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

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

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 [...]

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Conference / Seminar, Data Science and Quantitative Investment Group, Fintech Thought Leadership Group, Global Passport, Quantitative Investing, Virtual Events & Programming

Decoding the “Alphabet Soup” of Designations: A Guide to CFA, CAIA, FRM, CMT, & CFP

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

Overview This event is to give an overview of several key professional designations within financial services.  Namely, CFA, CAIA, FRM, CMT, & CFP. The structure of the event is to have a moderated panel where the panelists have at least one of the designations and can speak to two facets: 1) the utility [...]

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Career Development, Conference / Seminar, Global Passport, Other Industry Event, Student, Virtual Events & Programming

6th Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 6th 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.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

CFA Society New York Book Club: A Wealth of Well-Being: A Holistic Approach to Behavioral Finance by Meir Statman

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

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.

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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

35th Annual High Yield Bond Conference

Virtual Only

Overview Now in its 35th year, the Annual High Yield Conference is a premier gathering of professionals, investors, and academics focused on the high-yield bond market. This year’s event will feature keynote addresses and expert-led panels exploring the latest trends, investment opportunities, and pressing challenges shaping the high-yield landscape. Attendees will gain valuable [...]

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Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

12th Annual Ben Graham Conference

Fordham Law School Skadden Conference Center, 2 Fl (Constantino & Bateman Rooms) 150 West 62nd Street, New York, NY, United States

The 12th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

2nd Annual Outsourced CIO Event

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]

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AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

CFA Society New York Book Club: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

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

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.

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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Emerging Manager Summit

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

Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange [...]

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Business Management, Conference / Seminar, Global Passport, Virtual Events & Programming

CFA Society New York Book Club: Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together by Michael Morris

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

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.

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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming
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