Events for Wednesday, June 11 - Sunday, June 1

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3rd Annual PE/VC Conference

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

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

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Alternative Investments, Fintech Thought Leadership Group

CFANY New Jersey Summer Kickoff Social

Stone & Rail 175 Rock Road, Glen Rock, NJ, United States

Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.

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Networking Event, New Jersey Group

Current Expected Credit Loss (CECL) reporting: What will its effect be?

NY, United States

The new GAAP standard for determining credit losses will be taking effect January 1, 2020 for major financial institutions and other credit investors. This CECL model is expected to have significant impacts on banks and other financial institutions loss recognition, income and net worth. This program will explain what this is all about, how it will impact entities effected by this change and how you can better understand its impact.

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Financial Reporting and Analysis

Midyear Market Outlook

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

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.

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Institutional Asset Management

Independent & Wirehouse Business Models

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

The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors.  These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them.  With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion.  Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.

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Private Wealth Management

2nd Annual Litigation Finance Forum

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

This event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics.

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Alternative Investments

Investing in China: Opportunities and Challenges

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

Join us for our first China Series event, featuring noted Professor Ou-Yang of the Cheung Kong Graduate School of Business (CKGSB). Dr. Hui has also extensive capital markets experience on Wall Street which speans Quantitative, Global Macro, Credit, and Commodities, as well as other key areas.

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Global Investing Group

Summer Social 2019

Ascent Lounge 10 Columbus Circle, 4th FL, New York City, United States

Meet, network and mingle with more than 350 of your fellow members and charterholders at CFA Society New York’s premier summer networking event! Complimentary top-shelf open bar and hors d’oeuvres will be served in an elegant setting, overlooking Central Park. Join us in celebration of 82 years of excellence and delivering member value—and help us chart a new course for new accomplishments!

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Networking Event

Introduction to Data Science and Python for Finance

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

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.

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Other Industry Events

Professional Review Day

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

Improve your odds of getting the job of your choice and join us on Tuesday, August 6th for Professional Review Day. Participate in up to three individual event-day elements of your choice, including an opportunity to enhance your elevator pitch, the chance to have your LinkedIn profile and resume professionally reviewed, and the option to receive a brand new professional headshot courtesy of an on-site photographer! This event is hosted by CFA Society New York’s Career Development Group. Space is limited—and time slots are reserved via the registration form on a first-come first-served basis—so we encourage you to register ASAP.

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Career Development

Machine Learning and AI for Financial Professionals

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

Data science, machine learning and artificial intelligence (AI) are becoming more widely used in the investment industry to augment traditional investment decision making.

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Other Industry Events

Become a Society Leader: Board, Committees, Interest Groups

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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Value Investing Workshop: Tweedy, Browne

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

Join us for the fourth lecture as part of the CFANY Value Investing Education Workshop, exploring some of value investing’s most important influencers of the past and present

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Value Investing
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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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