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.
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 [...]
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!
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
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.
Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]
Overview The world of investment management consultants is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a [...]
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