Events for November 1, 2023 - June 27, 2023

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Putting Beneficiaries First

Virtual Only

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.

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Conference / Seminar, Putting Beneficiaries First, Virtual Events & Programming

Centennial Speaker Series: Thomas Peterffy in Conversation with Bob Pisani

Virtual Only

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.

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

Enhance your Career, Strengthen Your Network, Get Involved Become a Society Leader: Board, Committees,
Interest Groups

Virtual Only

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.

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Conference / Seminar, Virtual Events & Programming

Chinese Wealth Management Products, Safe as Cash

Virtual Only

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.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

Carbon Quotient: Building Accountability for Net Zero Across the Investment Value Chain

Virtual Only

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.

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Conference / Seminar, Financial Reporting and Analysis, Sustainable Investing, Virtual Events & Programming

Business Management Group Meeting

Virtual Only

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.

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Business Management, Free for Members, Group Meeting, Interest Group, Virtual Events & Programming

Value Investing Roundtable

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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Group Meeting, Value Investing, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

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.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, 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

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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, 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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Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Operational Due Diligence in 2021 and Beyond

Virtual Only

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.

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Alternative Investments, Business Management, Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming

Centennial Speaker Series: The Investment Stewardship Series – An ESG and Value Investing Conversation

Virtual Only

Join us for an evening panel discussion with Gunjan Banati, chief risk officer and managing director at Royce Investment Partners, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP, as they discuss ESG and sustainability factors as material opportunities and risk factors for value investors.

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

Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Virtual Only

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.

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

Leaders in Digital Assets

Virtual Only

Financial Women's Association and CFA Society New York are pleased to co-host their first content-driven event: Leaders in Digital Assets. The virtual event will feature a panel discussion with women at the forefront of the development of this exciting asset class. The discussion will cover industry trends, the inclusion of women investors, and careers in digital assets today & in the future.

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Other Industry Event, Other Industry Events, Virtual Events & Programming, Young Leaders
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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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