Events for Tuesday, June 10 - Sunday, June 1

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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

Young Leader’s Group 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 gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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

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

2025 CFA Society New York Lunch & Learns

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

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. This will be the only session in the series open to non-members.

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

Young Leader’s Group 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 gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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

Intro to Python for Business and Finance

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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Other Industry Event, Other Industry Events, 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

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

6th Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 6th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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AOS Original, Conference, Conference / Seminar, Global Passport, 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

CFA Society New York Coffee Chat Series

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

Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]

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

ALTSNY 2025

ALTSNY 2024 583 Park Avenue, New York, NY, United States

ALTSNY is an education-focused alternative investment event designed to bring the investor community together for a full program of dialogue and discussion on the most relevant topics facing investors and managers today.

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Alternative Investments, Other Industry Event, Other Industry Events, Seminar, Virtual Events & Programming

Wealth Management Group Meeting

Virtual Only

The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

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

Are Prospects for Private Equity and Venture Capital Markets Improving?

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

Overview Sophisticated Institutional Investors have looked to achieve returns from private equity investing that are 5% per annum or more above public equity market returns, and even higher for venture capital returns, while allocating 20% to 40% of capital into private strategies.  The success of these investments is crucial to the success of [...]

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