Events for November 15, 2023 - February 1, 2024

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Value Investing Workshop with Andrew Kahn

Virtual Only

Join the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing, discussing the life and work of Irving Kahn, one of the esteemed founders of CFA Society New York. Within this context, Andrew will examine the founding and investing style of Kahn Brothers Group, which Irving Kahn founded in the late 1970s. Attendees will also have the opportunity to see a selection of real-life investment methodology decisions made by the leadership team at Kahn Brothers Group. Learn how the past informs the present when you join in this exciting historical discussion.

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Conference / Seminar, Value Investing, Virtual Events & Programming

SPACs: The New IPO?

Virtual Only

In this program, industry leaders involved in different aspects of taking companies public will discuss the role of SPACs as an increasingly popular alternative to the more traditional IPO, including:

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

Fintech Leadership Group Meeting

Virtual Only

The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Featured Featured

6th Annual Insurance Company Chief Investment Officers Roundtable

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

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums, low interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

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

Business Management Group Meeting

Virtual Only

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, Free for Members, Group Meeting, Interest Group, 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, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

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

Centennial Speaker Series: Robin Wigglesworth on Trillions – How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever

Virtual Only

Overview This event is co-sponsored with the CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a lunchtime program with Robin Wigglesworth, the Financial Times‘ global finance correspondent and author of Trillions, as he discusses the incredible true story of the iconoclastic geeks who [...]

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Other Industry Event, Value Investing, Virtual Events & Programming

7th Annual Real Estate Outlook: The State of Office Alternatives

Virtual Only

After more than a year of working from home, owners, operators, tenants, and employees are all pondering what the future of office space will look like. This comprehensive discussion will explore how real estate stakeholders are balancing their needs with the anticipated return of the workforce: as summer wanes and fall approaches, a new reality will emerge that could impact the ongoing resilience of a historically critical asset class and the future of work as we know it.

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Alternative Investments, 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

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

Deciphering DeFi: Where Blockchain Meets Wall Street

Virtual Only

Delve into the response of traditional centralized finance (CeFi) institutions, hear objective and diverse perspectives on the current state of DeFi innovation, and explore potential game changers that could impact DeFi’s scalability and adoption potential when you attend this discussion.

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

Veterans Roundtable Group Meeting

Virtual Only

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.

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

New Year Market Outlook

Virtual Only

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.

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Conference / Seminar, Institutional Asset Management, 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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