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Midyear Market Outlook

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

Overview Join the Institutional Asset Management Group for their signature Midyear Market Outlook, where leading strategists and asset managers will provide timely insights on key market drivers, sector trends, and macroeconomic themes. This annual forum equips attendees with a forward-looking perspective to help inform portfolio positioning and strategic decision-making through year-end and beyond. [...]

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

Veterans Roundtable

Virtual Only

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Veterans, Virtual Events & Programming

Young Leader’s Group Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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Free for Members, Other Industry Event, Other Industry Events, Young Leaders

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

2nd Annual Outsourced CIO Event

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

Overview An Asset Owner Seriesâ„¢ 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

Young Leader’s Group Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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Free for Members, Other Industry Event, Other Industry Events, Young Leaders

2025 CFA Society New York Lunch & Learn Series

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

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This event will be open to non-members and students! Members are encouraged to bring a guest from outside the society. 

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

CFA Society New York Joint Happy Hour

Mr. Purple 180 Orchard St, 15 FL, New York, NY, United States

Overview Please join the members of CFA Society New York for our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As summer approaches and vacations are planned, it's the perfect time to catch [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Other Industry Events, Sustainable Investing, Young Leaders

Young Leader’s Group Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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Free for Members, Other Industry Event, Other Industry Events, Young Leaders

Wealth Management Group Meeting

Virtual Only

The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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