Events for Thursday, January 9 - Thursday, May 8 › CFA Society NY Event

Share Event

  1. Events
  2. CFA Society NY Event

Events Search and Views Navigation

Event Views Navigation

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Today

Featured Featured

Global Policymakers Series (GPS) Fourth Quarter Summit 2020

Virtual Only

Global Policymakers Series (GPS) is a collection of exclusive events that convene current and former policymakers, in addition to senior think tank representatives with valuable policy insights, for technical discussions concerning the impact of regulatory, multilateral, fiscal and monetary policies on financial markets and the global economy.

Find out more »
Asset Owner Series, Conference / Seminar, Global Policymakers Series, Virtual Events & Programming

State of the Industry: CEO Panel

Virtual Only

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

Find out more »
Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

Emerging Managers Summit

Virtual Only

This event is for professionals thinking about launching, ready to launch or recently launched a mone ymanagement firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations.

Find out more »
Alternative Investments, Business Management, Virtual Events & Programming

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Veterans
Featured Featured

How Endowments Will Be Impacted by U.S. Higher-Ed Pressures

Virtual Only

Ken Redd, Director, Research and Policy Analysis, NACUBO and Kristin Agatone, Chief Investment Officer, Lehigh University Investment Office will discuss the issues facing higher education entities and how they will impact their endowments.

Find out more »
AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

Veterans Roundtable Group Meeting

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Veterans, Virtual Events & Programming
Featured Featured

Data Science in Finance: Learning from Machine Learning

Virtual Only

We are thrilled to bring you the fourth installation of our popular annual Data Science conference, this time in an all-virtual format. The theme this year -- Learning from Machine Learning – dives into new ML techniques and applications to different areas of investing. We will also explore the issue of ML interpretability.

Find out more »
Conference / Seminar, Fintech Thought Leadership Group, Quantitative 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.

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

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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

Private Wealth Management Group Meeting

Virtual Only

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, 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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Introduction to Equity Research Modeling & Analysis – Wall Street Prep

Virtual Only

Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.

Find out more »
Other Industry Event, Other Industry Events, Virtual Events & Programming

The Book of Alternative Data

Virtual Only

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming

Investment Strategy Roundtable Group Meeting

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
General Information
Events
Learn
Media
Contact Information

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

Subscribe to Our Newsletter

© 2025 CFA Society New York. All Rights Reserved. Privacy Policy | Terms and Conditions