Events for December 5, 2024 - Thursday, March 20

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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

Distressed Debt Conference

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

The United States is in the longest economic recovery in its history. However, persistent and significant macro risks, including a trade war with China and structural and fundamental issues within credit markets are setting up a cycle that will inevitably present a large and attractive distressed credit opportunity. This half-day conference is geared towards industry professionals who want to learn about one of the last true value investing asset classes – distressed debt.

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Other Industry Events, Value Investing

North Carolina: Inaugural Asset Owner Series

Morton's The Steakhouse 227 W. Trade Street, Charlotte, NC, United States

CFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.

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Asset Owner Series
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.

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Asset Owner Series

A Conversation with Stacey Cunningham: The First Female President of the NYSE

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

About Keynote Speaker Stacey Cunningham is the president of the NYSE Group, which includes the New York Stock Exchange and a diverse range of equity and equity options exchanges, all wholly owned subsidiaries of Intercontinental Exchange (NYSE: ICE). She is the 67th president and the first woman to lead the NYSE Group in [...]

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Other Industry Events, Value Investing

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.

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Putting Beneficiaries First

Investor Forum 2019: Driving Actionable Analytics

Baruch College's Zicklin School of Business 55 Lexington Avenue, New York, NY, United States

Overview Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state [...]

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Financial Reporting and Analysis, Other Industry Events

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.

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Financial Reporting and Analysis

5th Annual Thinking Beyond the Transition for Veterans

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

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Veterans

‘In Money We Trust?’ Film Screening and Conversation with Steve Forbes and Elizabeth Ames

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

In Money We Trust? is an illuminating one-hour public television documentary that answers the question, “what is money?” In a narrative that begins in ancient times and takes us to the present day, the film explains how, 2,500 years ago, the invention of money provided a shared measure of value that facilitated trade and cooperation between strangers.

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Other Industry Events, Value Investing

Introduction to Python for Business and Finance

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

Save the Date! Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

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Other Industry Events

2019 Congratulatory Reception

Fordham University - Law School Building 150 W. 62nd St., New York, NY, United States

CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!

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ABCs of Sustainable Investing

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

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing
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