The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
Join CFA Society New York for an evening of discussion on the mechanics of cryptocurrency management and valuation. Learn what financial professionals should consider when deciding whether to invest in companies that hold cryptoassets and become acquainted with the ways these assets can appear in reports and disclosures.
Tune in to this can’t-miss discussion centering on diversity, equity, and inclusion (DEI) in the investment industry—and stay abreast of the latest information regarding CFA Institute’s initiative, aimed at developing a voluntary code designed to guide DEI. As the Securities and Exchange Commission (SEC) increasingly looks to integrate DEI disclosure requirements into rule-making, CFA Institute has taken the lead in developing these guidelines.
Having a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages .
The mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry.
This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
The CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics.
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.
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 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.
We generalize the Kelly criterion and the growth-optimal portfolio (GOP) concept beyond log-wealth maximization. We show that models of speculative price dynamics with time change require different compounding algebras leading to GOPs that do not coincide with log-wealth maximization.
Attend our Putting Beneficiaries First series event to learn directly from a slate of accomplished thought leaders in the pension management space. Speakers that represent financial institutions, asset owner investment staff and trustees, nonpartisan think tanks, investment consultants and government officials will lead a series of in-depth conversations on timely, relevant topics affecting beneficiaries.
This series of exclusive data driven discussions is focused on examining attendant risks to pension and entitlement beneficiaries, including risks presented by increasing government debt levels, federal entitlement underfunding, pension underfunding, technological innovations, and more. Join us and go well beyond the political noise that obscures real debate and analysis to learn from some of the leading voices in the industry.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a conversation with Thomas Peterffy, chairman and founder of Interactive Brokers Group Inc., a global electronic brokerage firm with a market capitalization of more than $30 billion. Peterffy will be interviewed by CNBC senior markets correspondent Bob Pisani.
This is an informational session intended to familiarize CFA Society New York members—particularly those possessing senior-level industry experience—with the Society governance structure, as well as with the election process for CFA NY’s Board of Directors, and CFA NY’s Nominations Committee.
Our virtual attendees will meet members of the current leadership team, gain insight into the formative role that direct involvement of volunteers like you play in both shaping and realizing CFA Society New York’s vision and mission, and learn how driving thought leadership—and, in doing so, further elevating CFA Society New York’s status as a leading forum within the financial investment community—will not only serve to support Society membership at large, but have profound impacts on your personal and professional life.
Do the benefits of investing in Wealth Management Products (WMPs) outweigh the benefits of simply holding cash? Hear from an expert panel in the CFA community to discuss the current disclosure of WMPs within China and learn more about the complex risks in the seemingly simple area of cash and cash equivalents on the books of Chinese corporates.
You’re invited to explore the development and the features of Carbon Quotient™ methodology with experts from accounting, institutional investors, and financial regulators. As a growing number of governments, global companies, and institutional investors rapidly commit to carbon neutrality or “net zero” by mid-century, Carbon Quotient™ (CQ), a new transition risk tool set, is well-positioned to meet the need for a comprehensive navigational tool to guide the journey towards net zero.
The Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm, such as how to successfully launch and operate a business. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management, while serving as a bridge between the “buy” and “sell” sides.
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 mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches, including all forms of hedge funds, funds of funds, private equity, structured products, institutional real estate, and other investments not typically available in the retail marketplace.
The CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights
This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach.
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!
Investment managers and allocators, as well as service provider partners, are invited to attend a timely panel discussion on the topic of Operational Due Diligence (“ODD”). This critical industry process was significantly affected by the switch to a remote working environment during the pandemic; our panel will address best practices for this process in a remote setting, as well as adapting ODD models and investor relations (“IR”) processes to the new normal.
Join us for an evening panel discussion with Gunjan Banati, chief risk officer and managing director at Royce Investment Partners, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP, as they discuss ESG and sustainability factors as material opportunities and risk factors for value investors.
Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.
Financial Women's Association and CFA Society New York are pleased to co-host their first content-driven event: Leaders in Digital Assets. The virtual event will feature a panel discussion with women at the forefront of the development of this exciting asset class. The discussion will cover industry trends, the inclusion of women investors, and careers in digital assets today & in the future.
This Third Quarter Summit will address a variety of perspectives on infrastructure investment in the US, EU, and Gulf states. Panelists will discuss the function of, and potential opportunities presented by, newer Institutional Investor Public Partnerships that are gaining popularity in Canada, Australia, and some African nations; they will also share insight on the ongoing financial stresses that policymakers are facing in the wake of the COVID-19 pandemic.
Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of pandemic shock. This panel discussion, featuring a diverse slate of trusted macro strategists, PMs, and researchers, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces, key macro trends, and investment opportunities.
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Phone: (212) 541-4530
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