Events for Wednesday, June 25 - Wednesday, September 10

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Evolution of Finance

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

The financial services industry is in the midst of rapid change. Disruptive business models, regulatory pressures, increasing disintermediation, and shifting customer preferences are rapidly changing the ways in which financial services are structured, delivered and consumed. The Young Leaders Group has assembled a panel of 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry.

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Young Leaders

Veteran Transition Boot Camp ­— Spring 2017

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

Finance 101: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught. Close with how to become more educated, i.e. MBA vs. CFA.

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Veterans

The Cyber Security Threat and How Money Managers Can Protect Themselves

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

This event will explore a critical issue facing money managers–cyber security–and what they can do to protect themselves. Managers need to understand the broad range of threats as they are only as good as the weakest link in the financial ecosystem. The discussion will be led by subject matter experts from the FBI, DTCC, technology firms, compliance specialists and money managers.

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Business Management

Part II: Veteran Transition Boot Camp ­— Spring 2017

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

Finding the Right Fit and Managing Expectations: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives.

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Veterans

CFA Society New York Book Club: “The Frackers” by Gregory Zuckerman

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

How did we go from concerns around peak oil to a supply driven drop in O&G prices? What is horizontal drilling and hydraulic fracturing? How has the US become a major player in O&G potentially causing Saudi Arabia and Russia to cut production to keep prices elevated? Learn about the U.S. energy revolution and how 21st century wildcatters of America’s energy renaissance leveraged technology and managed risk to produce a stunning energy boom in the United States. This powerful book details how the U.S. private sector operates and the risks/rewards associated with the volatile energy sector. We look forward to seeing you at the June event to discuss this and other questions in more detail.

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Membership Committee

11th Annual Alternative Investment Consultants Summit

Stamford Marriott 243 Tresser Blvd, Stamford, CT, United States

Hear from institutional investors, consultants, and family offices on how to develop new business opportunities with institutional investors. Listen to institutional investors on what they expect from their alternative managers.

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Other Industry Events

CFA Society New York 2017 Summer Social

Ascent Lounge 10 Columbus Circle, 4th FL, New York City, United States

Join fellow members, CFA charterholders and industry leaders to celebrate CFA Society New York’s 80th year as the leading forum for the investment management community. Gather with us to network with colleagues, meet new friends and chart a course for new accomplishments.

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$15

PE Emerging Managers Case Studies—The Allocators Respond

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

Take part in an insider’s case-study discussion with allocators and gatekeepers to learn how private equity managers are evaluated. Using hypothetical, but realistic, case studies (handed out prior to the event) our moderator will pose questions to solicit candid feedback from the panel.

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Alternative Investments
$30

Find Your CFA Society New York Niche: Interest Group Meet & Greet

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

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 CFA NY community, as well as the mutually-beneficial extent to which your involvement can benefit—both—your professional career, and the Society as a whole.

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Free for Members, Interest Group, Interest Group Meetings, Membership Committee, Networking Event
Free

CFA NY Book Club: “The Second Machine Age” by Erik Brynjolfsson and Andrew McAfee

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

The CFA Society New York Book Club® meets monthly to discuss the selected book. No author is present and this is simply an opportunity to have a conversation around the material from the book. Past members have enjoyed building their investment and market knowledge along with meeting other CFA Society members.

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Membership Committee

The Value Investing Masterclass

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

Purpose: To provide fantastic investing presentations and an opportunity for members of the TIP community to network with each other and the speakers/panel members. Speakers: Wesley Gray; Tobias Carlisle; Preston Pysh.

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Other Industry Events
$55

ARPM Bootcamp

New York University

This Quantitative Finance course taught by Attilio Meucci provides broad picture and in-depth understanding of quantitative risk management and quantitative portfolio management for Asset Management, Banking, and Insurance, from instrument to enterprise risk level.

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Member Exclusive Rate, Other Industry Events
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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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