Past Events

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4th 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

How Generative AI is Transforming the Investment Process

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

Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it. This conference will help you understand how GenAI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.

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

Fall Employment Outlook

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

Overview Members considering a new position or hoping to properly prepare themselves for an eventual move will benefit from hearing about trends from the top of the financial services job market. The "Fall Employment Outlook" is a pivotal event tailored for members at the cusp of their career transitions. Whether you're contemplating a [...]

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

What Needs to Change After the Failure of SVB, Signature, and First Republic?

Virtual Only

Overview This panel will explore how the failure of SVB, Signature, and First Republic changes how preparers, users, and standard setters navigate the banking terrain, set strategy, and create shareholder value. Agenda 10:00 AM | INTRODUCTION Ethan Heisler, CFA, Co-Chair, Financial Reporting and Analysis Group 10:05 AM | PANEL DISCUSSION Moderator [...]

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

2nd Annual Infrastructure Outlook: Data Centers and Student Housing

Virtual Only

As society has quickly adopted the ‘internet-of-things,’ 5G, and cloud computing, data centers have grown from a niche segment to a critical component of our nation’s Infrastructure. The top four hyperscalers (Microsoft, AWS, Google, and Meta) are expected to invest approximately $1 trillion to keep up with demand, including from resource-heavy artificial intelligence. Historically this investment was done in-house, but now external financing is needed to help fill the void.

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

9th Annual Veterans in Transition Symposium

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

Join our Veterans Roundtable Group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.

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

8th Annual Insurance Company Chief Investment Officers Roundtable

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

Join industry leaders at our roundtable event, where CIOs and insurance sector heads share insights on sustaining investment premiums amidst economic challenges. Explore crucial topics like manager selection, emerging market policies, and global investment strategies.

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AOS Original, Conference / Seminar, Virtual Events & Programming

2024 Energy Markets Outlook

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

The energy markets have a massive impact on many subsectors and, increasingly, public policies. As most of the OECD countries are entering winter, the focus is on now on. Attend to hear the brightest minds on energy talk about their outlooks.

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

7th Annual Data Science in Finance Conference

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

Gain an understanding of various big data techniques; Learn new algorithms for investment analysis; Review how data science is applied in various industries.

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

10th Annual Sustainable Investing Conference

Virtual Only

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

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

Cannabis 101: Public to Private and Everything In Between

Virtual Only

2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy?

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

34th Annual High Yield Bond Conference

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

The 34th 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

6th Annual Single Family Office Conference

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

Join the 6th Annual Single Family Office Conference for insightful discussions and presentations by experts. Explore investment themes and global markets from the unique perspective of single family offices, entities managing one family's capital with a focus on privacy and non-commercial interests.

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AOS Original, Conference / Seminar, Virtual Events & Programming