Events for Wednesday, June 25 - Wednesday, September 10

Share Event

Merger Masters: Tales of Arbitrage

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

The Gabelli Center for Global Security Analysis and the Museum of American Finance present a lecture by Howard Marks. One of the most successful Wall Street investors of all time, Marks provides practical insight and keen analysis on how to understand, track, and react to the ups and downs of the stock market. In his new book, Mastering the Market Cycle: Getting the Odds on Your Side, Marks reveals the hidden logic in carefully pinpointing market trends so that investors have the opportunity to improve their results.

Find out more »
Other Industry Events, Value Investing

Is Financial Reporting Better or Worse Than Ever

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

Jack Ciesielski published The Analyst’s Accounting Observer over 26 years and engaged frequently with both standard setters and analysts over that span. His observations on how accounting and financial reporting have changed over the years should give you fresh ideas on how to assess the companies that you analyze. The program will discuss improvements in financial reporting over the year, and the problems that still need to be addressed. Mr. Ciesielski has served on many financial reporting committees including for FASB and the CFA Institute.

Find out more »
Financial Reporting and Analysis

Insurance as an Asset Class

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

In its first Insurance as an Asset Class event, CFANY has invited managers focused on investing in two large groups of insurance investments: Life Settlements and Catastrophe Insurance. The Life Settlements business started with the AIDS crisis in the 1980s and quickly evolved into a very technical business where insurance policies were exchanged for cash based on estimations on people’s mortality. New investors (including Warren Buffet) brought valuation methods and capital to the industry, helping to turn it into an asset class in the last 15 years.

Find out more »
Alternative Investments

5th Annual Sustainable Investing Conference

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

This year’s Sustainable Investing Thought Leadership annual event will focus on the theme of long-termism. The full day event will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance, 3-4 panels discussions addressing the theme of long-termism through the prism of climate change and resilience, diversity, corporate stewardship, and ESG integration, and presentation of relevant research papers.

Find out more »
Institutional Asset Management, Sustainable Investing, Value Investing

Society Leadership Networking Reception

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

Society Leadership Networking Reception Tuesday, Dec. 4 | 6:00- 8:00 PM Followed by a catered networking reception Fees Free | Members Only Register to Attend CFA Society New York’s regular members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2018 [...]

Find out more »
Free for Members, Networking Event

3rd Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 3rd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

Find out more »
Asset Owner Series

New Year Market Outlook

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

New Year Market Outlook Wednesday, January 9 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $30 Nonmembers: $70 Register to Attend LIVESTREAM FREE | Members Only Register for Livestream [...]

Find out more »
Institutional Asset Management, Networking Event

Alpha in the Millennial Era: 2019 Outlook

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

Alpha in the Millennial Era: 2019 Outlook Tuesday, January 15 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member Young Leaders Group REGISTRATION & FEES TO ATTEND Members: $30  Nonmembers: $70 Register to Attend LIVESTREAM Free Members Only Register [...]

Find out more »
Young Leaders

2019 Annual Meeting

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

The annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee.

Find out more »
Free for Members, Networking Event

2019 Kickoff Awards Ceremony

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

Evening will consist of: (1) Recap of 2018 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2018 Kick Off Party.

Find out more »
Free for Members

Value Investing Education Workshop

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

Value Investing Education Workshop Tuesday, January 22 | 6:00 - 8:00 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $25 Nonmembers: $115 Register to Attend LIVESTREAM Free Members Only Register for Livestream [...]

Find out more »
Value Investing

American Gas Association Luncheon Presentation

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

American Gas Association Luncheon Presentation - An American Gas Association Sponsored Event - Wednesday, January 23 Register to Attend Speakers Dave McCurdy President & CEO, American Gas Association James P. Torgerson, Chief Executive Officer, AVANGRID Inc., and  2019 Chair, American Gas Association The American Gas Association, founded in 1918, represents more [...]

Find out more »
Other Industry Events, Sponsored Event*

Data Science in Finance: Looking Beyond the Hype

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

Data Science is blossoming in the financial industry and literature. More and more financial firms are introducing machine learning systems to forecast markets and trade. Academics are astounded by “unprecedented out-of-sample return prediction” ability of ML and are setting а “new standard for accuracy in measuring risk premia.” They find that “in designing and pricing securities, constructing portfolios, and risk management… deep learning can detect and exploit interactions in the data that are, at least currently, invisible to any existing financial economic theory.” At the same time, “rapid empirical success in this field currently outstrips mathematical understanding.” Join us to learn from leading academics and practitioners about Data Science applications in finance and to understand what’s behind these techniques and why they work so well.

Find out more »
Fintech Thought Leadership Group

Introduction to Data Science and Python for Finance

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

Introduction to Data Science and Python for Finance Friday, January 25 This event has sold out and registration is closed. We apologize for any inconvenience.For information concerning future "Introduction to Data Science and Python for Finance" course dates, please email Jenny Ball: jball@cfany.org Course Curriculum Introduction to Data Science for Finance [...]

Find out more »

The Inaugural CFANY New Jersey Social

The Huntley Taverne 3 Morris Avenue, Summit, NJ, United States

Celebrate the start of 2019 with a networking social in Summit, NJ. Meet and mingle with other CFANY New Jerseyans, while enjoying a drink and light refreshments. Space is limited, so register early to reserve your spot...

Find out more »
New Jersey Group