A Leading Forum for Investment Community
CFA Society New York was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals, CFA Society New York remains steady as a leading forum for the investment community since 1937.
History
CFA Society New York Founding Member
Benjamin Graham
CFA Society New York has been a leading forum for the investment community since 1937. That year, a small group of security analysts decided to turn their casual lunch gatherings into a series of regular meetings. They held an organizational luncheon in a private dining room of the New York Chamber of Commerce. It was there that CFA Society New York was conceived, with a membership of approximately 20 analysts, including Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. In September of that year, the Society held its first formal program, at which Lawrence Klybert of Alexander Eisemann & Co. spoke on “Options – Their Effect on the Market Price of Stocks.” By 1939, the Society had grown to 82 members. Today, with over 10,000 members, CFA Society New York is the largest of the 142+ societies that comprise CFA Institute worldwide.
Mission, Vision and Values
Mission
To support the professional growth of our members by serving as a premier forum for education, the exchange of ideas, the development of relationships, and the promotion of ethics and standards within the investment management and financial services communities.
Vision
For investment and finance professionals to achieve excellence in practice through the standards and ideals represented in the CFA Charter, and to have this excellence elevate trust in the professional community they represent.
Values
| Integrity | We draw on the opportunities inherent in the New York market to identify and promote the exchange of innovative ideas and leading practices. |
| Leadership | We draw on the opportunities inherent in the New York market to identify and promote the exchange of innovative ideas and leading practices. |
| Inclusion | We embrace diversity of background, identity, thinking and professional focus as strengths, and we foster equitable opportunities for members to grow professionally through Society programs. |
| Partnership | We amplify the value of our work by collaborating with CFA Institute, fellow CFA Societies, leading industry firms, educational institutions and other organizations relevant to our Mission. |
| Service | We are at our best when members and staff contribute their time and expertise in support of our mission and our community. |
Strategic Pillars
At the heart of CFA Society New York’s strategic plan is a focus on value for our membership community and for the broader investment management and finance communities. We are committed to continually learning from and responding to the evolving needs of those communities.
01 Excellence in Governance and Operations
Delivering value to our members and to the investment management and finance communities requires greater collaboration, communication and transparency across CFANY’s Board of Directors, volunteer leaders and the Society’s staff team. We are committed to putting the right structures, processes and expectations in place to enable us to work effectively in support of our mission and members.
02 Industry Leading Content
Relevant, high-quality content is the cornerstone of CFANY’s value. We must stay in step with the changing business landscape and technology innovations which
impact our members. Our focus is for CFANY events and programming to remain critical platforms for thought-leadership, the exchange of ideas, and the development of meaningful professional connections and relationships.
03 Member Value Across Career Stages
Our members are at the heart of CFANY’s reason for being, and an active, successful member base allows us to create broader industry value. We remain committed to connecting CFANY members at all stages of their careers with programs focused on their professional growth. We want the connections members make through educational programming, mentoring and peer-to-peer engagement to enhance the value they feel as part of our Society.
04 Leadership with Relevant Institutions
CFANY’s leadership role within the New York market is enhanced by partnerships within a global ecosystem of relevant institutions. We strengthen that ecosystem and the value it provides to our members by proactively engaging CFA Institute and fellow CFA Societies; industry firms and educational institutions; and other partner organizations.
