Events for Monday, November 4 - Thursday, October 24

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Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This monthly gathering takes place on the first Saturday of every month, offering a relaxed and casual environment that encourages networking while engaging in active [...]

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Free for Members, Other Industry Event, Other Industry Events, Young Leaders

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

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

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

Virtual Only (Zoom)

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

CFANY Joint Happy Hour

Mr. Purple 180 Orchard St, 15 FL, New York, NY, United States

Overview Please join the members of CFA Society New York for the third edition of our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As summer approaches and vacations are planned, it's the [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Other Industry Events, Sustainable Investing, Young Leaders

Financial Reporting and Analysis Group Meeting

Virtual Only

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

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.

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

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

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

Overview With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events
Featured Featured

Are Reports of Private Market’s Demise Too Early or Is this the Beginning of the End?

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

Overview Private equity and private credit appear to be overbought. And there are risks in the current valuations and the lack of liquidity. Further, shortcomings with due diligence may lead to a lack of sophisticated managers and some unethical behaviors. Attend this event to hear how you can benefit from a better understanding [...]

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Conference / Seminar, Global Passport, Virtual Events & Programming

Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This monthly gathering takes place on the first Saturday of every month, offering a relaxed and casual environment that encourages networking while engaging in active [...]

Find out more »
Free for Members, Other Industry Event, Other Industry Events, Young Leaders

Leadership in the New Normal

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

Overview Learn from people who have met, researched and worked with the best leaders in the financial services sector. They will share best practices, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future.  [...]

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

CFA Society New York Book Club:Slouching Towards Utopia: An Economic History of the Twentieth Century by J. Bradford De Long

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, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

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
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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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