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Event Category: CFA Society NY Event
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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

Fall 2019 Employment Outlook

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

Join the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow.

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Career Development

No Average Strategy: Increasing Returns While Managing Risk

Webinar

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.

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Sponsored Event*

Women & Wealth: Discussion with Barbara Stewart, CFA

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

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management
Featured Featured

ETF Synapse Conference 2019

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

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education.

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Institutional Asset Management, Sponsored Event*
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New York, NY 10036-2714
Phone: (212) 541-4530

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