Wednesday, May 16, 2018

Please join the Chartered Financial Analyst Society of Pittsburgh for an informative, thought provoking day, focused on our ever-changing financial markets and their specific implications to non-profit organizations. We will bring together leading endowments, foundations, investment consultants, money managers, and subject matter experts from both national and regional organizations for in-depth educational content and networking opportunities. 

This year's conference will again include a high caliber mix of national and regional speakers from investment organizations and the endowments and foundations community.  Our CIO Roundtable will return by popular demand with a new cast of CIOs.  A keynote lunch presentation by John R. Chisolm, CFA, Co-CEO and Co-CIO of Acadian Asset Management, will discuss how organizations can utilize artificial intelligence and big data to improve investment results. Additional session topics include:

• A Macro-Economic Overview of the Global Capital Markets
• Investment Policy and Asset Allocation:  Stay the Course, or Time for a Change?
• Fixed Income Opportunities in a Low Yield and Raising Rate Environment
• Opportunities and Risks with Blockchains and Cryptocurrencies
• Managing Shortfall Risk in a Declining Return Environment
• How to Structure Your Portfolio for Volatile Markets
• Sophistication Achieved with Simplicity

See full agenda below for more detailed information

Conference includes continental breakfast, lunch, refreshments, and a post-conference cocktail reception.

Seating is limited so please register now.