Events for July 12, 2023 - December 7, 2023

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Centennial Speaker Series: Neha Coulon on Using ESG Data to Drive Confident Decision-Making

Virtual Only

Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Environmental, social, and governance (ESG) data matters. Without clearer insight into the financial benefits of corporate sustainability efforts, they may never be scaled up in the face of climate change, [...]

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

Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part II: The Stories

Virtual Only

How have women succeeded in investment management? Katrina Dudley, co-author of Undiversified: The Big Gender Short in Investment Management, will moderate a panel of successful female portfolio managers to highlight some of the brightest stars of the “constellation” of women investors profiled in the book.

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

2021 Cybersecurity Forum

Virtual Only

What best practices should financial firms employ to maintain a secure remote working environment? The 2021 Cybersecurity Forum will address this question and more.

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Business Management, Conference / Seminar, Value Investing, Veterans, Virtual Events & Programming

Career Fair Series: Goldman Sachs

Virtual Only

The Young Leaders Group Career Advancement series offers members an exclusive opportunity to learn from and engage with leading firms across the global financial services industry as they look to strengthen their workforces. Join us on Monday, April 19th at 12pm for our latest program in our Career Fair Series with Goldman Sachs (NYSE: GS).

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Conference / Seminar, Virtual Events & Programming, Young Leaders

Spotting Financial Shenanigans in Corporate Filings

Virtual Only

Do those quarterly reports look just too good to be true? Sometimes, larger-than-life updates can seem like a great opportunity … until reality sets in. Join CFA Society New York’s Financial Reporting and Analysis interest group for a complete crash course in spotting weak and deteriorating companies that may be using a variety of accounting gimmicks or other inventive tactics to hide their problems from investors. 

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Conference / Seminar, Financial Reporting and Analysis, 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, Interest Group Meetings, Virtual Events & Programming

Alternative Investment Group Meeting

Virtual Only

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.

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Alternative Investments, Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming
Featured Featured Recurring

CFA Society New York Open House: Evenings of Networking and Opportunity

Virtual Only

Are you a CFA Society New York member who wants to get more involved, but you do not know how? Or someone interested in the joining the Society, but are not sure what the Society has to offer? If so, join us for this series of complimentary events to interact with and learn more about CFA Society New York’s 18 member-driven Leadership Groups!

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Conference / Seminar, Free for Members, Free Webinar, Virtual Events & Programming

Infinite Intervention: Rates, Trade, and Economies in a Post-Recovery World

Virtual Only

Tune in to explore the ramifications of changing policy benchmarks in a post-COVID world. This event will feature a wide-ranging discussion on several topics, including the impact of continued negative rates in a rising yield environment, as well as a look at international economic priorities during the ongoing recovery period and a handful of important secondary effects. 

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Conference / Seminar, Global Investing Group, 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, Interest Group Meetings, Toastmasters, Virtual Events & Programming

Investment Strategy Roundtable

Virtual Only

The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights

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Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, NYSSA Investment Strategy Roundtable®, Virtual Events & Programming

Centennial Speaker Series: Hidden in Plain Sight: How to Save Active Investment Management, Part III: The Solutions

Virtual Only

Overview A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. How can women increase their assets under management? Ellen Carr, co-author of Undiversified: The Big Gender Short in Investment Management and principal at a majority-women-owned investment-management firm, will moderate a panel of [...]

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming
Featured Featured

OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio Solutions

Virtual Only

CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space.

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AOS Virtual Keynotes, Asset Owner Series, Conference / Seminar, 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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