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.
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.
This boot camp is an instructor-led virtual "Power Session" where trainees learn advanced Excel functionality using an intuitive, step-by-step approach.
A week of daily events focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. The panels will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
Unlock the Power of Excel VBA and Become the Office Superhero What You'll Learn Start Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros, functions and subroutines. Immediately Use VBA [...]
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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!
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 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.
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.
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.
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.
This Event will hone in on investments in healthcare real estate, such as seniors housing, medical office, life sciences, acute care facilities, hospitals, as well as outpatient healthcare facilities, located in Midwest markets in the United States, which is where a predominant concentration of healthcare ecosystems are located.
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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Phone: (212) 541-4530
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