Back from the Holidays — 2020 New Jersey Social
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.
New Jersey Group
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2020 Annual Meeting
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe Annual Meeting of members will serve to officially elect candidates to the 2019 Board of Directors and confirm appointees to the Nominations Committee.
Membership Committee
2020 Kickoff Awards Ceremony
CFA Society New York 1540 Broadway, New York City, NY, United StatesEvening will consist of: (1) Recap of 2020 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2020 Kick Off Party.
Free for Members
Data Science in Finance: From Theory to Practice
CFA Society New York 1540 Broadway, New York City, NY, United StatesHear 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.
New Year Market Outlook
CFA Society New York 1540 Broadway, New York City, NY, United StatesThis 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.
Institutional Asset Management
Featured
5th Annual Insurance Company Chief Investment Officers Roundtable
CFA Society New York 1540 Broadway, New York City, NY, United StatesEven though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.
Asset Owner Series
Wealth Management for Millennials
CFA Society New York 1540 Broadway, New York City, NY, United StatesOver 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”.
Private Wealth Management, Young Leaders
Featured
4th Annual Endowment & Foundation CIO Roundtable
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 4th 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.
Asset Owner Series
Distressed Credit 2020 – Finding Gain in Turmoil and Pain
CFA Society New York 1540 Broadway, New York City, NY, United StatesInvestors 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.
Alternative Investments
What’s New in Accounting
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 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.
Financial Reporting and Analysis
[POSTPONED] Young Leaders Group Career Fair
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe Young Leaders Career Fair will seek to connect millennial-aged CFA charterholders and candidates with relevant career opportunities at firms across the New York metro area.
Young Leaders
Cyber Security Forum 2020
WebinarCyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.
Business Management, Conference / Seminar, Veterans, Virtual Events & Programming
[CFA Institute Webinar] What Do We Know About the New Coronavirus Outbreak?
Virtual Onlyat 8:00-8:30AM (EST) | Repeat Session: 12:00-12:30PM (EST)
A free webinar from CFA Institute: Accurate data is the key to making better investment decisions, and understanding the current facts about the new Coronavirus outbreak is important for understanding today’s capital markets. Dr. Heymann will answer audience questions and help us understand the current data. Momoe Ikeda-Chelminska, EMEA Director for Educational Events at CFA Institute, will moderate this session.
Industry Conference, Other Industry Events, Virtual Events & Programming
Global Panel: COVID-19 Implications – Navigating New Realities in Today’s Connected Markets
Virtual OnlyA free webinar, presented by CFA Institute
The global pandemic has shocked the world and impacted every aspect of our lives. Staying connected to each other and to ideas and information is even more important now in this time of isolation and rapid change. The medical crisis has led to drastic economic disruption. Turbulent markets have left investment professionals trying to analyze the short- and long-term impact on business, the capital markets, and the geopolitical environment. Those working in finance are looking to learn more about supply chain issues, business viability, and what central banking tools will support the capital markets.Industry Conference, Other Industry Event, Other Industry Events, Virtual Events & Programming
Private Equity Deal Process Boot Camp – Wall Street Prep
Virtual OnlyLed by former private equity professionals, this advanced 1 day virtual seminar takes a deep dive into the PE deal process and the day-to-day responsibilities of a PE professional.
Other Industry Events, Virtual Events & Programming
