Events for Thursday, September 25 - Wednesday, May 14

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Cannabis Investments: Myths, Regulation, and Opportunities

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

With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.

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Alternative Investments, Young Leaders

Mario Gabelli and Leon Cooperman at Fordham

Fordham University’s McNally Amphitheater 140 West 62nd Street, New York, NY, United States

Overview The Gabelli Center for Global Security Analysis presents an evening with Mario Gabelli, chairman and CEO of Gamco Investors Inc., and Leon Cooperman, chairman and CEO of Omega Advisors. Mario Gabelli will engage in a dynamic conversation with his colleague and friend of over 50 years, Lee Cooperman. Following graduation, Lee and [...]

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Other Industry Events, Value Investing

Value Investing Workshop: The Mario Gabelli School of Value Investing

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

Please join us for the third 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. In this lecture/workshop, Jose Garza will be exploring the teachings of Mario Gabelli.

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Value Investing

5th Annual Alpha Women: Shaping the Future of Finance

Sidley Austin 787 7th Avenue, New York, NY, United States

In its 5th year, the event 'Alpha Women: Shaping the Future of Finance' evening will feature Investment Management industry leaders discussing their own career paths and experiences in ‘beating the odds’, recognizing challenges from breaking into the industry through to effectively navigating towards senior level positions.

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Active Quant vs Smart Beta Quant – How different are they?

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

In recent years a variety of firms have started marketing 100% systematic versions of quant strategies which the industry has termed “smart beta”. How different are these funds from one another and what are the relative benefits/drawbacks of each?  Hear from leading portfolio managers from both sides of the fence to explore this area. 

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Institutional Asset Management

Featured Featured

4th Annual Insurance Company Chief Investment Officers Roundtable

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

Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability.

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Asset Owner Series

Operational Due Diligence Trends and Best Practices

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

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

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Alternative Investments, Business Management

29th Annual High Yield Bond Conference

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

Master Class focuses on the basic building blocks of high yield investment; CFA Society New York’s longest-running conference brings attendees up to the minute on the market outlook and key innovations.

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Featured Featured

Ben Graham VI Annual Conference

Fordham University - Law School Building 150 W. 62nd St., New York, NY, United States

The Ben Graham VI Annual Conference is the latest installment of CFA Society New York’s serialized, marquee event. This full-day conference features panels on the current state of value investing, and a diverse slate of first-rate speakers, drawn from prominent asset management organizations, plan sponsors, and from across academia.

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Value Investing

Family Wealth Dynamics

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

Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. The authors compiled the 50 most common questions facing wealth protection and growth..

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Private Wealth Management

2019 Young Leader Summer Social

Novotel 226 W 52nd Street, New York, NY, United States

SOLD OUT Registration Closed | No Walk-Ins Young Leaders Summer Social has reached capacity, and registration is now closed. No walk-ins will be admitted. We apologize for any inconvenience. Overview Come celebrate the start of the summer season with the Young Leaders! Mix and mingle with other CFA Society [...]

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Young Leaders

3rd Annual PE/VC Conference

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

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

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Alternative Investments, Fintech Thought Leadership Group

CFANY New Jersey Summer Kickoff Social

Stone & Rail 175 Rock Road, Glen Rock, NJ, United States

Come celebrate the start of the summer season with your fellow New Jersey members and Charterholders.

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Networking Event, New Jersey Group
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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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