Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.
Join us for an evening panel discussion with Catherine Winner, global head of stewardship at Goldman Sachs Asset Management, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP.
As liquidity effects linger from the pandemic, large investment funds have begun to occupy a more prominent role as sources of capital. The 3rd Public Pension Funds Conference, part of our Asset Owner Series, will address a range of high-level topics from the perspective of public pension plans. Presenters will discuss major investment themes and global market dynamics within the context of unique challenges arising from strict investment mandates and vast resources at hand.
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.
Moody’s Chief Investment Officer Credit Outlook Summit features Chief Investment Officer panelists from around the world. The discussion will focus on their global macroeconomic views and credit market trends for 2022.
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!
Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in and fill the void. However, the market for private credit remains highly fragmented and somewhat opaque, complicating optimal entry points for many market participants.
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.
This bootcamp-style program arranged by the Financial Reporting and Analysis interest group provides a concise update on several important financial reporting developments. Through an innovative series of presentations, attendees can expect to be quickly brought up to speed on these new standards, which affect just released 2021 and future financial statements.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
How are structured finance market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from structured finance sector heads about how they are planning strategically in the face of high asset valuations, rising interest rates and borrower pressures.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
The American Gas Association, founded in 1918, represents more than 200 local energy companies that deliver clean natural gas throughout the United States. There are more than 75 million residential, commercial and industrial natural gas customers in the U.S., of which 95 percent — more than 71 million customers — receive their gas from AGA members. Today, natural gas meets more than 30 percent of the United States’ energy needs
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.
