Events for Tuesday, December 17 - Thursday, October 10

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How Generative AI is Transforming the Investment Process

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it. This conference will help you understand how GenAI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Nominations & Board of Directors Info Session

Virtual Only

Interested in applying for the CFA Society of New York Board of Directors? Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.

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Financial Issues Forum Presents Nobel Laureate Edmund Phelps

McNally Amphitheatre 140 W 62nd Street, New York, NY

Overview Join The Gabelli Center for Global Security Analysis, in conjunction with the Museum of American Finance, and CFA Society New York, for an in-person event with one of the most important economists of his generation. Edmund Phelps developed a new understanding of unemployment and inflation and went on to rethink the roots of [...]

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Global Investing Group, Other Industry Events, Value Investing

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Fall Employment Outlook

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Members considering a new position or hoping to properly prepare themselves for an eventual move will benefit from hearing about trends from the top of the financial services job market. The "Fall Employment Outlook" is a pivotal event tailored for members at the cusp of their career transitions. Whether you're contemplating a [...]

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Career Development, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming
Featured Featured

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Financial Reporting and Analysis Group Meeting

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

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Intro to Data Viz and Business Analytics with Microsoft Power BI

Virtual Only

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 Event, Other Industry Events, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

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!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Featured Featured

2023 Annual Celebration

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

The Annual Celebration offers professionals in finance and investment management a valuable opportunity to network and gain industry knowledge, with this year's event being specially designed based on feedback. Join us at the Ascent Lounge to enjoy open networking with experts and influential speakers, celebrating 86 years of excellence and member value.

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Sponsored Event*

Institutional Asset Management Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

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.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

What Needs to Change After the Failure of SVB, Signature, and First Republic?

Virtual Only

Overview This panel will explore how the failure of SVB, Signature, and First Republic changes how preparers, users, and standard setters navigate the banking terrain, set strategy, and create shareholder value. Agenda 10:00 AM | INTRODUCTION Ethan Heisler, CFA, Co-Chair, Financial Reporting and Analysis Group 10:05 AM | PANEL DISCUSSION Moderator [...]

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Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming
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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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