Find Your CFANY Niche: Member + Group Meet & Greet
Date
Thursday, March 1 6:00 – 8:00 pm
Location
CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036
Fees
FREE Members Only
Why Join a Group?
Joining an interest group connects you to a community of professionals in your field who share their time, talent, and knowledge. Volunteering on a group heightens your visibility as a vital participant in your profession and contributes to your professional development. Other benefits include :
- Sharing information and ideas with a network of your peers.
- Developing professional relationships and strengthening ties in the investment community.
- Enhancing your leadership skills and expanding your network through contacts with speakers and other leading professionals.
- Building expertise within your field.
What Does Group Membership Involve?
Each group may have a different focus. Agendas include :
- Building relationship with related organizations on Wall Street.
- Interacting with CFA Institute to help shape Capital Market Policy.
- Providing leadership in the industry.
- Provide support to groups such as veterans.
- Planning conferences by curating event themes and inviting industry leading speakers.
- Publishing research.
- Supporting CFANY via volunteering to guide membership and policy decisions.
Event Overview
Lend your voice and interact with any of CFA Society New York’s 19 Volunteer Groups
Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.
Attendees will meet fellow CFA Society New York members in an informal setting where they will discuss:
- Finding and joining specific group(s) of your interest—see list below!
- Volunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.
- Bounce new ideas off of one another, including events, initiatives and even potential new Volunteer Groups.
More Information
CFA Society New York’s Thought Leadership Volunteer Groups are communities of like-minded individuals who share professional interests, build networks, and exchange actionable ideas. Many long term, trusting, and profitable relationships are built within these groups. Members may join any number of groups. What Does Volunteer Group Membership Involve? While each Group’s respective focus may vary, agendas include:
- Building relationships with related organizations on Wall Street.
- Interacting with CFA Institute to help shape Capital Market Policy.
- Providing leadership in the industry.
- Providing support to targeted groups, such as military veterans.
- Planning conferences, curating event themes and inviting industry-leading speakers.
- Publishing research.
- Supporting CFA Society New York via invaluable volunteer-work while guiding both membership and policy decisions.
Volunteer Leadership Groups
Why Join | Membership Benefits
We Raise the Standards of the Investment Industry
CFA Society New York leads and strengthens the investment industry to raise professional performance and set standards. One thought leader at a time.
Unparalleled Access to a Network of Industry Leaders
Our members are Chief Investment Officers, portfolio managers, and leading analysts on both the buy-side and the sell-side of the industry, and over 95% of members are CFA charterholders. They are leading the industry both here and abroad. With over 10,000 members, CFA Society New York is the largest CFA society in the world.
CFA Society New York Leadership Groups
CFA Society New York’s active community of members has something to offer everyone. Find your niche—join any number of CFA Society New York’s peer-to-peer Roundtables, Research Groups, Committee and Thought Leadership Groups. They meet regularly to discuss the latest industry developments and help shape the conversation in the investment industry.
Exclusive Events
CFA Society New York members receive early invitations to an extensive list of premier events*. CFA Society New York appreciates the power and significance of connecting with colleagues and forging mutually-beneficial, enduring relationships, so each event provides networking opportunities following panel discussions. Can’t attend an event? Members may LiveStream many CFA Society New York events from their home or office absolutely free. And, all members gain free access to our fully-recorded video content following each event**. Members receive substantial discounts on all paid events and educational opportunities.
JOIN OUR COMMUNITY OF THINKERS, DRIVERS, AND DOERS.
*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. **Exceptions include events where Chatham House Rule applies, or when other relevant restrictions are in place.Time | Date | Fees
Date
Tuesday, March 1, 2018 6:00 pm – 8:00 pm
Location
CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036
Fees
FREE Members Only
Event Overview
Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.
Attendees will meet fellow CFA Society New York members in an informal setting where they will discuss:
- Finding and joining specific group(s) of your interest—see list below!
- Volunteer opportunities that offer the experience and gratification of working alongside CFA Society New York leadership to better the society without the serious commitment.
- Bounce new ideas off of one another, including events, initiatives and even potential new Volunteer Groups.
Alternative Investments
Asset Owner Series™
Business Management
Career Development
Fintech
- Develop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.
- Collaborate with other CFANY thought leaderships groups, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.
- Facilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.
Financial Reporting and Analysis
Global Investing Group
Institutional Asset Management
Private Wealth Management
The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
Regulation & Market Integrity
- Regulatory Developments – Review and analyze regulatory changes that affect portfolio management and financial analysis in a practical way so you can benefit and profit.
- Events – Host seminars, workshops and social events to boost information sharing and networking among Committee members and speakers.
- Communication – Advocate on your behalf among the CFA Institute, CFANY and external governing bodies such as the SEC on issues that are important to you.
- Socialize – Make valuable contacts, meet colleagues and friends and have fun!
Sustainable Investing Group
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!
What’s in it for you?
On Wall Street, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across, you need to express yourself clearly and think on your feet. Being persuasive and self-assured in meetings with colleagues and clients will improve your business results.
How does it work?
Don’t worry: Everyone in CFANY Toastmasters started out sweating, mumbling, or with a death grip on the podium. Our program is friendly not faultfinding, and lets you improve at your pace. The secret is practice first, effectiveness later. You will never learn to become a good public speaker from reading “how to” books. But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback.
Visit our club today!
You won”t regret it. Toastmasters International currently has more than 200,000 members in 80 countries. Our CFANY club has maintained Distinguished Club status or better for several years straight, which means our members really care about becoming polished speakers and leaders. Check out a CFANY Toastmasters meeting to see how we can refine your stage presence!
University Outreach
Value Investing Group
Young Leaders Group
Veterans Roundtable
Investment Strategy Roundtable
Performance & Risk Analytics
Membership Committee
CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.