Passed event: CFA Society San Francisco: 8th Annual Global Portfolio Managers Panel, 16.11.2021

Members event

date & time

08/12/2021 11:00 pm EET

Attendance: free

CFA Society San Francisco in partnership with Lord Abbett, are bringing you a panel of some of the best and brightest portfolio managers across the United States who deliver outstanding performance and results. The panel of experts represent diverse sectors of the investment industry and will cover a wide range of topics including trends in investment management, asset allocation, current drivers within the markets, diversity initiatives, changes in the financial industry, managing in the time of COVID, and more.

The event includes brief commentary by each panelist followed by a moderated discussion including audience Q&A.

Panelists include Margaret Reid, CFA, Director, Senior Portfolio Manager, Union Bank, Inbok Song, Portfolio Manager, Matthews Asia, Leah G. Traub, Ph.D., Partner & Portfolio Manager, Lord Abbett, and Julie Won, CFA, CFP, Managing Director, Hanson + Doremus Investments and Planning. As moderator Renuka Kumar, CFA, Managing Director and Head of Portfolio Management; SVB Asset Management.