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Event Category: CFA Society NY Event
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5th Annual Sustainable Investing Conference

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

This year’s Sustainable Investing Thought Leadership annual event will focus on the theme of long-termism. The full day event will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance, 3-4 panels discussions addressing the theme of long-termism through the prism of climate change and resilience, diversity, corporate stewardship, and ESG integration, and presentation of relevant research papers.

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Institutional Asset Management, Sustainable Investing, Value Investing

Society Leadership Networking Reception

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

Society Leadership Networking Reception Tuesday, Dec. 4 | 6:00- 8:00 PM Followed by a catered networking reception Fees Free | Members Only Register to Attend CFA Society New York’s regular members are invited to join the Board, Society leadership, and members of the Nominations Committee as they introduce the 2018 [...]

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Free for Members, Networking Event

3rd Annual Endowment and Foundation Chief Investment Officer Roundtable

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

The 3rd Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement. As Endowments and Foundations are faced with a challenging return environment and higher market volatility, the outlook for future returns seems muted when compared to their impressive record of double digit growth generated in the recent past. Most are responding to the lack of readily evident market opportunities by investing in longer-term opportunities such as alternatives, exploring private markets and turning to strategic partners. As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

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Asset Owner Series

New Year Market Outlook

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

New Year Market Outlook Wednesday, January 9 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $30 Nonmembers: $70 Register to Attend LIVESTREAM FREE | Members Only Register for Livestream [...]

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Institutional Asset Management, Networking Event

Alpha in the Millennial Era: 2019 Outlook

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

Alpha in the Millennial Era: 2019 Outlook Tuesday, January 15 | 6:00 - 8:30 PM Followed by a Catered Networking Reception Become a Member Young Leaders Group REGISTRATION & FEES TO ATTEND Members: $30  Nonmembers: $70 Register to Attend LIVESTREAM Free Members Only Register [...]

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Young Leaders

2019 Annual Meeting

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

The annual meeting of members will serve to officially elect candidates to the 2018 Board of Directors and confirm appointees to the Nominations Committee.

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Free for Members, Networking Event

2019 Kickoff Awards Ceremony

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

Evening will consist of: (1) Recap of 2018 Annual Meeting; (2) CFANY Volunteer Award Ceremony; (3) 2018 Kick Off Party.

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Free for Members

Value Investing Education Workshop

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

Value Investing Education Workshop Tuesday, January 22 | 6:00 - 8:00 PM Followed by a Catered Networking Reception Become a Member REGISTRATION & FEES TO ATTEND Members: $25 Nonmembers: $115 Register to Attend LIVESTREAM Free Members Only Register for Livestream [...]

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Value Investing

American Gas Association Luncheon Presentation

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

American Gas Association Luncheon Presentation - An American Gas Association Sponsored Event - Wednesday, January 23 Register to Attend Speakers Dave McCurdy President & CEO, American Gas Association James P. Torgerson, Chief Executive Officer, AVANGRID Inc., and  2019 Chair, American Gas Association The American Gas Association, founded in 1918, represents more [...]

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Other Industry Events, Sponsored Event*

Data Science in Finance: Looking Beyond the Hype

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

Data Science is blossoming in the financial industry and literature. More and more financial firms are introducing machine learning systems to forecast markets and trade. Academics are astounded by “unprecedented out-of-sample return prediction” ability of ML and are setting а “new standard for accuracy in measuring risk premia.” They find that “in designing and pricing securities, constructing portfolios, and risk management… deep learning can detect and exploit interactions in the data that are, at least currently, invisible to any existing financial economic theory.” At the same time, “rapid empirical success in this field currently outstrips mathematical understanding.” Join us to learn from leading academics and practitioners about Data Science applications in finance and to understand what’s behind these techniques and why they work so well.

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Fintech Thought Leadership Group

Introduction to Data Science and Python for Finance

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

Introduction to Data Science and Python for Finance Friday, January 25 This event has sold out and registration is closed. We apologize for any inconvenience.For information concerning future "Introduction to Data Science and Python for Finance" course dates, please email Jenny Ball: jball@cfany.org Course Curriculum Introduction to Data Science for Finance [...]

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The Inaugural CFANY New Jersey Social

The Huntley Taverne 3 Morris Avenue, Summit, NJ, United States

Celebrate the start of 2019 with a networking social in Summit, NJ. Meet and mingle with other CFANY New Jerseyans, while enjoying a drink and light refreshments. Space is limited, so register early to reserve your spot...

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New Jersey Group

Current Trends in Compensation and Talent Management for the Asset Management Industry

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

This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture, diversity, and inclusion is to the mandate of institutional investors.

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Business Management, Career Development

Women & Wealth – Fireside Chat between Carla Harris and Denise Shull

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

The first in a continuing series entitled “Women & Wealth,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull, MA, who leverages her training in psychological science to solve the challenges of mental mistakes, confidence crises, and slumps in Olympic athletes, Wall Street traders, and corporate warriors.

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Private Wealth Management

Second Moody’s Investors Service Credit Outlook Summit

Moody's Investors Service 7 World Trade Center, 250 Greenwich St, New York, NY, United States

Moody’s Investors Service Chief Investment Officer Credit Outlook Summit features three Chief Investment Officer panelists from leading asset management companies across two panels. The first panel is moderated by Mike Rowan, CFA (Global Head of Public, Project and Infrastructure Finance, Moody’s Investors Service), and focuses on “Big Picture” themes that will shape global credit markets in 2019 and beyond. The second panel is moderated by Marc R. Pinto, CFA (Head of Americas Insurance and Global Managed Investments, Moody’s Investors Service), and focuses on the panelists’ outlook for defaults, credit spreads, and sector underperformance / overperformance.

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Asset Owner Series, Free for Members
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