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Event Category: Conference / Seminar
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Sixth Annual Global Macro Outlook

Virtual Only

Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of pandemic shock. This panel discussion, featuring a diverse slate of trusted macro strategists, PMs, and researchers, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces, key macro trends, and investment opportunities.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming

21st Century Investing: Foundations of Systems-Level Investing

Virtual Only

CFA Society New York invites you to the first event in a four-part series on 21st Century investing for sustainable and systems-level investing, hosted in collaboration with CFA Societies in the Northeast corridor and with help from CFA Institute and The Investment Integration Project (TIIP). Subsequent events in this series will be hosted by CFA Societies in Boston and Philadelphia; all events will be open for all members of all CFA societies. 

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Conference / Seminar, Private Wealth Management, Sustainable Investing, Virtual Events & Programming

Financing and Counterparty Management: The Changing Landscape for Hedge Funds

Virtual Only

Recent high-profile hedge fund stories have garnered attention for hedge funds and generated concerns over the levels of exposure enabled by banks’ prime brokerage departments. This level of scrutiny recalls changes the industry experienced after the 2008 financial crisis, when new regulation revised requirements on banks’ prime brokerage departments, affecting the scope of services they were able to provide to their clients and the relationship with the hedge fund managers more broadly.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming

Utilizing ESG and Climate Data to Improve Multi-Asset Risk Analysis

Virtual Only

Join our Performance & Risk Analytics interest group for an informative virtual event featuring Habib Moudachirou, FRM, CIFD, a twenty-year quantitative investment management veteran. In this presentation, Mr. Moudachirou will give an overview of sustainability investing, covering a variety of ESG approaches, while discussing the path to integrating sustainability with the broader needs of the investment management community.

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Conference / Seminar, Performance & Risk Analytics, Sustainable Investing, Virtual Events & Programming
Featured Featured

Asset Manager Series: A View from the Top Municipal Bond Managers

Virtual Only

What challenges and opportunities will the heads of municipal bond investment managers face in the coming years? Tune in to first Asset Manager Series event to hear directly from municipal sector heads about how they are positioning their investment portfolios in the face of ongoing state fiscal pressures, changing yields and demographics, and more.

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

Distinguishing Hype from Reality: Alternative and Traditional Market Data

Virtual Only

Build your understanding of fintech implementation solutions and develop a more grounded view of market data when you attend this comprehensive discussion exploring the differences between alternative and traditional market data.

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Alternative Investments, Business Management, Conference / Seminar, Quantitative Investing, Virtual Events & Programming
Featured Featured

Global Advocacy: Policymakers, Investors and Beyond – Americas

Virtual Only

Hear what CFA Institute's head of advocacy has planned for the Americas region. Join us for a midday conversation about the long- and short-term goals and how societies in North and South America can get involved.

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Asset Owner Series, Conference / Seminar, Global Policymakers Series, Virtual Events & Programming
Featured Featured

2021 Annual Dinner

Mandarin Oriental Hotel 80 Columbus Circle, New York, NY, United States

Mark your calendar and get ready to join us as we honor John Levin of Levin Capital Strategies, and celebrate the long-awaited return of face-to-face networking in fitting fashion—right back at the Mandarin Oriental New York for the Society’s first Annual Dinner since 2019. Enjoy dinner and open networking around quality speakers and finance’s foremost experts at the five-star Mandarin Oriental Hotel, alongside CFA charterholders and thought leaders from around the world.

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Conference / Seminar, Sponsored, Sponsored Event*, Virtual Events & Programming

7th Annual Thinking Beyond the Transition for Veterans

Virtual Only

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.

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Conference / Seminar, Veterans, Virtual Events & Programming

2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

Virtual Only

This Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors, asset managers and owners, and other experts on the most pressing issues facing Latin American investments today. Presenters will discuss political considerations on a regional and international scale, changing economic and regulatory policies that are impacting investment decisions, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability

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

2nd Annual Niche Investment Strategies Outlook

Virtual Only

Learn how to evaluate and manage niche investment strategies, generate return premiums, and think outside the box of traditional investment norms when you attend this focused, thorough panel event addressing the outlook for niche investment strategies.

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Alternative Investments, Conference / Seminar, Virtual Events & Programming

2022 Outlook for Female Leaders

Virtual Only

Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative.

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Conference / Seminar, Diversity & Inclusion Forum, Global Passport, Virtual Events & Programming
Featured Featured

Global Advocacy: Policymakers, Investors and Beyond – EMEA

Virtual Only

Hear what CFA Institute's head of advocacy has planned for the EMEA region. Join us for a conversation about the long- and short-term goals and how societies in Europe can get involved.

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Asset Owner Series, Conference / Seminar, Global Policymakers Series, Virtual Events & Programming

Investment Performance Attribution, Out of the Box

Virtual Only

Standard investment performance attribution calculation methodologies are often not reflective of the investment decision making process, which presents a challenge for investment managers who want to clearly connect past decisions to realized returns. Join investment & technology operations consultant Mark R. David, who manages the Risk & Analytics practice of Meradia, as he addresses this common challenge and presents a range of solutions.

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Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming

Value Investing Workshop with Andrew Kahn

Virtual Only

Join the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing, discussing the life and work of Irving Kahn, one of the esteemed founders of CFA Society New York. Within this context, Andrew will examine the founding and investing style of Kahn Brothers Group, which Irving Kahn founded in the late 1970s. Attendees will also have the opportunity to see a selection of real-life investment methodology decisions made by the leadership team at Kahn Brothers Group. Learn how the past informs the present when you join in this exciting historical discussion.

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Conference / Seminar, Value Investing, 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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