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.
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!
Overview This engaging session is designed for financial professionals who want a deeper understanding of the critical role that Treasury securities play in today's complex financial landscape. Our expert panel will delve into the details of the treasury functions, bring out associated risks, and demystify the reverse repurchase agreement. Whether you are an [...]
ALTSNY is an education-focused alternative investment event designed to bring the investor community together for a full program of dialogue and discussion on the most relevant topics facing investors and managers today.
Overview Where did modern banking come from―and how does this history help us understand financial crises? Join us for a virtual event with distinguished banker, executive and historian Paolo Zannoni, as he discusses his forthcoming book, Money and Promises, and examines the complex relationship between states and banks that has changed the world. [...]
There are no prerequisites for this course, though some may find it helpful to have experience with Microsoft Excel and Power Query, as Power BI uses similar formulas and frameworks. Overview Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly [...]
The 11th Annual Ben Graham Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
Join the Institutional Asset Management Group for their Midyear Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.
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.
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This monthly gathering takes place on the first Saturday of every month, offering a relaxed and casual environment that encourages networking while engaging in active [...]
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.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.
Join other members to hear a debate between two financial historians who say that changes over decades are having an impact on portfolios today. Before and after the debate we will survey attendees to see if the discussants swayed their thinking. The debate will include integrity and good faith arguments.
Overview An Asset Owner Series™ Event This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear [...]
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