Events for June 17, 2024 - April 3, 2024

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Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part I: The Situation

Virtual Only

Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines?

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

ESG From a Brazilian Perspective: Bridging the Energy Infrastructure Gap

Virtual Only

What does an increased focus on ESG investing mean for real-world initiatives, especially those already focused on infrastructure and energy investments? Our Young Leaders Group seeks to address this question and other related topics from a Brazilian perspective during this upcoming hour-long discussion.

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Conference / Seminar, Sustainable Investing, Virtual Events & Programming, Young Leaders

Intro to Restructuring & Bankruptcy 101 – Wall Street Prep

Virtual Only

This boot camp is an intensive training program where we introduce trainees to financial restructuring, including major terms, concepts, common restructuring techniques and how restructuring professionals build three-statement bankruptcy models.

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

Quantitative Investing Group Meeting

Virtual Only

The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Featured Featured

Insurance: Portfolio Design Amid Massive Change

Virtual Only

The pace of change caused by the recent markets, extraordinary central bank actions, excessively low interest rates and other risks make change the only constant in the recent investment arenas. Hear from the CIO of one of the US’ largest insurance carriers about how she’s managing those changes.

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Virtual Events & Programming
Featured Featured

Fintech Week

Virtual Only

CFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Biotech SOTP Valuation Boot Camp – Wall Street Prep

Virtual Only

Want to value a clinical-stage, pre-revenue biotech? An ordinary discounted cash flow analysis won’t cut it. Instead, you need to build a long-range sum-of-the-parts valuation. This advanced virtual "Power Session" walks participants through the step-by-step process of valuing a biotech company

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Other Industry Event, Other Industry Events, 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, Interest Group Meetings, Virtual Events & Programming

Data Visualization and Business Analytics with Microsoft Power BI

Virtual Only

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.

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

Private Wealth Management Group Meeting

Virtual Only

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.

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

Centennial Speaker Series: Neha Coulon on Using ESG Data to Drive Confident Decision-Making

Virtual Only

Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Environmental, social, and governance (ESG) data matters. Without clearer insight into the financial benefits of corporate sustainability efforts, they may never be scaled up in the face of climate change, [...]

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

Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part II: The Stories

Virtual Only

How have women succeeded in investment management? Katrina Dudley, co-author of Undiversified: The Big Gender Short in Investment Management, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book.

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

2021 Cybersecurity Forum

Virtual Only

What best practices should financial firms employ to maintain a secure remote working environment? The 2021 Cybersecurity Forum will address this question and more.

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Business Management, Conference / Seminar, Value Investing, Veterans, Virtual Events & Programming

Career Fair Series: Goldman Sachs

Virtual Only

The Young Leaders Group Career Advancement series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces. Join us on Monday, April 19th at 12pm for our latest program in our Career Fair Series with Goldman Sachs (NYSE: GS).

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Conference / Seminar, Virtual Events & Programming, Young Leaders

Spotting Financial Shenanigans in Corporate Filings

Virtual Only

Do those quarterly reports look just too good to be true? Sometimes, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors. 

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
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