graciously agreed to share their expertise and stories with us.
Systematic Investment Strategies Symposium 2017 – 11/14/2017
450 East 29th Street
New York, NY 10016
Key speakers:-not announced at the moment
Pricing: – variable
Description: Using Systematic Investment Strategies to Meet Your Institution’s Investment Objectives
Wednesday, November 15th, 2017
PRE-EVENT NETWORKING COCKTAIL RECEPTION
6:00 pm – 8:00 pm (details to follow)
Thursday, November 16th, 2017
BATTLE OF THE QUANTS LONDON
9:30 am – 7:30 pm
Royal Automobile Club, 89 Pall Mall, London
SQA (Society of Quantitative Analysts) – Thursday November 16 – HALF DAY CONFERENCE, “QUANTITATIVE APPROACHES TO RETIREMENT PLANNING: TIME TO RETIRE OLD THINKING”
Venue: Barclays 745 7th Ave, New York, NY 10019
Member – $495
Student/Transitional Member – $250
Non-Member – $695; Non-Member Afilliated (includes QWAFAFEW)– $595
8:00 a.m. – Registration & Breakfast
8:30 a.m. – Conference Begins, Introductions, etc.
8:45 a.m. – Martin Tarlie, QMA
“Investment Horizon and Portfolio Selection”
9:45 a.m. – Deborah Lucas, MIT
“Hacking Reverse Mortgages”
10:45 a.m. – Morning Break
11:00 a.m. – Rodney Sullivan, AQR
“Defined Contribution Retirement Plans Should Look and Feel More Like Defined Benefit Plans”
12:00 p.m. – Lunch and networking
12:45 p.m. – Dan DiBartolomeo, Northfield Information Services
“Defined Contribution Retirement within Lifetime Investing Planning“
1:45 p.m. – Closing comments/Adjourn
New York Thursday, November 30, 2017 – Moving the Market: SASB 2017 Symposium by the SASB Foundation at Fordham U Law School, Upper West Side of Manhattan.
When: Thursday, November 30 (one week after Thanksgiving), 8 Am – 6 PM
Where: Fordham School of Law, 150 W 62nd St, New York, NY 10023
Agenda link: http://using.sasb.org/symposium-agenda/
Keynote: Michael Bloomberg
Notable Faculty members include: Mary Schapiro (Former SEC Head), Professor George Serafeim, Ph.D., Professor Barbara Porco, Jean Rogers-Chair-SASB Standards Board, Alan Beller from Cleary Gottleib. Paula Loop of PWC, European Commission’s Pauline McCarthy, and Corporate Sustainability experts Sophia Mendelsohn, Stephanie Tang, and Brian McNamara.
The Investors’ Panel includes:
Lynn Blake – Executive Vice President, State Street Global Advisors
Glenn Booraem – Investment Stewardship Officer, Principal, Vanguard
Hugh Lawson – Managing Director, Global Head of Institutional Client Strategy, Goldman Sachs
Robert Lovelace – Vice Chairman, Capital Group
Attendees of the SASB (Sustainability Accounting Standards Board) Symposium include corporate professionals (CSOs, CFOs, internal audit, general counsel), corporate advisors (consultants, software providers, auditors, and lawyers), investors (asset owners and asset managers), and investment partners (data providers, investment tools, and investible products).
Registration Fee: Early-Bird pricing is available through Monday, October 30th.
Registration Link: https://www.eventbrite.com/e/moving-the-market-sasb-2017-symposium-tickets-34830173988?utm_campaign=SASB%20Conference&utm_medium=email&_hsenc=p2ANqtz-98Twt3QpV5yolFVwVgyhG7VtSFgqem0phZKLqD4DtWNOS3-pWJrsSN5w9tnihefOwMKR2LVQ_DNlsC4bYMLPwFodbS8A&_hsmi=56337886&utm_content=56337886&utm_source=hs_email&hsCtaTracking=4b2feac0-7bc2-4f14-b68e-08e5605e8e4e%7Cda467b82-f018-413b-8091-960811faf894