Events for November 1, 2023 - June 27, 2023

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Utilizing ESG and Climate Data to Improve Multi-Asset Risk Analysis

Virtual Only

Join our Performance & Risk Analytics interest group for an informative virtual event featuring Habib Moudachirou, FRM, CIFD, a twenty-year quantitative investment management veteran. In this presentation, Mr. Moudachirou will give an overview of sustainability investing, covering a variety of ESG approaches, while discussing the path to integrating sustainability with the broader needs of the investment management community.

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Conference / Seminar, Performance & Risk Analytics, Sustainable Investing, Virtual Events & Programming

Multistep forecasting for limit order books inspired by machine translation algorithms

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
Featured Featured

Asset Manager Series: A View from the Top Municipal Bond Managers

Virtual Only

What challenges and opportunities will the heads of municipal bond investment managers face in the coming years? Tune in to first Asset Manager Series event to hear directly from municipal sector heads about how they are positioning their investment portfolios in the face of ongoing state fiscal pressures, changing yields and demographics, and more.

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Asset Manager Series, Conference / Seminar, 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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Committee Meeting, Free for Members, Group Meeting, Institutional Asset Management, Interest Group Meetings, Virtual Events & Programming

Financial Reporting and Analysis Group Meeting

Virtual Only

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. Its primary mission is to keep CFA NY members informed about these issues.

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Committee Meeting, Financial Reporting and Analysis, Free for Members, Group Meeting, Interest Group Meetings, Virtual Events & Programming

Distinguishing Hype from Reality: Alternative and Traditional Market Data

Virtual Only

Build your understanding of fintech implementation solutions and develop a more grounded view of market data when you attend this comprehensive discussion exploring the differences between alternative and traditional market data.

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Alternative Investments, Business Management, Conference / Seminar, Quantitative Investing, Virtual Events & Programming
Featured Featured

Global Advocacy: Policymakers, Investors and Beyond – Americas

Virtual Only

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.

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Asset Owner Series, Conference / Seminar, Global Policymakers Series, 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, Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, 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, 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

Oil & Gas Midstream Industry Modeling – Wall Street Prep

Virtual Only

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.

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

Centennial Speaker Series: Fireside Chat with Bob O’Shea, Moderated by Michael Gatto

Virtual Only

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.

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Other Industry Event, Other Industry Events, Value Investing, 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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