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MoAF Newsletter

January 27, 2022

Museum Awards MFA Scholarships


Fall 2021 MFA Scholarship Recipients

The Museum of American Finance is proud to announce that John Zapolski, Tyler Harwood, Gabriel Springer and Katherine Toledo have received the Museum Finance Academy merit scholarships for the Fall 2021 semester.

The MFA is a FREE five session personal finance certificate course for 11th and 12th graders with the goal of teaching students to aspire to financial independence through developing an appreciation for savings, establishing financial goals and learning to avoid scams.

Read more about our exceptional student winners here.

2022 MoAF Gala


2022 MoAF Gala Honoring Steven T. Mnuchin, Leo Melamed and Thomas Peterffy
Monday, March 7, 2022 6:00 PM to 7:00 PM

The Museum honored the achievements of financial leaders in the public and private sectors at its 2022 Gala. The Gala was again held virtually with CNBC Senior Markets Correspondent Bob Pisani and “WealthTrack” Executive Producer and Managing Editor Consuelo Mack serving as masters of ceremony.

Steven T. Mnuchin, the 77th Secretary of the US Treasury and Managing Partner at Liberty Strategic Capital, received the Whitehead Award for Distinguished Public Service and Financial Leadership. Leo Melamed, Chairman Emeritus of CME Group and Chairman & CEO of Melamed & Associates, received the 2022 Financial Innovation Award. A third award, the MoAF Lifetime Achievement Award, honored the achievements of Thomas Peterffy, Chairman and Founder of Interactive Brokers Group. There was also a special presentation to Museum founder John Herzog.

Watch the video of the 2022 Gala here.

Financial Education for Adults


Retirement A to Z: Financial Education Series for Adults
Wednesday, March 9, 2022 12:00 PM to 1:30 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a FREE eight-part series on Retirement Planning. These programs are designed to introduce participants to the many possible sources of retirement income and resources to help them secure their finances for the future. The series is held every Wednesday at noon through March 9.

Register for each program separately here.

MoAF/Fordham Webinar Series


Daniel Peris on "Why Modern Portfolio Theory Fails Investors"
Tuesday, February 8, 2022 12:00 PM to 1:00 PM

We are in a time of enormous risk. Economic growth is anemic, and political risk to the capital markets is on the rise. In the US, a generation of white-collar baby boomers is heading into retirement with insufficient assets, and industrial workers are stuck with materially underfunded pension plans. Against that backdrop, the investing industry’s current set of practices and assumptions―modern portfolio theory (MPT)―is based on a half-century-old formula that is supposed to deliver the maximum amount of return for a given amount of risk. The trouble is that it doesn’t work very well.

In Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio, dividend-investing guru Daniel Peris proposes a radical new approach―radical in that it does away with MPT in favor of a more intuitive, common-sense approach practiced by business people in their own affairs every day: cash returns on cash investments. Peris will also discuss being a historian in a profession with a notably low historical sensibility. 

This program is FREE, but advance registration is required. Registered guests will receive the link prior to the program. Register today.

Virtual Panel Discussion


NFTs: Welcome to the Metaverse
Tuesday, February 15, 2022 5:00 PM to 6:15 PM

Join us as we bring together leaders in the NFT (non-fungible token) market to discuss the current explosion and future opportunities within this crypto segment. The panel discussion will be moderated by Michael Maloney, Adjunct Professor at Fordham Law and Founder of Royale, and will include an introduction by Ronny Yakov, Chairman & CEO, OLB Group. Panelists include Michael Amar, Co-founder, Paris Blockchain Week Summit & Paris NFT Day; Benjamin Cole, Loschert Chair in Entrepreneurship, Gabelli School of Business; Devika Kornbacher, Partner, Vinson & Elkins LLP; and James C. Row, Founder and Managing Partner, Entoro Capital, LLC.

This program is FREE, but advance registration is required. Registered guests will receive the link prior to the program. Register today.

MoAF/Fordham Webinar Series


Conversation with Catherine Winner, Global Head of Stewardship at Goldman Sachs Asset Management
Wednesday, February 16, 2022 6:00 PM to 7:00 PM

Join us for an evening discussion with Catherine Winner and Dianne McKeever on investment stewardship.

Catherine Winner leads the Global Stewardship Team for Goldman Sachs Asset Management. In this role, she manages the firm’s global proxy voting policy, which informs nearly 10,000 annual votes across 71 different markets. She also oversees approximately 400 annual company engagement meetings, covering such key topics as diversity and inclusion and disclosure of material ESG data. 

Dianne K. McKeever is Chief Investment Officer, Managing Member and Co-founder of Ides Capital Management LP, a New York-based activist investment adviser that engages with management teams and corporate boards to improve ESG policies and practices and to implement operational, capital and strategic improvements that drive long-term, sustainable value for the benefit of all stakeholders.

This program is FREE, but advance registration is required. Registered guests will receive the link prior to the program. Register today.

 
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