Events for Tuesday, October 7 - Sunday, September 21

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CFA Society New York Lunch & Learn Series

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

Overview Join us for a complimentary Lunch and Learn Session featuring a presenter and conversation on a range of topics. Featured Speaker: Christopher Park, CEO, Summit Ridge Capital Partners Former Managing Director at Moneda Asset Management, a $9 billion AUM asset manager in Latin America, specializing in [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

Emerging Manager Summit

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

Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange [...]

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Business Management, Conference / Seminar, Global Passport, 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

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

CFA Society New York Coffee Chat Series

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

Overview Gym? Check. Hair? Check. Now all you need is a coffee and a space to think about some professional networking! CFA Society New York has you covered. Stop in before your meeting for a conversation and a cup of joe. Elevate your morning routine beyond the workout – invest in your [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

Veterans Roundtable

Virtual Only

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

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

Financial Reporting and Analysis Group Meeting

Virtual Only (Zoom)

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Wealth Management Group Meeting

Virtual Only

The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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

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

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

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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

Intro to Python for Business and Finance

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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

2025 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*
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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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