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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

Exclusive Access: Student Speed Networking with CFA Charterholders

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

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 [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student, Young Leaders

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

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Listed Options in Portfolio Construction

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

Overview An Asset Owner Series™ Event Asset owners and other investors are increasingly pursuing sophisticated risk-return strategies to address the long-term risks and opportunities in the public markets. Hear from industry professionals and asset owners as they take a deep dive into the strategies that are evolving and how they can be [...]

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AOS Original, Conference / Seminar, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

CFA Society New York Joint Happy Hour

Mr. Purple 180 Orchard St, 15 FL, New York, NY, United States

Overview Please join the members of CFA Society New York for our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As we look ahead to the coming months, this is the perfect opportunity [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Other Industry Events, Sustainable Investing, Young Leaders

CFA Society New York Book Club: Co-Intelligence: Living and Working with AI by Ethan Mollick

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

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, 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

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

Find out more »
Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Financial Reporting and Analysis Group Meeting

Virtual Only (Zoom)

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, 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
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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