Events for Tuesday, May 13 - Friday, April 25

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Single Stock Concentration Risk Management Seminar

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

Clients often wish to maintain ownership of some or all of their highly appreciated stock for a variety of reasons, such as tax and estate planning considerations, emotional attachment to the stock and restrictions on the shares. With the stock market at record heights, interest rates ratcheting up, risks seemingly everywhere and the possibility of tax reform still in the air, single-stock risk management has taken on a renewed focus.

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Private Wealth Management

Latin America Investment Conference

Bloomberg LP 731 Lexington Avenue, New York, NY, United States

The conference features globally-acclaimed speakers and a range of diverse topics and perspectives to shape investment strategies in Latin American markets, as well as global issues relevant to investors worldwide.

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Global Investing Group
Free

Global Agriculture Forum

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

Agriculture, one of the oldest and most important industries on Earth, has only recently become a sought-after addition to institutional portfolios. Attracted by consistent yields, long-term appreciation, inflation-hedging characteristics, and low correlation to other asset classes, institutional investors represent a growing portion of fragmented farmland ownership universe.

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Alternative Investments

80th Anniversary Dinner

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

CFA Society New York's "80th Anniversary Dinner" provides an excellent opportunity for networking and socializing with, as well as learning from, peers and advanced practitioners in the financial services and investment management industries. Join us as we commemorate CFA Society New York's 80th anniversary year, with CFA charterholder leaders from around the world expected to attend.

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Membership Committee, Networking Event

Climate Change is a Given – How to Drive Value and Manage Risk

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

With scientific research pointing towards escalation, it is imperative, if not inevitable, that capital markets better incorporate these risks and identify opportunities. What data gives us insight into what companies are doing to prepare for and solve these issues? How well are companies disclosing this data?

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Sustainable Investing
$85

Mihir A. Desai’s: The Wisdom of Finance: Discovering Humanity in the World of Risk and Return

The Gabelli Center for Global Security Analysis 150 West 62nd St, New York, NY, United States

Mihir Desai, Ph.D. is the Mizuho Financial Group Professor of Finance at Harvard Business School and a Professor of Law at Harvard Law School. In his latest book, The Wisdom of Finance: Discovering Humanity in the World of Risk and Return, he asks how do we pursue and create value. He is bringing his insights on how Literature, Religion, and Liberal Arts impact the financial world. The first 100 attendees will receive a free copy of Prof. Desai's book.

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Other Industry Events

Stock Talk

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

The people who have volunteered will be presenting a brief presentation on a stock of their choice. Audience members can then debate and discuss the merits of the investment and provide feedback to the presenter.

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Value Investing

The Fordham Wall Street Council and The Gabelli Center Presents Abby Joseph Cohen

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Abby Joseph Cohen is an advisory director and senior investment strategist at Goldman Sachs in New York. Her work is focused on the intersection of economics, government policy, and financial markets. Abby began her career as an economist at the Federal Reserve Board in Washington, D.C.

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Other Industry Events

Blockchain: The Future in Financial Services and Beyond

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

In this conference, we will bring together leading visionaries, entrepreneurs, investors and practitioners in blockchain, distributed ledger technology and cryptocurrency. The program will begin with a brief overview of blockchain technologies followed by a keynote speaker who will address the current landscape, including how the technology may impact charterholder careers. Finally, a panel of of leading entrepreneurs, investment professionals, and financial services professionals will discuss an overview of current use cases/projects both inside and outside financial services.

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Fintech Thought Leadership Group
$30

CFANY 4th Annual Call for Candidates

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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Membership Committee

Author Series: Asset Owner Edition – Multi-Asset Investing: A Practitioner’s Framework by Pranay Gupta

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

Although a substantial part of the risk and return of any portfolio comes from asset allocation, the majority of investment professionals worldwide are currently focused on security selection. Join Pranay Gupta, CFA, as he questions this basic structure of the investment process and investment industry.

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Asset Owner Series

In Uncertain Times, Are Exchange-Listed Options a Solution for Asset Managers?

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

Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event.

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Alternative Investments
$15

2nd Annual Multi Family Office Conference

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

The 2nd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.

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Asset Owner Series, Industry Conference
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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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