Events for Friday, December 19 - Thursday, June 12

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Event Category: CFA Society NY Event
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1st Annual US Retirement and Entitlement Slow-Moving Crisis Summit: Putting Objectivity and Integrity First

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

This event will feature thought leaders that represent non-partisan and apolitical organizations such as large buy-side fund managers like OppenheimerFunds, in addition to nonprofit organizations such as the Committee for a Responsible Federal Budget and the World Economic Forum, for a data driven discussion focused on quantifying the credit and market risks associated with the US government’s unfunded entitlement liabilities and national debt. This event is hosted as a part of the CFA Society New York’s “Putting Beneficiaries First” initiative.

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CE Credits, Putting Beneficiaries First

What’s New in Financial Reporting in 2017

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

This program will give you a concise update on key new developments in Financial Reporting for financial statements published in 2018. Topics covered will include changes in revenue recognition, derivatives reporting, developments in lease reporting and CECL . The program will include speakers that capture perspectives from standard setters, investment research and preparers of financial statements. This program is designed as a boot camp to get financial statement users up to speed on the impact of the new standards on financial statements published in early 2018.

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Financial Reporting and Analysis

Moody’s Investors Service Chief Investment Officer Credit Outlook

Moody's Investors Service 7 World Trade Center, 250 Greenwich St, New York, NY, United States

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit, hosted in partnership with CFA Society New York, will feature four chief Investment officer panelists from leading asset management and insurance companies across two panels. The first panel will be moderated by Mike Rowan, CFA, Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service, and will focus on “Big Picture” themes that will shape global credit markets in 2018 and beyond. The second panel will be moderated by Marc R. Pinto, CFA, Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service, and will focus on the panelists outlook for defaults, credit spreads and sector underperformance / overperformance. The event will be hosted at Moody’s 7 World Trade Center conference space and refreshments will be served once the second panel concludes.

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Free for Members

3rd Annual Insurance Company Chief Investment Officers Roundtable

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

At CFANY's Third Annual Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they're uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.

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Asset Owner Series

Find Your CFANY Niche: Volunteer Leadership Group Meet & Greet

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

Join us for this complimentary member event, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital Volunteer Groups are to the CFANY community, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career, and the Society as a whole.

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Membership Committee

Strategic Management of Investment Organizations

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

How do CEOs and other senior leaders manage their firms, implement business strategy, and think through key strategic challenges? There are no perfect solutions, but there are some time-tested frameworks. CFA Institute and Harvard Business School Investment Management Workshop is designed to explore these issues with global peers, C-level guest speakers, and leading HBS professors. CFA Institute and HBS are pleased to present a panel moderated by George E. Austin, CFA that will bring together HBS Senior Associate Dean, Luis Viceira, and senior industry practitioners from State of Wisconsin Investments Board, Deutsche Asset Management, and Casey Family Programs. All panelists attended the 49th annual Investment Management Workshop in June 2017 and will share how the workshop helped them improve strategic decision making.

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Free for Members, Sponsored Event*
Featured Featured

China’s Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom, by Winston Ma

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

Explore the world-changing digital transformation in China—China's Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom is a cutting-edge text that spotlights the digital transformation in China. Organised into three major areas of the digital economy within China, this ground-breaking book explores the surge in e-commerce of consumer goods, the way in which multi-screen and mobile Internet use has increased in popularity, and the cultural emphasis on the mobile Internet as a source of lifestyle- and entertainment-based content. Targeted at the global business community, this lucid and engaging text guides business leaders, investors, investment banking professionals, corporate advisors, and consultants in grasping the challenges and opportunities created by China's emerging mobile economy, and its debut onto the global stage.

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Book Club & Author Series

2nd Annual Institutional Investment Consulting Roundtable

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

The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market.

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Asset Owner Series, Industry Conference

2nd Annual Young Leaders NCAA Basketball March Madness Networking Event

Legends 6 West 33rd Street, New York, NY, United States

This is the second March Madness networking event organized by the Young Leaders Committee. The purpose of this event is to network and attract young charterholders to get involved with the group while building new connections within CFA New York.

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Networking Event, Young Leaders

3rd Annual Single Family Office Conference

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

The 3rd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space

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Asset Owner Series

4th Annual Real Estate Outlook Event

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

The Alternative Investment Group’s 4th Annual Real Estate Outlook event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening will begin with a broad overview of real estate market trends, and continue with a focus on niche and emerging real estate asset classes.

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Alternative Investments
Featured Featured

Integrating ESG Factors in Equity and Fixed Income

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

This half-day event will feature a keynote speaker, followed by a panel of senior investment professionals discussing the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus, or simultaneously, having specific-ESG or ESG-themed investment products available Speakers will address the drivers behind this holistic ESG integration approach, associated challenges and opportunities, and the tradeoffs in today’s investment landscape.”

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Free for Members, Sustainable Investing

1st Multilateral Development Bank Conference

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

CFA Society New York's Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally.

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Asset Owner Series

1st Central Bank and Reserve Funds Summit

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

Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets.

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Asset Owner Series
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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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