Events for Friday, December 19 - Thursday, June 12

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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!

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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

Institutional Asset Management Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Institutional Asset Management Group Meeting

Virtual Only

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.

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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

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

Alternative Investment Group Meeting

Virtual Only

The mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, 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

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.

Find out more »
Free for Members, Group Meeting, Interest Group, Value Investing, Virtual Events & Programming

Financial Reporting and Analysis Group Meeting

Virtual Only (Zoom)

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

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Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

CFA Society New York New Year Happy Hour

The Back Room 102 Norfolk St, New York, NY, United States

Overview Please join the members of CFA Society New York's Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group for the first CFA Society New York Happy Hour of 2025, where you can reconnect with familiar faces and meet new ones in a warm, inviting speakeasy setting. This is the perfect way to start [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Interest Group, Networking Event, Young Leaders

8th Annual Data Science in Finance Conference

CFA Society New York 1540 Broadway, New York City, 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, Data Science and Quantitative Investment Group, Global Passport, Quantitative Investing
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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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