Events for Wednesday, June 11 - Sunday, June 15

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Current Trends in Compensation and Talent Management for the Asset Management Industry

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

This event will explore the issues of compensation and talent management from both the firm perspective as well as the employee’s perspective. Managers need to understand how to recruit and retain the best talent and Individual Employees need to know how to ask for the compensation they need. The discussion will be led by subject matter experts in HR, Employment Law, Accounting, Recruiting and Executive Coaching.

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Business Management

American Gas Association Luncheon Presentation

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

This AGA luncheon and presentation will focus on the outlook for natural gas demand and supply, as well as regulatory and legislative changes. The presentation will emphasize the potential impact of climate and energy legislation and will address various issues regarding investment in various sectors.

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Other Industry Events

2018 Annual Meeting

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

The annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee.

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Free for Members

2018 Kickoff

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

Evening will consist of: (1) Recap of 2018 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2018 Kick Off Party.

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Free for Members

Harvesting Risk Premia in Alternative Asset Classes and Investment Strategies

Yale School of Management 165 Whitney Ave, New Haven, CT, United States

Join Yale School of Management and EDHEC-Risk Institute for a three-day executive education seminar Harvesting Risk Premia in Alternative Asset Classes and Investment Strategies. Participants of this seminar leave with the ability to leverage alternative investments as a method for increasing performance, while decreasing the risk of their portfolio. This seminar will be held on February 5-7, 2018 at the Yale School of Management. CFA Society New York Members receive a 20% discount.

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Other Industry Events
Featured Featured

1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First

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

This event will feature thought leaders that represent non-partisan and apolitical organizations such as large buy-side fund managers like OppenheimerFunds, in addition to nonprofit organizations such as the Committee for a Responsible Federal Budget and the World Economic Forum, for a data driven discussion focused on quantifying the credit and market risks associated with the US government’s unfunded entitlement liabilities and national debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative.

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CE Credits, Putting Beneficiaries First

What’s New in Financial Reporting in 2017

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

This program will give you a concise update on key new developments in Financial Reporting for financial statements published in 2018. Topics covered will include changes in revenue recognition, derivatives reporting, developments in lease reporting and CECL . The program will include speakers that capture perspectives from standard setters, investment research and preparers of financial statements. This program is designed as a boot camp to get financial statement users up to speed on the impact of the new standards on financial statements published in early 2018.

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Financial Reporting and Analysis

Moody’s Investors Service Chief Investment Officer Credit Outlook

Moody's Investors Service 7 World Trade Center, 250 Greenwich St, New York, NY, United States

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit, hosted in partnership with CFA Society New York, will feature four chief Investment officer panelists from leading asset management and insurance companies across two panels. The first panel will be moderated by Mike Rowan, CFA, Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service, and will focus on “Big Picture” themes that will shape global credit markets in 2018 and beyond. The second panel will be moderated by Marc R. Pinto, CFA, Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service, and will focus on the panelists outlook for defaults, credit spreads and sector underperformance / overperformance. The event will be hosted at Moody’s 7 World Trade Center conference space and refreshments will be served once the second panel concludes.

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Free for Members

3rd Annual Insurance Company Chief Investment Officers Roundtable

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

At CFANY's Third Annual Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they're uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.

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Asset Owner Series

Find Your CFANY Niche: Volunteer Leadership Group Meet & Greet

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

Join us for this complimentary member event, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital Volunteer Groups are to the CFANY community, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career, and the Society as a whole.

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Membership Committee

Strategic Management of Investment Organizations

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

How do CEOs and other senior leaders manage their firms, implement business strategy, and think through key strategic challenges? There are no perfect solutions, but there are some time-tested frameworks. CFA Institute and Harvard Business School Investment Management Workshop is designed to explore these issues with global peers, C-level guest speakers, and leading HBS professors. CFA Institute and HBS are pleased to present a panel moderated by George E. Austin, CFA that will bring together HBS Senior Associate Dean, Luis Viceira, and senior industry practitioners from State of Wisconsin Investments Board, Deutsche Asset Management, and Casey Family Programs. All panelists attended the 49th annual Investment Management Workshop in June 2017 and will share how the workshop helped them improve strategic decision making.

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Free for Members, Sponsored Event*
Featured Featured

China’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom, by Winston Ma

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

Explore the world-changing digital transformation in China—China's Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom is a cutting-edge text that spotlights the digital transformation in China. Organised into three major areas of the digital economy within China, this ground-breaking book explores the surge in e-commerce of consumer goods, the way in which multi-screen and mobile Internet use has increased in popularity, and the cultural emphasis on the mobile Internet as a source of lifestyle- and entertainment-based content. Targeted at the global business community, this lucid and engaging text guides business leaders, investors, investment banking professionals, corporate advisors, and consultants in grasping the challenges and opportunities created by China's emerging mobile economy, and its debut onto the global stage.

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Book Club & Author Series

ASFIP Asset Owner Series

Invesco - Two Peachtree Pointe 1555 Peachtree Street, Suite 1800, Atlanta, GA, United States

oin ASFIP for a roundtable event that is designed to be of interest to all investment professionals, especially those in the Institutional Investment community. We will have panelists representing institutional Asset Owners (Pension Funds, Endowments, Insurance) and Institutional Consultants discussing relevant topics impacting their individual Funds, their Clients and the industry. Some of the topics will include: Current trends in Asset Allocation and Risk Management. Investment Policy development/ implementation/ modification. Active Management - current trends with managers, is “Active” still relevant? ESG investing initiatives. Use of Alternative Investments, are you increasing or decreasing allocations? What Alternative areas look attractive? Liability Driven Investing - have you implemented? Factor-Based (or "Smart Beta") Investing - Does it have a place in your Fund (now or in the future)? The impact of Fed "Quantitative Easing" on your Fund. This is a sample of the topics up for discussion and debate from our panelists, and you are invited to bring questions to our panelists that relate to your practice area. We look forward to a lively discussion from our panelists on topics relevant to the Investment community.

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Asset Owner Series

2nd Annual Institutional Investment Consulting Roundtable

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

The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market.

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Asset Owner Series, Industry Conference

Fordham University 2018 Fintech Conference

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

Fintech is disrupting and transforming the financial services industry at a rapid pace. Blockchain, cryptocurrencies, machine learning, and artificial intelligence will not only have far-reaching implications for traditional financial activities such as trading of financial securities and portfolio management, but also hold the promise of transforming social finance as well as eradicating poverty. What skill sets are needed to succeed in this rapidly evolving industry? This one-day conference will explore this and other relevant questions. Join us as renowned academics, practitioners, and policymakers present their analyses and perspectives.

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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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