The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
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.
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.
Looking to hone your presentation and panel moderation skills? Join CFA Society of New York Young Leaders Group for a training session on how to effectively moderate a panel of speakers, host a fireside chat and lead a small group discussion
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
Recent dramatic shifts in the investment landscape have defined new necessities for communities and businesses, driving demand for capital in particular infrastructure subsectors. As the pandemic subsides, certain trends such as energy transition, strengthening domestic supply chains, resiliency to climate change, and digitalization will continue to accelerate, even while communities return to normal. Join the CFA Society of New York for an afternoon of thoughtful discussion on infrastructure as an asset class and the future of infrastructure investing.
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 financial consequences of the Great Recession led to historic changes in monetary policy, marked by a substantial advancement in the regulation of banks and financial markets overall. The impact of legislation produced in response to the financial stresses brought on by COVID-19 is likely to be even more impactful. Such trends demonstrate just how valuable an understanding of global policy, and changes in regulatory standards, is to financial professionals in managing their careers and in offering quality client services. Through GPS, CFA Society New York educates on both fronts, and does so through a lens devoid of any political or ideological noise.
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.
Tune in to this discussion, led by Cowen, to learn more about how you can leverage sponsorship to build new connections, achieve your career goals, and advance your career. This session will feature CFA charterholders at Cowen discussing the role sponsorship has played in their career paths, with special focus on sponsorship across differences, and how sponsorship can serve as an important inclusion strategy for leaders.
Are you facing a challenging decision in your personal or professional life? Join the Value Investing Interest Group for a comprehensive look at the process of human decision-making and learn how to make complex decisions with confidence when you register to participate in this workshop with Cheryl Strauss Einhorn.
Innovation is one of the most important factors in handling the risks presented by unique situations like those in the markets now. Stewart Foley, CFA, Managing Partner and Editor-In-Chief of the Insurance AUM Journal will interview Susan Chung, Senior Vice President and Chief Investment Officer at Amica Mutual Insurance Company on the most innovative portfolio management and due diligence techniques she has seen and used.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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