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.
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.
Overview With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, JP Chapa, Executive […]
Overview Private equity and private credit appear to be overbought. And there are risks in the current valuations and the lack of liquidity. Further, shortcomings with due diligence may lead to a lack of sophisticated managers and some unethical behaviors. Attend this event to hear how you can benefit from a better understanding of the […]
Overview Run with us on a high-energy Running Club designed for the New York City finance community to get out there and network—all while improving health and wellness. This monthly gathering takes place on the first Saturday of every month, offering a relaxed and casual environment that encourages networking while engaging in active pursuits. Joining […]
Overview Learn from people who have met, researched and worked with the best leaders in the financial services sector. They will share best practices, how to evolve your leadership skills and how to adapt those skills for the higher skills that will be required of financial services professionals in the future. Agenda 5:30 PM | REGISTRATION […]
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 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 An Asset Owner Series™ Event Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty. This event will focus on the status of sustainable investing among asset owners by featuring […]
Overview An Asset Owner Series™ Event Asset owners in Africa were early adopters of sustainable investment commitments. This event will focus on the status of sustainable investing featuring addresses and panel discussions led and informed by asset owner representatives from Africa. In-person registration will close on Friday, September 19! Agenda 1:30 PM | […]
Overview Mark Zuckerberg. Larry Page. Sergey Brin. Keith Rabois. Peter Thiel. David Sacks. Travis Kalanick. Bill Shockley. J.D. Vance. In The Venture Alchemists: How Big Tech Turned Profits Into Power, Rob Lalka demystifies how tech entrepreneurs built empires that made trillions while also shattering our faith, as they are now blamed for spreading lies, breaking laws […]
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!
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