Events for Friday, December 19 - Thursday, June 12

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10th Annual Veterans in Transition Symposium

CFA Society New York 1540 Broadway, New York City, 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

Financial Issues Forum presents Paulina Bren on “She-Wolves: The Untold History of Women on Wall Street”

Virtual Only

Overview First came the secretaries from Brooklyn and Queens―the “smart cookies” who learned on the job despite the obstacles. Then came the first Harvard Business School grads, who, despite their hard-earned diplomas, often settled for less. Eventually came the yuppies of the 1980s in power suits and commuter sneakers. In She-Wolves, award-winning historian Paulina [...]

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

Student and Young Leaders Group Mixer

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

Overview Join us for our upcoming mixer event, a fantastic opportunity for students to learn more about CFA Society New York and connect with like-minded individuals and members of the Young Leaders Group. As part of CFA Society New York, this dynamic member group fosters a supportive community for students and early [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student, Young Leaders

Sustainable Investing Group Meeting

Virtual Only

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.

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

The CFA Charter Journey: How Students Can Gain A Competitive Edge

Virtual Only

Overview This engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program, strategies for exam preparation, and tips on developing essential soft skills that contribute to long-term professional [...]

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CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events, Student

CFA Society New York Book Club:The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America―and How to Undo His Legacy by David Gelles

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

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.

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Book Club & Author Series, Committee Meeting, Free for Members, Global Passport, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Women in Finance – Mentorship and Supporting Leadership

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

Registration is now closed for this event! Overview The Women in Finance event is a great opportunity for women in the industry to learn more about the importance of mentorship and how to build a mentor/mentee relationship to elevate you in your career. Agenda 5:30 PM | REGISTRATION 5:55 PM | INTRODUCTION [...]

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Career Development, Conference / Seminar, Global Passport, Networking Event, 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. 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.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Virtual Only (Zoom)

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

How Asset Owners Can Address Stock Market Concentration with a Novel Approach to Minimum Variance

Virtual Only

Overview An Asset Owner Series™ Event The significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification, tighter industry, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a [...]

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

Buffett’s Early Investments

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

Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns is a book about how the world's greatest investor made his first millions.

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

Value Investing Group Meeting

Virtual Only

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.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, Virtual Events & Programming

9th Annual Insurance Company Chief Investment Officers Roundtable

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

Join the 7th 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

Communication, Leadership & Public Speaking: Hosted by CFANY Toastmasters

Virtual Only (Zoom)

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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Performance & Risk Analytics Group Meeting

Virtual Only

The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Performance & Risk Analytics, 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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