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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.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Networking Event, Seminar
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Jamaican Investment Forum

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

The CFA Society of New York: Jamaican Investment Forum will feature seasoned investment professionals providing an insider’s view of one of the Caribbean’s most dynamic economy.

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Business Management, Conference, Conference / Seminar, Global Passport, Toastmasters

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Global Investment Performance Standards

Virtual Only

We will discuss the key challenges firms are dealing with when moving to the latest GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.

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Conference, Conference / Seminar, Global Passport, Performance & Risk Analytics, Sustainable Investing, Virtual Events & Programming

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What’s Next for Greenhouse Gas Emissions Reporting Standards, Climate Risk Management, and Regulation

Virtual Only

Overview As new regulations and frameworks evolve to make climate data investor grade data and on par with financial data, join us to discuss the latest regulations and climate disclosure standards and risk management techniques investors need to know. Our panelists will discuss trends and commonalities in various regulatory regimes, how issuers are preparing for these changes, and what data will need to [...]

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Conference, Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

11th Annual Ben Graham Conference

Fordham Law School Skadden Conference Center, 2 Fl (Constantino & Bateman Rooms) 150 West 62nd Street, New York, NY, United States

The 11th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

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

Overview With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, [...]

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

Data and Infrastructure: Decision Making with an Imperfect Dataset

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

Overview If you have wondered how to make better decisions with the data you have, sign up for this event to hear from experts who can say what's in, and what's out, of bounds. Attendees will learn about data issues through the infrastructure spectrum and how to handle them.  Agenda [...]

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Conference, Conference / Seminar, Data Science and Quantitative Investment Group, Fintech Thought Leadership Group, Global Passport, Quantitative Investing, Virtual Events & Programming

2024 Fall Employment Outlook

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

Overview The Fall Employment Outlook is a must-attend event for CFA Society New York members and non-members poised for career transitions. Whether you're actively seeking a new role or laying the groundwork for future opportunities, this event provides essential knowledge and perspectives. Dive into the latest industry trends and gain a competitive edge [...]

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Career Development, Conference, Conference / Seminar, Global Passport, Student, Virtual Events & Programming

Student and Young Leaders Group Mixer

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

Overview Join us for our upcoming mixer event, a fantastic opportunity for students to learn more about CFA Society New York and connect with like-minded individuals and members of the Young Leaders Group. As part of CFA Society New York, this dynamic member group fosters a supportive community for students and early [...]

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

The CFA Charter Journey: How Students Can Gain A Competitive Edge

Virtual Only

Overview This engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program, strategies for exam preparation, and tips on developing essential soft skills that contribute to long-term professional [...]

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

Featured Featured

Private Credit and the Credit Markets Transformation

CITCO 350 Park Avenue, 30th Fl, New York, NY, United States

This event is now closed for registration. On site registration will not be permitted. Overview The last decade has seen radical shifts in the structure of credit markets.  The once-dominant role of banks has greatly diminished, replaced by a mix of private credit, BDCs, finance companies, and other lenders.  [...]

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Alternative Investments, Conference, Conference / Seminar, Free for Members

Exclusive Access: Student Speed Networking with CFA Charterholders

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

This event is free to all students but student members will have priority.  A limited number of spots are available. RSVP to secure your spot.   Overview Gain invaluable insights from CFA Charterholders with ties to Baruch, NYU, Columbia, Rutgers and other local colleges! Join our exclusive speed networking event and connect [...]

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

2025 CFA Institute Research Challenge, New York Regional Finals

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

Overview Join us for the Local Final of the 2025 CFA Institute Research Challenge, hosted by CFA Society New York. This highly anticipated event marks the culmination of months of rigorous research, analysis, and teamwork as the top teams compete for a coveted spot in the next stage of this prestigious global [...]

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

The CFA Charter Journey: How Students Can Gain A Competitive Edge

Virtual Only

Overview This engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program, strategies for exam preparation, and tips on developing essential soft skills that contribute to long-term professional [...]

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

32nd Annual ‘What’s New in U.S. Financial Reporting?’

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

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.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, 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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