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Operational Due Diligence Trends and Best Practices

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

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

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Alternative Investments, Business Management

29th Annual High Yield Bond Conference

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

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

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Featured Featured

Ben Graham VI Annual Conference

Fordham University - Law School Building 150 W. 62nd St., New York, NY, United States

The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. This full-day conference features panels on the current state of value investing, and a diverse slate of first-rate speakers, drawn from prominent asset management organizations, plan sponsors, and from across academia.

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Value Investing

Family Wealth Dynamics

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

Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..

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Private Wealth Management

2019 Young Leader Summer Social

Novotel 226 W 52nd Street, New York, NY, United States

SOLD OUT Registration Closed | No Walk-Ins Young Leaders Summer Social has reached capacity, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. Overview Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society [...]

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Young Leaders

3rd Annual PE/VC Conference

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

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

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Alternative Investments, Fintech Thought Leadership Group

CFANY New Jersey Summer Kickoff Social

Stone & Rail 175 Rock Road, Glen Rock, NJ, United States

Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.

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Networking Event, New Jersey Group

Current Expected Credit Loss (CECL) reporting: What will its effect be?

NY, United States

The new GAAP standard for determining credit losses will be taking effect January 1, 2020 for major financial institutions and other credit investors. This CECL model is expected to have significant impacts on banks and other financial institutions loss recognition, income and net worth. This program will explain what this is all about, how it will impact entities effected by this change and how you can better understand its impact.

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Financial Reporting and Analysis

Midyear Market Outlook

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

Midyear 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.

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Institutional Asset Management

Independent & Wirehouse Business Models

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

The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors.  These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them.  With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion.  Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.

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Private Wealth Management

2nd Annual Litigation Finance Forum

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

This event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics.

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Alternative Investments

Investing in China: Opportunities and Challenges

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

Join us for our first China Series event, featuring noted Professor Ou-Yang of the Cheung Kong Graduate School of Business (CKGSB). Dr. Hui has also extensive capital markets experience on Wall Street which speans Quantitative, Global Macro, Credit, and Commodities, as well as other key areas.

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Global Investing Group

Summer Social 2019

Ascent Lounge 10 Columbus Circle, 4th FL, New York City, United States

Meet, network and mingle with more than 350 of your fellow members and charterholders at CFA Society New York’s premier summer networking event! Complimentary top-shelf open bar and hors d’oeuvres will be served in an elegant setting, overlooking Central Park. Join us in celebration of 82 years of excellence and delivering member value—and help us chart a new course for new accomplishments!

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Networking Event
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CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530

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