Events for Thursday, January 23 - Thursday, August 7

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The Search for Returns: Niche Investment Strategies

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

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.

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Alternative Investments

2020 Annual Meeting

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

The Annual Meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.

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Membership Committee

2020 Kickoff Awards Ceremony

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

Evening will consist of: (1) Recap of 2020 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2020 Kick Off Party.

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Free for Members

Data Science in Finance: From Theory to Practice

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

Hear from academics and practitioners on how data science techniques can be used in your investment process. Topics include: using machine learning for stock selection and for risk forecasting, machine learning explainability, predicting returns using textual analysis of news articles, measuring the state of the economy by analyzing business news, using loan applications to predict loan defaults.

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New Year Market Outlook

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

This event is a chance to hear a panel of distinguished buy side strategists, PMs and CIOs discuss and debate their outlooks for the markets. In addition, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves, economic & geopolitical outlooks and market valuations.

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Institutional Asset Management

Wealth Management for Millennials

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

Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges. Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.

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Private Wealth Management, Young Leaders

Distressed Credit 2020 – Finding Gain in Turmoil and Pain

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

Investors are facing off in the midst of the longest bull market in history. Accommodative monetary policy and an unprecedented period of easy money has led to companies taking on record levels of debt. Times like these leave distressed credit investors eager for what is to come.

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Alternative Investments

The Need for Non-Consensus Investing with Rupal Bhansali

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

Through a series of counterintuitive concepts and contemporary case studies based on her firsthand experience of investing in 50 markets around the globe, Rupal Bhansali describes in her new book, The Need for Non-Consensus Investing, how to perform differentiated fundamental research to uncover mispriced stocks. Bhansali candidly shares her failures and mistakes as well as her successes and triumphs.

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Other Industry Events, Value Investing

What’s New in Accounting

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

The event will start with FASB Keynote speaker on an overview of pronouncements and their impacts as well as FASB future plan and initiatives, followed by accounting professionals on the company’s adoption of the pronouncements and the trends.

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Financial Reporting and Analysis

Gregory Zuckerman on ‘The Unlikely Story of How Jim Simons Solved the Market’

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

Jim Simons is the greatest moneymaker in modern financial history. No other investor can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66%. The firm has earned profits of more than $100 billion—Simons is worth $23 billion.

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Other Industry Events, Value Investing

Mervyn King and Rana Foroohar on ‘Radical Uncertainty: Decision-Making Beyond the Numbers’

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

Some uncertainties are resolvable. The insurance industry’s actuarial tables and the gambler’s roulette wheel both yield to the tools of probability theory. Most situations in life, however, involve a deeper kind of uncertainty, a radical uncertainty for which historical data provide no useful guidance to future outcomes.

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Other Industry Events, Value Investing