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Event Category: Conference / Seminar
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5th Annual Endowment and Foundation Chief Investment Officer Roundtable

CFA Society New York 1540 Broadway, New York City, NY, United States

The 5th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

26th Annual Raymond James Insurance Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.

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Conference, Conference / Seminar, Global Passport, Industry Conference, Other Industry Events, Virtual Events & Programming

Midyear Market Outlook
Featured Featured

Midyear Market Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Join the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.

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Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming
Emerging Markets
Featured Featured

Emerging Markets: The Long March

CFA Society New York 1540 Broadway, New York City, NY, United States

Emerging markets allocations have long held the promise of growth and outsized total return, therefore earning a place in strategic allocations for Western economy investors. Yet risk drag, local market inefficiencies, and poor governance have often led investors to despair.

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Conference, Conference / Seminar, Global Investing Group, Global Passport, Virtual Events & Programming

How Asset Owners Source, Underwrite, and Monitor Equitably

CFA Society New York 1540 Broadway, New York City, NY, United States

Discover the secrets of successful endowment strategies as renowned experts reveal exclusive insights, offering privileged access to invaluable discussions in an exclusive, press-free event.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

What’s New in International Financial Reporting

What’s New in International Financial Reporting

Virtual Only

This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

Filling the Global ESG Gap Before It’s Too Late!

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The financial services industry has a long way to go to play its part in ESG and DEI change. With time running out, hear from global asset owners, local and federal government officials and other SDG experts about what we can do and how. Agenda 8:30 AM | REGISTRATION [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Pacific Alliance Leaders ESG Summit

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Latin America’s political and social changes are ongoing. However, ESG is likely to weather them all. Hear from the region’s best and brightest asset owners, portfolio managers and senior executives on what the changes mean and where value is growing.

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming
Featured Featured

Cyber Crisis: The AI Risk You Missed

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Cyber risk is rising on AI, virtual reality, tokenization and more. This means greater immediate risk to your company and the assets you manage. This event will share best practices that you can employ to ensure a secure environment and provide you with the tools to identify the corporate risks to your employer and the risks to your portfolios.

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Business Management, Conference, Conference / Seminar, Global Passport, Toastmasters, Virtual Events & Programming

4th Institutional Investment Consulting Roundtable

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview The world of investment management consultants and Outsourced Chief Investment Officers (OCIOs) is undergoing a remarkable transformation. As the financial industry continues to evolve, so do the demands placed upon these professionals. This paradigm shift is profoundly influencing the very core of their responsibilities, particularly in the realms of due diligence and [...]

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AOS Original, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

How Generative AI is Transforming the Investment Process

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it. This conference will help you understand how GenAI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

Fall Employment Outlook

Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United States

Overview Members considering a new position or hoping to properly prepare themselves for an eventual move will benefit from hearing about trends from the top of the financial services job market. The "Fall Employment Outlook" is a pivotal event tailored for members at the cusp of their career transitions. Whether you're contemplating a [...]

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Career Development, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

What Needs to Change After the Failure of SVB, Signature, and First Republic?

Virtual Only

Overview This panel will explore how the failure of SVB, Signature, and First Republic changes how preparers, users, and standard setters navigate the banking terrain, set strategy, and create shareholder value. Agenda 10:00 AM | INTRODUCTION Ethan Heisler, CFA, Co-Chair, Financial Reporting and Analysis Group 10:05 AM | PANEL DISCUSSION Moderator [...]

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Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

2nd Annual Infrastructure Outlook: Data Centers and Student Housing

Virtual Only

As society has quickly adopted the ‘internet-of-things,’ 5G, and cloud computing, data centers have grown from a niche segment to a critical component of our nation’s Infrastructure. The top four hyperscalers (Microsoft, AWS, Google, and Meta) are expected to invest approximately $1 trillion to keep up with demand, including from resource-heavy artificial intelligence. Historically this investment was done in-house, but now external financing is needed to help fill the void.

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Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming
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Phone: (212) 541-4530

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