Events for June 13, 2023 - April 7, 2023

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Better Investor Outcomes: How the SEC and CFA Institute’s New Diversity, Equity, and Inclusion (DEI) Codes Will Impact and Improve the Industry

Virtual Only

Tune in to this can’t-miss discussion centering on diversity, equity, and inclusion (DEI) in the investment industry—and stay abreast of the latest information regarding CFA Institute’s initiative, aimed at developing a voluntary code designed to guide DEI. As the Securities and Exchange Commission (SEC) increasingly looks to integrate DEI disclosure requirements into rule-making, CFA Institute has taken the lead in developing these guidelines.

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Conference / Seminar, Diversity & Inclusion Forum, Sustainable Investing, Virtual Events & Programming

Introduction to SQL – Cognitir

Virtual Only

Having a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages .

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

Fintech Leadership Group Meeting

Virtual Only

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.

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Committee Meeting, Fintech Thought Leadership Group, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming

Introduction to Python for Business and Finance — Cognitir

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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

CFA Society New York Book Club: A World Without Work

Virtual Only

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.

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Book Club & Author Series, Group Meeting, 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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Committee Meeting, Free for Members, Group Meeting, Interest Group, Veterans, 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

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

Quantitative Investing Group Meeting

Virtual Only

We generalize the Kelly criterion and the growth-optimal portfolio (GOP) concept beyond log-wealth maximization. We show that models of speculative price dynamics with time change require different compounding algebras leading to GOPs that do not coincide with log-wealth maximization.

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Quantitative Investing, Virtual Events & Programming
Featured Featured

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
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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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