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.
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.
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!
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.
We generalize the Kelly criterion and the growth-optimal portfolio (GOP) concept beyond log-wealth maximization. We show that models of speculative price dynamics with time change require different compounding algebras leading to GOPs that do not coincide with log-wealth maximization.
Attend our Putting Beneficiaries First series event to learn directly from a slate of accomplished thought leaders in the pension management space. Speakers that represent financial institutions, asset owner investment staff and trustees, nonpartisan think tanks, investment consultants and government officials will lead a series of in-depth conversations on timely, relevant topics affecting beneficiaries. This series of exclusive data driven discussions is focused on examining attendant risks to pension and entitlement beneficiaries, including risks presented by increasing government debt levels, federal entitlement underfunding, pension underfunding, technological innovations, and more. Join us and go well beyond the political noise that obscures real debate and analysis to learn from some of the leading voices in the industry.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a conversation with Thomas Peterffy, chairman and founder of Interactive Brokers Group Inc., a global electronic brokerage firm with a market capitalization of more than $30 billion. Peterffy will be interviewed by CNBC senior markets correspondent Bob Pisani.
This is an informational session intended to familiarize CFA Society New York members—particularly those possessing senior-level industry experience—with the Society governance structure, as well as with the election process for CFA NY’s Board of Directors, and CFA NY’s Nominations Committee. Our virtual attendees will meet members of the current leadership team, gain insight into the formative role that direct involvement of volunteers like you play in both shaping and realizing CFA Society New York’s vision and mission, and learn how driving thought leadership—and, in doing so, further elevating CFA Society New York’s status as a leading forum within the financial investment community—will not only serve to support Society membership at large, but have profound impacts on your personal and professional life.
Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA community to discuss the current disclosure of WMPs within China and learn more about the complex risks in the seemingly simple area of cash and cash equivalents on the books of Chinese corporates.
You’re invited to explore the development and the features of Carbon Quotient™ methodology with experts from accounting, institutional investors, and financial regulators. As a growing number of governments, global companies, and institutional investors rapidly commit to carbon neutrality or “net zero” by mid-century, Carbon Quotient™ (CQ), a new transition risk tool set, is well-positioned to meet the need for a comprehensive navigational tool to guide the journey towards net zero.
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 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 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
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530
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