2021 Annual Meeting and Volunteer Awards
Virtual OnlyThe Annual Meeting of Members will serve to officially elect candidates to the 2021 Board of Directors and the 2021 Nominations Committee.
Virtual Events & Programming
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Sustainable Investing Group Meeting
Virtual OnlyThe 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.
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming
Introduction to Equity Research Modeling & Analysis – Wall Street Prep
Virtual OnlyLearn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.
Other Industry Event, Other Industry Events, Virtual Events & Programming
The Book of Alternative Data
Virtual OnlyThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Investment Strategy Roundtable Group Meeting
Virtual OnlyThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
Business Management Group Meeting
Virtual OnlyThe 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.
Business Management, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Value Investing Roundtable
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
Featured
Africa Asset Owners Series Virtual Summit 2021
Virtual OnlyCFA Society New York will head a fantastic event that will go deep into the issues facing African asset owners. Discussions will cover: post COVID-19 risks and opportunities, infrastructure, economic and regulatory policies that will impact investments, ESG and more. All views will be provided by asset owners and international investors.
Asset Owner Series, Conference / Seminar, 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, Interest Group Meetings, Toastmasters, Virtual Events & Programming
Fintech Leadership Group Meeting
Virtual OnlyThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Impact Investing Deep Dive – How to Generate Impact Across Different Asset Classes
Virtual OnlyImpact investing is often misunderstood. Is it a subset of investing or philanthropy? Come learn about how to incorporate impact investing into your investment strategy, and explore possible career paths in the impacting investing space.
Sustainable Investing, Virtual Events & Programming
Data Visualization and Business Analytics with Microsoft Power BI
Virtual OnlyStrong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.
Other Industry Event, Other Industry Events, Virtual Events & Programming
Financial and Valuation Modeling Boot Camp – Wall Street Prep
Virtual OnlyFor finance professionals and those looking to break into investment banking, corporate finance, equity research, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.
Other Industry Event, Virtual Events & Programming
American Gas Association Presentation
Virtual OnlyThe American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 75 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 71 million customers — receive their gas from AGA members. Today, natural gas meets more than 30 percent of the United States’ energy needs
Sponsored, Sponsored Event*, Virtual Events & Programming
New Year Market Outlook
Virtual OnlyThe New Year Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines: Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side.
Institutional Asset Management, Virtual Events & Programming
