Past Events

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Financial Issues Forum presents Daniel Schulman on “The Money Kings”

Virtual Only

In The Money Kings, Schulman unspools a sweeping narrative that traces the interconnected origin stories of Goldman Sachs, Kuhn Loeb, Lehman Brothers, J. & W. Seligman & Co. and how they would clash and collaborate with J.P. Morgan, E.H. Harriman, Jay Gould and other famed tycoons of the era.

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

Financial Issues Forum presents Fareed Zakaria, in Conversation with Ian Bremmer, on “Age of Revolutions”

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Join us for an in-person program with Fareed Zakaria, in conversation with Ian Bremmer, on Age of Revolutions: Progress and Backlash from 1600 to the Present: In this major work, Zakaria masterfully investigates the eras and movements that have shaken norms while shaping the modern world.

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Other Industry Event, Other Industry Events, Value 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

Financial Issues Forum presents Raghuram Rajan and Rohit Lamba on “Breaking the Mould: Reimagining India’s Economic Future”

Virtual Only

Overview Where is India going today? Is it surging forward, having just overtaken the United Kingdom to become the fifth-largest economy in the world? Or is it flailing, unable to provide jobs for the millions joining the labor force? What should India do to secure a better future? India is at a crossroads [...]

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

CFA Societies’ Networking Mixer: New York & Philadelphia

Brick House Tavern & Tap 3569 US Route 1, Princeton, NJ, United States

Overview Join us for an exclusive joint Happy Hour event hosted by the CFA Society New York (CFANY) and the CFA Society Philadelphia (CFAP). This gathering offers a unique opportunity for members of both societies to connect and network in a relaxed atmosphere. Please note that while there is no registration fee, attendance [...]

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Global Passport, New Jersey Group, Other Industry Event, Other Industry Events

SQA Seminar on Better Portfolio Construction

Alliance Bernstein 1345 Ave. of the Americas, New York, NY, United States

Overview This SQA Seminar is designed for people with a background in quantitative analysis and portfolio management it combines theoretical concepts with practical applications making it particularly valuable for active managers seeking to improve their performance by better portfolio construction. Portfolio optimization has unfortunately acquired a reputation of being virtually to use in [...]

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Other Industry Event, Other Industry Events, Quantitative Investing, Seminar, 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 Issues Forum presents Michael Gatto on “The Credit Investor’s Handbook”

Virtual Only

The leveraged credit market is currently valued at over $4 trillion and is one of the fastest-growing asset classes, fueling demand for well-trained credit analysts. Michael Gatto’s latest book, The Credit Investor’s Handbook: Leveraged Loans, High Yield Bonds and Distressed Debt, is the definitive guide for young investment professionals embarking on a career investing in the leveraged credit markets – whether public, private, performing or distressed. Experienced professionals will also immensely benefit from this guide as they refine their investment skills.

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Other Industry Event, Other Industry Events, Value 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 [...]

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

Introduction to Python for Business and Finance- Cognitir

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

Intro to Data Science for Business and Finance (Advanced Python)

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

ALTSNY 2024

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

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

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