Join the Veterans Roundtable interest group for a robust conversation on the use of private capital to support strategic national security innovation. Well-placed investments can help the United States maintain its globally competitive edge in the digital age while facilitating development in areas including cybersecurity, surveillance, artificial intelligence, and robotics.
AOS features Prof. Zamir Iqbal (Vice President, Finance, and Chief Financial Officer of the Islamic Development Bank) in conversation with Nico Firzli (President of the World Pensions Council), as Prof. Iqbal shares his perspective on how investors can maximize infrastructure and sustainable development opportunities when investing in emerging markets—informed by his nearly three decades of experience in the sector.
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 boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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!
Please join us for the Collaborative WIM quarterly book club event, hosted by CFA Society Orange County. Come prepared to chat in breakout sessions with your peers and participate in a live Q&A with Vikram Mansharamani.
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 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.
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Significant market shifts often begin in the margins. The speakers on our August 16 webinar will share where they see risk and opportunity in small corners of this idiosyncratic market. Join us for an interview of Eric Kirsch (Global Chief Investment Officer and EVP of AFLAC), as conducted by interviewer Stewart Foley, CFA (Managing Partner and Editor-In-Chief of Insurance AUM Journal), focused on the details concerning their respective outlooks across an expansive range of subsectors.
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 CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Led by former private equity professional with applied expertise in LBO modeling methodologies, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional.
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!
CFA Society New York
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Phone: (212) 541-4530
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