CFA Society New York (CFANY) pioneered the Asset Owner Series (AOS) in 2015 with the purpose of showcasing a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer. CFA Society North Carolina (CFANC) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.

SPEAKER

Ehiwario Efeyini: Senior Market Strategy Analyst, Bank of America Private Bank for the Chief Investment Office
Evan Jones: Head of Direct Investments, DUMAC; visiting professor, Duke University
Ray Jacobson : Chief Investment Officer, Davidson College Endowment
Chris Pavese: Chief Investment Officer, Broyhill Asset Management