Events for April 3, 2024 - October 18, 2024

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Business Management Group Meeting

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

The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.

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Business Management, Committee Meeting, Group Meeting, Interest Group Meetings, Virtual Events & Programming

African Heads of State and Asset Owners Forum

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

The African continent is undergoing a massive change. ESG projects are growing. The continental trade agreement is fostering cooperation and market formalization. However, for foreign investors, due diligence issues and capacity issues remain. Join us to meet with some of the continent’s heads of state to hear, for yourself, where investment opportunities lie

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Asset Owner Series, Conference / Seminar, Global Passport, Global Policymakers Series, Virtual Events & Programming

Alternative Investment Group Meeting

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

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

Third AOS Climate and ESG Asset Owner Summit

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

The CFA Society New York 3rd Climate and ESG Asset Owner Summit is scheduled to take place during Climate Week and Global Goals Week in NYC. The event will focus on the status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives from around the world.

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AOS Original, Asset Owner Series, Conference / Seminar, 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

Peru Outlook and Investment Opportunities

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

Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.

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Asset Manager Series, Asset Owner Series, Conference / Seminar, Global Passport, Virtual Events & Programming
Featured Featured

A Day of Fintech

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

Join CFA Society New York for an intensive half-day conference addressing a variety of financial technology topics in a broader global context.

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

Intro to Python for Business & Finance – Cognitir

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

Value Investing Group Meeting

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

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

Performance & Risk Analytics Group Meeting

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

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

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Institutional Asset Management Group Meeting

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

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

CFA Society New York Book Club The Death of the Banker: The Decline and Fall of the Great Financial Dynasties and the Triumph of the Small Investor

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

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Book Club & Author Series, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming

Centennial Speaker Series: Bob Pisani on Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange

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. Bob Pisani has spent the past 25 years working on the floor of the New York Stock Exchange. He has been on the front line of finance for all the [...]

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

Investment Strategy Roundtable

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

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming
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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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