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Programs & Events
Event Registration - CFA Society Boston Investment Roundtable
December 14, 2017
12:15 PM - 2:00 PM Eastern Standard Time
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CFA Society Boston Investment Roundtable
Join us for this interactive exchange among thoughtful, experienced Boston based investors. This is an excellent opportunity to hear the investment insights and thought processes of asset owners and managers in Boston as they look at 2017 and beyond.
David Lynch, CFA, Chief Investment Officer, Cambridge Trust
Mr. Lynch comes to Cambridge Trust from Athena Capital, a registered investment advisor serving high net worth families and institutions, where he served as Managing Partner and Deputy Chief Investment Officer, overseeing the firm’s investment management and business activities. Prior to joining Athena Capital in 2004, He served as a portfolio manager at Colorado PERA, the state pension fund. Earlier, Lynch was a research associate at Eaton Vance Management in Boston and an economist at Cahners Economics. Mr. Lynch holds a B.A. in economics from Dartmouth College and an MBA from the Franklin W. Olin Graduate School of Business at Babson College. He also is the co-author of “Social Finance and the Postmodern Portfolio: Theory & Practice,” published in the spring 2016 issue of the Journal of Wealth Management.
Jay Willoughby, CFA, Chief Investment Officer, The Investment Fund for Foundations
Jay Willoughby joined TIFF in 2015 and serves as Chief Investment Officer, presiding over the full range of TIFF's investment activities and programs. Prior to joining TIFF, Mr. Willoughby spent four years as CIO of the State of Alaska's roughly $50 billion sovereign wealth fund, the Alaska Permanent Fund. Previously, he was Co-Managing Partner at Ironbound Capital Management and spent nine years with Merrill Lynch Investment Managers LP as CIO, Private Investors Group; Head of Research for Equity Funds; and Senior Portfolio Manager, Merrill Lynch Real Estate Fund. He received a BA in biology from Pomona College and an MBA from Columbia University. Mr. Willoughby is a CFA charterholder and serves on the board of the Sustainability Accounting Standards Board (SASB) Foundation, which supports the development of accounting standards that help investors understand which sustainability factors can have a material impact on the future financial performance of individual public companies.
Kashif Siddiqui, CFA, Chief Investment Officer, CRICO
Kashif Siddiqui, CFA, is the Chief Investment Officer at CRICO. He has over 15 years of Investment and Financial Management experience in multinational firms, including MetLife and Marsh & McLennan. Experiences in Investment include asset liability management, investment strategy, asset allocation, and selection of investment managers.
In Financial Management, Mr. Siddiqui has been involved in managing foreign exchange risk, cash flows and repatriations, investment valuations, and funding of operating entities.
Mr. Siddiqui holds an MBA from Rutgers University and is a member of CFA Institute.
Non- Members: $70
To learn more about registering at the unemployed and student member rate of $20, please email
10 Avery Street
Boston, MA 02111
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