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6th Annual Insurance Company Chief Investment Officers Roundtable

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

This roundtable discussion event will present an opportunity for attendees to learn from CIOs and sector heads of insurance company investment arms as the industry faces increasingly difficult questions about how to sustain investment premiums, low interest rates, emerging market political headwinds, global growth concerns and ongoing volatility spikes when you participate in this conference.

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AOS Original, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

7th Annual Real Estate Outlook: The State of Office Alternatives

Virtual Only

After more than a year of working from home, owners, operators, tenants, and employees are all pondering what the future of office space will look like. This comprehensive discussion will explore how real estate stakeholders are balancing their needs with the anticipated return of the workforce: as summer wanes and fall approaches, a new reality will emerge that could impact the ongoing resilience of a historically critical asset class and the future of work as we know it.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming

Deciphering DeFi: Where Blockchain Meets Wall Street

Virtual Only

Delve into the response of traditional centralized finance (CeFi) institutions, hear objective and diverse perspectives on the current state of DeFi innovation, and explore potential game changers that could impact DeFi’s scalability and adoption potential when you attend this discussion.

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Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

New Year Market Outlook

Virtual Only

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.

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Conference / Seminar, Institutional Asset Management, Virtual Events & Programming

Frontiers in Investment Data Science: 5th Annual Data Science in Finance Conference

Virtual Only

Explore new frontiers in investment data science at the 5th Annual Data Science in Finance conference, presented in partnership with the Society of Quantitative Analysts (SQA). This two-day event, taking place from 9:00 AM to noon ET on January 19th and 20th, will feature three informative, not-to-be-missed sessions per day.

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Conference / Seminar, Quantitative Investing, Virtual Events & Programming

8th Annual Sustainable Investing Conference: Are you ready for Net Zero?

Virtual Only

Explore the future from this climate-oriented perspective when you join the Sustainable Investing interest group to take a closer look at what net zero means for the investment industry. This virtual conference will feature panel discussions led by asset owners and investment managers, who will address a range of sustainable finance topics.

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Conference / Seminar, Sustainable Investing, Virtual Events & Programming

M&A in the Wealth Management Industry

Virtual Only

Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of M&A in Wealth Management led by top aggregators, firm owners, and private investors.

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Business Management, Conference / Seminar, Private Wealth Management, Virtual Events & Programming

What Investors Need to Know About Audits

Virtual Only

The Financial Reporting and Analysis interest group presents an in-depth conversation to help familiarize investors with the audit process, highlighting relevant case studies and procedural changes in light of PCAOB and SEC actions over the past year.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

Value Investing Workshop with Charles Lemonides, CFA, founder of ValueWorks LLC

Virtual Only

Join Charles Lemonides, CFA, founder of ValueWorks LLC, for a hands-on presentation on spotting and managing strategic value investing opportunities. Explore the ValueWorks investment strategy, learn how to identify quality assets at compelling valuations, and discuss real-life examples during this workshop.

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Conference / Seminar, Value Investing, Virtual Events & Programming
Featured Featured

3rd Public Pension Funds Conference

Virtual Only

As liquidity effects linger from the pandemic, large investment funds have begun to occupy a more prominent role as sources of capital. The 3rd Public Pension Funds Conference, part of our Asset Owner Series, will address a range of high-level topics from the perspective of public pension plans. Presenters will discuss major investment themes and global market dynamics within the context of unique challenges arising from strict investment mandates and vast resources at hand.

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AOS Original, Asset Owner Series, Conference / Seminar, Virtual Events & Programming

4th Annual Private Credit Outlook

Virtual Only

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in and fill the void. However, the market for private credit remains highly fragmented and somewhat opaque, complicating optimal entry points for many market participants.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming

What’s New in Financial Reporting

Virtual Only

This bootcamp-style program arranged by the Financial Reporting and Analysis interest group provides a concise update on several important  financial reporting developments. Through an innovative series of presentations, attendees can expect to be quickly brought up to speed on these new standards, which affect just released 2021 and future financial statements.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming
Featured Featured

Asset Manager Series: A View from the Leaders of the Structured Finance Markets

Virtual Only

How are structured finance market leaders preparing their teams and investments for challenges and opportunities in the years ahead? Join our next virtual Asset Manager Series event to hear directly from structured finance sector heads about how they are planning strategically in the face of high asset valuations, rising interest rates and borrower pressures.

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Asset Manager Series, Conference / Seminar, Virtual Events & Programming

Post LIBOR: The Next Phase of the Transition

Virtual Only

Join the Financial Reporting and Analysis interest group as we invite leaders from across the industry to share their expertise during the ongoing LIBOR transition period. In a moderated discussion format, panelists will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations in 2022 and beyond.

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Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

Emerging Manager Summit

Virtual Only

Are you thinking about launching -- or are you ready to launch -- a money management firm? Are you currently operating a firm, but are looking for ways to grow or address ongoing management challenges? This all-in-one event will provide a forum for emerging managers and allocators to learn strategic and practical approaches to tackling common challenges.

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Asset Owner Series, Business Management, Conference / Seminar, Virtual Events & Programming
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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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