Events for Tuesday, August 19 - Wednesday, December 3

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CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview With the Level I CFA exam fast approaching, CFA Society New York invites you to attend an event to help youfeel confident and ready to pass. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, JP Chapa, Executive Director at [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events

Value Investing Group Meeting

Virtual Only

The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

CFA Society New York Coffee Chat Series

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

Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

Are Prospects for Private Equity and Venture Capital Markets Improving?

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

Overview Sophisticated Institutional Investors have looked to achieve returns from private equity investing that are 5% per annum or more above public equity market returns, and even higher for venture capital returns, while allocating 20% to 40% of capital into private strategies.  The success of these investments is crucial to the success of [...]

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

Women in Finance: Women in Leadership

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Join us for Women in Finance: An inspiring and candid conversation with women leaders shaping the future of finance. Hear firsthand how they navigated their path to leadership, mastered effective communication, overcame industry challenges, and what advice they have for the next generation—open to all, regardless of gender. This is your opportunity [...]

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Career Development, Conference / Seminar, Global Passport, Networking Event, Virtual Events & Programming, Young Leaders

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

2025 Nominations & Board of Directors Info Session

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Interested in applying for the CFA Society of New York Board of Directors? Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.

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Sustainable Investing Group Meeting

Virtual Only

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Young Leader’s Group Running Club

Columbus Circle (Traffic Circle) 848 Columbus Cir, New York, NY, United States

Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This gathering takes place on Sundays, bi-monthly, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining will provide an awesome [...]

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Free for Members, Other Industry Event, Other Industry Events, Young Leaders

Adaptation Investments due to Climate Change in the USA – Climate Week Event

Fordham University - Lowenstein Building (12th Fl Lounge) 113 W 60th St, New York, NY, United States

Overview As the impacts of climate change intensify across the U.S., the need for scalable, resilient adaptation strategies has never been more urgent. This event will explore the critical role of financing in supporting adaptation investments—from infrastructure upgrades to community-level risk mitigation—highlighting both public and private sector approaches. This event is [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

CFA Society New York Lunch & Learn Series

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

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics.

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

Emerging Manager Summit

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

Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange [...]

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Business Management, Conference / Seminar, Global Passport, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

CFA Society New York Coffee Chat Series

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

Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]

Find out more »
CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student
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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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