Events for Sunday, June 1 - Tuesday, June 10

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A Conversation with Stacey Cunningham: The First Female President of the NYSE

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

About Keynote Speaker Stacey Cunningham is the president of the NYSE Group, which includes the New York Stock Exchange and a diverse range of equity and equity options exchanges, all wholly owned subsidiaries of Intercontinental Exchange (NYSE: ICE). She is the 67th president and the first woman to lead the NYSE Group in [...]

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Other Industry Events, Value Investing

1st CFANY Fiduciary Trustee Conference

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

We will bring together the trustees of the New York City Pensions for an educational day focused on improving their knowledge of investments and governance topics through interactive sessions and panels.

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Putting Beneficiaries First

Investor Forum 2019: Driving Actionable Analytics

Baruch College's Zicklin School of Business 55 Lexington Avenue, New York, NY, United States

Overview Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state [...]

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Financial Reporting and Analysis, Other Industry Events

What Investors Need to Know About Audits

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

Investors rely upon financial statements to analyze their current and proposed investments. Investors rely upon the audit process to verify the reliability of these statements. Auditors are professionals trained to verify financial statements, but as we all know, unreliable financial statements are a recurring problem. We will have a series of experts explaining the state of today’s audit process, how it has and continues to changes over time and what signals investors should look out for in evaluating financial statements to help identify possibly inaccurate statements.

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Financial Reporting and Analysis

5th Annual Thinking Beyond the Transition for Veterans

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

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Veterans

‘In Money We Trust?’ Film Screening and Conversation with Steve Forbes and Elizabeth Ames

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

In Money We Trust? is an illuminating one-hour public television documentary that answers the question, “what is money?” In a narrative that begins in ancient times and takes us to the present day, the film explains how, 2,500 years ago, the invention of money provided a shared measure of value that facilitated trade and cooperation between strangers.

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Other Industry Events, Value Investing

Introduction to Python for Business and Finance

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

Save the Date! Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

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Other Industry Events

2019 Congratulatory Reception

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

CFA Society New York congratulates all 2019 charter recipients and welcomes them to the Chartered Financial Analysts’ community!

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ABCs of Sustainable Investing

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

The session is intended to serve as a primer for financial analysts, researchers, portfolio managers and others on sustainable investing, the current state, drivers, various approaches that are encapsulated by this approach and how to implement these into portfolio management across varying asset classes.

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Sustainable Investing

4th Annual Performance and Risk Forum

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

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk 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

Fall 2019 Employment Outlook

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

Join the Career Development Group for an end-of-year review of the current employment picture in the area’s financial services industry. A keynote address will speak to aspects of the current hiring environment and offer constructive advice for job seekers. A moderated panel comprised of hiring managers and recruiters from multiple practice areas across the financial sector will follow.

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Career Development

No Average Strategy: Increasing Returns While Managing Risk

Webinar

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.

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Sponsored Event*

Women & Wealth: Discussion with Barbara Stewart, CFA

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

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women's financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

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Private Wealth Management
Featured Featured

ETF Synapse Conference 2019

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

Synapse 2019 brings together the leading minds in the ETF industry from ETF issuers, market makers, and exchanges, to regulators, industry groups, journalists and academics, with the purpose of providing meaningful and timely ETF education.

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Institutional Asset Management, Sponsored Event*
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Phone: (212) 541-4530

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