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.
Meet, network and mingle with more than 350 of your fellow members and charterholders at CFA Society New York’s premier summer networking event! Complimentary top-shelf open bar and hors d’oeuvres will be served in an elegant setting, overlooking Central Park. Join us in celebration of 82 years of excellence and delivering member value—and help us chart a new course for new accomplishments!
Improve your odds of getting the job of your choice and join us on Tuesday, August 6th for Professional Review Day. Participate in up to three individual event-day elements of your choice, including an opportunity to enhance your elevator pitch, the chance to have your LinkedIn profile and resume professionally reviewed, and the option to receive a brand new professional headshot courtesy of an on-site photographer! This event is hosted by CFA Society New York’s Career Development Group. Space is limited—and time slots are reserved via the registration form on a first-come first-served basis—so we encourage you to register ASAP.
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.
Join us for the fourth lecture as part of the CFANY Value Investing Education Workshop, exploring some of value investing’s most important influencers of the past and present
The financial industry is experiencing significant innovation, from increased digitalization, application of artificial intelligence, and fintech partnerships to important changes including LIBOR transition and new credit loss modeling. In turn, these disruptions, while beneficial to firms adopting them, are broadening the traditional definition of operational risk and elevating the attention firms now pay to operational risk measurement and management.
CFA Society New York is hosting a discussion on the market’s potential interest in an extension of the Treasury bond market beyond the current maximum 30-year maturity, possibly to 50 or even 100 years.
Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.
The secondary market began in the 1980s as a method to provide liquidity to investors in illiquid private equity, and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors use these funds to rapidly build up exposure to diversified, seasoned positions in private equity, and other alternatives while, potentially, with shorter duration and lower correlation to investors’ existing portfolios.
This workshop will be exploring methods of conducting advanced financial research and lays out Cheryl Strauss Einhorn's AREA Method and her latest book. The decision-making system Cheryl developed uniquely controls for biases, focuses on the incentives of others and expands knowledge while improving judgment. This can be applied both to investigating complex financial situations as well as investigative journalism.
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.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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