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Date: March 19, 2014


Understanding Asset Management and Improving the Financial Ecosystem



Asset managers are fundamentally different than other financial institutions such as banks and insurance companies. These differences are not always acknowledged or fully appreciated. Recently, policy makers globally have expressed an interest in examining the role of asset managers in the capital markets and their distinguishing features. In this presentation, Barbara G. Novick will discuss asset managers, the products they manage, and ways to improve the financial ecosystem in which they are managing portfolios.

This is a joint meeting with the CFA Society of San Francisco.


BlackRock, Conference Room Howard AB
400 Howard Street, San Francisco, California 94105



Barbara G. Novick, Vice Chairman, BlackRock



3:30PM - 5:00PM


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For more information, please contact:

Satish Swamy, GARP Chapter Director and Fixed Income Portfolio Manager, University of California Regents -


Diane Maurice, GARP Chapter Committee Member, Senior Analyst, Operational Risk, Division of Banking Supervision Federal Reserve Bank of San Francisco -


Matthew Dixon, PhD, GARP Chapter Committee Member and Director of Risk, HedgeFacts -