CFA Society New York’s Annual Dinner is a unique oportunity to network, socialize, and glean valuable industry knowledge amongst peers and advanced practitioners in the financial service and investment management industries.
Join us in attendance, alongside CFA charterholders and thought leaders from around the world, as we commemorate CFA Society New York’s 81st anniversary year.
4th Annual Thinking Beyond the Transition for Veterans Thursday, Nov. 1, 2018 | 6:00 pm -9:00pm Become a MemberVeterans Roundtable Veterans & Military Personnel Registration for veterans & military personnel is free by submitting the "COMPLIMENTARY ADMISSION" form, with proof, below. Complimentary Admission Non-Veterans Registration Members : $ 10 | Nonmembers: $ 20 Register to […]
Taking place in tandem with the CFA Institute’s Equity Research and Valuation Conference, innovators, investment practitioners, academics and other experts will present and discuss their research and ideas as we take a look into the future of the investment industry.
CFA Institute Conference: Equity Research and Valuation 2018 Sheraton New York Times Square Hotel Register to attend CFANY members can use the discount code NYEQ-18 for a US$100 discount. About This conference aims to keep investment managers abreast of the latest advances and developments in equity research techniques, valuation, and portfolio management. The application of […]
This event will focus on the risk management frameworks for financial services companies. There are multiple layers of risk, several regulatory bodies that define risk, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify, measure, monitor, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. This event will help members and others gain insight into how different firms define risk and how they go about managing it as part of their day-to-day business. The audience should walk away with an understanding of how/when risk appetite statements are developed, examples of how control environments are managed, what/what kind of Key Risk Indicators are used to monitor risk, and the purpose/importance of risk assessments.
Our panel will discuss the questions on China that are top-of-mind for investors around the world. China is perhaps the most important variable in global trade, economic growth, and the capital markets.
We will explore China’s aspirations to be a First World nation, its secular shift into higher-margin businesses, and to a consumer-led economy. We will posit and discuss scenarios for varying levels of China’s success, and ramifications for investors of all sizes and geographies.
Blockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.
CFA Society New York congratulates all 2018 charter recipients and welcomes them to the Chartered Financial Analysts’ community! Now reward yourself and join us for the 2018 Congratulatory Reception!
CFA Society of New York will be hosting a program in the fall of 2018 discussing the interaction of passive investing and corporate governance. Increasingly companies, especially those considered high tech, are limiting governance rights of shareholders purchasing shares after the company has become public. Corporate management is attempting to both take advantage of public market capital and liquidity while keeping tight control over the company’s governance. This especially leaves passive index-oriented investors in a bind: is it appropriate to invest in companies where most shareholders have at best limited governance rights?
Jack Ciesielski published The Analyst’s Accounting Observer over 26 years and engaged frequently with both standard setters and analysts over that span. His observations on how accounting and financial reporting have changed over the years should give you fresh ideas on how to assess the companies that you analyze. The program will discuss improvements in financial reporting over the year, and the problems that still need to be addressed. Mr. Ciesielski has served on many financial reporting committees including for FASB and the CFA Institute.
In its first Insurance as an Asset Class event, CFANY has invited managers focused on investing in two large groups of insurance investments: Life Settlements and Catastrophe Insurance.
The Life Settlements business started with the AIDS crisis in the 1980s and quickly evolved into a very technical business where insurance policies were exchanged for cash based on estimations on people’s mortality. New investors (including Warren Buffet) brought valuation methods and capital to the industry, helping to turn it into an asset class in the last 15 years.
This year’s Sustainable Investing Thought Leadership annual event will focus on the theme of long-termism. The full day event will be structured around 1-2 keynote addresses focusing on the theme set out above and what that might mean for investing and performance, 3-4 panels discussions addressing the theme of long-termism through the prism of climate change and resilience, diversity, corporate stewardship, and ESG integration, and presentation of relevant research papers.
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