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 | 6:00 PM - 7:30 PM EDT

    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.

    Free | Members Only

  • Thursday, August 14 | 6:00 PM - 7:00 PM EDT

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

    Free to Members

  • 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

  • Wednesday, September 10 | 6:00 PM - 7:30 PM EDT

    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.

    Free | Members Only

  • Thursday, September 11 | 6:00 PM - 7:00 PM EDT

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

    Free to Members

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

    The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.

    Free to Members Only

  • Wednesday, October 8 | 6:00 PM - 7:30 PM EDT

    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.

    Free | Members Only