Events for Sunday, May 18 - Tuesday, May 13

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Cyber, Technology and Third-Party Risk Management

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

The financial industry is experiencing significant innovation, from increased digitalization, application of artificial intelligence, and fintech partnerships to important changes including LIBOR transition and new credit loss modeling. In turn, these disruptions, while beneficial to firms adopting them, are broadening the traditional definition of operational risk and elevating the attention firms now pay to operational risk measurement and management.

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Business Management

Ultra-Long Treasury Issuance

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

CFA Society New York is hosting a discussion on the market’s potential interest in an extension of the Treasury bond market beyond the current maximum 30-year maturity, possibly to 50 or even 100 years.

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Financial Reporting and Analysis, Institutional Asset Management

How Finance Works: The HBR Guide to Thinking Smart About the Numbers by Mihir Desai

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

If you’re not a numbers person, then finance can be intimidating and easy to ignore. But if you want to advance in your career, you’ll need to make smart financial decisions and develop the confidence to clearly communicate those decisions to others.

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Other Industry Events, Value Investing

CFANY Open House: An Evening of Networking and Opportunity

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

Join us for this complimentary member event, where CFA Society New York facilitates introductions with members of common interests. Learn just how vital CFA Society New York’s Volunteer Groups are to the CFANY community, and ways in which your involvement can benefit both your professional career, and the Society as a whole.

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Membership Committee

First Annual Secondaries Outlook

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

The secondary market began in the 1980s as a method to provide liquidity to investors in illiquid private equity, and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors use these funds to rapidly build up exposure to diversified, seasoned positions in private equity, and other alternatives while, potentially, with shorter duration and lower correlation to investors’ existing portfolios.

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Alternative Investments

Value Investing Workshop: Advanced Financial Research

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

This workshop will be exploring methods of conducting advanced financial research and lays out Cheryl Strauss Einhorn's AREA Method and her latest book. The decision-making system Cheryl developed uniquely controls for biases, focuses on the incentives of others and expands knowledge while improving judgment. This can be applied both to investigating complex financial situations as well as investigative journalism.

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Value Investing

Become a Society Leader: Board, Committees, Interest Groups

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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CFANY New Jersey Networking Happy Hour

Liberty Prime Steakhouse 111 Montgomery St, Jersey City, NJ, United States

Mix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.

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New Jersey Group

Trading Psychology: Using Self-Awareness to Improve Your Investment Process

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

If there is one fatal flaw that every investor needs to overcome, it's a poor mindset.  No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. So how can traders and investors limit their mistakes -- and perhaps take advantage of the psychological errors of others?

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Alternative Investments
Featured Featured

2nd Annual Climate and ESG Asset Owner Summit

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

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally. Asset owners around the world were early adopters of sustainable...

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Asset Owner Series

Bagehot: The Life and Times of the Greatest Victorian by James Grant

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

During the upheavals of 2007–2009, the Federal Reserve chairman had the name of a Victorian icon on the tip of his tongue: Walter Bagehot. Banker, man of letters, inventor of the Treasury bill and author of Lombard Street, the still-canonical guide to stopping a run on the banks, Bagehot prescribed the doctrines that―decades later―inspired the radical responses to the world’s worst financial crises.

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Other Industry Events, Value Investing

Women & Wealth Discussion with Sallie Krawcheck

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

CFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!

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Private Wealth Management
Featured Featured

Asset Owner Series 2019 – Investment Perspectives of Family Offices in US vs Asia

BOC Group Life Assurance Tower 136 Des Voeux Road Central, Hong Kong, NY, China

This is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong. Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions. This seminar will explore..

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Asset Owner Series, Other Industry Events

Emerging Market Alternative Investments Conference

Emerging Market Alternative Investments Conference   Thursday December 18, 2017   6:30: OPENING REMARKS Patrick Holert, CFA, CAIA, Chairman, NYSSA Global Investing Committee Chris Cutler, CFA, , Chairman, NYSSA Alternative Investments Committee David Tamburelli, Global Head of Emerging Market Product, Bloomberg LP 6:35: Introduction to Societies Karen Sterling, Executive Director, New York Society of Security Analysts Bill Kelly, CEO, CAIA [...]

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Global Investing Group
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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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