Monticello was pleased to attend the CFA Society New York’s 2018 Annual Dinner at the Mandarin Oriental. At this very well attended event, there was an opportunity to re-connect with fellow CFA charter holders and industry leaders alike, over topical conversations. The Asset Owners discussion was thought-provoking, encouraging ESG impact investing for long-term performance improvement, discussing insights on qualitative versus quantitative investing, as well as overall market views from top managers as we move towards 2019.
Scott Evans, CFA, CIO of the NYC Comptroller, recipient of the Lifetime Achievement award.