The Future of Investing Symposium

Welcome to The Future of Investing Symposium! Join us at San Francisco City Hall for an evening filled with insightful discussions, an expert panel, and networking opportunities. Discover the latest trends and strategies shaping the world of investing.

Up to 300 investment professionals will gather to hear insights from local and international thought leaders on geopolitical shifts, socioeconomic changes, and digital transformation. Attendees will gain insights on harnessing opportunities and approaching new challenges, enabling them to stay current and best serve their organization’s and clients’ needs in this rapidly changing world. Join wealth managers, family office professionals, major pension fund representatives, RIAs, treasury professionals and many more at this landmark event.

In addition to the 45-minute conversation on the future of investing, this event will also serve as a celebration of the Society's 95th year serving the investment community! During the 2-hour networking reception, attendees will enjoy opportunities to converse with likeminded investment professionals, thought leaders, and exhibitors while engaging in a variety of fun and interactive experiences!

Hear from Dr. Ted Egan, Chief Economist with the City and County of San Francisco, as he discusses current market trends, policy and economic impact, and solutions for the future.

Hear insights from local and international thought leaders on geopolitical shifts, socioeconomic changes, and digital transformation during this thought-provoking panel discussion.

Speakers

• Elizabeth Burton, CAIA, Managing Director & Client Investment Strategist, Goldman Sachs Asset Management
• Karin Kimbrough, PhD, Chief Economist, LinkedIn
• Ashby Monk, PhD, Executive & Research Director, Stanford Research Initiative on Long-Term Investing

Moderator

• Devin Banerjee, CFA, Sr. Managing Editor, LinkedIn

Host or Publisher CFA Society San Francisco