Events for September 8, 2025 - Tuesday, October 8

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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

Financial Issues Forum presents Rob Lalka on “The Venture Alchemists: How Big Tech Turned Profits Into Power

Virtual Only

Overview Mark Zuckerberg. Larry Page. Sergey Brin. Keith Rabois. Peter Thiel. David Sacks. Travis Kalanick. Bill Shockley. J.D. Vance. In The Venture Alchemists: How Big Tech Turned Profits Into Power, Rob Lalka demystifies how tech entrepreneurs built empires that made trillions while also shattering our faith, as they are now blamed for spreading lies, [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Intro to Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Virtual Only

There are no prerequisites for this course, though some may find it helpful to have experience with Microsoft Excel and Power Query, as Power BI uses similar formulas and frameworks. Overview Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly [...]

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Virtual Only (Zoom)

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

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

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, 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.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, 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, Interest Group Meetings, Value 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

Financial Issues Forum presents Philipp Carlsson-Szlezak and Paul Swartz , on “Shocks, Crises, and False Alarms”

Virtual Only

Overview The shocks and crises of recent years—pandemic, recession, inflation, war—have forced executives and investors to recognize that the macroeconomy is now a risk to be actively managed. Yet unreliable forecasting, pervasive doomsaying and whipsawing data severely hamper the task of decoding the landscape. Are disruptions transient and ephemeral—or permanent and structural? False [...]

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Other Industry Event, Other Industry Events, Student, Value Investing, Virtual Events & Programming

2024 Nominations & Board of Directors Info Session

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

Interested in applying for the CFA Society of New York Board of Directors? Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.

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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

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

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