Has there ever been a time when Abraham Lincoln has gone silent? Our immortal conscience on civil rights and individual freedom is speaking to us yet again in the time of COVID-19 and public unrest.
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.
Are you a CFA Society New York member who wants to get more involved, but you do not know how? Or someone interested in the joining the Society, but are not sure what the Society has to offer? If so, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups!
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Tune in to explore the ramifications of changing policy benchmarks in a post-COVID world. This event will feature a wide-ranging discussion on several topics, including the impact of continued negative rates in a rising yield environment, as well as a look at international economic priorities during the ongoing recovery period and a handful of important secondary effects.
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!
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. How can women increase their assets under management? Ellen Carr, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm, will moderate a panel of [...]
CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.
The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
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 instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
Please join us for the next Collaborative WIM Original special quarterly interactive event, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our industry.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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