Message to Members
THE TICKER
MUSEUM NEWS
Museum Welcomes New Trustees and Prepares to Honor Financial Luminaries at 2024 Gala
As 2024 begins , I am very happy to announce that we are preparing to host our annual Gala at a new venue in midtown Manhattan . On the evening of March 7 , we will celebrate the Museum ’ s recent accomplishments and honor four financial icons at the Ziegfeld Ballroom .
Message to Members
David J . Cowen | President and CEO
We have an exciting speaking line-up for the program , which will be emceed by CNBC Senior Markets Correspondent Bob Pisani and “ WealthTrack ” Executive Producer and Managing Editor Consuelo Mack . Richard Clarida — PIMCO ’ s global economic advisor and former vice chairman of the Board of Governors of the US Federal Reserve System — will receive the Whitehead Award for Distinguished Public Service and Financial Leadership . Dr . Clarida has demonstrated the highest order of achievement through impactful
government service and insightful economic leadership .
We will also honor Charles M . Royce — founder , chairman and portfolio manager of Royce Investment Partners — with our Financial Innovation Award . Mr . Royce is a pioneer in small-cap stocks and a leader in small-cap value investing . This award recognizes individuals who have transformed the financial services industry and demonstrated outstanding achievement in advancing entrepreneurship and free enterprise .
Our 2024 Lifetime Achievement Award will honor Howard Marks , co-chairman of Oaktree Capital Management . Mr . Marks is a pioneer and visionary leveraged finance investor whose writings are legendary and widely acclaimed by the investment world .
And we will pay tribute to Tina Byles Williams — the chief executive officer , chief investment officer and founder of Xponance — with a Special Recognition honor for her trailblazing work in bringing a focus on diversity to the investment management arena . She is also a driving force in providing financial education to inner city youth .
Proceeds from our 2024 Gala will help support all aspects of our mission to promote financial education by preserving , exhibiting and teaching about American finance and financial history .
I am also excited to announce that we welcomed three new trustees in the past year . Douglas Cifu , the CEO and co-founder of Virtu Financial , joined our Board in May . Kirk Haldeman , a managing director and the global head of Morgan Private Ventures at J . P . Morgan Chase & Co ., was elected to our Board in November , along with nationally acclaimed financial advisor and # 1 New York Times bestselling author Ric Edelman , who officially joined our Board in January .
I look forward to continuing to work with our Board to ensure the continued growth and success of the Museum . I also hope to see many of our friends and supporters on March 7 , as we celebrate the past year of achievements and look forward to reaching new audiences in the year ahead .
The Museum welcomed the following new trustees to its Board in the past year ( left to right ): Douglas Cifu , Ric Edelman and Kirk Haldeman .
4 FINANCIAL HISTORY | Winter 2024 | www . MoAF . org