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Event Category: CFA Society NY Event
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How Institutional Investors Use and Think About Exchange-listed Options

Webinar

Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.

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Free Webinar, Other Industry Events, Sponsored Event*

Leadership Advancement Program: Are We Hard Wired for Change?

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

Kaplan Professional conjointly with the CFA Society New York Career Development Group presents a series of symposiums offering an introduction to ELEVEN—a Kaplan Professional leadership development program. In this introductory series, keynotes augmented by audience participation will be presented by ELEVEN program director (Milo-Arne Wilkinson) followed by full panel discussions and Q&A with industry leaders. The kickoff event on June 26, 2018 at CFA Society New York's office begins with the topic, “Are We Hard Wired for Change?” All topics will be presented in 45-minute workshops and include quick snapshots of the Eleven methodology. Each topic is highly interactive with a 60% / 40% split over theory and practical with a humorous, storytelling overlay to them all.

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Career Development, Sponsored Event*

Midyear Market Outlook

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

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.

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CE Credits, Institutional Asset Management

Litigation Finance – An Alternatives Strategy Event

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

This event will explore the growing litigation finance market, and associated investment opportunities. Speakers will include practitioners, i.e. investment managers, who provide litigation funding, LP investors and attorneys. Discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics. What makes a good case, what makes a bad case, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust, fraud, contract disputes, IP theft cases and beyond, and provide insight on how are deals structured between key participants: law firms, plaintiffs, defendants and funders.

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Alternative Investments, CE Credits
Featured Featured

Summer Social 2018

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

Meet, network and mingle with more than 350 of your fellow members and charterholders at CFA Society New York’s premier summer networking event! Complimentary top-shelf open bar and hors d’oeuvres will be served in an elegant setting, overlooking Central Park. Join us in celebration of 81 years of excellence and delivering member value—including our 2018 global CFA Institute Award for Most Outstanding Society — and help us chart a new course for new accomplishments!

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Membership Committee, Save the Date

Member Discussion: Diversity and Inclusion

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

Join your peers for an informal open discussion on how CFA Society New York can provide leadership to enhance diversity and inclusion in the investment management industry. The goal of the conversation is to identify opportunities for volunteers to shape diversity and inclusion initiatives that will benefit members and employers. Research has consistently demonstrated how attracting and advancing diverse talent increases the bottom line, improves investment outcomes, expands client bases, and drives innovation. As the largest CFA society in the world, CFA NY has a unique opportunity to shape and influence the industry, building upon CFA Institute’s global Diversity and Inclusion. We encourage you to join this important and timely discussion!

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Enterprising Investor Writing Seminar

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

CFA Institute's Enterprising Investor has reached more than 9.3 million readers since 2011 with its signature mix of insights from CFA Institute members, staff, and leaders in the investment community. Its intentionally wide-ranging coverage is authored for investment professionals by investment professionals and benefits immensely from CFA Institute's global network of societies. In addition to regular explorations of portfolio management techniques and analysis of the global investment industry, recent updates have included a detailed look at Switzerland's Vollgeld initiative, the Bangladeshi capital markets, and Daniel Kahneman's keys to better decision making. This 9th August, Paul McCaffrey (the Editor) and Sloane Ortel (a frequent contributor) will lead an interactive writing workshop for the members of CFA Society New York.

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Career Development, Free for Members

Introduction to Data Science and Python for Finance

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

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. As a result, financial companies have been on an innovation and technology push to create new, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems.

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Call for Candidates: CFANY Board & Society Leaders

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

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

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Membership Committee

Featured Featured

2nd Annual Blockchain Conference

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

With this year’s conference, we bring together innovators, academics, investors and investment practitioners to address the current blockchain and cryptocurrency landscape, and most importantly, the impact on investment practitioners. Blockchain was introduced to the world in October 2008, a clever combination of mathematics, cryptography, and economics that underpinned Bitcoin. A year ago, cryptocurrency prices, ICOs, and stories of unscrupulous activity gained the attention of members, unsure if this was innovation or hype. In July 2018, stating “This is no passing fad”, the CFA Institute announced the addition of cryptocurrency and blockchain to the CFA curriculum, beginning in June 2019. According to Greenwich Associates, in 2017 financial services companies spent $1.7 billion on blockchain, with 14% of those surveyed already deploying blockchain solutions. Today there are over 1500 cryptocurrencies, ICOs have raised over $9 billion in 2018, and there are close to 300 cryptocurrency funds. Blockchain and cryptocurrencies are top of mind for regulators, legislators, central banks, the IMF, the World Economic Forum and others.

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Fintech Thought Leadership Group

Climate and ESG Asset Owner Summit

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

The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has been gaining traction globally.  Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.  As noted by CalPERS, the largest public pension fund in the U.S. with a long-term time horizon, “sustainable investment means taking account of environmental, social, and governance (ESG) factors across all our day-to-day investment business.”

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Asset Owner Series

4th National Pension Funds Conference

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

The 4th Annual National Pensions Conference 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. In particular, we’ll explore, in detail, the trends towards sustainable investing and allocation to ESG factors at national pension funds, interest in alternatives and other diversification opportunities within the parameters of each organization’s investment mandates and the embedded opportunities & challenges to their long-term capital management philosophy. While the diversity of these funds and their investment practices makes it hard to paint them in the same brushstrokes, National Pension have generally been yield-seeking, long-term investors which have allocated heavily private markets in the last decade. In that setting, the discussion will also focus on each institution’s long-term approach to asset allocation and trends in investment plans including key risks and headways, benchmarks focused on long-term value creation and evaluation of internal and external managers.

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Asset Owner Series

Young Leaders Fall Happy Hour

Ainsworth 121 Fulton Street, New York, NY, United States

Watching the summer come and go isn’t all bad—especially not when the Young Leaders Group Fall Happy Hour is right around the corner. Warm weather is seasonal, but good times don’t have to be. Enjoy drinks, share perspectives and join us for a fall social celebration and a unique opportunity to network, meet and mingle with society members and fellow finance professionals from around the NYC-area alike. Find out what CFANY’s Young Leaders Group is all about, and see firsthand why CFA Society New York received the 2018 Society Excellence Award for Most Outstanding Society and the 2017 Society Excellence Award for Delivering Member Value.

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Young Leaders

Impact of 2017 Tax Reform Act

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

The 2017 Tax Reform Act introduces substantial changes to many areas of the U.S. tax system, including the taxation of individuals, businesses in all industries, multinational enterprises, and other areas.

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Financial Reporting and Analysis

3rd Annual Global Macro Outlook

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

Macroeconomic and geopolitical forces have unavoidable impact on asset prices globally, while at the same time individual markets across equities, fixed income, currencies and commodities all have very unique characteristics. How do these forces interrelate, and how might things change in the future? This engaging event will explore the forces driving the market's structural trends with a multi-asset view and investment management practices within macro and commodity focused strategies. A distinguished group of investors will share their experience in implementing both systematic and discretionary strategies, and how they aim to produce prudent risk adjusted returns.

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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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