Hear what CFA Institute's head of advocacy has planned for the Americas region. Join us for a midday conversation about the long- and short-term goals and how societies in North and South America can get involved.
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.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
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!
This boot camp is an intensive instructor-led training program where trainees learn midstream oil and gas industry financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Join us for a discussion with Professor Gatto and Bob O’Shea as they speak about several topics, including his career and the things that made him so successful, his views of the current credit markets, and his advice for students and young professionals on how to build a successful career in credit.
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.
Join us for an afternoon webinar between author Ted Seides as he discusses his new book, Capital Allocators, with Jonathan Brolin, founder and managing partner of Edenbrook Capital LLC, on this opaque corner of the investment landscape.
Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019. Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.
A recent Wall Street Journal article highlighted product manager as the new dream job for MBA students. A product manager is the conductor of the orchestra. He/she works cross-functionallywith engineering and design to identify new products to build as well as what features to add and remove from existing ones. Product managers interface a great deal with customers to try to understand their needs with the aim of building things that they actually want.
Having a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages .
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 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.
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Phone: (212) 541-4530
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