Events for Sunday, May 18 - Tuesday, May 13

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Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

The 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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The 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.

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Free for Members, Group Meeting, Interest Group, Value Investing, Virtual Events & Programming

Financial Reporting and Analysis Group Meeting

Virtual Only (Zoom)

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

CFA Society New York New Year Happy Hour

The Back Room 102 Norfolk St, New York, NY, United States

Overview Please join the members of CFA Society New York's Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group for the first CFA Society New York Happy Hour of 2025, where you can reconnect with familiar faces and meet new ones in a warm, inviting speakeasy setting. This is the perfect way to start [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Interest Group, Networking Event, Young Leaders

8th Annual Data Science in Finance Conference

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

Gain an understanding of various big data techniques; Learn new algorithms for investment analysis; Review how data science is applied in various industries.

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Conference / Seminar, Data Science and Quantitative Investment Group, Global Passport, Quantitative Investing

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

New Year Market Outlook

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

Join the Institutional Asset Management Group for their New Year Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming
Featured Featured

Private Credit and the Credit Markets Transformation

CITCO 350 Park Avenue, 30th Fl, New York, NY, United States

This event is now closed for registration. On site registration will not be permitted. Overview The last decade has seen radical shifts in the structure of credit markets.  The once-dominant role of banks has greatly diminished, replaced by a mix of private credit, BDCs, finance companies, and other lenders.  [...]

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Alternative Investments, Conference, Conference / Seminar, Free for Members

Exclusive Access: Student Speed Networking with CFA Charterholders

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

This event is free to all students but student members will have priority.  A limited number of spots are available. RSVP to secure your spot.   Overview Gain invaluable insights from CFA Charterholders with ties to Baruch, NYU, Columbia, Rutgers and other local colleges! Join our exclusive speed networking event and connect [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student, Young Leaders

11th Annual Sustainable Investing Symposium

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview In-person registration will close on January 27 at 5:00 PM EST. We will not be allowing on-site registrations. The livestream option will still be available. As global events continue to highlight the escalation of environmental and social impacts arising from the climate crisis, the role of sustainable finance is increasingly important. [...]

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Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Value Investing Group Meeting

Virtual Only

The 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.

Find out more »
Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Find out more »
Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming
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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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