Events for Tuesday, December 17 - Thursday, October 10

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Financial Issues Forum presents Paolo Zannoni on “Money and Promises: Seven Deals that Changed the World”

Virtual Only

Overview Where did modern banking come from―and how does this history help us understand financial crises? Join us for a virtual event with distinguished banker, executive and historian Paolo Zannoni, as he discusses his forthcoming book, Money and Promises, and examines the complex relationship between states and banks that has changed the world. [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Virtual Only

There are no prerequisites for this course, though some may find it helpful to have experience with Microsoft Excel and Power Query, as Power BI uses similar formulas and frameworks. Overview Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly [...]

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Other Industry Event, Other Industry Events, Virtual Events & Programming

11th Annual Ben Graham Conference

Fordham Law School Skadden Conference Center, 2 Fl (Constantino & Bateman Rooms) 150 West 62nd Street, New York, NY, United States

The 11th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

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
Featured Featured

Midyear Market Outlook

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

Join the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, 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

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

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

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

Debating Dividends and Their Impact on Stocks

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

 Join other members to hear a debate between two financial historians who say that changes over decades are having an impact on portfolios today. Before and after the debate we will survey attendees to see if the discussants swayed their thinking. The debate will include integrity and good faith arguments.

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

Outsourced CIO Event

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

Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]

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AOS Original, Conference / Seminar, Global Passport, 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

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

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
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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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