Past Events

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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

Initiating 2024 Direct Access with Exemplary Companies: Texas Instruments Incorporated

Virtual Only

This event offers a unique opportunity to engage directly with a senior representative from Texas Instruments Inc., a leading company in the semiconductor sector. Attendees will gain insights into the company, enhancing their due diligence skills and knowledge, especially about Texas Instruments' commitment to long-term capital investments and stakeholder respect, essential for both basic industrial applications and high-growth technologies.

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

31st Annual ‘What’s New in U.S. 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

The State of WealthTech: How Generative AI is Changing the Game

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

Demographic shifts and client expectations have signaled a need for change in Wealth Management for years. The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Networking Event, Seminar

Everything You Need to Know About Treasuries – Function, Risks and Reverse Repos

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

Overview This engaging session is designed for financial professionals who want a deeper understanding of the critical role that Treasury securities play in today's complex financial landscape. Our expert panel will delve into the details of the treasury functions, bring out associated risks, and demystify the reverse repurchase agreement. Whether you are an [...]

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Conference / Seminar, Global Passport, Institutional Asset Management

11th 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 11th 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

Debating Dividends and Their Impact on Stocks

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

 Join other members to hear a debate between two financial historians who say that changes over decades are having an impact on portfolios today. Before and after the debate we will survey attendees to see if the discussants swayed their thinking. The debate will include integrity and good faith arguments.

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