CFANY New Jersey Networking Happy Hour
Liberty Prime Steakhouse 111 Montgomery St, Jersey City, NJ, United StatesMix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.
New Jersey Group
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Trading Psychology: Using Self-Awareness to Improve Your Investment Process
CFA Society New York 1540 Broadway, New York City, NY, United StatesIf there is one fatal flaw that every investor needs to overcome, it's a poor mindset. No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. So how can traders and investors limit their mistakes -- and perhaps take advantage of the psychological errors of others?
Alternative Investments
Featured
2nd Annual Climate and ESG Asset Owner Summit
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally. Asset owners around the world were early adopters of sustainable...
Asset Owner Series
Women & Wealth Discussion with Sallie Krawcheck
CFA Society New York 1540 Broadway, New York City, NY, United StatesCFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!
Private Wealth Management
Emerging Market Alternative Investments Conference
Emerging Market Alternative Investments Conference Thursday December 18, 2017 6:30: OPENING REMARKS Patrick Holert, CFA, CAIA, Chairman, NYSSA Global Investing Committee Chris Cutler, CFA, , Chairman, NYSSA Alternative Investments Committee David Tamburelli, Global Head of Emerging Market Product, Bloomberg LP 6:35: Introduction to Societies Karen Sterling, Executive Director, New York Society of Security Analysts Bill Kelly, CEO, CAIA [...]
Global Investing Group
Young Leaders Group 2019 Fall Social
Blue Haven East 493 3rd Avenue, New York, NY, United StatesPlease join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!
Young Leaders
Big Data: Active Equity Managers’ Uses and Misuses
CFA Society New York 1540 Broadway, New York City, NY, United StatesBig data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.
Institutional Asset Management, Quantitative Investing
Featured
4th Annual Multi Family Office Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed
Asset Owner Series
Private Wealth Managers, Succession Plans: Handing Off the Baton
CFA Society New York 1540 Broadway, New York City, NY, United StatesAge demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects.
Private Wealth Management
Value Investing Workshop: The Art of Short Selling
CFA Society New York 1540 Broadway, New York City, NY, United StatesPlease join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.
Alternative Investments, Value Investing
Alternative Investments for Private Wealth Advisors
CFA Society New York 1540 Broadway, New York City, NY, United StatesAs often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.
Alternative Investments, Private Wealth Management
Featured
CFANY Annual Dinner 2019
Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United StatesCFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
Asset Owner Series
1st CFANY Fiduciary Trustee Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesWe will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels.
Putting Beneficiaries First
What Investors Need to Know About Audits
CFA Society New York 1540 Broadway, New York City, NY, United StatesInvestors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.
Financial Reporting and Analysis
5th Annual Thinking Beyond the Transition for Veterans
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
Veterans
