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Strategic Management of Investment Organizations

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

How do CEOs and other senior leaders manage their firms, implement business strategy, and think through key strategic challenges? There are no perfect solutions, but there are some time-tested frameworks. CFA Institute and Harvard Business School Investment Management Workshop is designed to explore these issues with global peers, C-level guest speakers, and leading HBS professors. CFA Institute and HBS are pleased to present a panel moderated by George E. Austin, CFA that will bring together HBS Senior Associate Dean, Luis Viceira, and senior industry practitioners from State of Wisconsin Investments Board, Deutsche Asset Management, and Casey Family Programs. All panelists attended the 49th annual Investment Management Workshop in June 2017 and will share how the workshop helped them improve strategic decision making.

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Free for Members, Sponsored Event*

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India 2018 – Opportunity Calling

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

A candid no-holds barred discussion, with C-suite leaders from the investment management industry in India, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India, and what are the mitigating factors, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies?

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Sponsored Event*

How Institutional Investors Use and Think About Exchange-listed Options

Webinar

Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.

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Free Webinar, Other Industry Events, Sponsored Event*

Leadership Advancement Program: Are We Hard Wired for Change?

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

Kaplan Professional conjointly with the CFA Society New York Career Development Group presents a series of symposiums offering an introduction to ELEVEN—a Kaplan Professional leadership development program. In this introductory series, keynotes augmented by audience participation will be presented by ELEVEN program director (Milo-Arne Wilkinson) followed by full panel discussions and Q&A with industry leaders. The kickoff event on June 26, 2018 at CFA Society New York's office begins with the topic, “Are We Hard Wired for Change?” All topics will be presented in 45-minute workshops and include quick snapshots of the Eleven methodology. Each topic is highly interactive with a 60% / 40% split over theory and practical with a humorous, storytelling overlay to them all.

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Career Development, Sponsored Event*

American Gas Association Luncheon Presentation

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

American Gas Association Luncheon Presentation - An American Gas Association Sponsored Event - Wednesday, January 23 Register to Attend Speakers Dave McCurdy President & CEO, American Gas Association James P. Torgerson, Chief Executive Officer, AVANGRID Inc., and  2019 Chair, American Gas Association The American Gas Association, founded in 1918, represents more [...]

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Other Industry Events, Sponsored Event*

U.S. Equity Markets: Looking Back and Moving Forward

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

The U.S. equity markets are the most liquid and efficient in the world, and are continually evolving in response to forces of technology and competition. As technology and competitive practices evolve, so must the regulatory framework in which business is conducted. It is imperative that our regulations continue to drive efficiency, integrity, and resilience. Please join us to hear from top officials at the U.S. Department of the Treasury and the U.S. Securities and Exchange Commission as they discuss the regulatory agenda for equity market structure in 2019.

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Other Industry Events, Sponsored Event*, Value Investing

No Average Strategy: Increasing Returns While Managing Risk

Webinar

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.

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Sponsored Event*
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ETF Synapse Conference 2019

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

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education.

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Institutional Asset Management, Sponsored Event*

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24th Annual Insurance Conference

Virtual Only

The 24th Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.

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Sponsored, Sponsored Event*, Virtual Events & Programming

American Gas Association Presentation

Virtual Only

The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 75 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 71 million customers — receive their gas from AGA members. Today, natural gas meets more than 30 percent of the United States’ energy needs

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Sponsored, Sponsored Event*, Virtual Events & Programming

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2021 Annual Dinner

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019. Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

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Conference / Seminar, Sponsored, Sponsored Event*, Virtual Events & Programming

Featured Featured

2022 Annual Dinner

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

Mark your calendar and get ready to join us as we honor Andrew K. Golden, CFA of Princeton University Investment Company (“Princo”), and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019. Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

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Sponsored Event*

Featured Featured

2023 Annual Celebration

Ascent Lounge 10 Columbus Circle, 4th FL, New York City, United States

The Annual Celebration offers professionals in finance and investment management a valuable opportunity to network and gain industry knowledge, with this year's event being specially designed based on feedback. Join us at the Ascent Lounge to enjoy open networking with experts and influential speakers, celebrating 86 years of excellence and member value.

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Sponsored Event*

2024 Annual Celebration

Ascent Lounge 10 Columbus Circle, 4th FL, New York City, United States

The Annual Celebration offers professionals in finance and investment management a valuable opportunity to network and gain industry knowledge, with this year's event being specially designed based on feedback. Join us at the Ascent Lounge to enjoy open networking with experts and influential speakers, celebrating 86 years of excellence and member value.

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Conference / Seminar, Sponsored Event*
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