Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.
The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.
Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.
The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. This full-day conference features panels on the current state of value investing, and a diverse slate of first-rate speakers, drawn from prominent asset management organizations, plan sponsors, and from across academia.
Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
SOLD OUT Registration Closed | No Walk-Ins Young Leaders Summer Social has reached capacity, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. Overview Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society [...]
This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.
Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.
The new GAAP standard for determining credit losses will be taking effect January 1, 2020 for major financial institutions and other credit investors. This CECL model is expected to have significant impacts on banks and other financial institutions loss recognition, income and net worth. This program will explain what this is all about, how it will impact entities effected by this change and how you can better understand its impact.
Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.
The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors. These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them. With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion. Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.
This event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics.
The event will be to highlight the various financial designations: CFA, CAIA, FRM, CFP, CMT to examine both their usefulness and the steps required for attaining them.
Join us for our first China Series event, featuring noted Professor Ou-Yang of the Cheung Kong Graduate School of Business (CKGSB). Dr. Hui has also extensive capital markets experience on Wall Street which speans Quantitative, Global Macro, Credit, and Commodities, as well as other key areas.
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Phone: (212) 541-4530
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