Featured
Peru: Transpacific Asset Owner Series – Lima 2019
Auditoria Del Edificio Sura Av. Canaval y Moreyra 540, San Isidro, NY, PeruPeru Asset Owner Series Event
Asset Owner Series, Other Industry Events
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Young Leaders Group 2019 Fall Social
Blue Haven East 493 3rd Avenue, New York, NY, United StatesPlease join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!
Young Leaders
Big Data: Active Equity Managers’ Uses and Misuses
CFA Society New York 1540 Broadway, New York City, NY, United StatesBig data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.
Institutional Asset Management, Quantitative Investing
Featured
4th Annual Multi Family Office Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed
Asset Owner Series
Private Wealth Managers, Succession Plans: Handing Off the Baton
CFA Society New York 1540 Broadway, New York City, NY, United StatesAge demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects.
Private Wealth Management
Value Investing Workshop: The Art of Short Selling
CFA Society New York 1540 Broadway, New York City, NY, United StatesPlease join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.
Alternative Investments, Value Investing
Alternative Investments for Private Wealth Advisors
CFA Society New York 1540 Broadway, New York City, NY, United StatesAs often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.
Alternative Investments, Private Wealth Management
Distressed Debt Conference
Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United StatesThe United States is in the longest economic recovery in its history. However, persistent and significant macro risks, including a trade war with China and structural and fundamental issues within credit markets are setting up a cycle that will inevitably present a large and attractive distressed credit opportunity. This half-day conference is geared towards industry professionals who want to learn about one of the last true value investing asset classes – distressed debt.
Other Industry Events, Value Investing
North Carolina: Inaugural Asset Owner Series
Morton's The Steakhouse 227 W. Trade Street, Charlotte, NC, United StatesCFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.
Asset Owner Series
Featured
CFANY Annual Dinner 2019
Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United StatesCFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
Asset Owner Series
A Conversation with Stacey Cunningham: The First Female President of the NYSE
Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United StatesAbout Keynote Speaker Stacey Cunningham is the president of the NYSE Group, which includes the New York Stock Exchange and a diverse range of equity and equity options exchanges, all wholly owned subsidiaries of Intercontinental Exchange (NYSE: ICE). She is the 67th president and the first woman to lead the NYSE Group in [...]
Other Industry Events, Value Investing
1st CFANY Fiduciary Trustee Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesWe will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels.
Putting Beneficiaries First
Investor Forum 2019: Driving Actionable Analytics
Baruch College's Zicklin School of Business 55 Lexington Avenue, New York, NY, United StatesOverview Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state [...]
Financial Reporting and Analysis, Other Industry Events
What Investors Need to Know About Audits
CFA Society New York 1540 Broadway, New York City, NY, United StatesInvestors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.
Financial Reporting and Analysis
5th Annual Thinking Beyond the Transition for Veterans
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.
Veterans
