The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Overview The world of investment management consultants 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 manager selection processes. To gain a [...]
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.
Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Speaker Steve Baker is located in Cincinnati, Ohio, and his area of focus is Private Equity. He has been instrumental in the development of FW Capital's private equity business [...]
Overview Machine Learning and Artificial Intelligence are revolutionizing the financial services landscape. Join us as industry experts from diverse and leading financial institutions explore the cutting-edge applications of these transformative technologies. Gain insights into current AI and ML implementations, future potential, and the profound implications for the financial services sector. Agenda [...]
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an [...]
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.
Overview Please join the members of CFA Society New York for the third edition of 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 summer approaches and vacations are planned, it's the [...]
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.
Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]
The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.
Overview This event is to give an overview of several key professional designations within financial services. Namely, CFA, CAIA, FRM, CMT, & CFP. The structure of the event is to have a moderated panel where the panelists have at least one of the designations and can speak to two facets: 1) the utility [...]
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
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!
The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
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