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Event Category: CFA Society NY Event
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Emerging Market Alternative Investments Conference

Emerging Market Alternative Investments Conference   Thursday December 18, 2017   6:30: OPENING REMARKS Patrick Holert, CFA, CAIA, Chairman, NYSSA Global Investing Committee Chris Cutler, CFA, , Chairman, NYSSA Alternative Investments Committee David Tamburelli, Global Head of Emerging Market Product, Bloomberg LP 6:35: Introduction to Societies Karen Sterling, Executive Director, New York Society of Security Analysts Bill Kelly, CEO, CAIA [...]

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Global Investing Group

Young Leaders Group 2019 Fall Social

Blue Haven East 493 3rd Avenue, New York, NY, United States

Please join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!

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Young Leaders

Big Data: Active Equity Managers’ Uses and Misuses

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

Big data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.

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Institutional Asset Management, Quantitative Investing
Featured Featured

4th Annual Multi Family Office Conference

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

The 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed

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Asset Owner Series

Private Wealth Managers, Succession Plans: Handing Off the Baton

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

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects. 

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Private Wealth Management

Value Investing Workshop: The Art of Short Selling

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

Please join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.

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Alternative Investments, Value Investing

Alternative Investments for Private Wealth Advisors

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

As often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.

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Alternative Investments, Private Wealth Management
Featured Featured

CFANY Annual Dinner 2019

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.

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Asset Owner Series

1st CFANY Fiduciary Trustee Conference

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

We will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels.

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Putting Beneficiaries First

What Investors Need to Know About Audits

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

Investors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.

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Financial Reporting and Analysis

5th Annual Thinking Beyond the Transition for Veterans

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

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Veterans

2019 Congratulatory Reception

Fordham University - Law School Building 150 W. 62nd St., New York, NY, United States

CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!

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ABCs of Sustainable Investing

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

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing

4th Annual Performance and Risk Forum

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

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics
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New York, NY 10036-2714
Phone: (212) 541-4530

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