Events for November 13, 2023 - July 20, 2023

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8th Annual Sustainable Investing Conference: Are you ready for Net Zero?

Virtual Only

Explore the future from this climate-oriented perspective when you join the Sustainable Investing interest group to take a closer look at what net zero means for the investment industry. This virtual conference will feature panel discussions led by asset owners and investment managers, who will address a range of sustainable finance topics.

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Conference / Seminar, 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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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Value Investing, 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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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Toastmasters, Virtual Events & Programming

M&A in the Wealth Management Industry

Virtual Only

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.

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Business Management, Conference / Seminar, Private Wealth Management, Virtual Events & Programming

Sustainable Investing Group Meeting

Virtual Only

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.

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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Sustainable Investing, Virtual Events & Programming

Fintech Leadership Group Meeting

Virtual Only

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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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, 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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Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Performance & Risk Analytics, Virtual Events & Programming

Veterans Roundtable Group Meeting

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, Interest Group Meetings, Veterans, Virtual Events & Programming

Centennial Speaker Series: Daniel Peris on Why Modern Portfolio Theory Fails Investors

Virtual Only

We are in a time of enormous risk. Economic growth is anemic, and political risk to the capital markets is on the rise. In the U.S., a generation of white-collar baby boomers is heading into retirement with insufficient assets in their 401(k) programs,

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Other Industry Event, Other Industry Events, 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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Free for Members, Group Meeting, Institutional Asset Management, Interest Group, 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!

Find out more »
Free for Members, Interest Group, Interest Group Meetings, Toastmasters

Quantitative Investing Group Meeting

Virtual Only

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.

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

NFTs: Welcome to the Metaverse

Virtual Only

Join us as we bring together leaders in the NFT (non-fungible token) market to discuss the current explosion and future opportunities within this crypto segment. NFTs are a family of crypto assets that hold ownership of unique data linked to a blockchain (e.g., Ethereum).

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

What Investors Need to Know About Audits

Virtual Only

The Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year.

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Conference / Seminar, Financial Reporting and Analysis, 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
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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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