Events for December 3, 2024 - Tuesday, January 7

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5th Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 5th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

26th Annual Raymond James Insurance Conference

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

We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.

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Conference, Conference / Seminar, Global Passport, Industry Conference, Other Industry Events, Virtual Events & Programming

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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

Financial Reporting and Analysis Group Meeting

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

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, 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

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
Midyear Market Outlook
Featured Featured

Midyear Market Outlook

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

Join the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Emerging Markets
Featured Featured

Emerging Markets: The Long March

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

Emerging markets allocations have long held the promise of growth and outsized total return, therefore earning a place in strategic allocations for Western economy investors. Yet risk drag, local market inefficiencies, and poor governance have often led investors to despair.

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Conference, Conference / Seminar, Global Investing Group, Global Passport, Virtual Events & Programming

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

Advanced Risk and Portfolio Management ® Quant Bootcamp

NYU Tandon School of Engineering 6 Metro Tech Center, Brooklyn, NY, United States

Overview Presented by Advanced Risk and ℙortfolio Management (ARPM)® The Quant Bootcamp is the most comprehensive 4+2 days overview course in advanced Data Science with applications to Quantitative Finance, clarifying how all topics fit together. The Quant Bootcamp program features an overview of the topics covered in greater depth in the Quant Marathon and guest lectures by [...]

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

Business Management Group Meeting

Virtual Only

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

Find out more »
Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

How Asset Owners Source, Underwrite, and Monitor Equitably

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

Discover the secrets of successful endowment strategies as renowned experts reveal exclusive insights, offering privileged access to invaluable discussions in an exclusive, press-free event.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Alternative Investment Group Meeting

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

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

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
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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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