Past Events › Institutional Asset Management

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The State of Retirement

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

Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.

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Institutional Asset Management, Private Wealth Management

Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective

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

In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market? Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.

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Global Investing Group, Institutional Asset Management

Midyear Market Outlook Roundtable

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

This event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFANY member to evaluate. This event is a chance to hear buyside strategists, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work.

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Institutional Asset Management

Midyear Market Outlook

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

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.

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CE Credits, Institutional Asset Management

5th Annual Sustainable Investing Conference

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

This year’s Sustainable Investing Thought Leadership annual event will focus on the theme of long-termism. The full day event will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance, 3-4 panels discussions addressing the theme of long-termism through the prism of climate change and resilience, diversity, corporate stewardship, and ESG integration, and presentation of relevant research papers.

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Institutional Asset Management, Sustainable Investing, Value Investing

New Year Market Outlook

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

New Year Market Outlook Wednesday, January 9 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $30 Nonmembers: $70 Register to Attend LIVESTREAM FREE | Members Only Register for Livestream [...]

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Institutional Asset Management, Networking Event

Private Credit Outlook

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

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

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Alternative Investments, Institutional Asset Management

Active Quant vs Smart Beta Quant – How different are they?

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

In recent years a variety of firms have started marketing 100% systematic versions of quant strategies which the industry has termed “smart beta”. How different are these funds from one another and what are the relative benefits/drawbacks of each?  Hear from leading portfolio managers from both sides of the fence to explore this area. 

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Institutional Asset Management

Midyear Market Outlook

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

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.

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Institutional Asset Management

Ultra-Long Treasury Issuance

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

CFA Society New York is hosting a discussion on the market’s potential interest in an extension of the Treasury bond market beyond the current maximum 30-year maturity, possibly to 50 or even 100 years.

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Financial Reporting and Analysis, Institutional Asset Management

Big Data: Active Equity Managers’ Uses and Misuses

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

Big data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.

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Institutional Asset Management, Quantitative Investing