The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
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 [...]
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.
The Private Equity Deal Process Boot Camp is an insider’s walkthrough of the PE deal process's key phases. We bring you through the major PE deal checkpoints and describe how junior professionals can add value to the deal team.
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
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.
Please join us for the next Collaborative WIM Original special quarterly interactive event, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our industry.
The Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes.
Learn how research professionals approach earnings releases and quarterly model updates, how they formulate the investment thesis, what adjustments they make to normalize financial metrics to arrive at adjusted EBITDA, and best practices when working with quarterly models.
Tune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations of Amundi, in conversation with Professor Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment, as well as gain context to better inform the manager search and selection process.
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
Shifting public sentiment on cannabis is bringing the U.S. ever closer to significant federal legislation that would allow financial services firms to work with the cannabis industry.
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714
Phone: (212) 541-4530
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