Events for January 9, 2025 - May 8, 2025

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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

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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

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

8th Annual Insurance Company Chief Investment Officers Roundtable

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

Join industry leaders at our roundtable event, where CIOs and insurance sector heads share insights on sustaining investment premiums amidst economic challenges. Explore crucial topics like manager selection, emerging market policies, and global investment strategies.

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AOS Original, Conference / Seminar, Virtual Events & Programming

CFA Society New York Book Club: Too Big to Jail: Inside HSBC, the Mexican drug cartels and the greatest banking scandal of the century

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

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

TBA 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

2024 Energy Markets Outlook

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

The energy markets have a massive impact on many subsectors and, increasingly, public policies. As most of the OECD countries are entering winter, the focus is on now on. Attend to hear the brightest minds on energy talk about their outlooks.

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Conference / Seminar, Institutional Asset Management, Virtual Events & Programming

Alternative Investment Group Meeting

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, 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!

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

7th Annual Data Science in Finance Conference

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

Gain an understanding of various big data techniques; Learn new algorithms for investment analysis; Review how data science is applied in various industries.

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

10th Annual Sustainable Investing Conference

Virtual Only

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

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Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

TBA 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

Cannabis 101: Public to Private and Everything In Between

Virtual Only

2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy?

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Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming