Upcoming Events

Share Event

5th Institutional Investment Consulting Roundtable

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

Overview The world of investment management consultants is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and manager selection processes. To gain a [...]

Find out more »
AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Artificial Intelligence and Machine Learning: Application and Implications for the Financial Services Industry 

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

Overview Machine Learning and Artificial Intelligence are revolutionizing the financial services landscape. Join us as industry experts from diverse and leading financial institutions explore the cutting-edge applications of these transformative technologies. Gain insights into current AI and ML implementations, future potential, and the profound implications for the financial services sector. Agenda [...]

Find out more »
Career Development, Conference / Seminar, Data Science and Quantitative Investment Group, Global Passport, Virtual Events & Programming

Decoding the “Alphabet Soup” of Designations: A Guide to CFA, CAIA, FRM, CMT, & CFP

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

Overview This event is to give an overview of several key professional designations within financial services.  Namely, CFA, CAIA, FRM, CMT, & CFP. The structure of the event is to have a moderated panel where the panelists have at least one of the designations and can speak to two facets: 1) the utility [...]

Find out more »
Career Development, Conference / Seminar, Global Passport, Other Industry Event, Student, 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.

Find out more »
AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

35th Annual High Yield Bond Conference

Virtual Only

Overview Now in its 35th year, the Annual High Yield Conference is a premier gathering of professionals, investors, and academics focused on the high-yield bond market. This year’s event will feature keynote addresses and expert-led panels exploring the latest trends, investment opportunities, and pressing challenges shaping the high-yield landscape. Attendees will gain valuable [...]

Find out more »
Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

12th 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 12th 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!

Find out more »
Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

2nd Annual 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 [...]

Find out more »
AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

Emerging Manager Summit

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

Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange [...]

Find out more »
Business Management, Conference / Seminar, Global Passport, Virtual Events & Programming