CFANY New Jersey Networking Happy Hour
Liberty Prime Steakhouse 111 Montgomery St, Jersey City, NJ, United StatesMix and mingle with your fellow New Jersey members and Charterholders at this after-hours reception in Jersey City.
New Jersey Group
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Trading Psychology: Using Self-Awareness to Improve Your Investment Process
CFA Society New York 1540 Broadway, New York City, NY, United StatesIf there is one fatal flaw that every investor needs to overcome, it's a poor mindset. No matter how good their analysis or their framework, mistakes like chasing losses or trading based on ego threaten to wreck the results of even the smartest investor. So how can traders and investors limit their mistakes -- and perhaps take advantage of the psychological errors of others?
Alternative Investments
Featured
2nd Annual Climate and ESG Asset Owner Summit
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 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...
Asset Owner Series
Bagehot: The Life and Times of the Greatest Victorian by James Grant
Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United StatesDuring the upheavals of 2007–2009, the Federal Reserve chairman had the name of a Victorian icon on the tip of his tongue: Walter Bagehot. Banker, man of letters, inventor of the Treasury bill and author of Lombard Street, the still-canonical guide to stopping a run on the banks, Bagehot prescribed the doctrines that―decades later―inspired the radical responses to the world’s worst financial crises.
Other Industry Events, Value Investing
Women & Wealth Discussion with Sallie Krawcheck
CFA Society New York 1540 Broadway, New York City, NY, United StatesCFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!
Private Wealth Management
Featured
Asset Owner Series 2019 – Investment Perspectives of Family Offices in US vs Asia
BOC Group Life Assurance Tower 136 Des Voeux Road Central, Hong Kong, NY, ChinaThis is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong. Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions. This seminar will explore..
Asset Owner Series, Other Industry Events
Emerging Market Alternative Investments Conference
Emerging Market Alternative Investments Conference Thursday December 18, 2017 6:30: OPENING REMARKS Patrick Holert, CFA, CAIA, Chairman, NYSSA Global Investing Committee Chris Cutler, CFA, , Chairman, NYSSA Alternative Investments Committee David Tamburelli, Global Head of Emerging Market Product, Bloomberg LP 6:35: Introduction to Societies Karen Sterling, Executive Director, New York Society of Security Analysts Bill Kelly, CEO, CAIA [...]
Global Investing Group
Featured
Peru: Transpacific Asset Owner Series – Lima 2019
Auditoria Del Edificio Sura Av. Canaval y Moreyra 540, San Isidro, NY, PeruPeru Asset Owner Series Event
Asset Owner Series, Other Industry Events
Young Leaders Group 2019 Fall Social
Blue Haven East 493 3rd Avenue, New York, NY, United StatesPlease join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!
Young Leaders
Big Data: Active Equity Managers’ Uses and Misuses
CFA Society New York 1540 Broadway, New York City, NY, United StatesBig data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.
Institutional Asset Management, Quantitative Investing
Featured
4th Annual Multi Family Office Conference
CFA Society New York 1540 Broadway, New York City, NY, United StatesThe 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed
Asset Owner Series
Private Wealth Managers, Succession Plans: Handing Off the Baton
CFA Society New York 1540 Broadway, New York City, NY, United StatesAge demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects.
Private Wealth Management
Value Investing Workshop: The Art of Short Selling
CFA Society New York 1540 Broadway, New York City, NY, United StatesPlease join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.
Alternative Investments, Value Investing
Alternative Investments for Private Wealth Advisors
CFA Society New York 1540 Broadway, New York City, NY, United StatesAs often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.
Alternative Investments, Private Wealth Management
Distressed Debt Conference
Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United StatesThe United States is in the longest economic recovery in its history. However, persistent and significant macro risks, including a trade war with China and structural and fundamental issues within credit markets are setting up a cycle that will inevitably present a large and attractive distressed credit opportunity. This half-day conference is geared towards industry professionals who want to learn about one of the last true value investing asset classes – distressed debt.
Other Industry Events, Value Investing
