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New Year Market Outlook

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

Join the Institutional Asset Management Group for their New Year Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

11th Annual Sustainable Investing Symposium

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

Overview As global events continue to highlight the escalation of environmental and social impacts arising from the climate crisis, the role of sustainable finance is increasingly important. The need for sovereigns and corporates to advance from commitment towards implementation of their sustainability-related targets by mid-century requires navigating the rapidly evolving regulatory landscape, optimizing [...]

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

Securing the Financial Frontier – Cyber Security Trends and Strategies for 2025 and Beyond

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

Come and learn what critical issues threaten financial services firm and how to address them. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry. Attendees will discover the benefits and opportunities afforded to firms that make intelligent cyber security investments.

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Business Management, Conference / Seminar, Virtual Events & Programming

7th Annual Single Family Office Conference

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

Overview An Asset Owner Series™ Event The 7th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense [...]

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AOS Original, Conference / Seminar, Virtual Events & Programming

5th Institutional Investment Consulting Roundtable

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

Overview The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) 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 [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

6th Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 6th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

2nd Annual Outsourced CIO Event

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

Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]

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AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
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Phone: (212) 541-4530

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