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.
We are in a time of enormous risk. Economic growth is anemic, and political risk to the capital markets is on the rise. In the U.S., a generation of white-collar baby boomers is heading into retirement with insufficient assets in their 401(k) programs,
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.
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!
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.
Join us as we bring together leaders in the NFT (non-fungible token) market to discuss the current explosion and future opportunities within this crypto segment. NFTs are a family of crypto assets that hold ownership of unique data linked to a blockchain (e.g., Ethereum).
The Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year.
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.
Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.
Join us for an evening panel discussion with Catherine Winner, global head of stewardship at Goldman Sachs Asset Management, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP.
As liquidity effects linger from the pandemic, large investment funds have begun to occupy a more prominent role as sources of capital. The 3rd Public Pension Funds Conference, part of our Asset Owner Series, will address a range of high-level topics from the perspective of public pension plans. Presenters will discuss major investment themes and global market dynamics within the context of unique challenges arising from strict investment mandates and vast resources at hand.
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.
Moody’s Chief Investment Officer Credit Outlook Summit features Chief Investment Officer panelists from around the world. The discussion will focus on their global macroeconomic views and credit market trends for 2022.
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 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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Phone: (212) 541-4530
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