Events for Wednesday, November 12 - Wednesday, June 4

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Become a Society Leader: Board, Committees, Interest Groups

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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CFANY New Jersey Networking Happy Hour

Liberty Prime Steakhouse 111 Montgomery St, Jersey City, NJ, United States

Mix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.

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New Jersey Group

Trading Psychology: Using Self-Awareness to Improve Your Investment Process

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

If there is one fatal flaw that every investor needs to overcome, it's a poor mindset.  No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. So how can traders and investors limit their mistakes -- and perhaps take advantage of the psychological errors of others?

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Alternative Investments
Featured Featured

2nd Annual Climate and ESG Asset Owner Summit

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

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally. Asset owners around the world were early adopters of sustainable...

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Asset Owner Series

Bagehot: The Life and Times of the Greatest Victorian by James Grant

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

During the upheavals of 2007–2009, the Federal Reserve chairman had the name of a Victorian icon on the tip of his tongue: Walter Bagehot. Banker, man of letters, inventor of the Treasury bill and author of Lombard Street, the still-canonical guide to stopping a run on the banks, Bagehot prescribed the doctrines that―decades later―inspired the radical responses to the world’s worst financial crises.

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Other Industry Events, Value Investing

Women & Wealth Discussion with Sallie Krawcheck

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

CFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!

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Private Wealth Management
Featured Featured

Asset Owner Series 2019 – Investment Perspectives of Family Offices in US vs Asia

BOC Group Life Assurance Tower 136 Des Voeux Road Central, Hong Kong, NY, China

This is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong. Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions. This seminar will explore..

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Asset Owner Series, Other Industry Events

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
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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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