Events

Private Markets in Modern Portfolios with a Focus on Private Debt

Private investments represent a growing portion of investor portfolios. Many have been allocating to private equity, real estate, and infrastructure for years. Private debt has become a rapidly growing portion of investors’ private investment portfolios following the Great Financial Crisis. Join colleagues from Mercer to discuss how the credit markets have evolved, how private debt fits within broader investment portfolios, and how it interacts with other private asset classes. We will discuss the various private debt sub-asset classes, how they impact the risk/return equation, and how investors can efficiently allocate to credit strategies. REGISTER HERE WEDNESDAY |SEPTEMBER 27, 2023 | 12PM EST | VIRTUAL EVENT ELIGIBLE FO R 1.5 CE CREDITS SPEAKER BIOS: Cori Trautvetter, CAIA Cori Trautvetter is a Partner and serves as co-leader for Mercer’s Not-for-Profit Endowment and Foundation segment. She is located in the St. Louis office and is part of the firm’s Not-for-Profit Investment Committee as well as the Endowment & Foundation and Sustainable Investment Strategic Research Teams. She also leads the US Investments DEI Advisory Committee. Prior to its acquisition by Mercer in 2018, Cori was a Managing Director at Pavilion Advisory Group Inc. where she provided strategic investment advice to endowments, foundations, defined contribution plans, defined benefits plans, healthcare organizations, and Taft-Hartley funds along with heading up the firm’s Endowment and Foundation Practice. Cori joined Pavilion Advisory Group Inc. in 2000.   Prior to joining Pavilion Advisory Group Inc., Cori served for five years as an Associate Banker at Illini Bank in Springfield, IL. At Illini Bank, her responsibilities included managing consumer loans for numerous clients.  Cori is a member of the Chartered Alternative Investment Analyst (CAIA®) Association. She earned a Bachelor of Science degree in Finance from Eastern Illinois University. David Scopelliti David Scopelliti is a recognized leader and investor specializing in the alternative investments, specifically Private Debt & Private Equity with 30 years of experience. He is currently Global Head of Private Debt for Mercer, the world's largest outsourced asset manager with over US$300 billion outsourced assets under management (“OCIO”) and trillions under advisement - Mercer is a subsidiary of Marsh McLennan. David is responsible for a global team that both manages client capital and advises clients on alternative investments. Prior, David was Chief Executive Officer and board member of Alcentra Capital Corporation (Nasdaq: “ABDC”) an affiliate of Alcentra with over $40 billion in AUM; Alcentra was a subsidiary of BNY Mellon, the world's largest custodian bank and securities services company. At Alcentra he focused on ABDC’s corporate renewal while managing the US private debt & equity investment portfolio. Prior, he was a Partner at GarMark Partners, a leading US private debt & private equity asset manager focused on capital solutions for middle market businesses. Prior to that, he was appointed by the Connecticut State Treasurer to turnaround and restructure the $37 billion pension plan’s alternative investment program. Under his leadership, the program generated above-market performance, improved governance and expanded its investment scope. He was also elected Vice Chairman of the board of the Institutional Limited Partners Association (“ILPA”), setting the foundation for ILPA today. Earlier in his career, Mr. Scopelliti led direct private debt and private equity co-investments at ING Capital with a focus on transportation, homeland security, defense & aerospace, consumer and environmental services. He has served on multiple public and private company boards in the Financial Services, FinTech, Media and Transportation industries. He has also served as an Operating Partner to several private equity firms. David charitable work has included serving on the board of Fairfield College Preparatory School and serving a mentor to various young professionals. He is also a member of National Association of Corporate Directors. Mr. Scopelliti earned his BBA in Finance and Accounting from Pace University’s Lubin School of Business. 

Female CFASP Networking Opportunity by Culturora

NETWORKING OPPORTUNITY FOR FEMALE CFASP MEMBERS CFA Society Pittsburgh (CFASP) in partnership with  Culturora , a Pittsburgh-based technology company, cordially invites you to join in this year's exciting event to honor the women of CFASP! This is a wonderful opportunity to network with like-minded ladies, discover ways to empower each other, and learn more about the Society's contributions and opportunities for all the members. FREE REGISTRATION TO ALL FEMALE CFASP MEMBERS with HEAVY H'ORS D'OEUVRES AND DRINKS! REGISTER HERE

Understanding the India Opportunity: The Future of Emerging Markets

Understanding the India Opportunity: The Future of Emerging Markets By all accounts, India’s time is n ow. While China has dominated the global growth story for the past 20 years, India and its 1.4 billion people seem poised to take center stage for the coming decades. Driving this growth is a young and rapidly expanding middle class that is digitizing via smartphones and mobile broadband at an incredible rate. Just as technology companies like Alibaba, Tencent and JD led China’s economic rise, so too shall India’s internet leaders, aided by a digital foundation unparalleled by any emerging market.

CWIM Global Summit:

Overview Collaborative WIM’s final event of the year, co-hosted by CFA Societies Alabama, Sacramento and Cyprus, will take place on Thursday, November 9th, between 12:00PM - 4:30PM EST. Key takeaways: Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the second annual Collaborative WIM Global Summit! Interact with change makers who are delivering results for individuals and organizations on a global level.  Engage in live discussions with your peers from your region and around the world. Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event. Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Alabama , Cyprus , and Sacramento . Together, let us Connect, Collaborate, Celebrate! Featured Speakers Sally Helgesen, Bestselling Author of “How Women Rise” Oliver Burkeman, Bestselling Author of “Four Thousand Weeks” Mike Green, CFA, Portfolio Manager and Chief Strategist, Simplify Marina Severinovsky, Head of Sustainability North America, Schroders Janie Mines, former U.S. Naval Academy Officer (and first African-American woman to graduate from the U.S. Naval Academy) Jade Scipioni, former CNBC Senior Journalist Dr. Katherina Seiler, Founder of Women for Women Fund, Senior Equities Fund Manager, DWS Jillian Climie, Co-Founder of The Thoughtful Co Natalya Tarasova, Life and Career Coach Registration (complimentary) now open!

Luncheon by Polen Capitol: Navigating Risks to Find Quality Outside the U.S.

Navigating Risks to Find Quality Outside the U.S. Some investors believe the U.S. has a monopoly on high-quality businesses. Daniel Fields, portfolio manager & analyst for Polen Capital’s International Growth strategy, has a markedly different perspective. In this session, he’ll share why he believes some of the best companies in the world can be found elsewhere, with current valuations not reflective of their scale and growth potential—spelling opportunity for discerning investors.  This session will explore the risks and opportunities of international investing, uncover insights across industries and geographies, and highlight some unique opportunities that may fly under the radar of many investors. Free! Join us! Meet the Experts and Learn Industry Secrets Eligible for 1.5 CE Credits Register Here! SPONSORED BY: