Events for Wednesday, July 24 - Thursday, June 6

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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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Other Industry Events

2nd Annual Young Leaders NCAA Basketball March Madness Networking Event

Legends 6 West 33rd Street, New York, NY, United States

This is the second March Madness networking event organized by the Young Leaders Committee. The purpose of this event is to network and attract young charterholders to get involved with the group while building new connections within CFA New York.

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Networking Event, Young Leaders

3rd Annual Single Family Office Conference

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

The 3rd 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 that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space

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Asset Owner Series

A Conversation with Brian C. Rogers

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

Please join Dean Rapaccioli and the Gabelli School for a presentation by Brian C. Rogers, the former chairman of T. Rowe Price, who will reflect on his 37-year career in investment management.

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Other Industry Events

4th Annual Real Estate Outlook Event

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

The Alternative Investment Group’s 4th Annual Real Estate Outlook event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening will begin with a broad overview of real estate market trends, and continue with a focus on niche and emerging real estate asset classes.

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Alternative Investments
Featured Featured

Integrating ESG Factors in Equity and Fixed Income

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

This half-day event will feature a keynote speaker, followed by a panel of senior investment professionals discussing the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus, or simultaneously, having specific-ESG or ESG-themed investment products available Speakers will address the drivers behind this holistic ESG integration approach, associated challenges and opportunities, and the tradeoffs in today’s investment landscape.”

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Free for Members, Sustainable Investing

1st Multilateral Development Bank Conference

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

CFA Society New York's Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally.

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Asset Owner Series

The Warren Buffett Shareholder Book

The University Club 1 West 54th Street, New York City, NY, United States

In this engaging collection of stories, 43 veterans of the Berkshire Hathaway Annual Meeting explain why throngs attend year after year. Beyond the highlights of Buffett's wisdom displayed on stage in his day-long Q&A with vice chairman Charlie Munger, these experts reveal the Berkshire meeting as a community gathering of fun, fellowship, and learning.

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Other Industry Events

1st Central Bank and Reserve Funds Summit

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

Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets.

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Asset Owner Series

MIFID II: How It Will Impact Your Business

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

Our panel of experts will explore the new regulation known as “Markets in Financial Instruments Directive” (MiFID II), a policy directive that will have far reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors and has direct implications for areas such as treatment of soft dollars, research and data access, break evens for small and emerging managers and beyond. Currently only a European regulation, this is highly likely to at least impact firms operating in the US and yet the implications are still poorly understood by the investing world. We will explore the positives and the negatives to this legislation and its effect on investment firms.

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