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CFA Society New York Book Club:The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America―and How to Undo His Legacy by David Gelles

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

Women in Finance – Mentorship and Supporting Leadership

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

Registration is now closed for this event! Overview The Women in Finance event is a great opportunity for women in the industry to learn more about the importance of mentorship and how to build a mentor/mentee relationship to elevate you in your career. Agenda 5:30 PM | REGISTRATION 5:55 PM | INTRODUCTION [...]

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Career Development, Conference / Seminar, Global Passport, Networking Event, Virtual Events & Programming

How Asset Owners Can Address Stock Market Concentration with a Novel Approach to Minimum Variance

Virtual Only

Overview An Asset Owner Seriesâ„¢ Event The significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification, tighter industry, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a [...]

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

Buffett’s Early Investments

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

Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns is a book about how the world's greatest investor made his first millions.

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Conference / Seminar, Global Passport, Value Investing, Veterans, Virtual Events & Programming

8th Annual Data Science in Finance Conference

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

Gain an understanding of various big data techniques; Learn new algorithms for investment analysis; Review how data science is applied in various industries.

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Conference / Seminar, Data Science and Quantitative Investment Group, Global Passport, Quantitative Investing

New Year Market Outlook

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

Join the Institutional Asset Management Group for their New Year Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

11th Annual Sustainable Investing Symposium

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

Overview In-person registration will close on January 27 at 5:00 PM EST. We will not be allowing on-site registrations. The livestream option will still be available. As global events continue to highlight the escalation of environmental and social impacts arising from the climate crisis, the role of sustainable finance is increasingly important. [...]

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

CFA Society New York Book Club: Co-Intelligence: Living and Working with AI by Ethan Mollick

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.

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

Excellence Investment Summit

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

Overview In celebration of Black History Month, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers [...]

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

32nd Annual ‘What’s New in U.S. Financial Reporting?’

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

This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

CFA Society New York Book Club: The Lessons of History by Will and Ariel Durant

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.

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

5th Institutional Investment Consulting Roundtable

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

Overview The world of investment management consultants is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a [...]

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

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

35th Annual High Yield Bond Conference

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

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
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