Overview This presentation by Joe Calandro will profile the United States credit cycle and the challenges it poses, along with a perspective on where we seem to be in the cycle today. He will show the prior credit cycle wave of progressively lower inflation and interest rates began in 1982, following a historic [...]
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
Overview The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and [...]
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.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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.
Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it. This conference will help you understand how GenAI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.
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.
Interested in applying for the CFA Society of New York Board of Directors? Join members from the Nominating Committee for a Q&A session to learn about the election process as well as the role and responsibilities of Board members.
Overview Join The Gabelli Center for Global Security Analysis, in conjunction with the Museum of American Finance, and CFA Society New York, for an in-person event with one of the most important economists of his generation. Edmund Phelps developed a new understanding of unemployment and inflation and went on to rethink the roots of [...]
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.
Overview Members considering a new position or hoping to properly prepare themselves for an eventual move will benefit from hearing about trends from the top of the financial services job market. The "Fall Employment Outlook" is a pivotal event tailored for members at the cusp of their career transitions. Whether you're contemplating a [...]
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 Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
© 2025 CFA Society New York. All Rights Reserved. Privacy Policy | Terms and Conditions