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Alpha in the Millennial Era: 2019 Outlook
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Alpha in the Millennial Era: 2019 Outlook


When: Tuesday, January 15, 2019, 6:00 pm - 8:30 pm
Please use link below to register
Where: CFA Society New York
1540 Broadway, 10th Floor
(Between 45th and 46th Streets)
New York, New York  10036
United States


Alpha in the Millennial Era: 2019 Outlook

Please join us on Tuesday, January 15th for “Alpha in the Millennial Era: 2019 Outlook,” a panel discussion featuring four senior-level investment professionals who will share insights into notable investment trends and opportunities that both young leaders and seasoned professionals will be focused on for 2019. Our panel will discuss the merits and risks of investing in the following categories:

  • Sustainable finance & ESG investing
  • Infrastructure as impact investing
  • Emerging and developed market equity & debt
  • Digital currencies & the underlying technology

As millennials continue to amass wealth, how will this generation steer more traditional investment practices? Concurrently, with baby boomers now running the show at major financial institutions, what type of focus and understanding do they have on these opportunities? As they approach retirement with longer life spans and higher health care costs, will they wield their collective retirement fund power into new asset classes in anticipation of higher returns?

Following the conclusion of the moderated panel discussion, attendees will have opportunities to engage with our speakers during the Q&A session and the open networking portion of the evening.


Manju Seal photoManju Seal, Sustainable Finance & ESG Specialist at BMO

Manju has 11+ years of working extensively in the financial industry for investment banking and investment firms with an emphasis in structured finance, risk management and quantitative methods. At McMorgan & Co. in San Francisco, she was a fixed income portfolio manager. She is a VP alumna from Goldman Sachs, NY – FICC & Investment Management Division (or GSAM). Seal’s unique combination of buy-side and sell-side experience along with demonstrated leadership in ESG brings distinctive and valuable perspective to BMO Capital Markets.

Since 2008, she has provided transformative leadership, financial management, and corporate governance for organizations focused on social/environmental impact. She led two nonprofits: as Board President & Interim Executive Director at, and as the first Executive Director at the venture philanthropy startup,, launching poverty alleviation strategies for Southeast Asian farmers living below $2 a day. A polymath, she has master’s degrees in business administration, mathematics and ethnomusicology. She is an American Marshall Fellow (2008).


Danford Peterson photoDanford Peterson, Managing Director at Fundamental Advisors

Prior to joining FCO in 2014, Danford built and managed the Relative Value Trading desk at Jefferies, overseeing capital investment and risk management in both the taxable and tax-exempt municipal markets. Previous to that, he co-headed the municipal desk at PIMCO where he was a member of the Americas Portfolio Committee. He was responsible for investment recommendations and portfolio strategy initiatives, challenging existing PIMCO views and positioning, and insights on special topics.

Prior to PIMCO, Danford spent 11 years at Goldman Sachs as an investment banker in public finance, a flow trader and risk manager, and ultimately a member of the municipal proprietary trading desk. Mr. Peterson received his Masters of Engineering Management from Dartmouth College and B.S. in Physics from Bates College.

Paul Cappelli photoPaul Cappelli, Portfolio Manager at Galaxy Digital Advisors

Prior to joining the firm, Paul was a Director of Fixed Income at State Street Global Advisors. Previously, he was a Director in High Yield at Oppenheimer. Paul has also held positions in Fixed Income Sales and Trading at Citigroup and Foreign Exchange at HSBC. He holds a B.A. in Political Science from the University of Notre Dame.






Morgan Harting photoMorgan Harting, CFA, CAIA, Portfolio Manager – Multi-Asset Solutions at AllianceBernstein

Morgan is the lead Portfolio Manager for all Multi-Asset Income strategies at AB. He also manages the Emerging Markets Multi-Asset Portfolio and is a member of the portfolio team for the Frontier Emerging Markets Portfolios. He joined AB in 2007 as part of the Global and Emerging Market Equities Portfolio Management team. Prior to that, he was a Sovereign Debt Analyst, first at Standard & Poor’s and then at Fitch Ratings, where he was a Senior Director. Morgan holds a BA from Wesleyan University, and both an MA in International Relations and an MBA from Yale University, where he was a graduate teaching fellow in International Economics. He is a CFA charter holder and a Chartered Alternative Investment Analyst.



Event Schedule
6:00 - 6:30 pm Registration
6:30 – 6:35 pm Opening Remarks (Caroline Busby, CFA)

6:35 – 7:20 pm Panel Discussion

7:20 – 7:30 pm Q&A

7:30 – 7:35 pm Closing Remarks (Michael Sicari, CFA)

7:35 – 8:30 pm Networking Reception



$30 FWA Members  |  $30 Non-Members  | Includes refreshments

Please use the below link to register for this CFA Society sponsored event. The cost to attend is $30.
Enter promo code "FWA" on registration page for the CFA member discount.


Mass Transit: 1/2/3/7/N/Q/R/S/W to Times Square. Visit for additional directions.


Special thanks to CFA of New York for underwriting this event.


This event is organized by the CFA Society of New York–Young Leaders Committee and the Impact Investing Committee of the FWA of New York, Inc.


About the FWA
Established in 1956, the FWA is a 501(c)(3) nonprofit professional organization with a membership of approximately 1000 female and male professionals working in the financial services industry or who hold a financial position in another industry. The FWA has a long tradition of encouraging women to seek career opportunities in finance and business through mentorship and networking.

Reservations Required -- Bring Photo ID -- No Walk-Ins

Reservations/Cancellations and payments are required by Friday, January 11, 2019.


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