Events for September 21, 2023 - September 25, 2023

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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

Green Signs: The Impact of New ESG & Climate Reporting Requirements  on Investment Product Features

Virtual Only

Join CFA Society New York for an in-depth panel discussion about the latest developments and regulatory changes regarding Climate Change and ESG reporting. Learn what impact these developments will have on disclosures of ESG-related features of existing and prospective investment products, and explore new considerations for asset managers in the broader sustainable investing space.

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

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

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

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

Centennial Speaker Series: Zachary Karabell on Inside Money: Brown Brothers Harriman and the American Way of Power

Virtual Only

Conspiracy theories have always swirled around Brown Brothers Harriman, and not without reason. Throughout the 19th century, when America was convulsed by a devastating financial panic essentially every 20 years, Brown Brothers quietly went from strength to strength, propping up the U.S. financial system at crucial moments and catalyzing successive booms, from the cotton trade and the steamship to the railroad, while largely managing to avoid the unwelcome attention that plagued some of its competitors.

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

Midyear Market Outlook

Virtual Only

Has digital-first collaboration left you feeling out of the loop during recent market moves? Join our Institutional Asset Management interest group for an in-depth Midyear Market Outlook panel, featuring a range of prominent chief investment officers, portfolio managers and market strategists.

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Conference / Seminar, Institutional Asset Management, 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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Free for Members, Group Meeting, Interest Group, Veterans, Virtual Events & Programming
Featured Featured

Diverse Views on What’s Next for the Markets

Virtual Only

Forecasting market movements is difficult at any juncture, but even more so during periods of uncertainty. Tune in to this virtual conversation to hear diverse professionals discuss their perspectives on what the future holds for the market and how they plan to reach their diversity goals in their firms and their asset selection.

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, Diversity & Inclusion Forum, Institutional Asset Management, 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, Group Meeting, 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!

Find out more »
Committee Meeting, Free for Members, Group Meeting, Interest Group Meetings, Toastmasters, Virtual Events & Programming

National Security Technology Investment

Virtual Only

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.

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Conference / Seminar, Veterans, 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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