ChatGPT has taken the world by storm. While consumers have embraced it as a personal assistant, enterprises (particularly regulated ones) need to proceed more cautiously. This event will convene experts from leading model providers, data suppliers and asset managers to help you understand why this technology represents a leap forward, what use cases it's best suited for and where it could go in the future.
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
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 33rd Annual High Yield Conference is a two-day event that brings together leading high-yield bond market professionals, investors, and academics to discuss the latest trends, opportunities, and challenges facing the high-yield market.
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.
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry.
A skyscraper boom in the roaring 1920’s heralded the rise of the modern office building, crammed with swivel chairs and desks. As corporate giants emerged and Wall Street firms flourished, office-space demand exploded in the 1970’s, fueling a wave of new tower blocks, such as the World Trade Center and the Sears Tower. Now, as hybrid and remote work reduces demand for physical workplaces, a different type of potential boom — adaptive reuse — is gathering steam.
Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses
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.
A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.In the beginning was the loan, and the loan carried interest. For at least five millennia people have been borrowing and lending at interest. The practice wasn’t always popular—in the ancient world, usury was generally viewed as exploitative, a potential path to debt bondage and slavery.
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.
Join us for two days focused on value investing, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. The Ben Graham X Annual Conference will cover the current state of value investing — both domestic and international — and the challenges and opportunities for value investing as volatility has recently returned, and much more!
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!
How do you approach your decisions? Are you an Adventurer, Detective, Listener, Thinker or Visionary? Join us for a conversation with Cheryl Strauss Einhorn to learn to identify the psychology of your decision-making
The 5th Annual Endowment and Foundation Chief Investment Officer Roundtable will feature a high-level discussion on the implications of current market conditions and within this context, analyze trends in best practices in investment strategy, risk management and market engagement.
We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.
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 Financial Reporting and Analysis Thought Leadership Group follows issues and events affecting financial reporting, corporate disclosure, and accounting standards. I
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