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 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 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

  • Wednesday, September 17 | 5:30 PM - 8:00 PM EDT

    Overview Join us for Women in Finance: An inspiring and candid conversation with [...]

    $25 Members | $50 Nonmembers


    Hosted by the Career Development & Young Leader's Group in partnership with Collaborative Women in Investment Management (WIM)

  • 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

  • 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