Events for Friday, December 19 - Thursday, June 12

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Private Credit and the Credit Markets Transformation

CITCO 350 Park Avenue, 30th Fl, New York, NY, United States

This event is now closed for registration. On site registration will not be permitted. Overview The last decade has seen radical shifts in the structure of credit markets.  The once-dominant role of banks has greatly diminished, replaced by a mix of private credit, BDCs, finance companies, and other lenders.  [...]

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Alternative Investments, Conference, Conference / Seminar, Free for Members

Exclusive Access: Student Speed Networking with CFA Charterholders

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

This event is free to all students but student members will have priority.  A limited number of spots are available. RSVP to secure your spot.   Overview Gain invaluable insights from CFA Charterholders with ties to Baruch, NYU, Columbia, Rutgers and other local colleges! Join our exclusive speed networking event and connect [...]

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

11th Annual Sustainable Investing Symposium

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

Overview In-person registration will close on January 27 at 5:00 PM EST. We will not be allowing on-site registrations. The livestream option will still be available. As global events continue to highlight the escalation of environmental and social impacts arising from the climate crisis, the role of sustainable finance is increasingly important. [...]

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Conference / Seminar, Global Passport, Sustainable Investing, 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

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

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

CFA Society New York Joint Happy Hour

Mr. Purple 180 Orchard St, 15 FL, New York, NY, United States

Overview Please join the members of CFA Society New York for our Joint Happy Hour at Mr. Purple. The Alternative Investments, Career Development, Institutional Asset Management, Sustainable Investing, and Young Leader’s Group are all collaborating for this unique get together. As we look ahead to the coming months, this is the perfect opportunity [...]

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Alternative Investments, Career Development, Free for Members, Institutional Asset Management, Other Industry Events, Sustainable Investing, Young Leaders

CFA Society New York Book Club: Co-Intelligence: Living and Working with AI by Ethan Mollick

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

Communication, Leadership & Public Speaking: hosted by CFANY Toastmasters

Virtual Only

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

Veterans Roundtable

Virtual Only

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.

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

Securing the Financial Frontier – Cyber Security Trends and Strategies for 2025 and Beyond

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

Come and learn what critical issues threaten financial services firm and how to address them. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry. Attendees will discover the benefits and opportunities afforded to firms that make intelligent cyber security investments.

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Business Management, Conference / Seminar, 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

2025 CFA Institute Research Challenge, New York Regional Finals

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

Overview Join us for the Local Final of the 2025 CFA Institute Research Challenge, hosted by CFA Society New York. This highly anticipated event marks the culmination of months of rigorous research, analysis, and teamwork as the top teams compete for a coveted spot in the next stage of this prestigious global [...]

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

Excellence Investment Summit

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

Overview In celebration of Black History Month, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers [...]

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Conference / Seminar, Global Passport, Other Industry Event, Student, 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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