Conference / Seminar, Free for Members, Free Webinar, Virtual Events & Programming

CFA Society New York Open House: Evenings of Networking and Opportunity

April 20, 2021 |
6:00 PM - 7:20 PM

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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

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Cvent Transition Guide ⭢

Overview

Are you a CFA Society New York member who wants to get more involved, but you do not know how? Or someone interested in the joining the Society, but are not sure what the Society has to offer? If so, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups!

During these professional mixers, CFA Society New York will facilitate introductions between members of common interests and attendees will learn just how vital CFA Society New York’s Leadership Groups are to our community and discover ways in which your involvement can benefit both your professional career and the Society as a whole.

Attendees will have a chance to meet and interact with CFA Society New York members in an informal virtual setting while enjoying a guided discussion on several open topics. Explore our existing 18 member-driven interest groups and learn how to become involved in a variety of ways; take advantage of volunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership, without adopting the serious commitment of a leadership role.

This event will provide a space for members – and those interested in membership – to get to know each other and float new ideas for the benefit of the Society, including events, initiatives, and potential new interest groups. Many long-term, trusting, and profitable relationships are built within these groups. Members may join any number of groups; CFA Society New York membership is a requirement.

Leadership Groups Home

Registration Options

Single Day Pass

$FREE
Free and Available to Members AND Nonmembers

4-Day Bundle

$FREE
Free and Available to Members AND Nonmembers

Agenda

Schedule — Interest Group Attendance

Tuesday, April 20

  • Career Development
  • New Jersey
  • Performance Risk & Analytics
  • Young Leaders

Thursday, April 22

  • Business Management
  • Global Investing
  • Investment Strategy Roundtable
  • Quantitative Investing
  • Toastmasters

Tuesday, April 27

  • Fintech
  • Value Investing
  • Institutional Asset Management
  • Financial Reporting & Analysis

Wednesday, April 28

  • Alternative Investments
  • Sustainable Investing
  • Private Wealth Management
  • Veterans Roundtable

Additional Details

Learning Outcomes

  • Network with peers and discover shared interests
  • Understand the structure and function of Leadership Groups at CFA Society New York
  • Explore opportunities to join or create Leadership Groups
  • Discuss ways to maintain member camaraderie through events and initiatives

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.