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Information on future livestream event access, society announcements, opportunities, events and more!

Upcoming Events

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September 2024

Calendar of Events

S Sun

M Mon

T Tue

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F Fri

S Sat

0 events, 1

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1 event, 3

5:30 PM - 6:30 PM

Financial Reporting and Analysis Group Meeting

Tuesday, September 3 | 5:30 PM - 6:30 PM EDT

Financial Reporting and Analysis Group Meeting

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

1 event, 4

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, September 4 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

0 events, 5

1 event, 6

12:00 PM - 1:30 PM

Sustainable Investing Group Meeting

Friday, September 6 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

0 events, 7

0 events, 8

0 events, 9

1 event, 10

6:00 PM - 7:30 PM

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Tuesday, September 10 | 6:00 PM - 7:30 PM EDT

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Overview With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, JP Chapa, Executive […]

1 event, 11

5:30 PM - 8:00 PM

Are Reports of Private Market’s Demise Too Early or Is this the Beginning of the End?

Wednesday, September 11 | 5:30 PM - 8:00 PM EDT

Are Reports of Private Market’s Demise Too Early or Is this the Beginning of the End?

Overview Private equity and private credit appear to be overbought. And there are risks in the current valuations and the lack of liquidity. Further, shortcomings with due diligence may lead to a lack of sophisticated managers and some unethical behaviors. Attend this event to hear how you can benefit from a better understanding of the […]

0 events, 12

0 events, 13

1 event, 14

8:00 AM - 10:00 AM

Running Club

Saturday, September 14 | 8:00 AM - 10:00 AM EDT

Running Club

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This monthly gathering takes place on the first Saturday of every month, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining […]

0 events, 15

0 events, 16

0 events, 17

3 events, 18

5:30 PM - 8:00 PM

Leadership in the New Normal

Wednesday, September 18 | 5:30 PM - 8:00 PM EDT

Leadership in the New Normal

Overview Learn from people who have met, researched and worked with the best leaders in the financial services sector. They will share best practices, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future. Agenda 5:30 PM | REGISTRATION […]

6:00 PM - 7:00 PM

CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long

Wednesday, September 18 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Wednesday, September 18 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

0 events, 19

0 events, 20

0 events, 21

0 events, 22

1 event, 23

8:00 AM - 4:00 PM

Fourth AOS Climate and ESG Asset Owner Summit

Monday, September 23 | 8:00 AM - 4:00 PM EDT

Fourth AOS Climate and ESG Asset Owner Summit

Overview An Asset Owner Series™ Event Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset owners by featuring […]

1 event, 24

1:30 PM - 5:30 PM

AOS: Africa Investment Forum

Tuesday, September 24 | 1:30 PM - 5:30 PM EDT

AOS: Africa Investment Forum

Overview An Asset Owner Series™ Event Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa. In-person registration will close on Friday, September 19! Agenda 1:30 PM | […]

2 events, 25

2024-09-25

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Wednesday, September 25 | 5:30 PM - Thursday, September 26 | 9:00 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

There are no prerequisites for this course, though some may find it helpful to have experience with Microsoft Excel and Power Query, as Power BI uses similar formulas and frameworks. Overview Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most […]

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Wednesday, September 25 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

1 event, 26

2024-09-25

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

0 events, 27

0 events, 28

0 events, 29

0 events, 30

0 events, 1

2 events, 2

6:00 PM - 7:30 PM

Performance & Risk Analytics Group Meeting

Wednesday, October 2 | 6:00 PM - 7:30 PM EDT

Performance & Risk Analytics Group Meeting

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, October 2 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

0 events, 3

1 event, 4

12:00 PM - 1:30 PM

Sustainable Investing Group Meeting

Friday, October 4 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

0 events, 5

There are no events on this day.

There are no events on this day.

Tuesday, September 3

Tuesday, September 3 | 5:30 PM - 6:30 PM EDT

Financial Reporting and Analysis Group Meeting

Wednesday, September 4

Wednesday, September 4 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

There are no events on this day.

Friday, September 6

Friday, September 6 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

There are no events on this day.

There are no events on this day.

There are no events on this day.

Tuesday, September 10

Tuesday, September 10 | 6:00 PM - 7:30 PM EDT

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Wednesday, September 11

Featured Wednesday, September 11 | 5:30 PM - 8:00 PM EDT

Are Reports of Private Market’s Demise Too Early or Is this the Beginning of the End?

There are no events on this day.

Saturday, September 14

Saturday, September 14 | 8:00 AM - 10:00 AM EDT

Running Club

Wednesday, September 18

Wednesday, September 18 | 5:30 PM - 8:00 PM EDT

Leadership in the New Normal

Wednesday, September 18 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long

Saturday, September 14

Saturday, September 14 | 8:00 AM - 10:00 AM EDT

Running Club

There are no events on this day.

There are no events on this day.

There are no events on this day.

Wednesday, September 18

Wednesday, September 18 | 5:30 PM - 8:00 PM EDT

Leadership in the New Normal

Wednesday, September 18 | 6:00 PM - 7:00 PM EDT

CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long

Wednesday, September 18 | 6:00 PM - 7:30 PM EDT

Investment Strategy Roundtable

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

Monday, September 23

Monday, September 23 | 8:00 AM - 4:00 PM EDT

Fourth AOS Climate and ESG Asset Owner Summit

Tuesday, September 24

Tuesday, September 24 | 1:30 PM - 5:30 PM EDT

AOS: Africa Investment Forum

Wednesday, September 25

Wednesday, September 25 | 5:30 PM - Thursday, September 26 | 9:00 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Wednesday, September 25 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Wednesday, September 25

Wednesday, September 25 | 5:30 PM - Thursday, September 26 | 9:00 PM EDT

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

There are no events on this day.

Wednesday, October 2

Wednesday, October 2 | 6:00 PM - 7:30 PM EDT

Performance & Risk Analytics Group Meeting

Wednesday, October 2 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

There are no events on this day.

Friday, October 4

Friday, October 4 | 12:00 PM - 1:30 PM EDT

Sustainable Investing Group Meeting

There are no events on this day.

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