Past Events

Share Event

Events Search and Views Navigation

Event Views Navigation

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Your selections
Event Category: Conference / Seminar
Today

Featured Featured

Racial Equity in Asset Management: Asset Owners’ Perspectives

Virtual Only

What can the asset management industry do to affect positive and sustainable racial change? What unique role should asset owners play in advancing the industry? What new expectations do asset owners have of the asset managers they hire? What metrics and parameters will be used to measure asset managers, and how will they be held accountable?

Find out more »
AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Diversity & Inclusion Forum, New Jersey Group, Virtual Events & Programming

Seeking Alpha in China Equities

Virtual Only

China is one of the world's largest and most important stock markets, and its share of index exposure is growing significantly. Join us as we learn from experts how they seek Alpha in China, and what it takes to invest successfully in China's equity markets.

Find out more »
Conference / Seminar, Global Investing Group, Virtual Events & Programming

Featured Featured

Duke Endowment: A Look Forward

Virtual Only

Evan Jones, CFA, Head of Direct Investments of DUMAC (Duke University’s endowment) will be interviewed by Daniel Fridson, McCarvill Capital Partners.

Find out more »
AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

Case Studies of Gaming Performance

Virtual Only

Discussion on how “gaming” investment performance results has been used in the past to have performance appear better than it is, how it can be detected and how the Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.”

Find out more »
Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming
Featured Featured

Global Policymakers Series: First Quarter Summit 2021

Virtual Only

GPS seeks to educate on global policy matters. The financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful.

Find out more »
Asset Owner Series, Conference / Seminar, Global Policymakers Series, Virtual Events & Programming
Featured Featured

OCIO: What Investing Trends the CIO of One of the Largest Thinks About

Virtual Only

Frequent CFA Society New York volunteer and Founder of Manager Analysis Services, Chris Cutler, CFA will interview Chris Philips, CFA, Principal and Head of Vanguard Institutional Advisory Services. With over two decades of experience providing ongoing investment management services and strategic recommendations for a range of clients, Chris Philips, CFA will share his perspective on manager search and selection for non-profits is changing and how their asset allocation is responding to the risks in the market.

Find out more »
AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming
Featured Featured

Asia Asset Owners Series Virtual Summit 2021

Virtual Only

This insightful half-day format will touch on a range of topics affecting asset owner strategies today, including the risks and opportunities of a post COVID-19 environment. Attendees will discuss macroeconomic risks, global infrastructure, and learn about recent economic and regulatory developments that will impact investments.

Find out more »
AOS Original, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

Robinhood, the Retail Renaissance, and What it Means for Fintech and Capital Markets

Virtual Only

As a disruptive fintech player that has attracted an outsized amount of attention from mainstream financial media, Robinhood is sparking a retail renaissance: 25% of all trades now originate from retail investors. During the early days of the pandemic in 2020, the company raised $1.25 billion and was valued at nearly $11 billion; in February 2021, it raised another $3.4 billion. Join the Fintech Thought Leadership Group of CFA Society New York for this timely event to discuss the business model of firms like Robinhood.

Find out more »
Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming
Recurring

LIBOR Transition Series

Virtual Only

LIBOR has played a pivotal benchmarking role in global financial markets for 35 years, but as this role winds down and firms transition to using SOFR and other reference rates, millions of contracts worth hundreds of trillions of dollars must be retooled. Join us as we invite leaders from across the industry to share their expertise during this transition period. In three sessions, speakers will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations.

Find out more »
Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming

ESG From a Brazilian Perspective: Bridging the Energy Infrastructure Gap

Virtual Only

What does an increased focus on ESG investing mean for real-world initiatives, especially those already focused on infrastructure and energy investments? Our Young Leaders Group seeks to address this question and other related topics from a Brazilian perspective during this upcoming hour-long discussion.

Find out more »
Conference / Seminar, Sustainable Investing, Virtual Events & Programming, Young Leaders
Featured Featured

Insurance: Portfolio Design Amid Massive Change

Virtual Only

The pace of change caused by the recent markets, extraordinary central bank actions, excessively low interest rates and other risks make change the only constant in the recent investment arenas. Hear from the CIO of one of the US’ largest insurance carriers about how she’s managing those changes.

Find out more »
AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming
Featured Featured

Fintech Week

Virtual Only

CFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry.

Find out more »
Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

2021 Cybersecurity Forum

Virtual Only

What best practices should financial firms employ to maintain a secure remote working environment? The 2021 Cybersecurity Forum will address this question and more.

Find out more »
Business Management, Conference / Seminar, Value Investing, Veterans, Virtual Events & Programming

Career Fair Series: Goldman Sachs

Virtual Only

The Young Leaders Group Career Advancement series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces. Join us on Monday, April 19th at 12pm for our latest program in our Career Fair Series with Goldman Sachs (NYSE: GS).

Find out more »
Conference / Seminar, Virtual Events & Programming, Young Leaders

Spotting Financial Shenanigans in Corporate Filings

Virtual Only

Do those quarterly reports look just too good to be true? Sometimes, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors. 

Find out more »
Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
General Information
Events
Learn
Media
Contact Information

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

Subscribe to Our Newsletter

© 2025 CFA Society New York. All Rights Reserved. Privacy Policy | Terms and Conditions