Events for Wednesday, July 24 - Thursday, June 6

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In Uncertain Times, Are Exchange-Listed Options a Solution for Asset Managers?

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

Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event.

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Alternative Investments
$15

2nd Annual Multi Family Office Conference

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

The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.

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Asset Owner Series, Industry Conference

Investor Forum 2017: Smart Data, Better Results

Baruch College's Zicklin School of Business 55 Lexington Avenue, New York, NY, United States

Smart analysts and investors leverage structured data to improve efficiency, reduce costs and increase the accuracy of analysis. This half-day forum provides practical information about where you can get structured data on US and non-US companies, on who’s using this data today, and a step-by-step discussion on how to get started using XBRL data within your own organization. This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

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Financial Reporting and Analysis
Free

Third Annual Thinking Beyond the Transition for Veterans

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

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates. The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year. For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.

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Conference, Programs for Members, Veterans

A.I. and the Data Revolution Series Kickoff

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

In this conference we will bring together innovators, experts and practitioners utilizing artificial intelligence, alternative data, data science and technology to kickoff a series of events focused on the impact of these advances on the world of finance. Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry.

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Fintech Thought Leadership Group

How To Be Active

Harding Loevner 400 Crossing Blvd, Fourth Floor, Bridgewater, NJ, United States

In the past decade, the financial services industry has witnessed continuing growth in diversity of its approaches to generating returns. This discussion will feature a panel of senior investment professionals who will share their own views on where there is opportunity to generate excess returns. You will depart the evening with insights into the versatility of investment strategies along with new ideas to help you achieve your investment objectives.

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Global Investing Group
Free

Brass Tacks: Performance Metrics & Benchmarking in ESG Investing

New York Stock Exchange 11 Wall Street, New York City, United States

This event explores the real-word issue facing institutional investors worldwide - how to evaluate the total performance of sustainable investment strategies. Find out about the latest developments in ESG investment performance measurement and evaluation, and how asset owners are selecting and evaluating ESG managers

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Performance & Risk Analytics, Sustainable Investing

Difficult Conversations 101

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

Difficult conversations — whether you’re looking to move to a new role or seeking a revised compensation package — are an inevitable part of managing your career. How should you prepare for these types of discussions? How do you find the right words in the moment? And, how can you structure the exchange so that it goes as smoothly as possible?

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Career Development, Young Leaders

Equity Research and Valuation 2017

Sheraton New York Times Square Hotel 811 7th Avenue 53rd Street, New York, NY, United States

Join world-class equity investors for insights into valuation to help you avoid the market’s noise and herding effects and stay focused on a company’s true intrinsic value. Learn about behavioral factors and investing.

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Other Industry Events

2017 Congratulatory Reception

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

Keynote Speaker: Daniel Gamba, CFA (CFA Institute Board Member) - - Hors d’oeuvres and wine will be served at the reception. Complimentary member event.

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Free for Members, Membership Committee
Free

15th Annual Investors’ Conference on South African Debt Capital Markets

Century City Conference Center No. 4 Energy Lane, Century City, Cape Town, South Africa

IMN, now part of Euromoney’s investment and banking arm, is excited to announce the 15th Annual Investors' Conference on South African Debt Capital Markets, taking place 16-17 November 2017, in Cape Town, South Africa. The completely refocused 2017 agenda will mark an exciting return to our flagship event’s roots as the leading South African Debt Capital Markets conference. Especially now with geopolitical and economic uncertainty troubling the country, there is a need for a dedicated platform to discuss investment ramifications, regulatory concerns and potential opportunities on the horizon.

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Other Industry Events

2nd Annual Public Pension Funds Conference

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

The 2nd Annual Public Pension Funds Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of public pension plans that deal with unique challenges arising from strict investment mandates and vast resources at hand. In the context of lingering liquidity effects from the crisis, the role of large investment funds as sources of capital has become increasingly prominent. With that in mind, we will explore their unique perspectives on the global macroeconomic environment and their future role as they continue to evolve in their operations and implementation of investment strategies.

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Asset Owner Series, CE Credits

Restoring American Economic Dynamism: New Solutions for America’s Productivity Slowdown

Museum of American Finance 48 Wall Street, New York, NY, United States

“Restoring American Economic Dynamism: New Solutions for America’s Productivity Slowdown” will be a day-long conference offering fresh ideas of how to bring back American prosperity and growth. The conference will address the true economic challenges facing America: Is it a measurement problem, with statistics failing to capture improvement in living standards? Or is it an inequality problem, where the United States actually has two economies, one providing high-wage jobs in information technology and finance, and the other centered on low wage service jobs and dying old industries where most of the supply chain has fled to other countries?

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Other Industry Events

Winning at Active Management: A Talk with William W. Priest

The Gabelli Center for Global Security Analysis 150 West 62nd St, New York, NY, United States

Bill Priest is the chief executive officer and co-chief investment officer of Epoch Investment Partners. He will be sharing insights from his recent book, Winning at Active Management, which takes an in-depth look at the crucial issues facing the investment management industry. Attendees will receive a free copy of Bill Priest’s book.

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Other Industry Events

2018 Investment Professional Employment Outlook

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

Will tackle various issues including job hunting strategies, common pitfalls in interviewing and how to avoid them, as well as effective interaction with internal HR personnel and agency recruiters. The outlook will also elaborate on compensation negotiation in a tactful manner and offer insightful tips on how to navigate mid-career changes. Finally, the expert senior investment industry executive recruiters and HR executives from leading search and financial services firms will not only provide color on the current hiring trends within the industry, but also their expectations during the next six months.

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Career Development, CE Credits, Investment Professional Employment Outlook Series
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