Past Events

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Everything You Need to Know About Treasuries – Function, Risks and Reverse Repos

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

Overview This engaging session is designed for financial professionals who want a deeper understanding of the critical role that Treasury securities play in today's complex financial landscape. Our expert panel will delve into the details of the treasury functions, bring out associated risks, and demystify the reverse repurchase agreement. Whether you are an [...]

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Conference / Seminar, Global Passport, Institutional Asset Management

11th Annual Ben Graham Conference

Fordham Law School Skadden Conference Center, 2 Fl (Constantino & Bateman Rooms) 150 West 62nd Street, New York, NY, United States

The 11th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!

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Conference, Conference / Seminar, Global Passport, Networking Event, Seminar, Value Investing

Debating Dividends and Their Impact on Stocks

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

 Join other members to hear a debate between two financial historians who say that changes over decades are having an impact on portfolios today. Before and after the debate we will survey attendees to see if the discussants swayed their thinking. The debate will include integrity and good faith arguments.

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Conference / Seminar, Global Passport, Networking Event, Virtual Events & Programming

Outsourced CIO Event

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

Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]

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AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

Leadership in the New Normal

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

Overview Learn from people who have met, researched and worked with the best leaders in the financial services sector. They will share best practices, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future.  [...]

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Career Development, Conference / Seminar, Global Passport, Networking Event, Virtual Events & Programming

Fourth AOS Climate and ESG Asset Owner Summit

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

Overview An Asset Owner Series™ Event Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset [...]

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

AOS: Africa Investment Forum

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

Overview An Asset Owner Series™ Event Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa.     In-person registration will close on Friday, September [...]

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

Data and Infrastructure: Decision Making with an Imperfect Dataset

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

Overview If you have wondered how to make better decisions with the data you have, sign up for this event to hear from experts who can say what's in, and what's out, of bounds. Attendees will learn about data issues through the infrastructure spectrum and how to handle them.  Agenda [...]

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Conference, Conference / Seminar, Data Science and Quantitative Investment Group, Fintech Thought Leadership Group, Global Passport, Quantitative Investing, Virtual Events & Programming

2024 Fall Employment Outlook

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

Overview The Fall Employment Outlook is a must-attend event for CFA Society New York members and non-members poised for career transitions. Whether you're actively seeking a new role or laying the groundwork for future opportunities, this event provides essential knowledge and perspectives. Dive into the latest industry trends and gain a competitive edge [...]

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Career Development, Conference, Conference / Seminar, Global Passport, Student, Virtual Events & Programming

Emerging and Frontier Markets: Managing Regulatory and Market Pressures

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

Emerging and frontier markets face a raft of risks from rising interest rates, policy changes and capital flows. Hear where value lies in these sectors from some of the best investors how they view those opportunities.

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

2024 Annual Celebration

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

The Annual Celebration offers professionals in finance and investment management a valuable opportunity to network and gain industry knowledge, with this year's event being specially designed based on feedback. Join us at the Ascent Lounge to enjoy open networking with experts and influential speakers, celebrating 86 years of excellence and member value.

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Conference / Seminar, Sponsored Event*