Past Events

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Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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

6th Annual Data Science in Finance Conference: Theory to Application

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

Explore new frontiers in investment data science at the 6th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). The conference will include topics from extracting meaning from financial text to artificial intelligence in robo-advising.

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Fintech Thought Leadership Group, Other Industry Events, Quantitative Investing

New Year Market Outlook

CFA Society New York 1540 Broadway, New York, NY

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.

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

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions

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

The losses suffered in equities and fixed income this year and the rise in interest rates is likely to affect pension funding and costs.  Our program will provide an overview of changes in investment returns and costs that have occurred this year and assess how they will influence changes that companies are likely to make to their key pension assumptions, which in turn will impact future pension and benefits costs.

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Financial Reporting and Analysis, Global Passport

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 Meetings, Virtual Events & Programming

Digital Finance: The Impact of Technology on All Aspects of Asset Management

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

Please join us for a moderated discussion about Digital Transformation, which has the potential to impact the end-to-end functions of investment management firms. We will discuss topics including but not limited to client distribution, investment strategy, and infrastructure & operations.

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Business Management, Conference / Seminar, Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

Financial Report and Analysis Group Planning Meeting

Virtual Only (Zoom)

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. Its primary mission is to keep CFANY members informed about these issues.

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

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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

9th Annual Sustainable Investing Conference – “ESG Now & Beyond”

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

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

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

Private Wealth Management Group Meeting

Virtual Only

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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

Financial Issues Forum: The Enduring Value of Roger Murray

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY

Join us for a special event featuring Paul Johnson and Paul Sonkin on their new book, The Enduring Value of Roger Murray, published by Columbia Business School Press.

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Other Industry Event, Other Industry Events, Value Investing, 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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Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only (Zoom)

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