Events for Wednesday, June 4 - Wednesday, January 8

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International Women’s Day Event

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

In celebration of International Women's Day, Women Veterans on Wall Street, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker, U.S. Navy Captain (Ret.) Shanti Sethi, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council, White House. We looking forward to a night of networking and connecting with women, veterans and allies alike.

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

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Navigating Higher Due Diligence Demands in the ESG, Frontier and Emerging Markets Sectors

Virtual Only

The manager selection and due diligence processes for ESG, emerging and frontier market investments each present their own complexities. The availability of data, comparability of methodology and assumptions, ambiguous benchmarks and cultural and language differences across these divergent markets all contribute. Hear how two highly visible industry experts address these issues in their research.

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Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming

Quantitative Investing Group Meeting

Virtual Only

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Interest Group, Interest Group Meetings

SaaS and Recurring Revenue Modeling & Analysis – Wall Street Prep

Virtual Only

Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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Business Management, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Global Investing Group Meeting

Virtual Only

The Global Investing Group organizes a diverse range of programs to keep members abreast of key trends in global investment markets.

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Committee Meeting, Free for Members, Global Investing Group, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

How Alternative Data Is Changing the Research Process

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

Alternative data is changing the research process, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient, more thoughtful, and dig deeper to understand the drivers of the businesses which they are researching.

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

How to Join a Board of Directors

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

Join us for an in-depth conversation with seasoned directors on how to join a board.

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Career Development, Conference / Seminar, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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