18
May
9:00 — 21:00
Kosmopol, Grossererens Mødelokale
Fiolstræde 44, Kælderen

København K,
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Vi glæder os til at byde velkommen til årets første netværksmøde i Forum for Performancemåling.

Vi har inviteret Stephen Campisi, CFA, Managing Director of The Pensar Group hele vejen fra USA til at gøre os klogere på Mathematics of Risk Attribution and Its Ex-Ante Applications Presentation og Fund Evaluation in a Portfolio Context. Der er afsat rigtig god tid til disse indlæg, så der vil være rig lejlighed til at stille spørgemål og diskutere emnerne med Stehpen Campisi.

Dagens netværksaktivitet er “Bordet rundt” med fokus på aktuelle faglige problemstillinger. Vi vil igen denne gang gerne bede alle sende, en aktuel problemstilling, der optager dig/din organisation, og som det kunne være interessant for netværket at høre om, ind til janni@finansforeningen.dk senest en uge inden netværksmødet. Vi vil så prøve at gruppere disse, og vil informere deltagerne om emnerne inden netværksmødet. Vi lægger op til en kort, uformel drøftelse omkring bordet af de indkomne emner.

Efter netværksmødet afholder vi den årlige netværksmiddag.

Program

09:00 Morgenkaffe, networking og registrering
09:30 Velkommen og introduktion af dagens program
09:35
Bordet rundt – del 1
10:35
Mathematics of Risk Attribution and Its Ex-Ante Applications Presentation
Stephen Campisi, CFA, Managing Director of The Pensar Group
12:45 Frokost
13:45
Fund Evaluation in a Portfolio Context
Stephen Campisi, CFA, Managing Director of The Pensar Group
15:55 Kaffepause
16:25 Bordet rundt – del 2
17.25 Afrunding af faglig del og afgang til restaurant
18.00 Netværksmiddag

Taler

Stephen Campisi, CFA

The Pensar Group

Stephen Campisi, CFA is Managing Director of The Pensar Group. He provides consulting services to investment management firms and to institutional pension and philanthropic clients. His complementary responsibility is developing professional continuing education for investment practitioners though online courses and customized in-house solutions.

He has a long record of success in client-centered investment management, innovation and mentoring. His attitude of service to asset owners was the inspiration for his development of innovative methods of risk management, asset allocation, investment selection and goals-based performance evaluation. His numerous publications have helped to advance the body of investment knowledge and his frequent conference appearances reflect his recognition as an industry expert.

His most recent corporate position was as Head of Institutional Investment Guidance at US Trust/Bank of America, where his ideas reshaped the firm’s approach to investment management, helping them to establish their position of leadership in true goals-based, client-centered investing. For over two decades, he has served as a discretionary portfolio manager for pensions, endowments and foundations, as well as for insurance company bond portfolios.

Steve holds a Masters degree in Music and an MBA in Finance, along with the Chartered Financial Analyst Designation.

He has over a decade of teaching experience as an adjunct faculty member in the MBA program at Western New England University, and teaching CFA Review classes for the CFA Society of Hartford and for several commercial providers.

He is a past president of the CFA Society of Hartford and a member of the CFA Institute. With his most recent article “Portfolio Management via a Holistic and Efficiency-Driven Decision Process” Steve won his third Peter Dietz Award from the Institute for Performance and Risk Management, which recently inducted him into their Hall of Fame.

Kun for medlemmer af Forum for Performancemåling netværket.

Medlemskab koster årligt kr. 4.500 ekskl. moms.

Kontakt os på mail@finansforeningen.dk, hvis du er interesseret i at høre mere om netværket.

CFA PL Credits

If you are a CFA Institute member, you are eligible to record 6.5 PL credits for your participation in this meeting.

Details

Date:
18 May
Time:
9:00 - 21:00
Event Category:
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