Past Events › Global Passport

Share Event

9th Annual Veterans in Transition Symposium

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

Join our Veterans Roundtable Group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.

Find out more »
Conference / Seminar, Global Passport, Veterans, Virtual Events & Programming

10th Annual Sustainable Investing Conference

Virtual Only

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

Find out more »
Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Cannabis 101: Public to Private and Everything In Between

Virtual Only

2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy?

Find out more »
Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

34th Annual High Yield Bond Conference

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

The 34th Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.

Find out more »
Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

CFA Society New York Book Club:The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend by Rob Copeland

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

Initiating 2024 Direct Access with Exemplary Companies: Texas Instruments Incorporated

Virtual Only

This event offers a unique opportunity to engage directly with a senior representative from Texas Instruments Inc., a leading company in the semiconductor sector. Attendees will gain insights into the company, enhancing their due diligence skills and knowledge, especially about Texas Instruments' commitment to long-term capital investments and stakeholder respect, essential for both basic industrial applications and high-growth technologies.

Find out more »
Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

31st Annual ‘What’s New in U.S. Financial Reporting?’

Virtual Only

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.

Find out more »
Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

The State of WealthTech: How Generative AI is Changing the Game

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

Demographic shifts and client expectations have signaled a need for change in Wealth Management for years. The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale.

Find out more »
Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Networking Event, Seminar

CFA Society New York Book Club:Same as Ever: A Guide to What Never Changes by Morgan Housel

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

CFA Societies’ Networking Mixer: New York & Philadelphia

Brick House Tavern & Tap 3569 US Route 1, Princeton, NJ, United States

Overview Join us for an exclusive joint Happy Hour event hosted by the CFA Society New York (CFANY) and the CFA Society Philadelphia (CFAP). This gathering offers a unique opportunity for members of both societies to connect and network in a relaxed atmosphere. Please note that while there is no registration fee, attendance [...]

Find out more »
Global Passport, New Jersey Group, Other Industry Event, Other Industry Events