Events for Sunday, June 1 - Tuesday, June 10

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How to Build & Launch a New Business

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

Join us for a series of fireside chats with four accomplished entrepreneurs who have leveraged their backgrounds as industry practitioners to launch successful businesses in financial services. Hear firsthand why they decided to pursue their own venture, how each of them made the transition, and what lessons they have learned over the years. The format of the event is intended to encourage active dialogue between speakers and attendees so take advantage of the opportunity to learn about the entrepreneurial spirit. The program will conclude with a catered reception and an open networking session so reserve your spot now!

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Business Management, Young Leaders

Alpha Women: Shaping the Future of Finance

Société Générale 245 Park Ave, New York City, NY, United States

Women make up just 9-11%- percent of senior employees in private equity and venture capital respectively*. Despite the recent news spotlight on venture capital following several high-profile gender-focused cases, the reality is that the low representation of women in these industries has been a long term trend. In its 4th year, this event will feature a moderated panel of PE and VC industry veterans discussing their own career paths and experiences, recognizing challenges from breaking into the industry through to effectively navigating towards senior level positions.

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Career Development

3rd Annual GIPS Forum

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

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and hear from industry experts on how they implement the standards and other performance measurement analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

Annual PE/VC Conference: Perspectives from Allocators and Managers

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

This conference brings together leading private equity and venture capital fund managers and allocators to learn how they pick winners, add value, and deliver returns. Our speakers discuss their experiences fundraising, investing in private companies and funds, how they manage their portfolios, and their expectations for the future.

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Alternative Investments

Professional Review Day

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

Join the Career Development Group and CFA Society New York on June 5th for an exclusive opportunity at our Professional Review Day. This day contains four individual elements where each participant can register for any of these elements. These elements vary from enhancing an elevator pitch, professionally reviewed resumes, professional headshot, and a Linkedin panel. Each of these elements is designed to help you grow professionally.

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Career Development, Membership Committee, Young Leaders
Featured Featured

India 2018 – Opportunity Calling

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

A candid no-holds barred discussion, with C-suite leaders from the investment management industry in India, on the path and roadblocks to India becoming the fourth largest economy in the next 5-7 years. Is India on a path to sustainable growth? Will current macro and microeconomic indicators support this growth? What are the inherent risks and challenges of doing business in India, and what are the mitigating factors, if any? What are current and upcoming investment opportunities in India? How does India stack up vis-à-vis other emerging economies?

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Sponsored Event*

Young Leaders Summer Social 2018

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

Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society members at this after-hours reception while enjoying drinks on the roofdeck of Novotel in Times Square. Register early to reserve your spot!

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Young Leaders

28th Annual High Yield Bond Master Class & 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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Portfolio & Risk Management

How Institutional Investors Use and Think About Exchange-listed Options

Webinar

Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.

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Free Webinar, Other Industry Events, Sponsored Event*

Leadership Advancement Program: Are We Hard Wired for Change?

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

Kaplan Professional conjointly with the CFA Society New York Career Development Group presents a series of symposiums offering an introduction to ELEVEN—a Kaplan Professional leadership development program. In this introductory series, keynotes augmented by audience participation will be presented by ELEVEN program director (Milo-Arne Wilkinson) followed by full panel discussions and Q&A with industry leaders. The kickoff event on June 26, 2018 at CFA Society New York's office begins with the topic, “Are We Hard Wired for Change?” All topics will be presented in 45-minute workshops and include quick snapshots of the Eleven methodology. Each topic is highly interactive with a 60% / 40% split over theory and practical with a humorous, storytelling overlay to them all.

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Career Development, Sponsored Event*

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. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.

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CE Credits, Institutional Asset Management

Multi-Asset Investment Products and Solutions

Yale School of Management 165 Whitney Ave, New Haven, CT, United States

Take advantage of the emergence of factor and goal-based investing. Join Yale School of Management and EDHEC-Risk Institute for a three-day executive education seminar, Multi-Asset Investment Products and Solutions. This seminar provides participants with an in-depth introduction to modern risk allocation techniques and their applications to the design of innovative forms of welfare improving investment products and solutions. Participants will learn how to perform factor investing and risk allocation, apply strategic asset allocation in the presence of liability constraints, and implement liability-driven investment solutions with cash and derivative instruments, among other takeaways. One of three seminars, participants can complete all three to receive the prestigious joint Yale School of Management-EDHEC-Risk Certificate in Risk and Investment Management.

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Other Industry Events

Litigation Finance – An Alternatives Strategy Event

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. Speakers will include practitioners, i.e. investment managers, who provide litigation funding, LP investors and attorneys. Discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics. What makes a good case, what makes a bad case, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust, fraud, contract disputes, IP theft cases and beyond, and provide insight on how are deals structured between key participants: law firms, plaintiffs, defendants and funders.

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Alternative Investments, CE Credits

Japan Investment Conference 2018

Tokyo Convention Hall GA

Asset owners, the first ring in the investment chain, need new asset management approaches when investing in assets offered in Japan, an ultra-aging society under ultra-low interest rates. Thus, this yearʼs Japan Investment Conference will focus solely on investment and welcome large-scale asset owners in and outside of Japan. The conference will be titled Asset Owners 2.0 in the Investment Chain and shed light on new approaches to asset selection, portfolio management, risk management in a low interest rate environment.

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Asset Owner Series
Featured Featured

Summer Social 2018

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 81 years of excellence and delivering member value—including our 2018 global CFA Institute Award for Most Outstanding Society — and help us chart a new course for new accomplishments!

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Membership Committee, Save the Date
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Phone: (212) 541-4530

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