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7th Annual Single Family Office Conference

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

Overview An Asset Owner Series™ Event The 7th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense [...]

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AOS Original, Conference / Seminar, Virtual Events & Programming

Listed Options in Portfolio Construction

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

Overview Asset owners and other investors are increasingly pursuing sophisticated risk-return strategies to address the long-term risks and opportunities in the public markets. Hear from industry professionals and asset owners as they take a deep dive into the strategies that are evolving and how they can be implemented. Agenda 5:30 [...]

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Conference / Seminar, Virtual Events & Programming

32nd Annual ‘What’s New in U.S. Financial Reporting?’

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

This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

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 and Outsourced Chief Investment Officers (OCIOs) 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 [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Saudi Arabian Investment Forum

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

Overview Don't miss this opportunity to gain exclusive insights into the evolving investment landscape of Saudi Arabia and connect with industry leaders who are shaping its future. Whether you're exploring new markets or seeking to deepen your expertise, this event is your gateway to staying ahead in a dynamic global economy.  Launched in [...]

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Business Management, Conference / Seminar, Global Passport, 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

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!

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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 [...]

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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 [...]

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Business Management, Conference / Seminar, Global Passport, Virtual Events & Programming
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