22nd Annual Insurance Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesIn partnership with Raymond James, CFANY presents the 22nd Annual Insurance Industry Conference.
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2nd Annual Young Leaders NCAA Basketball March Madness Networking Event
Legends 6 West 33rd Street, New York, NY, United StatesThis 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.
Networking Event, Young Leaders
3rd Annual Single Family Office Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 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
Asset Owner Series
A Conversation with Brian C. Rogers
Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United StatesPlease 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.
Other Industry Events
4th Annual Real Estate Outlook Event
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 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.
Alternative Investments
Featured
Integrating ESG Factors in Equity and Fixed Income
CFA Society New York 1540 Broadway, New York City, NY, United StatesThis 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.”
Free for Members, Sustainable Investing
1st Multilateral Development Bank Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesCFA 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.
Asset Owner Series
The Warren Buffett Shareholder Book
The University Club 1 West 54th Street, New York City, NY, United StatesIn 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.
Other Industry Events
1st Central Bank and Reserve Funds Summit
CFA Society New York 1540 Broadway, New York City, NY, United StatesOur 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.
Asset Owner Series
MIFID II: How It Will Impact Your Business
CFA Society New York 1540 Broadway, New York City, NY, United StatesOur 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.
Business Management
Financial Crisis, Corporate Governance and Bank Capital
Lowenstein Center Lincoln Center Campus, 113 West 60th Street, New York, NY, United StatesIn the aftermath of the 2008 crisis, senior policymakers and the media blamed excessive risk-taking by bank executives—undertaken in response to their compensation incentives—for the crisis. The inevitable follow-up to this was to introduce stronger financial regulation, in the hope that better and more ethical behavior could be induced. Despite the honorable intentions of regulation, such as the Dodd-Frank Act of 2010, it is clear that many big banks are still deemed too big to fail. This book argues that by restructuring executive incentive programs to include only restricted stock and restricted stock options with very long vesting periods, and by financing banks with considerably more equity, the potential of future financial crises can be minimized.
Other Industry Events
New York Life Veteran Open House
120 Broadway - Suite 2900 120 Broadway - Suite 2900, New York, NY, United StatesIn partnership with the Veterans Roundtable of CFA Society of New York, New York Life will be hosting an open house for transitioning military service members and veterans on May 2. Professionals within different divisions of New York Life will elaborate on their roles and functions in order to give service members valuation insight into various career transition options post-military service. The speakers will be providing expert insight pertaining to their journey into success within the financial service industry.
Veterans
2nd Annual Green Bonds Event
CFA Society New York 1540 Broadway, New York City, NY, United StatesSince the introduction of the Green Bond Principles by the ICMA in January 2014 and the negotiation at the end of 2015 as well as subsequent adoption of the Paris Climate Agreement by 196 signatories, the issuance of labelled green bonds has increased substantially. Cumulatively, about $350 billion in green bonds have been issued since the first green bond was launched in 2007. Last year, $155.4 billion in green bonds came to market, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe included supranational institutions, corporations, banks and other financial entities, sovereign and sub-sovereign issuers, including municipalities in the US, as well as structured transactions.
Sustainable Investing
Leadership and Diversity Fireside Chat with Colonel Juanita Chang
Standard Chartered Bank 1095 Avenue of the Americas, New York, New York, United StatesLeadership and Diversity Fireside Chat with Colonel Juanita Chang Monday, May 14 4:00 pm - 5:30 pm Register to Attend You’re invited to the 2018 wVOWS Fireside with Leaders session. This session, on Monday, May 14th, will be hosted by Standard Chartered Bank in partnership with wVOWS. Peter Holden, Head of Debt Capital Markets, Standard [...]
Other Industry Events, Veterans
25th Anniversary of Financial Shenanigans with Howard Schilit
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe author of the bestselling classic Financial Shenanigans will be at CFANY in person to discuss his brand-new 25th anniversary edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” for finding corporate frauds. In a review, he will walk us through his latest edition and bestow investors with the tools they need to detect various "accounting gimmicks & fraud" in financial reports.
Book Club & Author Series, Financial Reporting and Analysis
