Events for Sunday, August 24 - Thursday, September 11

Overview Run with us on a high-energy Running Club designed for the New [...]

The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.

Overview Run with us on a high-energy Running Club designed for the New [...]

The Wealth Management (WM) Volunteer Interest Group fosters a dynamic community dedicated to enhancing finance professionals' expertise, professionalism, and innovation in serving high-net-worth clients. Wealth management goes beyond investments, encompassing portfolio management, estate planning, tax strategies, behavioral finance, and risk management.

Become the Speaker You Want to Be -- Don’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking!

The Veterans Committee of CFA Society New York, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education.

The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.

The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I