Share Event

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

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

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide ⭢

2021 Annual Dinner

2021 CFA Society New York Annual Dinner

Thursday, October 28

6:00 PM – 9:30 PM

At the Mandarin Oriental New York

Proof of Vaccination Required for All Attendees

Registration & Attendance

Thank You For The Amazing Response!

We are currently at capacity, but registration will be re-opened if additional tickets become available.

MEMBERS

$340
  • Limited Tickets Remain

    Act Now!

NONMEMBERS

$440
  • Nonmember Registration Closing Soon

    Reserve Your Seat Today!
Registration ClosedGet Your TicketGet Your Ticket
Become a Member and Save | Membership Options »
 Did You Know

Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019.

The Annual Dinner is an opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

Join us in celebration of 84 years of excellence and delivering member value.

Interested in sponsoring this event?

Contact our team for more information: sponsorship@cfany.org

Irving Kahn Lifetime Achievement Award

John Levin

Chief Executive Officer and Senior Portfolio Manager

Levin Capital Strategies, LP

Long term views of the markets

Pension asset allocation and manager selection

Overall impressions of the market

Keynote Speaker

Anastasia Titarchuk

Chief Investment Officer

New York State’s Common Retirement Fund

Registration Sold Out

Get Your Ticket Now

Thank you for your interest—due to capacity limitations, registration has been closed to the public. For all existing and sponsor registrants, please note that vaccination is required for all attendees.

Ticket availability limited—reserve your seat before it’s too late! Proof of vaccination is required for all attendees.

Save on Registration as a Member or Sponsor

Become a member or explore our sponsorship offers and opportunities by following one of the buttons below.

Did you know that CFA Society New York membership is available to ALL finance professionals? Learn more about our full range of membership options by following the button above.

| Opening Cocktails

Networking

Opening Cocktails

| Dinner Seating

Ceremony Commencement

Dinner Seating

| WELCOMING REMARKS

Introduction

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Chair – Board of Directors, CFA Society New York

Load more

| A VIEW FROM CFA INSTITUTE

Introduction

Margaret Franklin, CFA, President & Chief Executive Officer, CFA Institute

Load more

| IRVING KAHN LIFETIME ACHIEVEMENT AWARD

Award Ceremony

INTRODUCER

2018 Irving Kahn Lifetime Achievement Award Winner

Scott C. Evans, CFA, fmr. Deputy Comptroller for Asset Management & Chief Investment Officer, Office of the New York City Comptroller

HONOREE

John Levin, Chief Executive Officer & Senior Portfolio Manager, Levin Capital Strategies, LP

Award accepted on behalf of recipient by:

Robert Discolo, CFA, CAIA, Chief Executive Officer & Chief Investment Officer, River Partners Family Office

Load more

| KEYNOTE ADDRESS

Keynote

INTRODUCER

Andrew Auslander, CFA, FRM, Treasurer — Board of Directors, CFA Society New York

SPEAKER

Anastasia Titarchuk, Chief Investment Officer, New York State’s Common Retirement Fund

Load more

| CLOSING REMARKS, THANK YOUS AND WELL WISHES

Conclusion

Kelly Ye, CFA, Director of Research, IndexIQ; Member – Board of Directors, CFA Society New York

Load more

Annual Dinner Sponsors

Sponsor Event

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 seminars@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.