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9th Annual Veterans in Transition Symposium

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join our Veterans Roundtable Group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.

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Conference / Seminar, Global Passport, Veterans, Virtual Events & Programming

8th Annual Insurance Company Chief Investment Officers Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join industry leaders at our roundtable event, where CIOs and insurance sector heads share insights on sustaining investment premiums amidst economic challenges. Explore crucial topics like manager selection, emerging market policies, and global investment strategies.

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AOS Original, Conference / Seminar, Virtual Events & Programming

2024 Energy Markets Outlook

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

The energy markets have a massive impact on many subsectors and, increasingly, public policies. As most of the OECD countries are entering winter, the focus is on now on. Attend to hear the brightest minds on energy talk about their outlooks.

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Conference / Seminar, Institutional Asset Management, Virtual Events & Programming

7th Annual Data Science in Finance Conference

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Gain an understanding of various big data techniques; Learn new algorithms for investment analysis; Review how data science is applied in various industries.

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

New Year Market Outlook

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

Join the Institutional Asset Management Group for their New Year Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

10th Annual Sustainable Investing Conference

Virtual Only

CFANY Sustainable Investing Group would like to restart the annual in-person sustainable investing conference with a half day program focused on 3-4 panels to discuss "ESG now and beyond" ... we will discuss regulatory changes, data requirements and potential for an ESG buyside panel on their outlook

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Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

Cannabis 101: Public to Private and Everything In Between

Virtual Only

2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy?

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Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

34th Annual High Yield Bond Conference

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

The 34th Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.

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Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

6th Annual Single Family Office Conference

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Join the 6th Annual Single Family Office Conference for insightful discussions and presentations by experts. Explore investment themes and global markets from the unique perspective of single family offices, entities managing one family's capital with a focus on privacy and non-commercial interests.

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AOS Original, Conference / Seminar, Virtual Events & Programming

Initiating 2024 Direct Access with Exemplary Companies: Texas Instruments Incorporated

Virtual Only

This event offers a unique opportunity to engage directly with a senior representative from Texas Instruments Inc., a leading company in the semiconductor sector. Attendees will gain insights into the company, enhancing their due diligence skills and knowledge, especially about Texas Instruments' commitment to long-term capital investments and stakeholder respect, essential for both basic industrial applications and high-growth technologies.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

31st Annual ‘What’s New in U.S. Financial Reporting?’

Virtual Only

This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

The State of WealthTech: How Generative AI is Changing the Game

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

Demographic shifts and client expectations have signaled a need for change in Wealth Management for years. The combination of Generative AI and ongoing consolidation have brought the industry to a tipping point where quality advice can truly be delivered at scale.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Networking Event, Seminar
Featured Featured

Jamaican Investment Forum

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

The CFA Society of New York: Jamaican Investment Forum will feature seasoned investment professionals providing an insider’s view of one of the Caribbean’s most dynamic economy.

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Business Management, Conference, Conference / Seminar, Global Passport, Toastmasters

Featured Featured

Global Investment Performance Standards

Virtual Only

We will discuss the key challenges firms are dealing with when moving to the latest GIPS Standards. Senior verifiers will provide some insight on what the challenges are and how to manage them.

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Conference, Conference / Seminar, Global Passport, Performance & Risk Analytics, Sustainable Investing, 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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