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Second Annual CFANY GIPS Forum

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

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.

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Conference, Performance & Risk Analytics, Programs for Members

Venture Capital Conference: Perspectives from VCs and Allocators

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

In this conference, we will bring together leading venture capitalists, investors in venture-backed companies and allocators who invest in venture capital funds to learn how they pick winners, add value and deliver returns.

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Alternative Investments, Conference

Third Annual Thinking Beyond the Transition for Veterans

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

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates. The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.

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Conference, Programs for Members, Veterans

Women in Alternatives

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

Join CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. The 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020, just over 20% of the alternative investment industry’s employees were female, with a slim 12% holding a senior-ranked position.

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Alternative Investments, Conference, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming, Young Leaders

SuperReturn Energy

The Westin New York Times Square NY, United States

SuperReturn Energy is the #1 meeting place to connect with senior private equity professionals specialized in energy. Join 100+ energy investors, including founders & CEOs, managing directors, heads of natural resources and energy investments.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

SuperReturn North America

The Westin New York Times Square NY, United States

SuperReturn North America, the flagship conference, is moving to New York this year and will bring together influential LPs and GPs to build strong relationships, make valuable new contacts and share the latest market intelligence.

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Conference, Conference / Seminar, Networking Event, Other Industry Event, Other Industry Events, Virtual Events & Programming

Searching for a Job, and Investment Opportunities, in Niche Sectors

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

This unique event will allow members to hear about trends from the top of the financial services job market. This information will be helpful to those considering a new position or hoping to properly prepare themselves for an eventual move. Then attendees will hear from some niche market asset managers. This subsector could provide job growth. Their thoughts are also interesting to asset owners whose due diligence may not normally extend to these types of managers.

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Career Development, Conference, Conference / Seminar, Seminar, Virtual Events & Programming, Young Leaders

International Women’s Day Event

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

In celebration of International Women's Day, Women Veterans on Wall Street, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker, U.S. Navy Captain (Ret.) Shanti Sethi, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council, White House. We looking forward to a night of networking and connecting with women, veterans and allies alike.

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Conference, Conference / Seminar, Veterans, Virtual Events & Programming

How Alternative Data Is Changing the Research Process

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

Alternative data is changing the research process, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient, more thoughtful, and dig deeper to understand the drivers of the businesses which they are researching.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

Beyond the ESG Label: Green, Social and Sustainability Linked Bonds

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

This event will feature panel covering the role these bonds play for issuers and investors and how the market is evolving, including with regards to measurement and reporting.

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

The ABCs of Networking

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

The event will be focused on panelists offering networking advice and tips, insight on how networking helped progress their careers, how to build and maintain professional relationships, and how to network within your firm and in social events.

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Career Development, Conference, Conference / Seminar, Global Passport, Toastmasters, Virtual Events & Programming
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1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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