The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
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.
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Entrepreneurs are among the primary shapers of our culture, yet their role in driving progress and influencing society has often been overlooked. As far back as we can trace human [...]
Designed for investment banking, PE and real estate investment professionals, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation.
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.
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
Entrepreneurs are the foundation of capitalism. Venture capital is the largest financing source for these innovative builders and creators, helping turn their visions into reality and influencing the course of our future economy. Over the past decade, venture capital has expanded its influence and importance, matured its processes, and grown its market share and investor base. A once niche investment strategy, venture capital has become mainstream.
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!
Mark your calendar and get ready to join us as we honor Andrew K. Golden, CFA of Princeton University Investment Company (“Princo”), and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019. Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.
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.
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.
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. The global economy is at a crossroads. Can finance fix it? Proponents of environmental, social, and governance (ESG) investing say yes. They claim that new financial strategies that consider all [...]
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Join our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.
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!
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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