Past Events

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How CECL Can Be Improved and Was It Worth It?

Virtual Only

This program will explore through the perspective of a user, a preparer, and a standard-setter whether the new Current Expected Credit Loss (CECL) accounting rule that replaced the incurred loss method (ILM) was worth the cost of implementation. The objective behind CECL was to make the accounting for credit losses more proactive than it was on the eve of the global financial crisis under ILM where banks were limited to providing only for losses that were estimable and probable.

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

Honoring Black History Month: Empowering Change in Investment Management

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

Welcome to the CFA Society of New York’s Inaugural Honoring Black History Month Event.  We have assembled a panel of seasoned diverse Investment Management professionals well versed in what it takes to start, grow, and manage a successful money management firm.

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Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming

International Women’s Day Event

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

In celebration of International Women's Day, Women Veterans on Wall Street, CFANY Veterans Roundtable and CFANY Young Leaders Group are joining forces to host guest speaker, U.S. Navy Captain (Ret.) Shanti Sethi, former Executive Secretary and Defense Advisor to the Vice President of United States and Director at National Security Council, White House. We looking forward to a night of networking and connecting with women, veterans and allies alike.

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Conference, Conference / Seminar, Veterans, Virtual Events & Programming

Navigating Higher Due Diligence Demands in the ESG, Frontier and Emerging Markets Sectors

Virtual Only

The manager selection and due diligence processes for ESG, emerging and frontier market investments each present their own complexities. The availability of data, comparability of methodology and assumptions, ambiguous benchmarks and cultural and language differences across these divergent markets all contribute. Hear how two highly visible industry experts address these issues in their research.

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Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming

How Alternative Data Is Changing the Research Process

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

Alternative data is changing the research process, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient, more thoughtful, and dig deeper to understand the drivers of the businesses which they are researching.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

How to Join a Board of Directors

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

Join us for an in-depth conversation with seasoned directors on how to join a board.

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Career Development, Conference / Seminar, Virtual Events & Programming

Beyond the ESG Label: Green, Social and Sustainability Linked Bonds

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

This event will feature panel covering the role these bonds play for issuers and investors and how the market is evolving, including with regards to measurement and reporting.

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Conference, Conference / Seminar, Global Passport, Sustainable Investing, Virtual Events & Programming

The ABCs of Networking

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

The event will be focused on panelists offering networking advice and tips, insight on how networking helped progress their careers, how to build and maintain professional relationships, and how to network within your firm and in social events.

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Career Development, Conference, Conference / Seminar, Global Passport, Toastmasters, Virtual Events & Programming

What’s New in U.S. Financial Reporting?

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

Our annual update on financial reporting provides a review of (1) new accounting standards that are becoming effective within the next 12 months and (2) proposed accounting standards for which exposure drafts have been issued with comments being sought from the user community. It is an opportunity to stay up to speed on changes in accounting standards and financial reporting in a single session.

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Conference, Conference / Seminar, Financial Reporting and Analysis, Global Passport, Virtual Events & Programming

Generative AI: Myths and Opportunities

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

ChatGPT has taken the world by storm. While consumers have embraced it as a personal assistant, enterprises (particularly regulated ones) need to proceed more cautiously. This event will convene experts from leading model providers, data suppliers and asset managers to help you understand why this technology represents a leap forward, what use cases it's best suited for and where it could go in the future.

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Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

33rd Annual High Yield Bond Conference

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

The 33rd Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.

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Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

9th Annual Real Estate Outlook

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

A skyscraper boom in the roaring 1920’s heralded the rise of the modern office building, crammed with swivel chairs and desks. As corporate giants emerged and Wall Street firms flourished, office-space demand exploded in the 1970’s, fueling a wave of new tower blocks, such as the World Trade Center and the Sears Tower. Now, as hybrid and remote work reduces demand for physical workplaces, a different type of potential boom — adaptive reuse — is gathering steam.

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Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

The Ben Graham 10th Annual Conference

Fordham Law School Skadden Conference Center, 2 Fl (Constantino & Bateman Rooms) 150 West 62nd Street, New York, NY, United States

Join us for two days focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham X Annual 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!

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Conference, Conference / Seminar, Global Passport, Virtual Events & Programming