All Upcoming Events

  • Wednesday, August 20 | 6:00 PM - 7:30 PM EDT

    The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

    Free to 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 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

  • Wednesday, September 17 | 6:00 PM - 7:30 PM EDT

    The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

    Free to Members

  • 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

  • Wednesday, October 15 | 6:00 PM - 7:30 PM EDT

    The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters, the Roundtable fosters an open discussion between members on their views and focuses.

    Free to Members

  • Wednesday, November 5 | 6:00 PM - 7:30 PM EST

    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