Past Events › CE Credits

Share Event

2nd Annual Public Pension Funds Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

The 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.

Find out more »
Asset Owner Series, CE Credits

2018 Investment Professional Employment Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Will tackle various issues including job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes. Finally, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry, but also their expectations during the next six months.

Find out more »
Career Development, CE Credits, Investment Professional Employment Outlook Series

2nd Annual Endowment and Foundation Chief Investment Officer Roundtable

CFA Society New York 1540 Broadway, New York City, NY, United States

The 2nd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. According to the latest Nacubo-Commonfund study on endowments, the share of alternatives among endowments with over $1bn has doubled in the last decade. This shift has been marked by innovative portfolio themes in the space that include a focus on uncorrelated investments, tail risk hedges, investing in Venture capital etc. which will be discussed by the CIOs and senior investment managers of major Endowments & Foundations at this evening conference.

Find out more »
Asset Owner Series, CE Credits, Industry Conference

CFA Society New York Book Club®: “Why Nations Fail: The Origins of Power, Prosperity, and Poverty” by Daron Acemoglu and James A. Robinson

CFA Society New York 1540 Broadway, New York City, NY, United States

“Why Nations Fail: The Origins of Power, Prosperity, and Poverty” by Daron Acemoglu and James A. Robinson Register for Event Registration Deadline: Monday, December 11th at 3:00 pm This ambitious book explores why some nations succeed and other fail.  It uncovers how inclusive and strong institutions are critical to the economic [...]

Find out more »
CE Credits, Membership Committee
Free

Midyear Market Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.

Find out more »
CE Credits, Institutional Asset Management

Litigation Finance – An Alternatives Strategy Event

CFA Society New York 1540 Broadway, New York City, NY, United States

This event will explore the growing litigation finance market, and associated investment opportunities. Speakers will include practitioners, i.e. investment managers, who provide litigation funding, LP investors and attorneys. Discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics. What makes a good case, what makes a bad case, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust, fraud, contract disputes, IP theft cases and beyond, and provide insight on how are deals structured between key participants: law firms, plaintiffs, defendants and funders.

Find out more »
Alternative Investments, CE Credits