The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
Join our Veterans Roundtable Group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions.
Overview First came the secretaries from Brooklyn and Queens―the “smart cookies” who learned on the job despite the obstacles. Then came the first Harvard Business School grads, who, despite their hard-earned diplomas, often settled for less. Eventually came the yuppies of the 1980s in power suits and commuter sneakers. In She-Wolves, award-winning historian Paulina [...]
Overview Join us for our upcoming mixer event, a fantastic opportunity for students to learn more about CFA Society New York and connect with like-minded individuals and members of the Young Leaders Group. As part of CFA Society New York, this dynamic member group fosters a supportive community for students and early [...]
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 This engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program, strategies for exam preparation, and tips on developing essential soft skills that contribute to long-term professional [...]
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.
Registration is now closed for this event! Overview The Women in Finance event is a great opportunity for women in the industry to learn more about the importance of mentorship and how to build a mentor/mentee relationship to elevate you in your career. Agenda 5:30 PM | REGISTRATION 5:55 PM | INTRODUCTION [...]
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.
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 An Asset Owner Series™ Event The significant increase in stock concentration fueled by the performance of tech stocks is driving the search for large cap equity exposure that provides enhanced diversification, tighter industry, country and region constraints and positive factor exposure. Hear how one US asset owner achieved this with a [...]
Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns is a book about how the world's greatest investor made his first millions.
The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.
Join the 7th Annual Single Family Office Conference for insightful discussions and presentations by experts. Explore investment themes and global markets from the unique perspective of single family offices, entities managing one family's capital with a focus on privacy and non-commercial interests.
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