Join us for this complimentary member event, where CFA Society New York will facilitate introductions with members of common interests. Learn just how vital Volunteer Groups are to the CFANY community, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career, and the Society as a whole.
How do CEOs and other senior leaders manage their firms, implement business strategy, and think through key strategic challenges? There are no perfect solutions, but there are some time-tested frameworks. CFA Institute and Harvard Business School Investment Management Workshop is designed to explore these issues with global peers, C-level guest speakers, and leading HBS professors. CFA Institute and HBS are pleased to present a panel moderated by George E. Austin, CFA that will bring together HBS Senior Associate Dean, Luis Viceira, and senior industry practitioners from State of Wisconsin Investments Board, Deutsche Asset Management, and Casey Family Programs. All panelists attended the 49th annual Investment Management Workshop in June 2017 and will share how the workshop helped them improve strategic decision making.
Explore the world-changing digital transformation in China—China's Mobile Economy: Opportunities in the Largest and Fastest Information Consumption Boom is a cutting-edge text that spotlights the digital transformation in China. Organised into three major areas of the digital economy within China, this ground-breaking book explores the surge in e-commerce of consumer goods, the way in which multi-screen and mobile Internet use has increased in popularity, and the cultural emphasis on the mobile Internet as a source of lifestyle- and entertainment-based content. Targeted at the global business community, this lucid and engaging text guides business leaders, investors, investment banking professionals, corporate advisors, and consultants in grasping the challenges and opportunities created by China's emerging mobile economy, and its debut onto the global stage.
The 2nd Annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds. The typical large consultant group usually has a division between the field consultants and the research consultants. The field consultants are the ones who meet with the clients. The research department mainly compiles the performance and other relevant information about the managers. From this the research, consultants provide the "short list" of approved managers that the field consultants use when they are assessing the best portfolio manager for a particular client. Investment consultants are highly influential in the institutional market.
In partnership with Raymond James, CFANY presents the 22nd Annual Insurance Industry Conference.
This is the second March Madness networking event organized by the Young Leaders Committee. The purpose of this event is to network and attract young charterholders to get involved with the group while building new connections within CFA New York.
The 3rd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space
The Alternative Investment Group’s 4th Annual Real Estate Outlook event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening will begin with a broad overview of real estate market trends, and continue with a focus on niche and emerging real estate asset classes.
This half-day event will feature a keynote speaker, followed by a panel of senior investment professionals discussing the integration of ESG factors in the investment decision process. Four high profile asset managers will share their strategies and processes for incorporating ESG into broad investment approaches versus, or simultaneously, having specific-ESG or ESG-themed investment products available Speakers will address the drivers behind this holistic ESG integration approach, associated challenges and opportunities, and the tradeoffs in today’s investment landscape.”
CFA Society New York's Multilateral Development Bank Conference will feature a high-level discussion among senior Multilateral Development Bank (MDB) delegates from the largest MDBs to discuss their long-term development philosophy and efforts to increase infrastructure investment globally.
Our Central Bank and Reserve Funds Summit delegates will discuss their monetary policy and reserve management asset allocation approaches in addition to their outlook for global financial markets.
Our panel of experts will explore the new regulation known as “Markets in Financial Instruments Directive” (MiFID II), a policy directive that will have far reaching consequences for all financial services firms. The central theme of this regulation is increased transparency and safeguards for investors and has direct implications for areas such as treatment of soft dollars, research and data access, break evens for small and emerging managers and beyond. Currently only a European regulation, this is highly likely to at least impact firms operating in the US and yet the implications are still poorly understood by the investing world. We will explore the positives and the negatives to this legislation and its effect on investment firms.
In partnership with the Veterans Roundtable of CFA Society of New York, New York Life will be hosting an open house for transitioning military service members and veterans on May 2. Professionals within different divisions of New York Life will elaborate on their roles and functions in order to give service members valuation insight into various career transition options post-military service. The speakers will be providing expert insight pertaining to their journey into success within the financial service industry.
Since the introduction of the Green Bond Principles by the ICMA in January 2014 and the negotiation at the end of 2015 as well as subsequent adoption of the Paris Climate Agreement by 196 signatories, the issuance of labelled green bonds has increased substantially. Cumulatively, about $350 billion in green bonds have been issued since the first green bond was launched in 2007. Last year, $155.4 billion in green bonds came to market, an increase of 66% versus 2016 and a four-fold increase since 2014. Issuers from across the globe included supranational institutions, corporations, banks and other financial entities, sovereign and sub-sovereign issuers, including municipalities in the US, as well as structured transactions.
The author of the bestselling classic Financial Shenanigans will be at CFANY in person to discuss his brand-new 25th anniversary edition of Financial Shenanigans. Schilit has been called the “Sherlock Holmes of Accounting” for finding corporate frauds. In a review, he will walk us through his latest edition and bestow investors with the tools they need to detect various "accounting gimmicks & fraud" in financial reports.
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