All Upcoming Events

  • Wednesday, November 12 | 6:00 PM - 7:30 PM EST

    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!

    Free to Members

  • Wednesday, November 12 | 6:00 PM - 7:30 PM EST

    The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

    Free | Members Only

  • Thursday, November 13 | 6:00 PM - 7:00 PM EST

    The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I

    Free to Members

  • Tuesday, November 18 | 5:30 PM - 7:00 PM EST

    The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

    Free | Members Only

  • Wednesday, November 19 | 5:30 PM - 8:00 PM EST

    The Fall Employment Outlook is a must-attend event for CFA Society New York members and non-members poised for career transitions. Whether you're actively seeking a new role or laying the groundwork for future opportunities, this event provides essential knowledge and perspectives. Dive into the latest industry trends and gain a competitive edge with guidance from top financial sector leaders.

    $25 Members | $50 Nonmembers


    Hosted by the Career Development Group

  • Wednesday, November 19 | 6:00 PM - 7:30 PM EST

    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.

    Free to Members

  • Thursday, November 20 | 12:00 PM - 1:00 PM EST

    Overview Join us for a complimentary Lunch and Learn Session featuring a [...]

    Free for Members Only

  • Friday, November 21 | 12:00 PM - 1:00 PM EST

    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.

    Free to members