Overview Join us for the Local Final of the 2025 CFA Institute Research Challenge, hosted by CFA Society New York. This highly anticipated event marks the culmination of months of rigorous research, analysis, and teamwork as the top teams compete for a coveted spot in the next stage of this prestigious global competition. The winning […]
Overview In celebration of Black History Month, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers a unique […]
Overview The CFA Society New York Annual Meeting will serve to officially elect candidates to the 2025 Board of Directors and the 2025 Nominations Committee. This special occasion will be dedicated to celebrating the hard work, dedication, and impact of our volunteers, and their contributions to CFA Society New York’s goals. The evening will begin […]
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.
The Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
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.
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!
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.
Overview An Asset Owner Series™ Event The 7th Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are […]
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.
Overview This engaging virtual event is designed for students aspiring to pursue the CFA designation and looking to enhance their career prospects in the financial industry. The session will offer valuable insights into the CFA Program, strategies for exam preparation, and tips on developing essential soft skills that contribute to long-term professional success. Agenda 6:00 […]
Overview Asset owners and other investors are increasingly pursuing sophisticated risk-return strategies to address the long-term risks and opportunities in the public markets. Hear from industry professionals and asset owners as they take a deep dive into the strategies that are evolving and how they can be implemented. Agenda 5:30 PM | REGISTRATION 6:00 PM […]
This program will cover significant updates to international accounting standards, including the IASB's Primary Financial Statements project, the framework for disclosure requirements in IFRS accounting standards, supplier financing arrangements, and provide a general update on the IASB's work program.
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