Events for December 5, 2024 - Thursday, March 20

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: CFA Society NY Event
Today

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.

Find out more »

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.

Find out more »
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?

Find out more »
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...

Find out more »
Asset Owner Series

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!

Find out more »
Private Wealth Management

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 [...]

Find out more »
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!

Find out more »
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.

Find out more »
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

Find out more »
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. 

Find out more »
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.

Find out more »
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.

Find out more »
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.

Find out more »
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.

Find out more »
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.

Find out more »
Financial Reporting and Analysis
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