New Jersey Networking Happy Hour
The Huntley Taverne 3 Morris Avenue, Summit, NJ, United StatesMix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.
Committee Meeting, New Jersey Group
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Intro to Python for Business and Finance
Virtual OnlyThis hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
Other Industry Event, Other Industry Events, Virtual Events & Programming
Institutional Asset Management Group Meeting
Virtual OnlyThe 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.
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
Performance & Risk Analytics Group Meeting
Virtual OnlyThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming
6th Annual Endowment and Foundation Chief Investment Officer Roundtable
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 6th 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.
AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming
Value Investing Group Meeting
Virtual OnlyThe 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.
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 StatesOverview 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 [...]
CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student
ALTSNY 2025
ALTSNY 2024 583 Park Avenue, New York, NY, United StatesALTSNY is an education-focused alternative investment event designed to bring the investor community together for a full program of dialogue and discussion on the most relevant topics facing investors and managers today.
Alternative Investments, Other Industry Event, Other Industry Events, Seminar, Virtual Events & Programming
Wealth Management Group Meeting
Virtual OnlyThe Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming
Are Prospects for Private Equity and Venture Capital Markets Improving?
CFA Society New York 1540 Broadway, New York City, NY, United StatesOverview 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 [...]
Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming
International Investment
Virtual OnlyThe International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected, investors must navigate geopolitical risks, currency fluctuations, and evolving regulations to uncover international opportunities.
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, International Investments, Virtual Events & Programming
Intro to Data Science for Business and Finance (Advanced Python) – Cognitir
Virtual OnlyThe amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average.
Other Industry Event, Other Industry Events, Virtual Events & Programming
CFA Society New York Book Club: A Wealth of Well-Being: A Holistic Approach to Behavioral Finance by Meir Statman
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming
Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters
Virtual OnlyBecome 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!
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Veterans Roundtable
Virtual OnlyThe Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Veterans, Virtual Events & Programming
