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

Upcoming Events

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  • May 2025

Calendar of Events

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2 events, 29

12:00 PM - 1:00 PM

2025 CFA Society New York Lunch & Learns

Tuesday, April 29 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learns

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Speaker Steve Baker is located in Cincinnati, Ohio, and his area of focus is Private Equity. He has been instrumental in the development of FW Capital's private equity business since joining the firm in 2000. […]

5:30 PM - 8:00 PM

Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 

Tuesday, April 29 | 5:30 PM - 8:00 PM EDT

Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 

Overview Machine Learning and Artificial Intelligence are revolutionizing the financial services landscape. Join us as industry experts from diverse and leading financial institutions explore the cutting-edge applications of these transformative technologies. Gain insights into current AI and ML implementations, future potential, and the profound implications for the financial services sector. Agenda 5:00 PM | REGISTRATION 5:30 […]

0 events, 30

0 events, 1

0 events, 2

0 events, 3

1 event, 4

9:00 AM - 10:00 AM

Young Leader’s Group Running Club

Sunday, May 4 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group 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 gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity […]

0 events, 5

0 events, 6

1 event, 7

6:00 PM - 7:30 PM

Institutional Asset Management Group Meeting

Wednesday, May 7 | 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.

1 event, 8

6:00 PM - 8:00 PM

CFA Society New York Joint Happy Hour

Thursday, May 8 | 6:00 PM - 8:00 PM EDT

CFA Society New York Joint Happy Hour

Overview Please join the members of CFA Society New York for the second edition of our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As summer approaches and vacations are planned, it's the perfect time […]

0 events, 9

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1 event, 12

6:00 PM - 7:00 PM

Value Investing Group Meeting

Monday, May 12 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

3 events, 13

8:00 AM - 9:00 AM

CFA Society New York Coffee Chat Series

Tuesday, May 13 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your network. 

5:30 PM - 7:00 PM

Wealth Management Group Meeting

Tuesday, May 13 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

6:00 PM - 7:00 PM

Financial Reporting and Analysis Group Meeting

Tuesday, May 13 | 6:00 PM - 7:00 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

2 events, 14

6:00 PM - 7:30 PM

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, May 14 | 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!

6:00 PM - 7:30 PM

Veterans Roundtable

Wednesday, May 14 | 6:00 PM - 7:30 PM EDT

Veterans Roundtable

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

0 events, 15

1 event, 16

12:00 PM - 1:00 PM

Sustainable Investing Group Meeting

Friday, May 16 | 12:00 PM - 1:00 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, 17

1 event, 18

9:00 AM - 10:00 AM

Young Leader’s Group Running Club

Sunday, May 18 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group 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 gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome opportunity for […]

0 events, 19

0 events, 20

1 event, 21

6:00 PM - 7:30 PM

Investment Strategy Roundtable

Wednesday, May 21 | 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, 22

0 events, 23

0 events, 24

0 events, 25

0 events, 26

1 event, 27

12:00 PM - 1:00 PM

2025 CFA Society New York Lunch & Learns

Tuesday, May 27 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learns

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This event will be open to non-members and students! Members are encouraged to bring a guest from outside the society. 

0 events, 28

0 events, 29

0 events, 30

0 events, 31

  • There are no events on this day.
  • There are no events on this day.
Tuesday, April 29
Tuesday, April 29 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learns

Tuesday, April 29 | 5:30 PM - 8:00 PM EDT

Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 

  • 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.
Sunday, May 4
Sunday, May 4 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

  • There are no events on this day.
  • There are no events on this day.
Wednesday, May 7
Wednesday, May 7 | 6:00 PM - 7:30 PM EDT

Institutional Asset Management Group Meeting

Thursday, May 8
Thursday, May 8 | 6:00 PM - 8:00 PM EDT

CFA Society New York Joint Happy Hour

Monday, May 12
Monday, May 12 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

Tuesday, May 13
Tuesday, May 13 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

Tuesday, May 13 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

  • There are no events on this day.
  • There are no events on this day.
Monday, May 12
Monday, May 12 | 6:00 PM - 7:00 PM EDT

Value Investing Group Meeting

Tuesday, May 13
Tuesday, May 13 | 8:00 AM - 9:00 AM EDT

CFA Society New York Coffee Chat Series

Tuesday, May 13 | 5:30 PM - 7:00 PM EDT

Wealth Management Group Meeting

Tuesday, May 13 | 6:00 PM - 7:00 PM EDT

Financial Reporting and Analysis Group Meeting

Wednesday, May 14
Wednesday, May 14 | 6:00 PM - 7:30 PM EDT

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Wednesday, May 14 | 6:00 PM - 7:30 PM EDT

Veterans Roundtable

  • There are no events on this day.
Friday, May 16
Friday, May 16 | 12:00 PM - 1:00 PM EDT

Sustainable Investing Group Meeting

  • There are no events on this day.
Sunday, May 18
Sunday, May 18 | 9:00 AM - 10:00 AM EDT

Young Leader’s Group Running Club

  • There are no events on this day.
  • There are no events on this day.
Wednesday, May 21
Wednesday, May 21 | 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.
  • There are no events on this day.
Tuesday, May 27
Tuesday, May 27 | 12:00 PM - 1:00 PM EDT

2025 CFA Society New York Lunch & Learns

  • 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.
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