Calendar of Events
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Young Leaders Group 2019 Fall Social
Young Leaders Group 2019 Fall Social
Please join the Young Leaders Group for their fall social happy hour on Tuesday October 1. This will be a great opportunity to meet and network with your peers at CFA Society NY in a casual setting. Hope you can join us as we kick off the fall season!
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Big Data: Active Equity Managers’ Uses and Misuses
Big Data: Active Equity Managers’ Uses and Misuses
Big data has become a catchphrase for new data-driven approaches being used by active managers to get an edge. Learn what big data is (and isn't) and how traditional investing techniques used by fundamental active equity managers have been enhanced by use of big data.
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4th Annual Multi Family Office Conference
4th Annual Multi Family Office Conference
The 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed
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Private Wealth Managers, Succession Plans: Handing Off the Baton
Private Wealth Managers, Succession Plans: Handing Off the Baton
Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects.
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Value Investing Workshop: The Art of Short Selling
Value Investing Workshop: The Art of Short Selling
Please join us for another CFANY Value Investing Workshop, exploring some of value investing’s most important influencers of the past and presence. In this lecture/workshop Whitney Tilson will be exploring the art of short selling.
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Alternative Investments for Private Wealth Advisors
Alternative Investments for Private Wealth Advisors
As often occurs in financial markets, hedge funds and alternative investment products have undergone various “boom & bust” periods. In spite of popularity rising and falling over the course of time, large institutional investors have continued to hold significant allocations to hedge funds and private market alternatives.
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Distressed Debt Conference
Distressed Debt Conference
The United States is in the longest economic recovery in its history. However, persistent and significant macro risks, including a trade war with China and structural and fundamental issues within credit markets are setting up a cycle that will inevitably present a large and attractive distressed credit opportunity. This half-day conference is geared towards industry professionals who want to learn about one of the last true value investing asset classes – distressed debt.
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North Carolina: Inaugural Asset Owner Series
North Carolina: Inaugural Asset Owner Series
CFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc.
CFANY Annual Dinner 2019
CFANY Annual Dinner 2019
CFA Society New York’s 2019 Annual Dinner is the premier event of the year and a unique opportunity to socialize and glean valuable industry knowledge amongst peers and advanced practitioners from across the financial service and investment management industries.
A Conversation with Stacey Cunningham: The First Female President of the NYSE
A Conversation with Stacey Cunningham: The First Female President of the NYSE
About Keynote Speaker Stacey Cunningham is the president of the NYSE Group, which includes the New York Stock Exchange and a diverse range of equity and equity options exchanges, all wholly owned subsidiaries of Intercontinental Exchange (NYSE: ICE). She is the 67th president and the first woman to lead the NYSE Group in its 227-year […]
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