Past Events › Diversity & Inclusion Forum

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Diversity & Inclusion in the Consultant Community

Virtual Only

For the second installment of CFA Society New York's new Diversity Speaker Series, we examine how the consultant community is effecting change across the investment industry.

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Diversity & Inclusion Forum, Virtual Events & Programming

Break Free From Imposter Syndrome: Embrace Your Competent, Capable Self

Virtual Only

Overview Join the Collaborative Women in Investment Management (WIM) Initiative and Michelle Galloway of Cooley LLP for a special interactive program to further the CFA Institute's WIM objectives, to support the advancement of women of all backgrounds, and to demonstrate the commitment of the finance community to true diversity and inclusion. Together, alongside [...]

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Diversity & Inclusion Forum, Other Industry Event, Other Industry Events, Virtual Events & Programming

A Data-Driven Lens on Diversity & Inclusion

Virtual Only

How can you best assess the role of Diversity & Inclusion research in financial services? While the broader diversity, equity, and inclusion (DEI) conversation is often clouded with subjectivity and bias, recent available data draws a clear connection between diverse, inclusive workplaces and improved business results across a range of settings.

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Diversity & Inclusion Forum, Virtual Events & Programming

Leveraging Sponsorship to Catapult Your Career: a Conversation with Cowen

Virtual Only

Tune in to this discussion, led by Cowen, to learn more about how you can leverage sponsorship to build new connections, achieve your career goals, and advance your career. This session will feature CFA charterholders at Cowen discussing the role sponsorship has played in their career paths, with special focus on sponsorship across differences, and how sponsorship can serve as an important inclusion strategy for leaders.

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

Better Investor Outcomes: How the SEC and CFA Institute’s New Diversity, Equity, and Inclusion (DEI) Codes Will Impact and Improve the Industry

Virtual Only

Tune in to this can’t-miss discussion centering on diversity, equity, and inclusion (DEI) in the investment industry—and stay abreast of the latest information regarding CFA Institute’s initiative, aimed at developing a voluntary code designed to guide DEI. As the Securities and Exchange Commission (SEC) increasingly looks to integrate DEI disclosure requirements into rule-making, CFA Institute has taken the lead in developing these guidelines.

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Conference / Seminar, Diversity & Inclusion Forum, Sustainable Investing, Virtual Events & Programming

Operational Due Diligence in 2021 and Beyond

Virtual Only

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.

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Alternative Investments, Business Management, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming

2022 Outlook for Female Leaders

Virtual Only

Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.

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Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming

2022 Outlook for Female Leaders

Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.

Find out more »
Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming

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

Honoring Black History Month: Empowering Change in Investment Management

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

Welcome to the CFA Society of New York’s Inaugural Honoring Black History Month Event.  We have assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start, grow, and manage a successful money management firm.

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Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming