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...
This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture, diversity, and inclusion is to the mandate of institutional investors.
The first in a continuing series entitled “Women & Wealth,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull, MA, who leverages her training in psychological science to solve the challenges of mental mistakes, confidence crises, and slumps in Olympic athletes, Wall Street traders, and corporate warriors.
Moody’s Investors Service Chief Investment Officer Credit Outlook Summit features three Chief Investment Officer panelists from leading asset management companies across two panels. The first panel is moderated by Mike Rowan, CFA (Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service), and focuses on “Big Picture” themes that will shape global credit markets in 2019 and beyond. The second panel is moderated by Marc R. Pinto, CFA (Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service), and focuses on the panelists’ outlook for defaults, credit spreads, and sector underperformance / overperformance.
The Young Leaders Group is hosting a collaborative brainstorming session, designed to develop innovative ideas that CFANY can pursue for the benefit of your career. Enjoy some pizza and beer on us, and let's have a productive evening of idea generation!
This program will give you a concise update on new developments in financial reporting taking effect with 2018 financial statements. Topics covered will include developments in lease reporting and other important topics.
A rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we may soon find out who has been swimming naked.
The U.S. equity markets are the most liquid and efficient in the world, and are continually evolving in response to forces of technology and competition. As technology and competitive practices evolve, so must the regulatory framework in which business is conducted. It is imperative that our regulations continue to drive efficiency, integrity, and resilience. Please join us to hear from top officials at the U.S. Department of the Treasury and the U.S. Securities and Exchange Commission as they discuss the regulatory agenda for equity market structure in 2019.
The speakers will explore different investment strategies to benefit in times of jumps in volatility or the lack thereof. The speakers/panelists will have the experience to share from running these strategies in the past and how they think they may be employed in the future.
Ted Seides, founder of Capital Allocators, LLC, and host of the Capital Allocators podcast, will discuss lessons learned from the podcast about how institutional investors allocate capital and time, his career path, his bet with Warren Buffett, and much more.
The third annual Institutional Investment Consulting Roundtable will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments, and wealthy families looking for help with managing their money, or the money in their employees’ retirement funds.
The 23rd Annual Insurance Conference will discuss the performance of the insurance sector, as well as the challenges faced by the presenting insurance companies in meeting their liabilities, especially in the face of natural disasters. Panelists will additionally debate whether secular trends, rather than cyclical forces, dampen the sector’s outlook.
Please join us for the second lecture as part of the CFANY Value Investing Group Education Workshop, exploring some of value investing's most important influencers of the past and present.
Please join the Young Leaders Group for a great opportunity to meet and network with your peers at CFA Society NY in a casual setting.
This event will cover the current hiring environment across a broad range of financial service practice areas as the first quarter of 2019 concludes. The event aims to cover the perspective of the employer in regards to the hiring environment across the following practice areas: Asset Management Investment Banking Private Equity/Venture Capital/Family Office Brokerage Sales/Trading Financial Services Technology Commercial Banking.
CFA Society New York
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New York, NY 10036-2714
Phone: (212) 541-4530
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