Foundation Tribute Dinner


October 24, 2018


New York, NY

Hosted by

SIFMA and SIFMA Foundation


SIFMA and the SIFMA Foundation invite you to join us on Wednesday, October 24 from 6-9 p.m. for the SIFMA Foundation’s 40th Anniversary as we celebrate our landmark success in advancing youth financial capability and honor this year’s Education and Industry Champions who help make this important work possible.


  • Carrie Schwab-Pomerantz
    Education Champion
    Carrie Schwab-Pomerantz
    Board Chair and President
    Charles Schwab Foundation
    Senior Vice President
    Charles Schwab & Co., Inc.
  • Jason Chandler
    Industry Champion
    Jason Chandler
    Group Managing Director,
    Co-head Investment Platforms & Solutions for Global Wealth Management


Cipriani Wall Street

55 Wall St
New York, NY 10005

Cipriani Wall Street® stands as a triumph of Greek revival architecture, as well as a grand and luxurious venue for events. This New York landmark served as the home of the New York Merchants Exchange, the New York Stock Exchange, the United States Customs House, and the headquarters of the National City Bank.

Picture of venue

Hotel Accommodations

New York Marriott Downtown
85 West Street
New York, NY 10006
Room Rate: $349

The room block cutoff date is October 3, 2018.

Book a Room


Learn about our ticket availability and sponsorship levels.

  • Legacy: $250,000
  • Title: $100,000
  • Chair: $60,000
  • Vice Chair: $45,000
  • Platinum: $30,000
  • Reception Sponsor: $20,000
  • Gold: $15,000
  • Individual: $1,500


For further information, please call us at 212.313.1307 or email us at [email protected].


Media Inquiries
Contact Lindsay Gilbride at 202.962.7390.

Media Registration
Contact Emily Reinus at 212.313.1339.

View SIFMA’s official press policy.


SIFMA Foundation Tribute Dinner Sponsors   
We Thank You for Your Generous Support!

Charles Schwab & Co., Inc.

BNY Mellon/Pershing

Broadridge Financial Solutions, Inc.
Fidelity Investments
Morgan Stanley

Cboe Global Markets
Natixis Investment Managers

Ameriprise Financial
AMG Funds/First Eagle Funds
Capital Group/American Funds
Chiron Investment Management, LLC
DWS Distributors, Inc.
Edwards Family Foundation
Edward Jones
First Tennessee Foundation
First Trust Portfolios L.P.
Hartford Funds/Wellington Management
Janus Henderson Investors
Legg Mason
Principal Global Investors LLC
Putnam Investments
RBC Wealth Management
Raymond James
State Street Global Advisors
Stifel Financial Corporation
Virtu Financial
Wells Fargo Advisors

T.D. Ameritrade
Tom Guba
Kohlberg Kravis Roberts
John Hancock Investments
D.A. Davidson
Jonathan and Lizzie Tisch Family Foundation
LPL Financial Holdings Inc.
Melanie Mortimer
Citadel Securities
Jane Street Capital LLC
William Blair
Cadaret, Grant & Co., Inc.
Operation HOPE
Wendy Umphrey
BB&T Securities
Evan LaHuta
Maxwell Bardeen
William Schifani

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.