Events for Thursday, June 12 - Tuesday, April 8

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Young Leaders Fall Happy Hour

Ainsworth 121 Fulton Street, New York, NY, United States

Watching the summer come and go isn’t all bad—especially not when the Young Leaders Group Fall Happy Hour is right around the corner. Warm weather is seasonal, but good times don’t have to be. Enjoy drinks, share perspectives and join us for a fall social celebration and a unique opportunity to network, meet and mingle with society members and fellow finance professionals from around the NYC-area alike. Find out what CFANY’s Young Leaders Group is all about, and see firsthand why CFA Society New York received the 2018 Society Excellence Award for Most Outstanding Society and the 2017 Society Excellence Award for Delivering Member Value.

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Young Leaders

Impact of 2017 Tax Reform Act

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

The 2017 Tax Reform Act introduces substantial changes to many areas of the U.S. tax system, including the taxation of individuals, businesses in all industries, multinational enterprises, and other areas.

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Financial Reporting and Analysis

3rd Annual Global Macro Outlook

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

Macroeconomic and geopolitical forces have unavoidable impact on asset prices globally, while at the same time individual markets across equities, fixed income, currencies and commodities all have very unique characteristics. How do these forces interrelate, and how might things change in the future? This engaging event will explore the forces driving the market's structural trends with a multi-asset view and investment management practices within macro and commodity focused strategies. A distinguished group of investors will share their experience in implementing both systematic and discretionary strategies, and how they aim to produce prudent risk adjusted returns.

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Alternative Investments

Mastering the Market Cycle

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

The Gabelli Center for Global Security Analysis and the Museum of American Finance present a lecture by Howard Marks. One of the most successful Wall Street investors of all time, Marks provides practical insight and keen analysis on how to understand, track, and react to the ups and downs of the stock market. In his new book, Mastering the Market Cycle: Getting the Odds on Your Side, Marks reveals the hidden logic in carefully pinpointing market trends so that investors have the opportunity to improve their results.

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Uncertain Futures: 7 Myths about Millennials and Investing

CFA Society New York (8th Fl) 1540 Broadway, 8th Fl, New York, NY, United States

Millennials are expected to inherit more than $40 trillion over the coming decades. While conventional wisdom abounds about millennial investors, CFA Institute and the FINRA Foundation have partnered on a new study to discover what millennials are actually thinking and doing, and what they are learning from other generations about investing. Are millennial investors super savers and investors compared to other generations? What are their attitudes about Wall Street or investment advisers? What is real and what is fiction? On 4 October, speakers and panelists will discuss implications for the investment industry and financial educators of millennials’ investment preferences, the catalysts and barriers they face in saving and investing, and their attitudes about investment advice.

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3rd Annual Multi Family Office Conference

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

The 3rd Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of New York’s most prominent Multi-Family Offices.

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Asset Owner Series

2nd Annual AI and the Data Revolution Conference

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

Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry. Investment managers who know how to adopt these new technologies may have an edge; fundamental analysts and PMs may evolve to quantamental. Quants will rely more on an AI-based modeling to incorporate qualitative factors. Nonetheless, with innovation there can be potential setbacks; some data will have no value and complex computing techniques won’t always produce better results. Finding the right balance between human and machine is critical. Though explainable AI in on the horizon, allocators and asset owners may find themselves assessing a blackbox.

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Alternative Investments, Fintech Thought Leadership Group

CFANY Call for Candidates

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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Membership Committee

CFA Pennsylvania Inaugural Asset Owner Series Event

Hilton Hotel Harrisburg One North Second Street, Harrisburg, PA, United States

To discuss the specific risks and opportunities attached to infrastructure investments, our panel of experts will bring together key asset owners and asset managers. The panel will be co-chaired by Nicolas Firzli, director of the World Pension Council (WPC) and member of the advisory board to the World Bank Global Infrastructure Facility (GIF).

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Asset Owner Series

2nd Multiemployer Pension Conference

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

Multiemployer Pension plans, which are operated by groups of companies together with officials of a union that represents their workers, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades, where the workers move from job to job, taking their benefits with them. The trucking, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans, they have recovered significantly since 2009. ‎The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets, but also the low interest rate environment.

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Asset Owner Series
Featured Featured

2018 Annual Dinner – Asset Owner Perspectives

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

CFA Society New York’s Annual Dinner is a unique oportunity to network, socialize, and glean valuable industry knowledge amongst peers and advanced practitioners in the financial service and investment management industries. Join us in attendance, alongside CFA charterholders and thought leaders from around the world, as we commemorate CFA Society New York’s 81st anniversary year.

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Asset Owner Series

4th Annual Thinking Beyond the Transition for Veterans

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

4th Annual Thinking Beyond the Transition for Veterans Thursday, Nov. 1, 2018 | 6:00 pm -9:00pm Become a Member Veterans Roundtable Veterans & Military Personnel Registration for veterans & military personnel is free by submitting the "COMPLIMENTARY ADMISSION" form, with proof, below. Complimentary Admission [...]

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Veterans

2nd Annual FinTech Symposium: A Look into the Future

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

Taking place in tandem with the CFA Institute’s Equity Research and Valuation Conference, innovators, investment practitioners, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry.

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Fintech Thought Leadership Group

CFA Institute Conference: Equity Research and Valuation 2018

Sheraton New York Times Square Hotel 811 7th Avenue 53rd Street, New York, NY, United States

CFA Institute Conference: Equity Research and Valuation 2018 Sheraton New York Times Square Hotel Register to attend CFANY members can use the discount code NYEQ-18 for a US$100 discount. About This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, [...]

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Other Industry Events

Risky Business – Managing Risk Today for Tomorrow’s Uncertainty

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

This event will focus on the risk management frameworks for financial services companies. There are multiple layers of risk, several regulatory bodies that define risk, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify, measure, monitor, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. This event will help members and others gain insight into how different firms define risk and how they go about managing it as part of their day-to-day business. The audience should walk away with an understanding of how/when risk appetite statements are developed, examples of how control environments are managed, what/what kind of Key Risk Indicators are used to monitor risk, and the purpose/importance of risk assessments.

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Business Management, Performance & Risk Analytics
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