Past Events

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The ABCs of Networking

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

The event will be focused on panelists offering networking advice and tips, insight on how networking helped progress their careers, how to build and maintain professional relationships, and how to network within your firm and in social events.

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Career Development, Conference, Conference / Seminar, Global Passport, Toastmasters, Virtual Events & Programming

What’s New in U.S. Financial Reporting?

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

Our annual update on financial reporting provides a review of (1) new accounting standards that are becoming effective within the next 12 months and (2) proposed accounting standards for which exposure drafts have been issued with comments being sought from the user community. It is an opportunity to stay up to speed on changes in accounting standards and financial reporting in a single session.

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

Generative AI: Myths and Opportunities

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

ChatGPT has taken the world by storm. While consumers have embraced it as a personal assistant, enterprises (particularly regulated ones) need to proceed more cautiously. This event will convene experts from leading model providers, data suppliers and asset managers to help you understand why this technology represents a leap forward, what use cases it's best suited for and where it could go in the future.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

33rd Annual High Yield Bond Conference

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

The 33rd Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.

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

9th Annual Real Estate Outlook

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

A skyscraper boom in the roaring 1920’s heralded the rise of the modern office building, crammed with swivel chairs and desks. As corporate giants emerged and Wall Street firms flourished, office-space demand exploded in the 1970’s, fueling a wave of new tower blocks, such as the World Trade Center and the Sears Tower. Now, as hybrid and remote work reduces demand for physical workplaces, a different type of potential boom — adaptive reuse — is gathering steam.

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Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

The Ben Graham 10th Annual Conference

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

Join us for two days focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham X Annual 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, Virtual Events & Programming

5th Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 5th 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

26th Annual Raymond James Insurance Conference

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

We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.

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Conference, Conference / Seminar, Global Passport, Industry Conference, Other Industry Events, Virtual Events & Programming

How Asset Owners Source, Underwrite, and Monitor Equitably

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

Discover the secrets of successful endowment strategies as renowned experts reveal exclusive insights, offering privileged access to invaluable discussions in an exclusive, press-free event.

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

What’s New in International Financial Reporting

Virtual Only

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

Filling the Global ESG Gap Before It’s Too Late!

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

Overview The financial services industry has a long way to go to play its part in ESG and DEI change. With time running out, hear from global asset owners, local and federal government officials and other SDG experts about what we can do and how. Agenda 8:30 AM | REGISTRATION [...]

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

Pacific Alliance Leaders ESG Summit

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

Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.

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