All Upcoming Events

  • Tuesday, August 12 | 5:30 PM - 7:00 PM EDT

    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.

    Free | Members Only

  • Wednesday, August 13 | 12:00 PM - 1:00 PM EDT

    The International Investing Volunteer Interest Group is a dynamic community dedicated to advancing global investment expertise. As financial markets become increasingly interconnected, investors must navigate geopolitical risks, currency fluctuations, and evolving regulations to uncover international opportunities.

    Free for Members

  • Wednesday, September 3 | 6:00 PM - 7:30 PM EDT

    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.

    Free to Members Only

  • Tuesday, September 9 | 5:30 PM - 7:00 PM EDT

    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.

    Free | Members Only

  • Tuesday, September 16 | 5:30 PM - 8:30 PM EDT

    Overview Sophisticated Institutional Investors have looked to achieve returns from private equity investing [...]


    Hosted by the Institutional Asset Management Group

  • Thursday, September 25 | 5:30 PM - 8:30 PM EDT

    Overview The 2025 CFA Society of New York Emerging Manager Summit is dedicated [...]

    $25 Members | $50 Nonmembers


    Hosted by the Business Management Group

  • Wednesday, October 1 | 6:00 PM - 7:30 PM EDT

    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.

    Free to Members Only

  • Tuesday, October 14 | 5:30 PM - 7:00 PM EDT

    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.

    Free | Members Only