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.
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.
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.
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!
Join the Financial Reporting and Analysis interest group as we invite leaders from across the industry to share their expertise during the ongoing LIBOR transition period. In a moderated discussion format, panelists will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations in 2022 and beyond.
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.
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.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
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.
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!
Are you thinking about launching -- or are you ready to launch -- a money management firm? Are you currently operating a firm, but are looking for ways to grow or address ongoing management challenges? This all-in-one event will provide a forum for emerging managers and allocators to learn strategic and practical approaches to tackling common challenges.
Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
In this two-panel learning event, CFA charterholders and community members are invited to explore distinct perspectives on alternative data sources.
Join CFA Society New York for an evening of discussion and ideation to enhance entry and advancement opportunities for women in alternative investing. The 2021 Preqin Impact Report on Women in Alternative Assets found that at the close of 2020, just over 20% of the alternative investment industry’s employees were female, with a slim 12% holding a senior-ranked position.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
© 2025 CFA Society New York. All Rights Reserved. Privacy Policy | Terms and Conditions
We're using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.
XFunctional cookies, which are necessary for basic site functionality like keeping you logged in, are always enabled.
