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, August 13 | 6:00 PM - 7:30 PM EDT

    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!

    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

    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!

    Free to Members

  • Monday, September 15 | 6:00 PM - 7:00 PM EDT

    The Value Investing Group provides a forum for the application and modification of Benjamin Graham's principles as well as for other value investment approaches. The group’s focus is on organizing both one-off as well as regular events such as the bi-monthly value investment round-table, the annual Ben Graham conference and the value investing workshop.

    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

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

    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!

    Free to Members