Events for November 12, 2024 - December 17, 2024

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Women & Wealth: Discussion with Barbara Stewart, CFA

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

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management
Featured Featured

ETF Synapse Conference 2019

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

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education.

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Institutional Asset Management, Sponsored Event*

CFANY Fourth Annual Global Macro Outlook

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

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

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Alternative Investments

Meet the Board and Nominations Committee Nominees

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

CFA Society New York members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2019 election candidates. With open positions available among CFANY’s Board of Directors and its’ Nominations Committee, this event will afford attendees the opportunity to get acquainted with—and ask questions of—the nominees, as well as interact with CFANY staff and representatives of the current Board.

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2020 Quant Outlook on Value Investing

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

Hear from a quant perspective on value investing in 2020 from academics and strategists. Alessio de Longis will explore Value’s failure and discuss potential enhancements, followed by a panel who will take a discerning look forward.

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Other Industry Events

Emerging Manager Summit

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

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Alternative Investments, Business Management

Frontier Markets and the BUILD Act

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

With the passage of the BUILD Act in October 2018, the Overseas Private Investment Corporation (OPIC) will have its investment mandate expanded from $30 billion to $60 billion to invest in private markets in frontier markets of the developing world.

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Global Investing Group

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
Featured Featured

5th Annual Insurance Company Chief Investment Officers Roundtable

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

Even 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.

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Asset Owner Series
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Phone: (212) 541-4530

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